eDiscovery Training = Good Investment


There was a popular movie in the 1980s about a rag-tag group of recruits in the Army who trained themselves.  At the graduation ceremony, everyone watched in horror with the very unorthodox way they entered the parade ground.  The commanding officer asked what kind of training they had, and their leader barked out:  "Barrrrrrrmy training sir!"

If you are going to be proficient with eDiscovery tools such as processing or database platforms, you will need to have good training.   I specify "good" training because training is EXTREMELY important.  Over the years I have attended and conducted training for various litigation support functions.  I cannot emphasize enough on how important training is for an organization.

Here are some tips for eDiscovery training for your organization:

  1. Pick the right people to train.   Not everyone has the aptitude for picking up eDiscovery processing and management tools.  Don't just throw people into training.  Just as a coach must recognize the talents and abilities of their players, you must also recognize the best people to train.  
  2. Pick the right time for training.  It is very difficult to come up with a time to train people.  Everyone is busy working and finding the perfect day/time is almost impossible.  Try to schedule several different sessions in short time periods of 1-2 hours.  I usually scheduled a session for the morning on one day and another for the afternoon of another day.  
  3. Pick the right method for training.   The best way to training people is with hands-on training. Lecturing alone won't get the results you need.  Also decide if someone in-house will conduct the training or if it will work better for you to outsource the training?
Even in this day of remote work, you can have effective virtual training.   I recently attended training with a vendor, and they had set up their training virtual which was the best I had ever experienced.  It took some set up and planning on the front end, but it was worth it.  

If you are going to be the trainer, here are some things you should remember:
  1. Recognize that everyone is different and have their own pace.  Be mindful not go too fast and make sure that people understand what you are teaching them.
  2. Be patient.  People need to feel confident with the material or they will not use the training effectively.  Always be open for questions.
  3. If you have students who want to be the "smartest people in the room", use that to your advantage and ask them to assist.  They will either jump at the chance or they will back down.  
  4. Don't let the hecklers rattle you.  I can guarantee you that there will always be at least one student who will question you on why you do something or will be critical of your teaching.  Just keep your focus and try to stay on the agenda.  Freely admit that you may not know all the answers.
  5. Shut off the phones!  Eliminate the distractions.  
In my experience, the best way I learn is to watch and take notes and then do the hands-on.  Another thing I have found that works for remote learning is the ability to record the screen.  This allows me to go back later and review as well as create good notes/instructions for completing the tasks.

I can't stress how much of an investment you need to make with training.  Take is seriously and be committed to it.  I assure you that effective training will reap dividends later.  An employee who is properly trained and confident is a valuable asset to your organization.  

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