Toolbox Talk Series Recap – Best Practices for Productive Rule 26(f) Conferences on Discovery Plans

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The better prepared parties can be for the Rule 26(f) conference, the more thorough the discovery plan and the more valuable the discussion with the opposing part and the Court.

May 13, 2024
Douglas J. Mackin - The Dispute Resolver

In the April 4, 2024 edition of Division 1’s Toolbox Talk Series, Julian Ackert and Steve Swart presented on how to prepare for and structure Rule 26(f) conferences to be more effective. While Swart and Ackert focused on the requirements of Federal Rule of Civil Procedure 26(f) regarding the requisite conference of the parties prior to a scheduling conference or scheduling order, it is worth noting that many states have substantially similar requirements.

Rule 26(f) requires the parties to (i) discuss the nature and basis of their claims or defense; (ii) make or arrange for mandatory disclosures pursuant to Rule 26(a)(1); (iii) discuss issues about preserving discoverable information (including Electronically Stored Information – “ESI”); and (iv) develop a proposed discovery plan. Swart and Ackert’s presentation focused on the preservation of ESI and the proposed discovery plan.

Mr. Mackin may be contacted at


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