Legal services outsourcing meeting—agenda and meeting plan—HR director

The following In-house Advisor precedent provides comprehensive and up to date legal information covering:

  • Legal services outsourcing meeting—agenda and meeting plan—HR director

Legal services outsourcing meeting—agenda and meeting plan—HR director

Agenda itemSupporting documentation (to be provided before or after meeting)Comment or action
1. Purpose of the meeting and objectives
State what you need from the meeting and why, eg:
—ensure legal resource meets the needs of the organisation
—understand the possibility of outsourcing some legal services or reducing spend on external legal support
—assess history of use of external legal advisers (who, cost, quality etc)
—be informed about the types and volumes of legal support the organisation will require in future
[Insert your initials]
2. Strategy and projects:
Ask:
—what changes have been made to the HR Department over the past five years?
—which legal advisers acted on those changes, who appointed them, why were they chosen, who managed them and what did they advise on, eg legal, regulatory, PAYE, pensions etc?
—is any change or restructuring anticipated in the next five years?
—is any part of the HR function outsourced?
—which legal advisers acted on the outsourcing, who appointed them, why were they chosen, who managed them and what did they advise on?
—are any legal advisers acting for the HR department at the moment?
—if yes, who engaged them, how were they selected, etc?
Copies of documentation explaining:
—changes to the HR Department over the past five years
—anticipated changes to the HR Department
—outsourcing arrangements
—engagement letters
[Insert interviewee’s initials]
3. Key contracts
Ask:
—which legal advisers have historically acted

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