Attorney Planning Meeting Report, Scheduling Order, and Amendments to Scheduling Order
In most civil cases, the court will enter an Order to Propose Schedule that will contain specific instructions and deadlines for filing a motion regarding scheduling and the Attorney Planning Meeting Report. In the absence of an Order to Propose Schedule, counsel should nonetheless conduct an Attorney Planning Meeting under Fed. R. Civ. P. 26(f) as soon as practicable.
Under the Order to Propose Schedule, if any, or after the Fed. R. Civ. P. 26(f) conference, the parties must file 1 of the following motions:
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If the parties reach agreement on all issues in the Attorney Planning Meeting Report, they must file a Stipulated Motion for Scheduling Order and attach the jointly signed Attorney Planning Meeting Report. They must also email a stipulated Proposed Scheduling Order in an editable format to the magistrate judge assigned to the case or, if none, to the assigned district judge.
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If the parties do not agree on all issues in the Attorney Planning Meeting Report, they must file a Motion for Scheduling Conference and attach the Attorney Planning Meeting Report. They must also email their respective Proposed Scheduling Orders in an editable format to the magistrate judge assigned to the case or, if none, to the assigned district judge.
The standard forms on the court's website are preferred. Consult the website to obtain the most recent forms.
Attorney Planning Meeting Report Form
Also download and submit Proposed Scheduling Order (below)Proposed Scheduling Order
Amendments to Schedule: To amend an existing Scheduling Order, a Motion (or Stipulated Motion) to Amend Scheduling Order should be filed. Generally, at least 5 months must be allowed between the dispositive motion deadline and the trial date to allow the motions to be briefed, set, argued, and decided before trial preparation begins. A motion that does not leave this amount of time may not be granted.
The Motion to Amend Scheduling Order should include the existing dates and the proposed dates. When a motion is filed, the filing party must simultaneously email a new Proposed Scheduling Order in an editable format to the magistrate judge assigned to the case or, if none, to the assigned district judge. Even if the parties stipulated to the amendment, the motion must reflect good cause or, if the deadlines have passed, excusable neglect under Fed. R. Civ. P. 6(b)(1).
Rev. 05/20223