panel-review-rationalisation

Description

Panel health assessment, firm exit management, coverage gap analysis, and panel refresh brief for in-house legal ops teams. Produce an annual Panel Health Report synthesising scorecard data, billing compliance, and step-out patterns into per-firm recommendations — Retain, Watch, Improvement Plan, or Exit Review. Produce a firm exit pack: formal exit notice with active matter transition plan, plus an internal exit record. Identify practice area, geographic, or tier gaps and produce a structured Coverage Gap Report with remediation options. Produce a Panel Refresh Brief as a scoped input to the RFP process. Trigger on: 'review our panel', 'annual panel review', 'is our panel working', 'which firms should we exit', 'write the exit notice', 'coverage gap', 'we don't have anyone for restructuring', 'refresh the panel', 'panel rationalisation', 'too many firms', 'step-out problem', 'do we have the right firms'.

What This Skill Does

Executes the annual panel review cycle and ongoing panel governance decisions. Encodes the methodology for assessing panel health against original selection criteria, managing firm exits with defensible documentation, identifying and classifying coverage gaps, and scoping competitive processes to fill open slots.

This skill does NOT:

• Design the original panel structure or define firm tiers — use panel-design-selection (OCM Skill 2)
• Run the RFP or competitive process to fill an open slot — use rfp-pitch-management (OCM Skill 3)
• Collect post-matter feedback or run QBRs — use performance-scorecard (OCM Skill 7)
• Review invoices or flag billing non-compliance — use invoice-review-compliance (OCM Skill 6)
• Draft or update the outside counsel guidelines — use engagement-terms-billing-guidelines (OCM Skill 1)