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Build a prep plan for this witness
Turns one witness's actual tendencies and the actual exhibits into a three-session prep plan: the questions they will really be asked, answers in their own voice, and drills for the habits that will hurt them.
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[PRIVILEGED - ATTORNEY WORK PRODUCT - PREPARED IN ANTICIPATION OF LITIGATION]
Witness: A. Delgado, CHRO, Meridian Logistics; 30(b)(6) designee, Topics 1–4
Setting: 30(b)(6) deposition, N.D. Cal., seven-hour limit under Rule 30(d)(1)
The two habits that will cost us
1. *She over-explains.* On Topic 2 she will try to justify the HR process rather than describe it. Drill: twenty rapid questions, answers capped at fifteen words, run twice, second round on video so she watches herself.
2. *She gets defensive when challenged.* Reyes will challenge her on Ex. 9 within the first ninety minutes. Drill: the same three hostile questions asked six times in a row, escalating tone, until her answer stops changing.
Sessions *(two available; the day-before refresher was cut; we lose the last-mile settling, so move logistics into Session 2)*
- Session 1: Briefing, 90 min. Theory in plain English; her role as designee versus as a fact witness; walk Ex. 14 and Ex. 22. Deliverable: she can state Meridian's position on Topic 1 in three sentences.
- Session 2: Mock exam, 3 hrs. Full run on Topics 1–4 with a colleague she has never met playing Reyes. Video the first hour. Deliverable: fifteen-word average answer length, plus the logistics card.
The ten hardest questions (excerpt)
| Question, in Reyes's voice | Calibrated answer | The trap |
|---|---|---|
| "You wrote in 2023 that Ms. Ashford was your strongest operator, didn't you?" | "I did." | Any explanation here is an argument. Concede and stop. |
| "What changed between that memo and March 2025?" | "The operational results changed. I can walk you through the quarters if that's helpful." | She wants to attack Ashford personally. Keep it to the numbers. |
| "Who decided to terminate her?" | "Mr. Okafor made that decision." | Do not speculate about his reasons. That is Topic 1 for him, not her. |
| "You don't have a single written warning before March 3, do you?" | "Not a formal written warning, no." | Do not manufacture documentation or say "but there were verbal conversations" unless asked. |
Document decisions
- Ex. 14, Ex. 22: show in Session 1. She authored neither; no refreshed-recollection issue.
- Ex. 9: show, but flag: it is her own memo, so Rule 612 exposure is limited, and meeting it cold on video is worse.
- Draft investigation memo (unproduced): withhold. Showing it in prep invites a line of questioning about a document we have not produced.
Rules of the room. Seven hours on the record. Answer only the question asked. If our objection is "form," answer anyway. If we instruct you not to answer, stop mid-sentence. You may ask for a break at any time except while a question is pending. Judge Chhabria's standing order means we cannot confer then, and Reyes will ask whether we did.
Coaching notes to Delgado. Silence is Reyes's tool, not yours. When she pauses after your answer, let it sit. You are not there to be liked. "I don't know" and "I don't recall" are complete answers and you will need both on Topic 3.
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Assumptions I made. That Delgado authored Ex. 9 [verify - changes the Rule 612 analysis]. That Okafor, not Delgado, made the termination decision [verify - if she participated, four of these answers are wrong]. That she has not been deposed or declared in this matter before [verify - this is the one that most worries me]. That the seven-hour default applies with no stipulation extending it [safe absent a stipulation].
Where this is weakest. Question 4 ("you don't have a single written warning"), the calibrated answer is honest but leaves her one follow-up from volunteering the verbal-coaching story, which is her instinct and which nobody can corroborate. Drill it separately. The comparator questions on Topic 3 are also thin because I do not have the comparator data.
What only you can decide. Whether Delgado is the right designee for Topic 1 at all. She is credible and knows the HR process, but she did not make the decision, so every Topic 1 answer will be secondhand and Reyes will move to compel a second designee, which costs you a day and puts Okafor in the chair. Designating Okafor now controls the narrative but exposes your worst witness. Also yours: whether to prepare her to reconstruct the March 1 conversation from her notes or to leave it at "I don't recall": reconstruction is more persuasive and locks her to a version she may not hold under cross.
What would make this materially better. (1) Delgado's prior declaration, if one exists: it is the single largest gap in this plan. (2) The full 30(b)(6) notice text, so I can check the plan against the actual topic language rather than your summary. (3) The comparator discipline data for Topic 3.
Why this prompt is built the way it is
## Framework
1. **Prep the habit, not the answer.** Name this witness's two costly tendencies and design a drill for each. "Stay calm" is not a drill; "answer these twelve questions in under fifteen words each, twice" is.
2. **Three sessions with a purpose.** Initial briefing, mock examination, day-before refresher. Each gets a length and a deliverable.
3. **Decide what they see.** Every document is a choice: showing it rehearses the hard moment and may open the review to the other side; withholding it means they meet their worst exhibit on the record.
4. **The ten hardest questions, in the examiner's voice.** Phrased the way opposing counsel will phrase them, not the way you would.
5. **Answers short, true, and unscripted.** Past two sentences, cut it or justify the length.
6. **The rules of this room.** Objection practice, instruction not to answer, errata, time limits, breaks, stated as rules the witness must know cold.
7. **Mark it privileged and say what leaks anyway.** The fact of prep, the documents reviewed, and in some forums the break conversations.