Testimony on behalf of the organization, on topics designated in advance.
Esshaki Legal Media TeamCurrent as of June 2021
A party may depose an organization on described topics, and the organization must
designate someone to testify on its behalf.
The notice. Topics must be described with reasonable particularity. Overbroad
topics — all facts relating to the complaint — are routinely objected to and
narrowed, and the meet and confer about topics is a required step in many
courts.
Preparation obligation. The designee must testify about information known or
reasonably available to the organization, which requires reviewing documents and
speaking to people with knowledge. Personal ignorance is not a permissible
answer, and an unprepared designee can result in sanctions and a second
deposition.
Multiple designees are permitted and often necessary, each for specified
topics.
Binding effect. The testimony is the organization’s position. It does not
bind the organization in the sense of a judicial admission in most circuits, but
contradicting it later requires explanation and is damaging.
Objections. Preserved on the record; instructions not to answer are limited
to privilege, court-ordered limitations, and to permit a motion to terminate.
For the responding party. Negotiate the topics down, prepare thoroughly with
a document binder per topic, and select designees for their ability to be
prepared rather than for their seniority.