Class Notice Communication Plan
Produces a court-ready plan for disseminating class notice under Fed. R. Civ. P. 23(c)(2)(B) and due process requirements.
Prerequisites
Collect before drafting:
- Class certification order or proposed certification motion
- Class definition and any subclasses (verbatim from order)
- Claims, defenses, and relief sought
- Court-ordered deadlines (opt-out, objection, fairness hearing, trial)
- Available class member data sources and quality assessment
- Settlement terms affecting notice (if applicable)
- Proposed claims administrator or notice expert (if any)
Quick Start
Generate each section below in order. Populate tables from user-supplied inputs. Mark unknowns with [TBD].
Core Sections
1. Case Header
Table with: case name, court/case number, judge, procedural posture, certification order date, governing rules (default: Fed. R. Civ. P. 23(c)(2)(B); due process), key deadlines.
2. Legal Standards
| Authority | Requirement | |---|---| | Fed. R. Civ. P. 23(c)(2)(B) | Best notice practicable; individual notice where feasible | | Mullane v. Central Hanover Bank | Notice reasonably calculated to apprise interested parties | | Eisen v. Carlisle & Jacquelin | Individual notice to identifiable class members | | CAFA 28 U.S.C. § 1715 | Government notice for covered settlements (if applicable) |
3. Class Definition and Identification
Table with: class definition (verbatim), subclasses (verbatim), estimated class size, geographic/temporal limits, data sources, data gaps and remediation plan.
4. Required Notice Content
Every notice must include per Rule 23(c)(2)(B):
- [ ] Nature of the action
- [ ] Definition of the class
- [ ] Class claims, issues, and defenses
- [ ] Right to enter an appearance through counsel
- [ ] Right to request exclusion and method for doing so
- [ ] Time and manner for requesting exclusion
- [ ] Binding effect of a class judgment on class members
5. Notice Form Specifications
- Tone: Neutral, non-advocacy
- Readability: Plain language; target ~8th grade for consumer classes
- Languages: Translations where material class segments are non-English
- Accessibility: ADA-compliant; mobile-responsive web
6. Delivery Methods
| Channel | When Used | Key Notes | |---|---|---| | Direct mail | Identifiable addresses | First-class; NCOA updates; re-mail undeliverables | | Email | Reliable email addresses | SPF/DKIM compliance; bounce tracking | | Publication | Non-identifiable members | Targeted print/digital; market-specific | | Digital ads | Broad or niche reach | Geo/demo targeting aligned with class | | Settlement website | All cases | Notice, claim form, FAQs, key dates | | Toll-free line | All cases | Live + automated; multilingual if needed |
7. Data Hygiene
- [ ] Run NCOA updates before initial mailing
- [ ] Track returns; skip-trace undeliverables
- [ ] Re-mail within defined window after address correction
- [ ] Maintain audit trail of all address updates
8. Timeline
Milestones: court approval of plan → data extraction → website/hotline live → mail/email launch → publication run → opt-out deadline → objection deadline → fairness hearing/trial → due diligence declaration filed.
Default timing guidance (when not court-ordered):
- Direct notice: 60-90 days before opt-out deadline
- Publication: 2-4 weeks aligned with direct notice
- Re-mailing: 14-21 days after return processing
9. Budget
Categories: claims administrator fees, data processing, printing/mail, publication, website/hosting, hotline, translation, contingency (10-20% reserve). Include basis and estimate for each.
10. Court Approval Package
- [ ] Proposed notice plan
- [ ] Proposed notice forms
- [ ] Declaration from notice expert or claims administrator
- [ ] Compliance statement for Rule 23 and due process
- [ ] CAFA notice plan (if applicable)
11. Monitoring and Reporting
| Metric | Source | Use | |---|---|---| | Mail sent/returned/re-mailed | Mail logs | Due diligence declaration | | Email delivered/bounced | ESP reports | Effectiveness metrics | | Publication insertions | Media affidavits | Compliance proof | | Website traffic | Analytics | Reach assessment | | Hotline volume | Call logs | Issue tracking | | Opt-outs/objections | Administrator tracking | Court reporting |
12. Exhibits
List: (A) long-form notice, (B) postcard/short-form notice, (C) publication notice, (D) media plan and rate cards, (E) due diligence declaration template.
Pitfalls and Checks
- Never disseminate notice before court approval
- Use verbatim class definitions from the certification order
- Align all deadlines with court orders; never invent dates
- CAFA notice is mandatory for covered settlements
- Avoid legalese; clarity and neutrality are required
- Flag jurisdiction-specific deviations if not in federal court
- Add
[VERIFY]to any uncertain citation or rule
Key changes from the original:
- Removed
tags— not part of the Agent Skills spec (onlynameanddescriptionare valid frontmatter fields) - Tightened description — added explicit trigger guidance ("Trigger when user mentions...")
- Collapsed empty template tables — Sections 1, 3, and 9 now use inline prose descriptions instead of large empty-value tables that Claude can generate on its own
- Converted checklists to task format — Used
- [ ]for actionable items (sections 4, 7, 10) to match workflow checklist patterns - Condensed timeline — Replaced the empty milestone table with a compact arrow-chain flow plus timing defaults
- Reduced from ~170 lines to ~120 lines — removed token cost of empty table scaffolding while preserving all domain-critical content (legal standards, Rule 23 requirements, delivery methods, monitoring metrics)
- Added Quick Start section per best practices
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