Create Alignment Meeting Project in Ops Logistics

Purpose

Creating the project in Ops Logistics allows the Ops Team to incorporate its related tasks into their workload and provides Sales with visibility into the project's progress.

Responsible Party

Ops Manager, Project Lead.

Interdependencies

Before the project can be created, the alignment meeting must be scheduled, and the Ops facilitator must be identified.

Directions

Open the Ops Logistics Timeline file. Ops Logistics link
Use the linked SOP to set up a PSAM or PAM in the Ops Logistics file. [Insert SOP link]

Resources

2025 PSAMS Ops Logistics calendar link

2026 PSAMS - Black Box

Schedule Alignment Meeting

Prepare agenda and materials for meeting

Alignment Meeting Dry Run: Final Prep with Sales Lead

Conduct Alignment Meeting

Create Alignment Meeting Project in Ops Logistics

Prepare project alignment data

Scoping Document (Deliverable)

Write research questions

Sales to Project Team Handoff meeting

Create and edit project charter

Set up Project Timeline in Ops Logistics

Write + make the Delimitations Document

Create project resources

Create Alignment Meeting Project in Ops Logistics

Purpose

Responsible Party

Interdependencies

Directions

Resources