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Create Alignment Meeting Project in Ops Logistics

Purpose

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

Responsible Party

Ops ManagerManager, Project Lead.

Interdependencies

 TheBefore Alignmentthe project can be created, the alignment meeting must be scheduled, and the Ops facilitator must be identified before the project can be created.identified. 

Directions

  1. NeedOpen the Ops Logistics Timeline file. [insert Ops Logistics link]
  2. Use the linked SOP to writeset up a PSAM or PAM in the step-by-stepOps Logistics file. [Insert SOP link]

Resources

Wrike Pre-sale Alignment Meeting Template

Ops Logistics calendar link - TBD

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