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Prepare agenda and materials for meeting

    The project lead creates the protocol (agenda) for the meeting. The protocol can be created as soon as the first project team meeting is complete. The protocol is stored as a Doc in the project's Drive, in the Project Launch subfolder

    Purpose

    Project Alignment Meeting Agenda Template  << UPDATE

    Responsible Party

    Project Lead, Office Manager, Ops Manager

    Interdependencies

      The meeting has been scheduled.
      Directions

      The project lead creates the materials for the meeting.
      The materials can be created as soon as the protocol is complete. Print and pack everything needed for Project Alignment if the meeting is in person. Confirm how many people are attending the meeting, ensuring there is enough for everyone.
      The material files are stored in the project's Box folder in the Project Launch subfolder.

       

      Tools:

      InDesign Templates:

      Presentation: DORIS Presentation Template

      Poster Headers:  Generic Headers Template

      Supplies checklist: 
      Post-its (Enough for each participant to have 2 pads at the minimum, Usually 2 colors)
      Sharpies (Enough for each participant to have one, plus extras)
      Painter's tape - to tape up the banners
      Tech for presentation set up (dongle)