Prepare agenda and materials for meeting

Purpose

To introduce how DORIS works to a prospective clientclient, +see how DORIS might help the organization meet its goals, and gain knowledgeclarity about what leadership already knows,knows wantand wants to knowsknow about the  organization andin establishorder Researchto Questions.create a sales proposal.

Note: Occasionally this meeting will occur after the project has been sold. In that case, the 

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.

Resources

Pre-Sale Project Alignment Meeting (PSAM) Agenda Template Standard Headers <<(print UPDATEon 11"x17" paper) DORIS Process Timeline handout

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)