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Prepare agenda and materials for meeting

Purpose

To introduce how DORIS works to a prospective client, see how DORIS might help the organization meet its goals, and gain clarity about what leadership already knows and wants to know about the organization in order to 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 createsCreate the materialsmeeting foragenda based on the meeting.
The materials can be created as soon as the protocol is complete. Print and pack everything needed forPre-Sale Project Alignment ifMeeting (PSAM) Agenda Template. Create the meetingposter isheaders inbased person. Confirm how many people are attendingon the meeting,Standard ensuringHeaders. thereMake isany enoughnecessary foradjustments everyone.
The material files are stored inbefore the project'sAlignment BoxMeeting folderDry inRun. the Project Launch subfolder.

Resources