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 ManagerFacilitator

Interdependencies

• The meeting has been scheduled.

Directions

1. Create the meeting agenda based on the Pre-Sale Project Alignment Meeting (PSAM) Agenda Template.
2. Create the poster headers based on the Standard Headers.
3. Make any necessary adjustments before the Alignment Meeting Dry Run.

Resources

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