Scoping Document (Deliverable)

Purpose

The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy for DORIS's research throughout the project. It serves as a promise to the client and a roadmap for the Ops Team.

Responsible Party

Data Analyst or Project Lead

Interdependencies

• The PSAM has taken place. 

Directions

1. Use the Pre-Sale Alignment Meeting Analysis Tool to organize the data.
   • Use the Post-it note app to transcribe handwritten notes, if preferred.
2. Access meeting notes to add additional data (generally, the Project Lead will have them)
3. Once the data has been organized, start writing the document. 
4. Use the meeting notes to write the Project Mission.
5. The Meeting Recap is typically boilerplate text, except for the date and organization name. Double check to ensure the template text matches the project specifics (ex., instead of "workplace" it could be "the library")
6. The Defining Success section uses the 3 words data to describe how the organization leaders define a successful workplace. 
   1. Use the "Success" data from the PSAM meeting and copy the text from their Post-Its into a bullet point list.
7. Write the "What We Know" section intro by adding context to the boilerplate text (ex., lease changes, location considerations, etc.)
8. Use the "Already Know" data from the PSAM meeting and copy the texts from their Post-Its into a bullet point list.
9. Questions + Curiosities section intro is template text. 
   1. Using the "Want to Know" data from the SAM meeting, and copy the texts from their Post-Its into a bullet point list that is sectioned by "Space + Resources," "People," and big picture or Other Locations as categories as needed. 

Resources

Pre-sale Alignment Meeting Analysis Tool

Scoping Document (Deliverable) template