Scoping Document (Deliverable)
Purpose
The Scoping Document summarizes the ProjectPre Sales Alignment meetingMeeting 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
WhoResearch doesAssociate theor task?
Example: SalesProject Lead
Interdependencies
What has to happen before and after this task?
Example:
- The
SalesPSAM Leadhas shouldtaken haveplace. engaged with the client and vetted their fit for a project before scheduling.
This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.
Directions
Example:
- Prepare the PSAM data by using the Post-It note app.
Use the Pre-Sale Alignment Meeting Analysis Tool to organize the data.
Access meeting notes to add additional data (generally the Project Lead will have them)
Once the data has been organized, start writing the document.
Use the meeting notes to write the Project Mission.
The
SalesMeeting LeadRecap meetsis typically boilerplate text, with the
VPexception of
Operationsthe date and organization name. Double check to
identify who onensure the
Opstemplate Teamtext ismatches available to facilitatewith the
Alignmentproject Meeting.specifics (ex. instead of "workplace" it could be "the library")
The
SalesDefining LeadSuccess communicatessection withuses the
client3 words data to
finddescribe how the organization leaders describe a
timesuccessful whenworkplace.
Use the
client"Sucess" leadersdata from the PSAM meeting and
DORIS representatives are available.
Duration: 90 minutes
Location: In-person atcopy the
clienttext sitefrom istheir preferredPost-Its into a bulletpoint list.
Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)
TheWrite Salesthe Lead"What invitesWe allKnow" attendeessection intro by adding context to the
boilerplate text (ex. lease changes, location considerations etc.)
Use the "Already Know" data from the PSAM meeting
and copy the texts from their Post-Its into a bulletpoint list.
Questions + Curiosities section intro is template text.
Using the "Want to Know" data from the SAM meeting and copy the texts from their Post-Its into a bulletpoint list that is sectioned by "Space + Resources," "People," and big picture or
asksOther theLocations clientas tocategories inviteas bothneeded. DORIS
attendees
to the meeting.
The Sales Lead updates the Ops Manager once the meeting is confirmed
Resources
Link to templates, etc.
Example:
Pre-sale Alignment Meeting Analysis Tool
Scoping Document (Deliverable) template
