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:

1. Prepare the PSAM data by using the Post-It note app. 
2. Use the Pre-Sale Alignment Meeting Analysis Tool to organize the data.
3. Access meeting notes to add additional data (generally the Project Lead will have them)
4. Once the data has been organized, start writing the document. 
5. Use the meeting notes to write the Project Mission.
6. 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")
7. The SalesDefining LeadSuccess communicatessection withuses the client3 words data to finddescribe how the organization leaders describe a timesuccessful whenworkplace. 
   1. 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)
8. TheWrite Salesthe Lead"What invitesWe allKnow" attendeessection intro by adding context to the boilerplate text (ex. lease changes, location considerations etc.)
9. Use the "Already Know" data from the PSAM meeting and copy the texts from their Post-Its into a bulletpoint list.
10. 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 bulletpoint list that is sectioned by "Space + Resources," "People," and big picture or asksOther theLocations clientas tocategories inviteas bothneeded. DORIS
    attendees
    to the meeting.
11. 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