Conduct Challenge Defining Meeting

Purpose

1. The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to one of four categories:

Responsible Party

The Project Lead (often) the Sales Lead

Interdependencies

The CD doc has been sent to the client liaison. 

Directions

1. Conduct the meeting

   1. Each meeting includes:

      1. Welcome
      2. Status Update
      3. Findings Presentation
      4. Discuss + Prioritize
      5. Review Next Steps and Timeline
         
         
2. Identify challenges for Solution Seeking

   1. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to one of four categories:

      1. Leadership will take the next steps. 
         

      2. Now is not the time to address this.
         

      3. This project is not the best way to learn more about this. 
         

      4. DORIS should collect more information in the Solution Design Sessions.
         
         

   2. The standard process for prioritization

      1. DORIS distributes a handout that includes a list of challenges with a brief description of each, the four prioritization categories, and a link to a survey for each leader to submit their priorities.

         Once every leader has submitted their individual category assignments, DORIS looks at the results to identify how well leaders are aligned and leads a discussion to finalize identifying the elements that need to be included in the solution sessions.

          

Resources

Challenge Defining Leadership Meeting Agenda