Confirm Challenge Defining meeting logistics

Purpose

Schedule and confirm CD meeting logistics. 

Responsible Party

Ops Manager

Interdependencies

• The project timeline is set, and Challenge Seeking data collection has concluded. 

Directions

1. The Operations Manager coordinates with the client liaison to confirm

   • Meeting date and time
   • Meeting location
   • How many attendees will be present?
   • Will there be technology to support a presentation?
   • Will anyone attend the meeting remotely? If so, how many?
2. Email template:
   • Subject: Challenge Defining Meeting
   • Email: 

     • • Hi [Liaison],

I wanted to confirm our meeting for [date and time] and check if you need anything from us beforehand. Will everyone attend in person, or should we expect remote participants?

Additionally, can you confirm we're meeting in room [x] with [# of attendees]? Does the room have a projector and screen? It's not strictly necessary, but we want to be prepared.

Resources