Skip to main content

Send Challenge Defining document to liaison to distribute prior to Leadership Meeting

Purpose

Client leadership can review the document before the Challenge Defining meeting. 

Responsible Party

Ops Manager

Interdependencies

Meeting logistics have been confirmed and the document is finalized

Directions
  1. The body of the email should be similar to the text below. You may need to tweak the messaging to fit the client before sending it.
  2. CC: the Project Lead and VP of Operations.
    • The subject of email: Materials :: DORIS Challenge Defining Meeting
    • Email:

Hi [Liaison]

We are excited to meet with you on [day of meeting] to present our findings at the halfway point of the study. 

Meeting Purpose 

The primary outcome is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, DORIS will facilitate 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.

Meeting Agenda 

  • Welcome/Introduction
  • Status Update
  • Challenges Presentation 
  • Discussion
  • Review Next Steps and Timeline

How to Prepare

To ensure a productive conversation, we’ve found it’s most helpful when leaders have time to review the materials in advance, rather than seeing them for the first time during the meeting. Can you please share the attached document with the leadership team and ask them to review it before we meet? We will bring physical copies on [day of meeting].

Please let us know about the AV setup so we can prepare accordingly.

 

Resources

No comments to display

Back to top