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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 agendaprimary foroutcome is the meetingselection 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 asnot follows:the time to address this.
      1.)

    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
      2.)
    • Status Update
      3.)
      • Findings
    • Challenges Presentation
      4.) 
    • Discussion
      5.)
    • Review Next Steps and Timeline

    We aim

    How to havePrepare

    To ensure a productive discussion,conversation, andwe’ve wefound find it'it’s moremost successfulhelpful afterwhen leaders have had a momenttime to read through and reflect instead of hearingreview the informationmaterials in advance, rather than seeing them for the first time.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].
    Does

    Please let us know about the meetingAV roomsetup have a projector and screen? It's not strictly necessary, butso we wantcan toprepare beaccordingly.

    prepared.

     

  3. Update project lead with the response on available tech for the meeting.

    4. Resources

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