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Confirm Logistics for Solutioning Workshop

Purpose

To schedule Solutioning Sessions date, time, and location. 

Responsible Party

Ops Manager

Interdependencies

A project timeline has been created, and the CD meeting has been set. 

Directions
  1. The Operations Manager confirms the logistics for the Solutioning Workshop(s) with the liaison.
  2. Rule of Thumb: Workshops should have no more than 30 people per session. (Example: For a project with a Masterlist stakeholder count of 85, DORIS should offer at least 3 workshops)
  3. Logistics can be confirmed along with the planning of other key engagements.
  4. Upon confirmation, add details to the Project Charter, Ops Logistics, and send Calendar invites to the Facilitator

What needs to be scheduled:

  1. Date(s) + Time(s)
    1. We need 90 minutes for this session 
  2. Location
    1. This workshop is much more successful and engaging in person.
    2. If virtual is required, we can make it work via Mural
    3. A hybrid workshop requires two facilitators, one for the in-person folks and one for the virtual folks. Hybrid Solutioning workshops are not ideal.
  3. Attendees
    1. Confirm how many people are attending and communicate with the Facilitator.
Resources

Example:

Pre-sale Alignment Meeting Analysis Tool