Confirm Solution Defining meeting logistics

Purpose

To ensure everyone is on the same page about meeting date/time/location

Responsible Party

Ops Manager

Interdependencies

The Solutioning Meeting has been set

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?

Resources

Email template:

• • Subject: Solution 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.