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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?

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