Send Insight Report to liaison to distribute prior to Leadership Meeting

Purpose

We aim to have a productive discussion, and we find it's more successful after leaders have had a moment to read through and reflect instead of hearing the information for the first time

Responsible Party

Ops Manager

Interdependencies

The content doc has been through final edits and has been approved by Ops + Sales team 

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. CC: the Project Lead and VP of Operations.
   • Subject: Materials :: DORIS Solution Defining Meeting
   • Email:
     • Hi [Liaison]
       We are excited to meet with you on [day of meeting] to present our findings from your workplace research study.
       
       
       The agenda for the meeting is as follows:
       1.) Welcome/Introduction
       2.) Status Update
       3.) Findings Presentation
       4.) Discussion
       5.) Review Next Steps and Timeline
       
       
       
       We aim to have a productive discussion, and we find it's more successful after leaders have had a moment to read through and reflect instead of hearing the information for the first time. 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 [date].
       
       
       Does the meeting room have a projector and screen? It's not strictly necessary, but we want to be prepared.
   • Update project lead with the response on available tech for the meeting.

Resources

none