Execute

Conduct the first project team meeting.

This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles.

The Operations Manager schedules the meeting and conducts it alongside the Project Lead.
The first project team meeting can be conducted as soon as the project charter is created.

Conduct the first call with the liaison

The first meetings with a client liaison are critical. Throughout the project, DORIS works closely with the liaison to make sure both participants and the DORIS team have the information and resources they need. The liaison is also crucial in recruiting employee stakeholders to participate. Their understanding and buy-in on the project can greatly affect participation rates.

The Operations Manager is responsible for meeting with the client liaison.
The liaison meeting can be scheduled as soon as a liaison is identified.