Execute

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Conduct Salesthe tofirst Projectproject Teamteam Handoff meeting

meeting.

The Sales to Project Team HandoffThis meeting is the officialopportunity startfor ofany team members who did not attend the Sales-to-Project Handoff to receive a DORISbriefing project for the Ops team. In this meeting, the person who soldon the project willand givetheir 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. 

<Link to agenda>

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 aboutand resources they need. The liaison is also crucial in recruiting employee stakeholders to participate. Their understanding and buy-in on the clientproject andcan proposalgreatly toaffect theparticipation Opsrates. team.

• The SalesOperations LeadManager is responsible for scheduling the Sales to Project Team Handoff Meeting and invites the Operations Manager and the Project Lead.  Together, they will fill out the Sales to Project Team Handoff form, allowing the Lead Project Strategist assigned to the project to ask questions and get acquaintedmeeting with the project.

client
• liaison.
  The liaison meeting can be scheduled as soon as thea clientliaison hasis acceptedidentified. the project proposal.
  

Sales<link to Project Handoff Formagenda>