Execute

Conduct Challenge Defining Meeting

The Project Lead and (often) the Sales Lead conduct the meeting with client leadership. Each meeting includes:

1. Welcome
2. Status Update
3. Findings Presentation
4. Discuss + Prioritize
5. Review Next Steps and Timeline

Identify challenges for Solution Seeking

The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to one of four categories:

1. Leadership will take the next steps. 
2. Now is not the time to address this.
3. This project is not the best way to learn more about this. 
4. DORIS should collect more information in the Solution Design Sessions.

Standard process for prioritization

DORIS distributes a handout that includes a list of challenges with a brief description of each, the four prioritization categories, and a link to a survey for each leader to submit their priorities.

Once every leader has submitted their individual category assignments, DORIS looks at the results to identify how well leaders are aligned and leads a discussion to finalize identifying the elements that need to be included in the solution sessions.