Finish

Send Challenge Defining document to liaison to distribute prior to Leadership Meeting

• 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.
  • The subject of email: Materials :: DORIS Challenge Defining Meeting
  • Email:
    • Hi [Liaison]
      We’re looking forward to meeting with you on [day of meeting] to present our findings at the midpoint of the 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
      
      
      
      To ensure a productive discussion, we’ve found it helpful if leaders have time to review the material in advance. Could you please share the attached document with the leadership team and ask them to read through it before our meeting? We’ll also bring printed copies to distribute.
      
      
      Does the meeting room have a projector and screen? It’s not essential, but we’d like to be prepared.
  • Update project lead with the response on available tech for the meeting.