Finish

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 Leader Prioritization

1. 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.
2. 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.

Debrief DORIS team

Following the meeting, the Ops Lead updates the team on how it went and the outcomes. 

1. Post the debrief on Slack.
2. Paste the debrief into the Project Charter.

Debrief Protocol

Project:
Meeting: 

1. What went well?
2. What didn’t go so well?
3. What did the leaders seem most interested in?
4. Were there any resisters? If so, what did those conversations look like?
5. Is there anything we need to be mindful of for the next meetings or deliverables?

Send “08 Data Collection Thank You” after workshop is scheduled