Start + Plan
What to Expect in a Solution Defining Meeting
- Each attendee receives a printed copy of the research report.
- DORIS presents the solution criteria and how they relate to challenges.
- Leadership engages in a conversation about what they heard and how they want to move forward.
Start
Confirm Solution Defining meeting logistics
The Operations Manager coordinates with the client liaison to confirm
- Meeting date and time
- Meeting location
- How many attendees will be present?
- Will there be technology to support a presentation?
- Will anyone attend the meeting remotely? If so, how many?
Plan
Create a protocol for the meeting
Ops Lead creates the meeting agenda based on the template.
Template Organization :: Action Planning Agenda
Create materials for the meeting
Ops Lead creates
- a presentation of the solutions and top supporting data
Solution Defining Presentation
- Using the template, create a presentation to support discussing each solution in the document.
Need link to Solution Defining presentation template [doesn't exist yet]
Print and pack materials for the meeting
Pack a printed Research Report document for each participant.
Gate: Solution Defining Dry Run
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