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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.

Print and pack materials for the meeting

Pack a printed Research Report document for each participant.

Gate: Solution Defining Dry Run