Prep

What to Expect in a Challenge-Solution Defining Meeting

• Each attendee receives a printed copy of the Challengeresearch Defining documentreport. 
• DORIS presents allthe datasolution gatheredcriteria and how they relate to challenges. 
• Leadership engages in a conversation about what they heard
• Leadershipand participateshow inthey short activitieswant to rankmove challenges by importance and prioritize for solution seekingforward.

Start

Confirm Challenge 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 ChallengeOrganization Defining:: MeetingAction agendaPlanning templateAgenda 

Create materials for the meeting

Ops Lead creates

• a presentation of the challengessolutions and top supporting data

the handout and tool to facilitate leadership prioritization following the discussion of their challenges.

ChallengeSolution Defining Presentation

• Using the template, create a presentation to support discussing each challengesolution in the document.

Need link to ChallengeSolution Defining presentation template [doesn't exist yet]

Prioritization Handout

Create a handout that includes a summary of each challenge, the four prioritization categories, and the QR code and link to the prioritization survey.

Need link to Handout Template [doesn't exist yet]

Prioritization Survey

Create a Qualtrics survey based on "23 Challenge Defining Leader Priorities" in the Library.

Preview of Qualtrics survey tool

Update the challenges to correspond to the document

In the Survey Flow, update the organization's name in survey_title.

Update the Display name and Survey description in the survey options

Publish the survey Navigate to the Distributions menu, select QR code on the left menu, and download the QR code

Include the QR code in the handout and presentation Click Anonymous link in the left menu and copy the URL Navigate to a URL shortener (like https://t.ly/) and create a short link from the URL. Include this link on the handout.

Print and pack materials for the meeting

Pack thea printed ChallengeResearch DefiningReport documents and a Prioritization Handoutdocument for each participant.

Gate: ChallengeSolution Defining Dry Run