Prep

What to expect in a Challenge Defining Meeting

• Each attendee receives a printed copy of the Challenge Defining document 
• DORIS presents all data gathered
• Leadership engages in a conversation about what they heard
• Leadership participates in short activities to rank challenges by importance and prioritize for solution seeking

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.

Need link to CD meeting agenda template

Create materials for the meeting

Ops Lead creates

• a presentation of the challenges and top supporting data
• the handout and tool to facilitate leadership prioritization following the discussion of their challenges.

Need link to Challenge Defining presentation template

Need link to Handout Template

Need link to Qualtrics template

Print and pack materials for the meeting

Gate: Challenge Defining Dry Run