Post - PSAM :: Creating a Scoping Document

Purpose

DORIS creates a scoping document for the prospective client for two reasons:

1. Synthesize the data heard from the meeting into an easily understood format
2. Reflect back to the client what we heard and what DORIS can help them solve

Responsible Party

Market Principal (with support from Ops)

Interdependencies

PSAM has been facilitated with prospect

Directions

Must complete at least 2 days prior to client review meeting

1. Give all post-it notes and photos from PSAM to Executive Assistant

2. Executive Assistant enters all data into Google Sheet

3. Coordinate with Operations Manager to identify who, from the operations team, will analyze the data

• Ops Manager ensures that person has the time set aside in their calendar for the analysis

• Data is given to the ops team member for analysis (generally done via Slack)

• This is saved to the BD - End User - PSAM folder in DRIVE

• Upon completion - the draft content document is given to the sales person (generally done via Slack).

• Write mission statement

• Review the content document for accuracy

1. Dates

2. Client names/spelling

3. Problem space

4. Post its are accurately transcribed

• Number of people to engage

• Usability or no usability

• Anything special/particular 

• Which bullet points the D logos go on

• Copy the template

• Update template using the finalized content document

• Spell check

Resources

Scoping Document Content Template

inDesign Template found in Box