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

WhoMarket doesPrincipal the(with task?
Example:support Salesfrom Lead
Ops)

Interdependencies

WhatPSAM has tobeen happen before and after this task?

Example:

• The Sales Lead should have engagedfacilitated with the client and vetted their fit for a project before scheduling.
• This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.

prospect

Directions

Example:
Must complete at least 2 days prior to client review meeting

1. The Sales

   Give Leadall meetspost-it notes and photos from PSAM to Executive Assistant

2. Executive Assistant enters all data into Google Sheet

3. Coordinate with theOperations VP of OperationsManager to identify whowho, onfrom the Opsoperations Teamteam, iswill available to facilitateanalyze the Alignmentdata

   Meeting.

• The Sales

  Ops LeadManager communicatesensures withthat person has the client to find a time whenset aside in their calendar for the client leaders and DORIS representatives are available. 

  • Duration: 90 minutes
  • Location: In-person at the client site is preferred
  • Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)
  analysis

• The Sales

  Data Leadis invites all attendeesgiven to the meetingops orteam asksmember thefor clientanalysis to(generally invitedone bothvia DORISSlack)

  attendees

Operations Team Member analyzes data and begins content document for scoping document

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

• The Sales

  Upon Leadcompletion updates- the Opsdraft Managercontent oncedocument is given to the meetingsales isperson confirmed
  (generally done via Slack).

Salesperson completes the content document

• Write mission statement

• Review the content document for accuracy

1. Dates

2. Client names/spelling

3. Problem space

4. Post its are accurately transcribed

Salesperson coordinates with either SJ or MT to discuss the research strategy

• Number of people to engage

• Usability or no usability

• Anything special/particular 

• Which bullet points the D logos go on

Create Scoping Document in inDesign (in Box)

• Copy the template

• Update template using the finalized content document

• Spell check

Export document to Box

Send scoping document to SJ, MT, or BC for review

Make any edits/changes then save/export final to Box.

 

Resources

LinkScoping toDocument templates,Content etc.

Example:

Pre-sale Alignment Meeting Analysis ToolTemplate

inDesign Template found in Box