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Execute
Conduct the first project team meeting. This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles. The Operations Manager schedules the meeting and conducts it a...
Schedule Alignment Meeting
Purpose Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Sales Lead Interdependencies The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling....
Alignment Meeting Dry Run: Final Prep with Sales Lead
Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles. Responsible Party Ops + Sales Lead Interdependencies The meeting materials have been prepped and created. Directions A member of the Ops team who di...
Prepare agenda and materials for meeting
Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organization meet its goals, and gain clarity about what leadership already knows and wants to know about the organization in order to create a sales proposal. Note: O...
Conduct Challenge Defining Meeting
Purpose The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to...