Client Consultation and Debrief

/ Assignment / By

he status meeting with the client (or internal stakeholders) is intended to provide them with project updates (scope and progress). It gives the opportunity for the teams and stakeholders to make sure that the project is proceeding as expected. If there are any issues, risks, or concerns that arise, now is the time to address them. Moreover, this can establish greater trust and confidence that the project team is performing as expected. Be prepared and professional in all aspects of conducting this meeting.
It’s helpful to keep meeting minutes to distribute after the meeting for those who could not attend and/or to track “to-do” list items paired with owners of the action. One idea for structuring these minutes would be to create a template that lists the following categories across the top: Descriiption, Frequency, Method, Audience. Fill in relevant topics below each heading and list who was in attendance (and missing) from the meeting. 
create a presentation, including various team considerations to ensure your project is a success, with your solutions and recommendations for the fictitious business, based on the information in Cosmo Business Case [PDF]. Make any assumptions needed regarding the additional scope to support the time, cost, and quality areas as well as noting who is a part of your audience.

he status meeting with the client (or internal stakeholders) is intended to provide them with project updates (scope and progress). It gives the opportunity for the teams and stakeholders to make sure that the project is proceeding as expected. If there are any issues, risks, or concerns that arise, now is the time to address them. Moreover, this can establish greater trust and confidence that the project team is performing as expected. Be prepared and professional in all aspects of conducting this meeting. It’s helpful to keep meeting minutes to distribute after the meeting for those who could not attend and/or to track “to-do” list items paired with owners of the action. One idea for structuring these minutes would be to create a template that lists the following categories across the top: Descriiption, Frequency, Method, Audience. Fill in relevant topics below each heading and list who was in attendance (and missing) from the meeting.  create a presentation, including various team considerations to ensure your project is a success, with your solutions and recommendations for the fictitious business, based on the information in Cosmo Business Case [PDF]. Make any assumptions needed regarding the additional scope to support the time, cost, and quality areas as well as noting who is a part of your audience.

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