• Table of contents
• Client Meeting 1 - Kickoff Meeting
• Resources
  • Template Instructions
• Process Instructions
  • • Example time line (in reverse)
• Meeting Goals
• Tips and Tricks
  • Submission

Client Meeting 1 - Kickoff Meeting¶

Resources¶

• Client Meeting Template available here - Templates and Forms
• Grading rubric - PE/CE Feedback only, no Grading Rubric for this meeting
• Background and goals for these Client Progress meetings can be found here - Client Progress Meetings
• Tips for Creating Strong PowerPoint Presentations

Template Instructions¶

• Create a Project Management Forum thread with the scheduled meeting date. Please use that thread for collaboration on this PPT rather than non-EDN resources, e.g., chat, texting, Google, Box, etc...
  • ex: Forums » Spring 2012-Project Management » Client Meeting #1 - 01/18/2012
• Copy the template document to team's OneDrive
  • Name the file using a “YYYY-MM-DD-Client Meeting.pptx” convention where YYY-MM-DD is the planned meeting date. The files sort easily by date this way.
• Update the client logo
  • View->Slide Master
• Update the footer with project name
1. Insert->Header & Footer
2. check "Don't show on title slide"
3. click "Apply to All"

Process Instructions¶

• Review the instructions for Creating Strong PowerPoint Presentations
• Add team's content to the template file
• Review and Edit your content!
• Delete all the instructions from file (in blue font)
• Share your slides with your Project Engineer for review 24 hours before the client meeting
• Upload final version to Repository for CE visibility and grading
  • /working/Reports/Client Meetings

• After meeting send updated slides incorporating feedback to client to communicate/confirm team's understanding of Project Objectives
  • /working/Reports/Client Meetings

Example time line (in reverse)¶

• AFTER meeting email updated slides to client 9/6
• Client Meeting 10:15am Thurs 9/5
• Alert PE to location of slides on Repository by 10am Weds 9/4

Meeting Goals¶

To effectively and rapidly communicate with your Client, Chief Engineer and Project Engineer.
Topics include:

• Introduce full team to each other (students, PE, CE, & client)
• Convey the Team’s understanding of the client and the project objectives
• Gain/confirm/update your understanding of the client’s needs and requirements for your project
  • Empathize with the customer
  • What do they want? Why do they want it?
• Get answers to team's initial questions about project scope, history, and technology involved

Tips and Tricks¶

• TAKE NOTES
• If you don't understand or recognize a term or phrase used by client - ask for clarification.
• Take notes (We know we repeated this. It's important).
• Use numbered list for easier reference during discussion - objectives, questions, etc...
• Review tips for Creating Strong PowerPoint Presentations.
• Be mindful of Design Lab's Generative AI policy.
• Be mindful of Design Lab's Late Policy.

Submission¶

PPT should be emailed to client before the meeting.
PPT should be committed to the Repository - /working/Reports/Client Meetings