• Table of contents
• Client Meeting 2 - Concept Generation and Selection Update
  • Resources
  • Template Instructions
  • Process Instructions
    • Example time line (in reverse)
  • Meeting Goals
  • Tips and Tricks
  • Submission

Client Meeting 2 - Concept Generation and Selection Update¶

Resources¶

• Client Meeting Template available here - Templates and Forms
• Grading rubric available on the Tasks and Due Dates page
• 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¶

1. Review the instructions for Creating Strong PowerPoint Presentations.
2. Review instructions for Concept Generation & Selection.
3. Add team's content to the template file.
4. Review and Edit your content!
5. Share your slides with your Project Engineer for review 2 on-site meetings prior to your scheduled conference call / meeting. This will help you develop the best possible slides for your team and allow adequate time to make adjustments based on feedback.
   • It's OK if the slides do not represent latest, most up to date, 5-minutes ago progress. You can add that content to the next meeting's PPT.
6. Modify your content based on PE feedback.
7. Delete all the instructions from file (in blue font).
8. Upload final version to Repository for CE visibility and grading - /working/Reports/Client Meetings
9. Client liaison should email Client at least 1 business day before call / meeting so that client can prepare for your meeting.
   • Meeting PPT slides
   • Needs & Requirements Workbook
   • Use Cases
   • User Stories

Example time line (in reverse)¶

• Client Meeting 10:15am Thurs 11/15
• Send PPT and other files to client by 10am Weds 11/14
• Commit draft version PPT to Repo and alert PE for review by 10am Thurs 11/08

Meeting Goals¶

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

• Review team's understanding of the client’s needs and requirements for your project
  • Get client's approval and confirmation of Needs & Requirements list
• Present Concepts the team developed to solve the problem
  • show breadth of ideas to assure client that the team didn't just stop development after a single concept

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...
• Build on prior work team has done.
  • Copy (and update) Project Overview slide from Client Meeting #1.
  • Content on Concepts can be pulled from Concept Generation and Selection PPT deliverable.
  • Project Status rows are Deliverables from EDN Gantt chart.
• Proofread and spell check slides.
• 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¶

Report should be committed to the Repository - /working/Reports/Client Meetings