Client Meetings¶
Your team will have 4+ meetings with your project client over the course of the semester:
| Instructions | Topic | PPT template |
| Client Meeting 1 | Project Kickoff | template |
| Client Meeting 2 | Concept Generation and Selection Update | template |
| Client Meeting 3 | Design Update | template |
| Client Meeting 3a | Design Update (if needed on a team-by-team basis) | template |
| Client Meeting 4 | System Integration Update | template |
These meetings will give you practice preparing clear concise presentation slides and then communicating that information.
Meeting Goals:¶
To effectively and rapidly communicate with your client, Chief Engineer and Project Engineer. Topics include:- 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?
- Communicate the Team's project status
- Communicate the Team’s technical approach and have a design review of the work
- Communicate / Show the Team’s technical accomplishments
- Gather answers & decisions needed to any current questions
Process Instructions¶
- The instructions for filling the template are here: Client Meeting Presentation
- Add team's content to the template file
- Review the instructions for Creating Strong PowerPoint Presentations to improve your slides. This is a compilation of the most common feedback we have provided to student teams
- Review and Edit your content! Commit to the repository as everyone edits.
- 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.
- Modify your content based on that feedback
- Email to Client at least 1 business day before call / meeting so that they can prepare for your meeting
- Example time line (in reverse)
- Client meeting at 10:15am Thurs 11/15
- Send PPT and other materials to client by 10am Weds 11/14
- Send draft PPT to PE for review by 10am Thurs 11/08
Resources¶
- Client Meeting Templates available here - Templates and Forms
- Grading rubric available on the Tasks and Due Dates page
Tips¶
- Suggestions 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