Welcome!
This first step on a Fixinc Program is for us to get together and discuss the scope and objectives of your upcoming project with us. This meeting helps build a solid foundation for everyone. I will facilitate and let you know everything I need before we get started.
Meeting Details
Facilitation:
Your Program Manager will lead the Engagement Meeting, ensuring a structured and productive session. The meeting can be conducted virtually via Teams, Zoom, or Google Meets. In-person meetings can be arranged if preferred and feasible.
Attendees:
The meeting should be attended by yourself and any key program sponsors. These are individuals who will be significantly involved in the program's roll-out and success and colleagues you expect us to have a high degree of interaction with. In some scenarios, clients invite a member of an executive team should it be valuable to ensure this person is confident in the implementation plan (a great way to get initial buy-in).
Duration:
The Engagement Meeting typically lasts one hour, providing ample time to cover all essential topics.
The Agenda will include:
- Introduction:
- Welcome and introductions
- Overview of Fixinc and the program's purpose
- Discussion Points:
- Scope of Work: A detailed discussion on the scope of the program to ensure clarity and mutual understanding.
- Priorities and Responsibilities: Identifying and assigning key priorities and responsibilities to ensure a smooth workflow.
- Approximate Timescales: Reviewing the tentative timeline for program milestones and deliverables.
- Client Portal Review (if applicable):
- A walk-through of the Client Portal, highlighting its features and how it will be used for program management and communication as well as setting up your accounts.
- Program Outcomes and Objectives: Confirming the desired outcomes and objectives to ensure alignment with the client's vision.
- Next Steps: Outlining the immediate next steps following the meeting to maintain momentum.
- Q&A Session:
- Dedicated time for questions and answers to address any concerns or uncertainties.
Rescheduling:
I understand that schedules can change. Therefore, there are opportunities to reschedule if necessary, ensuring all key participants can attend.