Program Engagement Meeting

Duration
1 hour
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:

  1. Introduction:
  2. Welcome and introductions
  3. Overview of Fixinc and the program's purpose
  4. Discussion Points:
  5. Scope of Work: A detailed discussion on the scope of the program to ensure clarity and mutual understanding.
  6. Priorities and Responsibilities: Identifying and assigning key priorities and responsibilities to ensure a smooth workflow.
  7. Approximate Timescales: Reviewing the tentative timeline for program milestones and deliverables.
  8. Client Portal Review (if applicable):
  9. 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.
  10. Program Outcomes and Objectives: Confirming the desired outcomes and objectives to ensure alignment with the client's vision.
  11. Next Steps: Outlining the immediate next steps following the meeting to maintain momentum.
  12. Q&A Session:
  13. 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.



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