What is a Client Preparation Document
It’s a document that maps out the prerequisites for a Discovery Session or other presales workshop. It ensures that all the key elements needed are actually in place prior to the meeting taking place.
The Document should be sourced around a particular theme, then edited to reflect customer details and passed on to the customer. It should outline a framework agenda for discussion and finalisation in the Prep-Call as well as potential outcomes from the one day Discovery Session. The document should be sent in pdf format and used for follow on finalisation of an on-site Discovery Session. See link below for an example SOE Client prep doc. When creating additional solution themes, a client prep doc should be a mandatory document and created to introduce the solutions Discovery Session practice.
Why use it?
To ensure everything needed prior to a Discovery Session or other similar activity is in place. It’s an aide memoir and a template for running an engagement.
Related Practices
Who do you need?
- Yourself
Suggested Time
- 1 hour
Difficulty
- Facilitator: Easy
- Participants: Easy
Facilitation Materials Needed
- Client Prep document
Process Phase
Any time
External References
Links
Preparation Call Guide Template
Activity Spaces Influenced
Activities can only influence one activity space
| Activity Area | Activity Space | Influenced |
|---|---|---|
| Customer | Explore Possibilities | 1 |
| Customer | Understand Stakeholders Needs | |
| Customer | Ensure Stakeholder Satisfaction | |
| Customer | Use The System | |
| Solution | Understand the Requirements | |
| Solution | Shape the System | |
| Solution | Implement the System | |
| Solution | Test the System | |
| Solution | Deploy the System | |
| Solution | Operate the System | |
| Endeavour | Prepare to do the Work | |
| Endeavour | Coordinate Activity | |
| Endeavour | Support the Team | |
| Endeavour | Track Progress | |
| Endeavour | Stop the Work |
Input Alpha States
| Alpha | State | TotalStates |
|---|---|---|
| Opportunity | 1 | 2 |
| Stakeholders | 1 | 3 |
| Requirements | 1 | 3 |
| Software System | 0 | 6 |
| Work | 1 | 1 |
| Way of Working | 1 | 3 |
| Team | 1 | 3 |
Output Alpha States
| Alpha | State | TotalStates |
|---|---|---|
| Opportunity | 1 | 2 |
| Stakeholders | 1 | 3 |
| Requirements | 1 | 3 |
| Software System | 1 | 1 |
| Work | 1 | 1 |
| Way of Working | 0 | 3 |
| Team | 1 | 4 |
Practices
Discovery Session