Engagement Client Preparation Doc


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.

Stakeholder Mapping

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

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