When the proposal is on the table and the project is about to start the PM and the PDD should use this instance to communicate different aspects of the project and the client. The main reason of this step is to avoid the loss of information during the passage of the project from BDS to OPS, when the Lead becomes a Client.
The following Help Article shows subjects that shouldn’t be forgotten during this meeting, with some questions to guide it.
1. The Who
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What do we know about the client? What about the building owner?
Who we made the negotiations with? How these contacts happen?
Does this client represent other opportunities for Corbis?
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2. The What
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Project principal qualities, Scope and Responsibility Matrix
Where on the project timeline is Corbis entering to play?
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3. The How
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The Proposal: Is it signed? How the negotiation was?
Contract type, proposal fees, estimated dates.
Client worries and risk in the development of this project?
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4. The Team
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Client’s background in this project. Consultors.
Client’s team vs Corbis team structure.
Go to person, Do we know somebody already?
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5. Next Steps
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Can we start with this project or what we should wait for?
Is the client expecting something from Corbis?
Is there a particular topic to discuss during the KOM?
How can we add Value?
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