Clear Through Airport Security

Goal

Be fully prepared to run the on-site/remote assessment and facilitate a great kickoff

Actions 

  • Book travel (if on-site): flights, hotel. Track costs for invoicing. 

  • Draft the Kickoff Deck (you will run this on-site; sections below). 

  • Prepare the Workflow Assessment Pack 

  • Stand up the Decision Log  

  • Set up the client SharePoint structure  

  • Confirm on-site schedule with names, rooms, and times for each team. 

First Flight