Solution Design Workshop - Professional Services Template

Meeting Prep Checklist

Internal review of customer's requirements
Preparation of preliminary solution design
Gather relevant product or service information
Understand customer's business environment
Study past interactions with the customer
Clarify the goals and outcomes expected from the meeting

Meeting Agenda Template

  • Welcome and introduction
  • Review of project objectives and scope
  • Presentation of preliminary solution design
  • Discussion of technology requirements and constraints
  • Deep-dive into proposed solution design
  • Validation of solution design with customer's requirements
  • Review of timeline and next steps
  • Questions and answers
  • Closing remarks

Meeting Notes Template

  • Attendee names and roles
  • Clarified project objectives
  • Key points in the proposed solution design
  • Customer's feedback and comments
  • Any changes suggested in the solution design
  • Agreed upon next steps
  • Any outstanding questions and answers

Meeting Follow-up Checklist

Update meeting notes in CRM
Send meeting minutes and/or recording to all attendees
Follow up on agreed actions and deliverables
Address any outstanding questions
Update solution design as per the discussed changes
Setup next meeting if necessary