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Stakeholder Alignment - Professional Services Template
Meeting Prep Checklist
Research and understand each stakeholder's individual interests
Review past meeting notes to identify previous actions and progress
Prepare an overview of current services/product offerings
Identify how these offerings align with each stakeholder's objectives
Develop a preliminary action plan for stakeholder alignment
Meeting Agenda Template
- Welcome and introductions
- Review of previous action items and progress
- Discussion of stakeholder interests and alignment
- Overview of current services/product offerings
- Alignment of services/products with stakeholder objectives
- Development of action plan regarding stakeholder alignment
- Discussion of next steps
- Conclusion and scheduling of the next meeting
Meeting Notes Template
- Attendees and their roles
- Summary of discussion points
- Stakeholder alignment insights
- Services/products discussed and their relevance to stakeholder objectives
- Action plan for stakeholder alignment
- Next steps and agreements
Meeting Follow-up Checklist
Log meeting notes, and any recording/transcript in the CRM
Update contact and opportunity information
Send a follow-up email summarizing the meeting and outlining the agreed upon next steps
Share a summary and action plan with colleagues
Schedule the next meeting with stakeholders
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Learn more about Stakeholder Alignment Meetings or go back to Professional Services Company Templates