VER DISCO Introductory Customer Meeting The purpose and objectives of this session are detailed below along with accompanying tools, templates and other best practice resources to ensure your success. Defined Outcomes Purpose This meeting is designed to introduce the engagement team to the ❏ Team introduced to customer customer using a relatively informal process. It allows the ❏ Agreement on high level scope Project/Program Manager to review their understanding of the ❏ Agreement on delivery methodology engagement and begin to establish trust with the customer through: ❏ Alignment on roles and responsibilities ❏ Initial alignment on ways of working ● Team introductions and clarification of roles and responsibilities ❏ Production of high level slide deck (see below template) ● Review of the high level scope, assumptions, dependencies, risks, ❏ Positive rapport and trust between the team and the customer cost and timelines (if applicable/known) ● Discuss delivery methodology and ways of working Pre-Req: Internal Knowledge Transfer (IKT) from sales (for more information reference Internal Kick off) prior to customer meeting. Introductory Customer Meeting Deck Template Best Practice Tools & Templates Roles & Responsibilities Matrix (RASIC)