Each project, whether agile or ADDIE, micro or massive, has components that must align in order to have a successful outcome. The first two to three weeks of a project set the stage for communication, vision, expectations, content preparation, and rapport. A misfire in the beginning can lead to extended time frames, disappointment, and lost profit.

In this session, you’ll learn tried-and-true ways to set your project up for success. You’ll learn which steps to take with your team prior to the client kickoff meeting. You’ll receive a PowerPoint template for kickoff sessions with clients. You will explore the six steps of content readiness and preparation and how to walk through them with a client. You’ll also create five-second, 30-second, and five-minute creative pitch presentations that generate enthusiasm and a common vision.

In this session, you will learn:

• About steps to take with your team prior to the client kickoff meeting
• About the six steps of content readiness and preparation
• How to create a pitch presentation
• An agile approach to prioritizing client requests

Audience:
Novice to advanced designers, project managers, managers, and directors; a project management, leadership, or instructional design background is helpful but not required.

Technology discussed in this session:
Various project management portals, such as Teamwork PM.