Objective 6. Delivery 7. Preconditions 8. Effects 9. Users of the end result 10. Wishes 11. Relationship with other projects How does the checklist work? Think of it as preparing for every customer meeting a template or handles to fall back on if you don’t know the questions by heart. For each step I give you the instructions what you can fill in and why this is of value. 1. Who is the applicant?
The basic information from an e-mail signature, business card or proposal round is always handy to note, so that you have one central place where you Outlook Email List can find all the information. You note this not only for yourself, but also for the colleague you later involve in your project. A general introduction via email, Slack or Teams is then superfluous. Preparation is the precondition for your success.
By failing to prepare, you are preparing to fail. – Benjamin Franklin Company Name First and last name contact person E-mail address phone number Department Submission date Date feedback 2. Challenge Briefly describe the problem and translate this into a challenge. Use a maximum of one sentence or use this approach: [Company name] wants [a solution] to prevent [the problem]. The initial question or problem description is often not the real problem your applicant is trying to solve.