This session confirms that what was sold can be delivered, that risks and dependencies are understood, and that roles, responsibilities, and timelines are aligned before kick-off.
Purpose
-
Validate scope and deliverables match the approved quote or SOW
-
Confirm risks, blockers and dependencies with agreed mitigations
-
Confirm client responsibilities, inputs and RASCI
-
Validate resourcing approach and timeline feasibility
-
Align next steps required for sign-off and scheduling
Agenda
-
Introductions and session purpose
-
Scope and deliverables confirmation
-
Risks, dependencies and mitigations
-
Client responsibilities and readiness
-
Resourcing and timeline check
-
Next steps and approvals
Outcomes & Outputs
-
Completed governance checklist and updated Presales Brief / Project WIP
-
Confirmed risks, dependencies, owners and due dates
-
Alignment on client responsibilities, approvals and comms cadence
-
Clear go or revise decision and list of follow-ups
Length & Facilities
-
Allow 30 minutes to 2 hours depending on project size and complexity
-
If onsite, please provide:
-
Presentation room access 15 minutes prior
-
Screen with HDMI or universal connector
-
Guest Wi-Fi details in advance
-
Who typically attends these sessions
-
Client sponsor or senior stakeholder
-
Client project owner or primary contact
-
Sales lead
-
Head of Project Management
-
Resource Manager if resourcing decisions are required
-
Assigned Project Manager where available
H&D Facilitator
-
Facilitated by the Head of Project Management with the Sales lead
-
Booked via your Project Manager or Account Manager
Timing
-
Schedule prior to formal sign-off and resource booking, or immediately after if governance is being finalised as part of presales
-
Used to confirm readiness to proceed to sign-off and kick-off scheduling