Planning Onsite Meetings

We sometimes meet with clients "onsite," in their offices or elsewhere, to conduct discovery research and/or product demos and evaluation during the development process. The following checklists and templates are guidelines, not requirements. Do as much planning as is appropriate for your specific project.

Onsite Planning Checklist

• Create a Trello board for keeping track of all the details: lodging, meals, transportation, prep tasks, etc. See TEMPLATE: Onsite Meeting Planning.
• Create a budget for the onsite meeting period.
• Create a dedicated calendar for scheduling onsite meetings and invite participants.
• Research hotels and coordinate booking details with Judy.
• Remind CivicActions participants to coordinate with Judy to book flights.
• Research meal options and coordinate with Judy on food orders, delivery, and reservations.
• TEMPLATE: Discovery, which includes a backlog of potential onsite discovery activities, may be a useful guide if your onsite meetings are Discovery-related.