Meeting 0- Pre PO Customer project planning
When should you schedule a meeting 0?
Pre PO on DXR and CT projects and when you are at the 80% or better win probability.
Who is responsible for setting up Meeting 1 Sales to delivery meeting?
Account Manager
Who is responsible for setting up the Customer Kickoff meeting (Meeting 2A)
Project Manager
What expectations as an account manager do you have of CPM as far as communications to include you in?
Everyone gets points simply for answer! looking for feedback!
Who is responsible for setting up Meeting 0?
Account Manager
What should the account manager come prepared with for meeting 1 (sales to handover) meeting.
Customer Contact list, Final Order packet, info about customer expectations and promises made to customer, Political issues to know at customer.
Who should attend customer Kickoff Meeting?
Customer- Project manager, Key stakeholders, Facilities Manager
What would you do/ recommend if an issue at customer site and project manager reached out to support?
Be involved in meeting to understand issue and work alongside CPM to develop plan to communicate to customer resolution.
Who should be included in invite for a Meeting 0.
Account Manager, Sales Specialist, Philips PM, Customer (Project manager, Facilities, Biomed, etc)
When should you setup the sales to delivery handover meeting?
Within 14 days of receiving order.
What should Account manager do post Handover Meeting - to help Customer Project manager get kickoff scheduled?
In email Introduce the CPM to the customer and include the key stakeholders from customer in the email- and let customer know that the customer Project Manager will be requesting to setup kickoff meeting. (All stakeholders on email should have been delivered as contacts from your handover meeting)
What is the best way to make sure that CPM knows all customer stakeholders are included in project and communicated to effectively?
Assure that you customer contact list is delivered to CPM at Handover to Delivery Meeting and define their roles and responsibilities on this call.
How do you request a Meeting 0?
In SFDC in your opportunity send request to you Customer Project Manager for a meeting 0.
What is the primary outputs of the Meeting 1 sale to handover meeting?
CPM understands current state of customer and their expectations/ what is on the full order to be able to formulate plan
What are the primary outputs and goals of the Kickoff meeting?
Confirm Scope, Confirm roles and responsibilities, Understand where the customer is on their timeline and if they have Architect/ General contractor lined up, To do a page turn of current drawings and assure that order and equipment matches expectations.
Main output is to collaborate and define a REASONABLE delivery date.
What major milestones should you expect the CPM to include you in communication post Customer Kickoff meeting?
Removal of current system (if applicable), Start of construction, Delivery date changes (Move Outs) based on construction schedule changes. System delivered and turned over to service.
What are the biggest benefits of a meeting 0
Streamline process by doing meeting 1 and 2A in customer facing environment to get all team on same page, Reduce time from PO to delivery potential, Setup a realistic timeline for delivery early with customer.
Final Quote/Site Layout Aligned - Confirmed w/Customer
Improved Forecast Accuracy & Inventory Control
Can CPM enter a PMRDD (system requested delivery date) at conclussion of Sales to Delivery meeting?
No. The CPM cannot input a PMRDD without having completed the Customer Kickoff meeting and setting proper expectations with customer.
What date should the CPM enter into PSA at conclusion of Kickoff meeting if a reasonable delivery date was defined at kickoff meeting?
The PMRDD (Project Manager requested delivery date)
What is the best way to increase success of project and have a happy customer?
COMMUNICATE and TEAMWORK