This meeting agenda is for a current state analysis working session to survey business process owners, client-facing managers, technical architects, and system administrators about the components they currently support. The meeting objectives are to analyze the current state and obtain details about components, interfaces, and cross-organization impacts. The agenda includes an analysis overview, participant introductions, a general survey through a questionnaire, collaboration to discuss impacts and obtain interfaces, and a question and answer period.
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Crm current state_meeting_agenda
1. Your OrganizationName
Your CRM Project Name (replace withyourlogo)
Meeting Agenda
2015-07-10 Page 1 of 1
Meeting Name: Current State Analysis Working Session
Date of Meeting Time Location
Month day year 12:00 PM Conference Room
MeetingCalledBy:
CRM ProjectManager/Facilitator
MeetingObjective:
To surveyall businessprocessowners,client-facingunitmanagers,technical architectsandsystemadministrators
aboutwhatcomponentstheycurrentlysupport.
MeetingInvitees:
Optional Invitees:
Conference Call Number: Participant Code:
Agenda:
Topics to be Discussed Speaker Duration / Time
1. AnalysisOverview –
- Brief ApproachDescription
- AnalysisObjectives
Project Manager / Facilitator 5 Mins
2. ParticipantIntroductions –
- analysissessionparticipants
- Define rolesandduties
Project Manager / Facilitator 5 mins
3. General Survey –
- Issue Questionnaire
- Inventorycomponents
- Obtaindetails
Project Manager / Facilitator 20 mins
4. Collaboration –
- Discusscross-organizationandenterpriseimpact
- Obtaininterfaces
- Time reporting
CRM Analyst 20 mins
5. Questions&Answers Group 10 mins
Notes:
