Week 1:

• Plan a 30 minute meeting with group

• Read first 11 pages of ARP booklet

• Complete the policy and procedure memo within 5 DAYS

• Schedule a meeting with your client (time/location/day)

• Determine team members dates of availability 

 

During Team Meeting:

• Create a plan for composing the “team policies and procedure memo”

• Schedule meeting with client within next 10 DAYS

• Assign initial research topics to prepare for client meeting

• Compose interview questions for client meeting

 

Establish Team Roles/Rotating Roles

• Exchange contact info

• Create ways to share data and have records of all formal meetings and communication

• Explore and discuss roles…

  • Coordinator………………………………………...

  • Recorder…………………………………………...

  • Communications Expert…………………………..

  • Encourager………………………………………...

  • Feelings Expressor………………………………...

  • Harmonizer………………………………………...

  • Compromiser………………………………………

  • Gatekeeper…………………………………………

  • Record Keeper……………………………………..

  • Time Keeper……………………………………….. Annemarie 

​

Creating and Composing a Policies Procedure Memo

***CC to Oesch-Minor***

• Each member will work on each section of the memo

  • assign an editor/compiler to put the pieces of each section together

  • designate the editor/compiler for the OVERALL policy and procedures memo

  • complete the strengths/weaknesses assessment + DISC

  • type your name & list your strengths/weaknesses (send it to compiler)

​

Meeting With Client

• Notify the client that the project is in motion

• Make an appointment to meet with your client/target audience

• Do thorough research on your client/ business

• Do initial research on the issue proposed by your client

• Create an interview guide

• GET APPROVALfor you interview guide from Oesch-Minor PRIOR to your meeting

• Decide who will attend the meeting with the client (you must attend to earn RISE credit for W231)

• Agree on what you will wear to the meeting

• Designate driver(s) for team transportation

• Assign interview responsibilities

  • Greetings and introductions

  • “Thank you” for meeting with us

  • Note taker (do not record the meeting)

  • Questions from the interview guide

  • Follow-up questions after Client responses (as needed)

  • Clock-watcher (try to keep the meeting to 30 minutes)

  • Handshakes and well wishes

  • Purchase a Thank You card/ get team signatures

  • Mail “Thank You for working with us” card to client