crm current state_meeting_agenda
TRANSCRIPT
Your Organization NameYour CRM Project Name (replace with your logo)
Meeting AgendaMeeting Name: Current State Analysis Working Session
Date of Meeting Time Location
Month day year 12:00 PM Conference Room
Meeting Called By:CRM Project Manager/Facilitator
Meeting Objective:To survey all business process owners, client-facing unit managers, technical architects and system administrators about what components they currently support.
Meeting Invitees:
Optional Invitees:
Conference Call Number: Participant Code:
Agenda:
Topics to be Discussed Speaker Duration / Time
1. Analysis Overview –- Brief Approach Description- Analysis Objectives
Project Manager / Facilitator 5 Mins
2. Participant Introductions –- analysis session participants- Define roles and duties
Project Manager / Facilitator 5 mins
3. General Survey –- Issue Questionnaire- Inventory components- Obtain details
Project Manager / Facilitator 20 mins
4. Collaboration –- Discuss cross-organization and enterprise impact- Obtain interfaces- Time reporting
CRM Analyst 20 mins
5. Questions & Answers Group 10 mins
Notes:
2023-04-15 Page 1 of 2
Your Organization NameYour CRM Project Name (replace with your logo)
Meeting Agenda
2023-04-15 Page 2 of 2