Weekly Meetings

Logistics

Meet once a week. Face to face is preferred. For remote meetings, use your preferred communication channel: GoToMeeting, Google Hangout, Skype, Phone. Duration: 1 to 1.5 hours. Adjust as needed.

Prep

Post deliverables on Basecamp 2 hours prior to meeting or the night before. Some clients review the deliverables in advance and come to the meeting already with feedback. Others use the scheduled time during the meeting to review the latest deliverables. Adjust as needed. Message structure on Basecamp for deliverables:

If meeting face to face, then print the deliverables using the large format printer and bring to the meeting. Printed deliverables are helpful for everyone to circle around, discuss, and mark up with feedback. Often, clients will hang these posters in their office for the entire company to have visibility into the design, see progression, and mark up as well. Writing feedback on printed deliverable Passerby feedback in client office

Meeting Agenda Template

  1. First 5 minutes: Overivew of what you’ll be reviewing and what you’d like to get out of the meeting.
  2. Next 50 minutes: Review designs, receive feedback, ask questions.
  3. Last 5 minutes: Summarize what you heard during the meeting and what you’ll be working on for next week.

Post Meeting

Immediately document your notes and post to Basecamp after the meeting. Message structure on Basecamp:

Extra

Take photos of the team and client engaged a few times throughout the project. These will be used to document the project and possibly for marketing.

Project Assessment

Done by the project lead

For each quarter of the project completed, at the end of the meeting do the following with the client: