TABLE OF CONTENTS You have been working side by side with many individuals from your customer organization and performing multiple technical tests. Now it s time to close out the onsite phase of the IEM. These individuals are curious and possibly nervous about what the evaluation team has been doing and the types of things being discovered. In this chapter we discuss the out-brief meeting that you ll hold with the customer. The purpose of the out-brief is to present an overview of critical findings that you identified during the onsite activity, provide immediate resolution for the findings, address any customer concerns, and communicate the timelines and status to the customer. You will gain some valuable insight into ways to successfully organize and conduct the out-brief meeting and demonstrate the IEM s business value to the customer.
Begin with the end in mind is a truism that captures the essence of the planning process for the customer out-brief meeting. It is important that you look at the TEP to check the onsite schedule and start preparing for the out-brief meeting ahead of time. Planning ahead for the meeting is essential to having a successful out-brief. Take the time to determine when the meeting will be held, where it will be held, who will attend, what information will be presented, and how the meeting will be conducted.
| Tip | To allow you and your team enough time to prepare a successful out-brief meeting, we recommend that you start preparing three to five days... |
