Meeting Notes


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Inquire about their current situation and the challenges they face.
Defining the project scope is a crucial step in project management. It outlines the boundaries, deliverables, and requirements of a project, ensuring that all stakeholders have a clear understanding of what the project entails.
Discuss functionalities and/or features required to achieve the project goals.
- Ask about their design preferences. - Discuss color schemes, branding, and visual elements. - Understand any existing brand guidelines they have.
- Outline your communication process. - Discuss preferred methods of communication (email, phone, meetings). - Set expectations for updates and check-ins.
- Outline the next steps in the process. - [If needed] Set a follow-up meeting or call to discuss further details.
- Open the floor for any questions they might have. - Address any concerns or uncertainties.
Any final thoughts?