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This script provides the plan for the interview with the client contact person. It is not graded, but it must be approved by your PM prior to your client meeting. Required content Opening information Audience analysis Introduction List of questions Close of meeting Format No more than three pages (including Audience Analysis template) One team document, i.e. one script submitted for the team. Opening Information At the top of the first page, put your project information: Project title, Client, Project #, names of the people in the team. Follow this with the location, time and date of your client meeting (if known) and the list of people who will be attending the meeting. Audience Analysis Complete an Audience Analysis before you write the Interview Script. Write down whatever you have been able to find out about the client. Include any information you have obtained from the client statement and/or through reasonable research – do not contact the client to get information for the Audience Analysis. Rather, make appropriate assumptions and justify them. A template for the Audience Analysis is posted in the Assignments folder. Introduction In one or two paragraphs, describe how you are going to introduce the members of the team. Include information on what you are going to wear, how you are going to come in, shake hands, and the impression you intend to make. (Note: if one or more of your team members are not able to shake hands, for religious or health reasons, decide how you will handle this.) Every member of your team should have a prepared brief personal introduction (approximately 10 seconds). These personal introductions should be targeted to achieve the impression the team has decided to make. List of Questions Make a list of at least four closed questions and eight open questions. Note: it may take several closed questions to accomplish the same purpose as one open question. Questions should be assigned to members of the group so that each member will have the opportunity to ask at least one question, and questions should be prioritized so that you get the most important information first.
These questions should help you complete the Design Specification; therefore, be sure to gather information which will help you determine: - functional requirements (what the design will do) - objectives (what features the design should have) - constraints (limits) - service environment In constructing the questions, think about what you need to know to move forward on the project.
Provide a short description of the strategy you will use to interact with the client within the meeting. Make sure no one person monopolizes the conversation. Also, plan what you will do if you need to ask questions other than those on the script in response to client answers. Notes In talking to the client you may find that the project is actually quite different than the first impression you got from the client statement, so be prepared to listen carefully to what the client is saying. Decide in advance who will be taking notes. You may want to have more than one person taking notes on each question because each will record the answer from different perspectives. At least one team member must take notes during the meeting. This has to be done by hand. You may not tape the meeting; do not ask the client permission to do so. Close of Meeting In one or two paragraphs, describe how you are going to end the client interview. Clarify and confirm any important information If possible, set up the next client meeting. Make sure you know in advance when everyone in your team is available. Also, check the course schedule to see which week is appropriate for the second client meeting. It would be preferable if every team member could go to every client meeting. However, if only a fraction (3 or more) of the team is available for the second meeting, go ahead and book the meeting. In your script, describe how you will close the meeting and exit. Submission: Submit your script to your PM for approval once it is complete.