Project Communication

Kickoff Call

  1. PM Schedule Kickoff (Salesperson gives warm intro if needed)
    • - Kickoff to include: Lead AIS Project Engineer, Salesperson, AIS AM, CDW AM, Client Team
    • - Status update cadence discussed
  2. PM sends recap email

Discovery/Solution Design/Implementation

  1. All Project emails with updates
    • - To include: PM, AIS Project Engineers, Salesperson, CDW AM, AM, Client
  2. Technical emails back and forth while working on tasks
    • - To include: AIS Engineer, Client, PM
  3. All Project meetings
    • - Required: PM, AIS Project Engineers, Client
    • - Optional: Salesperson, CDW AM, AM
  4. Weekly Internal Project updates sent out by PMO
    • - To include: Salesperson, AM, Lead Project Engineer
    • - Questions can be directed to PM any time throughout the week.
    • - Change orders/Out of Scope items/Project pivots/Client Delays
    • - To include: PM, AIS Project Engineers, Salesperson, CDW AM, AM, Client
    • - Treated similarly to status updates and are often marked in the updates \* PM to get approval of change required in writing when possible prior to working on the change

Project Close

  1. To include: PM, AIS Lead Project Engineer, Salesperson, CDW AM, AM, Client Team
  2. Can be email or call depending on situation. PM Determines this.

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Last modified June 10, 2020