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Initial Contact Meeting Agenda Template TM-OPF-01 v1.0 1/24/06 PMCC Attendee / SPI Agent Initial Contact Meeting Agenda Template [[Date and Time]] 1. Introductions 2. PMCC Class Picture delivery 3. Discussion about the PMCC a. What did you think of the class? b. What did you think was useful/not so useful? c. Collect „free help‟ coupon, if applicable 4. Discussion about the project a. Name b. Size c. PM d. Line Manager e. What is going well? f. What needs improvement? g. What two best practices from class will provide the most/quickest ROI for the project? 5. Discussion about the PMCC homework a. The two best practices (4.g., above) will be the “What” i. First best practice for homework ii. Second best practice for homework b. Explain “How” c. Show examples of POA&Ms d. Show examples of process artifacts to corroborate implementation e. Inform PMCC attendee about Dept process for homework presentation 6. Discussion about the Department Systems Engineering Process Group (SEPG) and Project Management Advisory Council (PMAC), (if applicable) a. Explain Who, What, Where, When b. Why - Provide info on the value of SEPG and PMAC meetings c. Add PMCC attendee name to appropriate distribution lists 7. Discussion about the Project Status Brief to management a. Explain Who, What, Where, When, Why b. How – Provide Dept Brief Template c. Show the basic set of metrics d. [[add other items as appropriate to your department]] 8. Request to meet with PMCC Attendee and their Line Manager for information on the items listed below: a. PM Guide Appendix A objective verification b. Estimate of project personnel training needed for SEPO estimation in planning future classes c. Date of completion for PM Plan d. Date for successful implementation of the PM Guide 9. Discussion of resources available to the PMCC Attendee a. Provide links for: i. PM Website ii. SSC San Diego PAL (http://sepo.spawar.navy.mil/) iii. Dept PAL b. Provide SPI Agent name(s), phone number, and email address(es) 10. Meeting Evaluation