Task: Conduct Review Meeting

Evaluate project performance and next steps with customer

Purpose

Formally evaluate project performance and next steps with the customer.

Relationships

Roles	Primary Performer: Project Manager	Additional Performers:
Process Usage	Project Management > Close > Conduct Review Meeting

Steps

Prepare agenda based on Go Forward Plan.

Schedule a meeting.

Invite key customers representatives
Invite IBM representatives
Invite other parties (Partners, etc.)

Distribute copies of the Go Forward Plan prior to meeting.

Canvas thoughts on Go Forward Plan prior to meeting.

Conduct meeting and record observations.

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