Research Client Meetings

Here we provide a template for an agenda when meeting with our research clients to review work on their subscription

Current work list

• review existing list
  • quick synopsis of each
  • review priorities
  • which can be considered "done"?
  • which can be dropped?
  • anything missing that should be on the list?

Upcoming projects

• Discuss any significant upcoming projects

Subscription History

• review the subscription report for this term and over the past year or so
  • explain the process of subscription review (highs and lows, averages over time)
• do we need to adjust the subscription level (up or down)?
• we do try to work to the target, so if they'd like more work done in a term, could consider an increase in units

Feedback

• "how well do you think we're doing?"
• "are their areas where we can improve?"
• "would you like to see a regular (eg: monthly) list of open STs or items worked on this term?"
• "when your students ask us to do significant projects, would you like to be notified for approval?"