PROCEDURE

This procedure will step user through how to schedule a vCIO QBR (Quarterly Business Review) meeting each quarter. This will show the user how to contact the POC (Point of Contact) to schedule the review meeting.

REQUIREMENTS

User needs to know the POC(s) for the client for the meeting.

Meetings are scheduled in Outlook

STEPS

1. If we do not know who the POC is, reach out to client to confirm POC before scheduling
2. Get a list of required attendees from the POC
3. Once POC information is obtained, contact POC to schedule the meeting
4. Schedule the meeting for 1-2 hours and include an agenda via MS Teams
5. Schedule one meeting a quarter for the calendar year, or based on client need.
6. Confirm meeting 2-3 business days prior to the meeting to ensure that attendees are still available

If POC is not available, reschedule the meetings using Steps 1-4.

REFERENCES

 Any additional resources such as external links.