Course curriculum

  1. 1

    • Course Summary

    • Course Accessibility
  2. 2

    • Chapter Objectives

    • Elevate’s Business Model & Client Meetings

    • Elevate’s Scopes of Work & Client Meetings

    • What Makes a High-Quality Client Meeting

    • Chapter Resources

    • Check for Understanding
  3. 3

    • Introduction to Meeting Types

    • Overview of Standard Meeting Types

    • Client Meetings & Staff Capacity By Role

    • Recurring Client Check-in Meetings - How They Work

    • Non-Meeting Options & When NOT to Meet with Clients

    • Chapter Resources

    • Check for Understanding
  4. 4

    • Importance of Preparation for Client Meetings & Role Summary

    • Introduction to Standard Recurring Meeting Agendas

    • Preparing for Client Meetings - Director

    • Salesforce Walk-Through for Meeting Prep - Directors

    • Preparing for Client Meetings - Coordinator

    • Reviewing, Finalizing, and Sending the Agenda

    • Preparing for Client Meetings - Grant Writers

    • Internal Team Check-ins for Client Meeting Preparation

    • Chapter Resources

    • Check for Understanding
  5. 5

    • Why is this important?

    • Highlight Your Meeting Objectives and Check for Alignment

    • Prioritize Urgent or Time Sensitive Projects

    • Preview Mid- and Long-Term Needs or Conversations

    • Key to Success: Share the Floor & Delegate

    • Key to Success: Call out Tasks & Re-Cap Key Decisions

    • Key to Success: What to Do if You Don’t Achieve All Meeting Objectives

    • Chapter Resources

    • Check for Understanding
  6. 6

    • Why Are Notes Important to Client Meetings?

    • After the Meeting - Overall Expectations for Client Notes

    • Coordinator Notes Procedures

    • Director Notes Procedures

    • Chapter Resources

    • Check for Understanding
  7. 7

    • Congratulations!

    • Course Resources

    • Post-Course Survey