AI meeting to solicit project scope and high-level requirements from customer

Review all available documentation related to the project

Identify key stakeholders and decision-makers from the customer's side

Prepare an agenda for the meeting

Ensure all necessary technology and tools are set up for the meeting

Welcome all participants and introduce yourself and your team

Review the agenda and objectives of the meeting

Provide a brief overview of the AI technology and its potential applications

Ask the customer to provide an overview of their business, industry, and market

Identify the customer's primary goals, challenges, and pain points

Explore any existing solutions or processes related to the project

Discuss the specific problem or opportunity the AI solution should address

Clarify the desired outcomes, deliverables, and success criteria

Identify any constraints, limitations, or regulatory requirements

Engage in a collaborative discussion to elicit requirements from the customer

Capture functional requirements, such as desired features and functionalities

Capture non-functional requirements, such as performance, security, and scalability

Inquire about the availability and quality of data relevant to the project

Identify any specific data sources, formats, or data collection methods

Discuss data privacy, ethics, and any legal considerations

Assess the customer's existing infrastructure and technologies

Discuss integration requirements with existing systems or platforms

Address any technical constraints or compatibility issues

Discuss the desired project timeline and any critical milestones

Identify the necessary resources, both from the customer and your team

Talk about the budget and cost considerations for the project

Identify potential risks and challenges associated with the project

Discuss strategies to mitigate risks and ensure project success

Document any assumptions made during the meeting

Summarize the key discussion points and decisions made

Assign action items to both the customer and your team

Discuss the next steps, including follow-up meetings or deliverables

Thank all participants for their time and contributions

Confirm the next steps and timeline

Share contact information for further communication

Note: This checklist provides a general framework, and you may need to tailor it according to your specific requirements and industry.