Onsite (at client site)
Introduce entire Conversation Design & Natural Language teams
- This will necessarily be larger teams than for the Strategy Workshop
- Include those who cannot attend in person; arrange online attendance
Present CD / NL concepts, plan, strategy
- Present and discuss the Conversation Design Strategy Document
Present the Preliminary Project Plan
Include a dedicated educational segment to introduce Natural Language concepts to the client
- These will probably be new and unfamiliar
- Don’t rush this!
Explain NL methodology & intent-gathering
Explain timeline of CD / NL interdependence
Use the Client Questionnaire to refine the Preliminary Project Plan
- More detailed and accurate estimate of project duration and design complexity
This phase is time-boxed — when it’s over, it’s over!
- Typically requires 4-5 days, plus travel time