DCIP First client meeting

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Select date

  Date
• Add location
  Address

Before you leave checklist

• Drawing pad

  Yes

  No

  N/A

• Yes

  No

  N/A

• Scale ruler<br><br>

  Yes

  No

  N/A

• Plans<br>

  Yes

  No

  N/A

• Business cards

  Yes

  No

  N/A

At Meeting

• Job type

  New Fitout

  Refurbishment

  Makegood

  Furniture only

  Variations only

• Site Condition

  Yes

  No

  N/A

• Meeting Notes

  Yes

  No

  N/A

Client access areas

• Reception waiting area?

  Yes

  No

  N/A

• Boardroom?

  Yes

  No

  N/A

• Interview room?

  Yes

  No

  N/A

• Meeting rooms?

  Yes

  No

  N/A

Staff access

• Large office

  Yes

  No

  N/A

• Medium office

  Yes

  No

  N/A

• Office alternative

  Yes

  No

  N/A

• Workstation A-Higher screens

  Yes

  No

  N/A

• Workstation B- Open environment<br>

  required

  no

• Medium meeting room

  Yes

  No

  N/A

• Small meeting room

  Yes

  No

  N/A

• Resource library<br>

  Yes

  No

  N/A

• Storage&filing

  Yes

  No

  N/A

• Storage General

  Yes

  No

  N/A

• Storage specialised

  Yes

  No

  N/A

• Utilities room/space

  Yes

  No

  N/A

• Breakout / lunch room

  Yes

  No

  N/A

• Showers

  Yes

  No

  N/A

• Comms room

  Yes

  No

  N/A

• First aid room

  Yes

  No

  N/A

• Training room<br>

  Yes

  No

  N/A

Kitchen requirements

• Fridge?<br>

  Yes

  No

  N/A

• Microwave?

  Yes

  No

  N/A

• Dishwasher?

  Yes

  No

  N/A

• Warm water?

  Yes

  No

  N/A

• Cold filtered water?

  Yes

  No

  N/A

• Boiling water?

  Yes

  No

  N/A

• Other

  Yes

  No

  N/A

Sound

• What sound rating is required?

  Yes

  No

  N/A

Existing furniture

• Existing workstations?

  Yes

  No

  N/A

• Existing Desks?

  Yes

  No

  N/A

• Existing meeting room chairs?

  Yes

  No

  N/A

• Existing office Chairs?

  Yes

  No

  N/A

• Existing workstation chairs?

  Yes

  No

  N/A

• Existing Storage units?

  Yes

  No

  N/A

• Existing meeting table?

  Yes

  No

  N/A

• Existing Printers and scanners?

  Yes

  No

  N/A

• Existing Mobile Peds?

  Yes

  No

  N/A

• Existing Whitegoods?

  Yes

  No

  N/A

• Other existing items?

  Yes

  No

  N/A

Comms room and storage

• Comms room required?

  Yes

  No

  N/A

• Storage requirements

  Yes

  No

  N/A

• Utilities requirements

  Yes

  No

  N/A

After meeting

• Fill in space analysis template<br>

  Yes

  No

  N/A

• Create a new folder in Prospects

  Yes

  No

  N/A

• Add client information to PM tool

  Yes

  No

  N/A

• Add Client information to the CRM list

  Yes

  No

  N/A

• Follow up email-what was discussed and what action will be taken

  Yes

  No

  N/A

• Give date that design will be sent

  Yes

  No

  N/A

• Add information to Whiteboard

  Yes

  No

  N/A

Other

• Other requirements?

  Yes

  No

  N/A

• Laser measure

  Yes

  No

  N/A

• Tape measure

  Yes

  No

  N/A

• Pen and Paper<br>

  Yes

  No

  N/A