UX Lead Protocols: Stakeholder Meeting

Before the Meeting

• Review slides in the Follow Up, Discussion Topics, and Design Review sections of the week's Stakeholder Deck. Sometimes members of the production or design teams will make changes to the slides, and for any slides that you are responsible for presenting, it is important to be aware of those changes and make any necessary preparations and additional changes in response to them.

During the Meeting

• Present slides that the design team is responsible for. Ask any relevant questions, solicit feedback, and obtain approval from stakeholders.
• Take notes on any information given.

After the Meeting

• Once an issue has received feedback from stakeholders, remove the "Waiting for Stakeholder" tag.
  • If an issue is not approved:
    • Leave a comment on the issue explaining why it was not approved.
    • Mark it as "Not Planned".
    • Mark it as "Priority: Won't Have This Time".
    • Close it.
  • If an issue needs updates before it can be approved:
    • Move the slide from the Stakeholder Deck back to the Staging Deck.
    • Leave a comment on the issue tagging the assignee. Explain what needs to be changed and why.
    • Move the issue back to the In Progress column.
  • If an issue has been approved:
    • Leave a comment in the issue. Tag the assignee and have them follow the protocols for closing an approved design issue.
• Convert any other follow-up notes written by the product managers on the slides—along with any personal notes—into action items to be followed up on in the week's action items written in #2088.