Identify the client participants

Here are the folks the client will want consider including in creating a value architecture for an initiative:

• Initiative lead (e.g., product manager)

• Initiative stakeholders (e.g., the lead’s manager or other interested parties)

• Initiative team members (e.g., engineers, designers, marketers who are working on the initiative)

Typically you’ll want to include 3-10 participants.

Participants	Consultant Client lead Initiative lead
Sync or async	Either
Outcome	A list of participants, including their roles and emails