PPO Worksheet
The document is a proprietary internal worksheet designed to prepare for a Sales Wealth Academy meeting. It outlines the overall purpose, process, and desired outcomes of the meeting, and provides structured sections for listing internal and client attendees with their roles and responsibilities. The sheet defines three outcome scenarios—ideal, middle, and worst case—detailing what the meeting aims to achieve in each. It also supplies a discovery framework, prompting the facilitator to ask Situation, Analysis, Process, People, and Technology questions, with space for 1‑3 open‑ended big‑picture Situation questions. Placeholder text (e.g., "Lorem ipsum…") and a tag "@tourajtab | 1" indicate the document’s draft status and ownership. The content is intended solely for internal use.
Topics
Purpose and Meeting Objectives Definition
Specifies the overarching goal of the meeting and the intended business outcomes.
Attendee Role Mapping (Internal and Client)
Provides placeholders to list participants, their roles, and responsibilities on both sides.
Outcome Scenarios (Ideal, Middle, Worst)
Defines three possible meeting results, from coordinating a proposal review to maintaining a friendly relationship.
Discovery Question Framework
Organizes the discovery phase into Situation, Analysis, Process, People, and Technology questions, with space for open‑ended big‑picture queries.
Template Structure and Proprietary Notice
Indicates the document’s draft nature, includes placeholder text, and asserts internal‑only use.