CARDS® Meeting: Process and Expectations
What you can expect from us
What we expect from you
Before Meeting
1. Send you link for Qualtrics survey
(Research Overview Form)
2. Talk with you to review your
materials and create targeted agenda
to match your priorities
3. Handle all meeting logistics:
a. Room rental
b. Meeting announcement
c. Follow up with CARDS about
attendance
d. CARDS stipends
e. Childcare and transportation
arrangements
f. Refreshments
Before Meeting
1. 2 weeks before CARDS meeting
date
During Meeting
1. Take two sets of notes
2. Facilitate discussion
During Meeting
1. Participate in meeting
2. Have fun!
After Meeting
1. Deliver meeting reports
a. Summary of CARDS feedback
b. Revised documents (if
applicable)
2. Send you link for Qualtrics
evaluation
After Meeting
Respond in timely way on following:
1. Complete Qualtrics evaluation
survey
2. Process invoice/payment
3. Provide brief summary of plans to
use CARDS feedback
4. Share final (revised) materials
a. Complete Qualtrics survey
(Research Overview Form)
b. Send us the materials you want
the CARDS to review (drafts are
fine) **
2. 1 - 2 weeks before CARDS
meeting date
a. Talk with us to review Research
Overview Form, materials for
meeting and strategic meeting
agenda
** Sending us your materials at least 2
weeks before the meeting date is
essential so we have to time plan an
effective meeting for you.
For more information, contact: [email protected]