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Sales to Delivery Handoff

Sales to delivery defined

The sales to delivery handoff meeting is a key activity in the Pega Express delivery approach. In this meeting, the sales team hands off the experience and knowledge they gained during the Discover phase and transitions that knowledge to the project delivery team. This session ensures that the project team is clear on what is agreed on during the sales process. It prevents the project team from wasting valuable time during the Prepare phase. The Consulting Solution Executive (CSE) is responsible for organizing and hosting the transition meeting. 

The objectives of the sales to delivery transition meeting are to:

  1. Transfer knowledge from the sales team to the project delivery team
  2. Align and agree on the roles and responsibilities of the project
  3. Clarify the business outcomes and client goals
  4. Share the project scope and schedule 
Sales to Delivery Transition Meeting

Attendees should include:

  • Consulting Solutions Executive
  • Account Executive
  • Solutions Consultant
  • Project Delivery Lead/Project Manager
  • Pega Delivery Team
  • Partner Delivery Team
  • Client Success Manager
  • Any other supporting members from the Sales team

Duration: One full day

Format: In-person/Virtual

Output: Save and record material from the transition meeting for resources to consume at a later date.

What is next:

Three pillars are already populated in Pega:

Solution Consultant provides a RAP file download to import into the project instance of Pega 8.4 and above

Three pillars not yet populated in Pega.

Solution Consultant provides a populated Case Type Backlog                         

Example agenda

The project kickoff meeting must immediately follow the sales to delivery handoff meeting. Use the appropriate material shared during the handoff session.

In the following image, click the + icons to explore a sample meeting agenda and support materials.

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