Kickoff Meeting

The first step in UpSearch’s onboarding process is the Kickoff Meeting. The typical agenda includes:

• Review each organization’s information security policies and access controls
  Introduction to Advisory Service Team
  Overview of contact procedures
  Overview of client’s connectivity method(s)
  Establishment of roles and responsibilities of the UpSearch team
  Review monitoring tools
  Review monitoring tool requirements
  Review of onboarding timeline
  Schedule joint team meetings