Customer's visiting process and buy-in
Once you have determined the statement of intent, objectives for the visits, a list of customers to visit, and confirmed the venues where you will hold the meetings, you now need to get the right level of organizational buy-in to make sure your program is properly funded and resourced. To do this, you will probably need the buy-in of your management team or your sponsor. As part of the buy-in process, it would be advisable for you to create the right level of expectations. I would consider putting together two additional things at a minimum to present to your management or sponsor:
A budget
A project plan showing key dates
The budget should include an estimate of resource commitment required (and could include their fully loaded cost if you have access to it), as well as an estimate of travel, meals, and lodging expenses. If you also require some sort of model or screen-mock ups for the interviews, or any other extraneous expenses, I would list them as...
