Create a purposeful transition, communication, and training plan for the deployment period.
Key Benefits Achieved
An up-to-date and complete record of all relevant PPM data that allows your vendor/consultant to get right to work at the start of the implementation engagement.
Improved buy-in and adoption through transition, training, and communication activities that are tailored to the actual needs of your specific organization and users.
Create a portfolio-wide roster of project resources (and record their competencies and skills, if appropriate).
Resource Roster and Competency Profile (basic)
User Roles and Permissions (basic)
Record resource management processes and workflows.
Resource Management Workflows (advanced)
Create a transition plan from existing PPM tools and processes to the new PPM suite.
Transition Approach and Plan (basic)
Data Archiving Requirements (advanced)
Identify training needs and resources to be leveraged during the deployment.
List of Training Modules and Attendees (basic)
Define training requirements.
Internal Training Capabilities (advanced)
Create a PPM deployment training plan.
Training Milestones and Deadlines (basic)
Module 4: Provide Preparation Materials to the Vendor and Implementation Professionals
Compile the data collected and the functional requirements defined so that they can be provided to the vendor and/or consultant before the implementation engagement.
Key Benefits Achieved
Deliverables that record the outputs of your preparation and can be provided to vendors/consultants before the implementation engagement.
Ensures that the customer is an active and equal partner during the deployment by having the customer prepare their material and initiate communication.
Vendors and/or consultants have a clear understanding of the customer’s needs and expectations from the beginning.
Collect, review, and finalize the functional requirements.
PPM Suite Functional Requirements Documents
Compile a functional requirements and data package to provide to the vendor and/or consultants.
PPM Deployment Data Workbook
Discuss how proposed changes to the functional requirements will be reviewed and decided.
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.