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The project plan is a list of tasks to be completed throughout the project. It list when they should be started and completed and who should be involved.
Before starting your implementation we will ask for any annual leave dates for anyone involved in the project and create a plan based on those dates.
| Milestones | Tasks | Description | Started (Days before/after kick off) | Completed (Days before/after kick off) |
|---|---|---|---|---|
| Pre Kick off Tasks | Internal sales handover | Accessplanit will meet and discuss the project and timescales | -814 | -8 |
| Introductory Meeting | Our first meeting together to go through introductions, timescales and what to expect | -714 | -7 | |
| Essential info doc provided | A small document with a few essential questions for you to complete | -714 | -7 | |
| Datasheets provided | You'll be given access to Data gathering sheets on OneDrive | -714 | -7 | |
| Data Gathering commences | You've started filling in the data gathering sheets | -714 | -7 | |
| Project Planning | We will be creating a personalised project plan and setting up your access to our project management platform | -714 | -7 | |
| Essential info doc completed | Essential information document sent back to us | -714 | 0 | |
| Platform Creation | In preparation of our first meeting, your platform framework will be created | -714 | -7 | |
| Watch DataSheets and Documents 'How To' Videos | The intro videos on OneDrive will give you an understanding of how data gathering works and platform concepts | -714 | -1 | |
| Day 1 - Project Kick off | Platform Planning Workshop | A live Onscreen, in platform run through of your processes and Q&A session | 1 | 1 |
| Agree Phase 1 and 2 Outcomes | Together we will work to agree your key drivers to focus on in the project. Phase 1 Outcomes will be achievable in 6 weeks, and we will then move onto Phase 2. | 1 | 1 | |
| Platform Access for Administrators | Access to the platform for your administrators | 1 | 1 | |
| Website HTML Plugin Code Provided * | If you need website integration, we will provide your web developers with our helpful integration document | 1 | 1 | |
| Registration Form and Custom Fields Specification created | We work with you do decide exactly what fields you will require in your registration form, and any custom fields you may need. | 1 | 14 | |
| Day 14 - Data gathered and provided | Payment Gateway applied for * | If applicable, you will need to apply for the relevant payment gateway | 1 | 14 |
| Integration work begun * | If applicable, our development team will begin working on your custom developments | 1 | 14 | |
| Data gathered and provided | Your completed data gathering sheets are sent to us so we can build this into your platform | 1 | 14 | |
| Day 28 - Platform Build and Training Complete | SMTP Relay/ SPF Record set up | Your IT Team will have assisted in getting your email optimisation set up | 1 | 14 |
| Website integration begun | Your web developers have started the process of configuring the web integration | 1 | 15 | |
| Data Review | We will sense check the data you've supplied and raise any data issues with you | 15 | 16 | |
| PlatformBuild | We will configure your platform and bring through the data you have supplied | 16 | 18 | |
| Registration Form and Custom Fields Specification signed off and logged | Your custom registration form technical specification details will be agreed with you and submitted to our development team | 15 | 28 | |
| Live to Training Environment | Once the live platform has been built, we will copy this onto your training environment so you can test the most up to date data | 19 | 19 | |
| Training/ Consultation | Your platform training is completed with your CSM | 20 | 28 | |
| Day 42 - Phase One Outcome Sign off | Familiarisation User Acceptance Testing | You will have been through and practised your processes with the automated communications | 18 | 42 |
| Phase 1 Outcomes Complete | We are able to show you the Outcomes that were agreed within the Platform Planning Session are now in place | 29 | 42 | |
| Payment Gateway set up and tested | We have input the payment gateway details and successfully tested a payment through the platform. | 30 | 42 | |
| Any changes to configuration agreed | Any changes to configuration within the platform are agreed | 33 | 42 | |
| Phase 1 Outcomes Complete Meeting | Together we have a meeting to discuss the Outcomes that are in place within the first 6 weeks of the project. | 42 | 42 | |
| Day 60 - Live platform Ready | Agreed configuration changes are made | Any configuration changes agreed have been made | 43 | 53 |
| Work on Phase 2 Outcomes | We look at the Phase 2 Outcomes previously agreed | 43 | 60 | |
| Top up Data Gathered (Course Dates)* | If needed, you'll supply any new course dates to be created in your live platform ready for launch | 55 | 60 | |
| Day 80 - Project Closure | Web integration work | Web Integration work being carried out by your web team | 1 | 80 |
| Phase 2 Outcomes Complete | We will have completed any Phase 2 Outcomes that we agreed on | 43 | 75 | |
| Top up Data Built (Course Dates)* | A final data import of any newly created course dates | 63 | 65 | |
| Project Closure and handover | Together we will have a meeting closing the implementation and handing over to your customer success manager, highlighting the next steps and areas of your business we can optimise next | 80 | 80 |