Example Project Plan

 

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.

MilestonesTasksDescription

Started

(Days before/after kick off)

Completed

(Days before/after kick off)

Pre-Implementation







Internal sales handoverAccessplanit will meet and discuss the project and timescales-14-8
Introduction to Project meetingOur first meeting together to go through introductions, timescales and what to expect-14-7
Essential info providedEmails containing essential questions/info for you to complete or obtain-14-7
Pre-Implementation documentation meetingMeeting with Project Manager to discuss essential questions/info-14-7
Project PlanningWe will be creating a personalised project plan.-14-7
Essential info doc completedEssential information document sent back to us-140
Platform CreationIn preparation of our first meeting, your platform framework will be created-14-7
Watch DataSheets and Documents 'How To' VideosThe intro videos on OneDrive will give you an understanding of how data gathering works and platform concepts-14-1
Project Kick off




Platform Planning WorkshopA live Onscreen, in platform run through of your processes and Q&A session11
Platform Access for AdministratorsAccess to the platform for your administrators11
Website HTML Plugin Code Provided *If you need website integration, we will provide your web developers with our helpful integration document11
Registration Form and Custom Fields Specification createdWe work with you do decide exactly what fields you will require in your registration form, and any custom fields you may need.114
Day 14 - Data gathered and provided


Payment Gateway applied for *If applicable, you will need to apply for the relevant payment gateway114
Integration work begun *If applicable, our development team will begin working on your custom developments114
Data gathered and providedYour completed data gathering sheets are sent to us so we can build this into your platform114
Day 28 - Platform Build and Training Complete






SMTP Relay/ SPF Record set upYour IT Team will have assisted in getting your email optimisation set up114
Website integration begunYour web developers have started the process of configuring the web integration115
Data ReviewWe will sense check the data you've supplied and raise any data issues with you1516
PlatformBuild We will configure your platform and bring through the data you have supplied1618
Registration Form and Custom Fields Specification signed off and loggedYour custom registration form technical specification details will be agreed with you and submitted to our development team1528
Live to Training EnvironmentOnce the live platform has been built, we will copy this onto your training environment so you can test the most up to date data1919
Training/ ConsultationYour platform training is completed with your CSM2028
Day 42 - Phase One Outcome Sign off




User Acceptance TestingYou will have been through and practised your processes with the automated communications1842
Payment Gateway set up and testedWe have input the payment gateway details and successfully tested a payment through the platform.3042
Any changes to configuration agreedAny changes to configuration within the platform are agreed3342
Day 60 - Live platform Ready


Agreed configuration changes are madeAny configuration changes agreed have been made4353
Top up Data Gathered (Course Dates)* If needed, you'll supply any new course dates to be created in your live platform ready for launch5560
Day 80 - Project Closure



Web integration workWeb Integration work being carried out by your web team 180
Top up Data Built (Course Dates)*A final data import of any newly created course dates6365
Project Closure and handoverTogether 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 next8080