Success Planning

Plan for a successful implementation, ownership of solution, governance of program, and change management.

Implementation Planning Ownership Planning Change Management Governance Model & Roster Design Data Migration & Integration Strategies

Implementation Planning

Co-create a guide with the business to understand and prepare for the scope, readiness, and 'long poles in the tent' for the project.

Deliverable

Implementation Success Guide

Ideal Format & Timing

Various meetings with SMEs and stakeholders to talk through questions
2-3 weeks

Key Activities

Identify key risks to the business for the project and develop mitigation strategies
Identify key decisions the business will need to make to facilitate the project implementation
Identify key constraints that need to be dealt with, including processes, regulations, and other factors
Identify other risks to the project, such as timing implications, personnel, environmental factors, etc.

Benefits

De-risk the project by understanding key risks and preparing mitigation plans for them
Identify decisions that will need to be made by the business that will impact timing
Identify and align on key constraints before the project begins

Ownership Planning

Co-create a guide with the business to understand what Day 2 looks like and how to prepare for successful ownership and maintainability of the solution.

Deliverable

Ownership Success Guide

Ideal Format & Timing

Various meetings with SMEs and stakeholders to talk through questions
2-3 weeks

Key Activities

Identify what will need to change in "steady state" from how the business runs today
Identify key resources, skills, and knowledge that will be needed in order to maintain the solutions post go-live
Identify transition and interim needs as phases are rolled out and legacy systems are sunset

Benefits

Ensure resources and processes are ready to maintain the solution on "day 2"
Ensure a smooth business transition in critical business processes to maintain BAU cadences

Change Management

Co-create a change enablement guide and framework for the business based on organizational readiness, level of impact, and tolerance to change within the business.

Deliverable

Change Management Plan

Ideal Format & Timing

Various meetings with SMEs and stakeholders to talk through questions
2-3 weeks

Key Activities

Identify scope of change requirement for suppliers and customer of the invoicing process
Identify change management timeline and plan for the business
Identify communication and training timelines for the business
Understand and assess organizational readiness and adjust plans accordingly for each area

Benefits

Provides an early communication plan to stakeholders to help ensure proper adoption of new processes and technology
Provides a consistent messaging framework—rooted in business value terms—to communicate changes during the implementation

Governance Model & Roster Design

Co-create a governance model and framework to use for the duration of the program, along with identifying key skills and roles needed for implementation and ownership.

Deliverable

Program Roster
Governance Document

Ideal Format & Timing

Various meetings with key stakeholders to talk through questions and make decisions
1-2 weeks

Key Activities

Identify key stakeholders, their roles, and responsibilities for the project - at all levels of the business
Define the types and frequency of communication cadences
Determine a framework for how conflict and decisions are resolved
Identify what resources will fill the skills and knowledge needs for the project

Benefits

Define a framework used to make decisions for the duration of the project
Identify the resources that will be required to ensure a successful project
Define a communication plan to stakeholders to ensure alignment throughout the project

Data Migration & Integration Strategies

Co-create with the business a glide path for migrating and cleaning data, working through proper placement of function and data, and system integration strategies.

Deliverable

Data, Migration, and Integration Strategy Document

Ideal Format & Timing

Various meetings with SMEs and stakeholders to talk through questions
3-4 weeks

Key Activities

Identify the types of data required from the business and assess the state of readiness of that data
Identify limitations in how to access that data, controls on the data, and flows of data between systems
Identify data migration needs – types, format, time period, readiness of that data
Identify key integrations and who owns that integration (i.e. internal teams, third parties, etc.)

Benefits

List potential roadblocks or "long poles in the tent" around critical areas for implementations and define alternative plans
Define dependencies on other teams that could hinder project timeline

Vendor Selection

Value Design

Value Management

The solution to tech-project regret

Companies across all industries struggle to successfully implement the software they've purchased, resulting in unrealized value, frustration, and regret. Regret often occurs when problems are misdiagnosed as a symptom or not fully known or understood. Focusing on business-value outcomes helps ensure the real problems are solved.

Get Started with Value Management