1.2 Establish Project Management Plan, Structure and Kick-Off
Overview
Establishing Project Management Plan & Structure is critical to putting each implementation on the right path to a timely go live. The tasks within this step will ensure you have reviewed as much information as possible before your first interaction with the customer. Putting together a draft project plan will also help your customer understand dependencies and key implementation milestones. Every implementation must have a formal kickoff (remote or in-person) to ensure the project team, project timeline, project scope, implementation methodology, and success metrics have been established and communicated.
In the case of an AIC (Artificial Intelligence Classification) implementation, no partner is involved.
Activities
Activity | Key Inputs | Roles & Responsibilities | Deliverables | Supporting Documents |
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Confirm Partner Team's Delivery and Release Certification (for Expert Services Partner Model). | Alliances |
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Request access for partner project team to be able to file support tickets under customer account at the outset of an engagement.
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Coupa EM, Partner PM |
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Conduct Strategic Planning Workshop (for Expert Services Partner Model). |
Coupa EM, Partner PM |
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Strategic Planning Workshop Checklist |
Finalize Project Team Structure |
Coupa, Partner, and Customer Team Members. |
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Establish Project Plan |
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CLM Standard Draft Project Plan Risk Assess Draft Project Plan
High Level Project Timeline and Milestones InvoiceSmash Project Plan & Roles CSO Strategic Planning workshop presentation
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Release Management Planning | Coupa EM/PM, Partner PM, Customer |
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Project Kickoff |
Coupa, Partner, Customer |
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CLM Advanced Module Kick Off Deck
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Establish Action Item Tracker |
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Action Items Tracker | |
Provide Engagement Manager Oversight (for Expert Services Partner Model). |
Coupa EM |
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PM Checklist of Weekly Updates |
Engage Coupa Supplier Enablement team. |
Partner, Coupa Supplier Enablement |
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Engage CVM team to kick-off Value Stream Kick-Off | Coupa EM and CVM |
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