1.2 Establish Project Management Plan, Structure and Kick-Off

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12:01, 22 Mar 2017
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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.

Activities

Activity	Key Inputs	Roles & Responsibilities	Deliverables	Supporting Documents
Confirm Partner Team's Delivery and Release Certification (for Partner-Led Implementations)	Alliances	Coupa PM is responsible to check assigned partner resources with Alliances	Confirmation from Alliances on certification
Conduct Strategic Planning Workshop (for Partner-Led Implementations)	Coupa PM, Partner PM	Coupa Project Manager is responsible for facilitating this meeting with Partner Project Manager	Alignment on level of Coupa involvement throughout the project lifecycle	Strategic Planning Workshop Checklist
Finalize Project Team Structure	Coupa, Partner, and Customer Team Members		Team Charter
Establish Project Plan		Coupa Project Manager (or Partner PM) is responsible for creating and building the plan Coupa TS (or Partner TS) is responsible for creating the high level milestone plan for technical services activities and provide it to the PM Coupa TS (or Partner TS) is responsible for tracking the completion of milestone activities for technical services and raising to the PM the risk of not meeting milestones. Coupa PM (or Partner PM) is responsible for customer escalation management at steering committee and overall management of the project plan, milestones and deliverables.	Project Plan	Draft Project Plan High Level Project Timeline and Milestones
Project Kickoff	Coupa, Partner, Customer	Coupa PM (or Partner PM) is responsible for scheduling the kickoff Coupa PM (or Partner PM) to invite Coupa Exec Sponsor, CSM, SC (Sales), SA, and TS to the kickoff meeting	Project Kickoff	KickOff Deck Integrations Overview Deck Integrations Best Practices
Establish Action Item Tracker		Coupa PM (or Partner PM) is responsible for creating the action tracker. Coupa TS (or Partner PS) is responsible to updating the tracker for TS related action items.	Action Item Tracker	Action Items Tracker
Provide Project Manager Oversight (for Partner-Led Implementations)	Coupa PM	Coupa PM to complete required inputs to SFDC and OpenAir on one-time/weekly/monthly basis	Project updates made in SFDC and OpenAir	PM Checklist of Weekly Updates
Engage Coupa Supplier Enablement team	Partner, Coupa Supplier Enablement	Coupa PM helps partner engage Supplier Enablement resources to get introduced into project	Supplier Enablement resources identified and engaged	How to Engage with Supplier Enablement Team