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CONCEPT MAP BOXES
Alexis Scranton
Created on September 3, 2022
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Transcript
prepearing for the
Mid-Year Implementation Review
customer's Implementation review review
during the review
Before the review
after the review
DOCUMENT
share
overview
notes
Steps
slide deck
Timelline for Implementation Managers
Before the Mid-Year Implementation Review
2 months prior
2 weeks prior
1 day prior
1 week prior
1 month prior
Send a friendly reminder
Send the agenda and confirm attendees
Build slide deck with current data
Plan for assessment window, success checks, and 60-day goals.
Schedule the meeting and confirm plan for Success Check Survey