CONCEPT MAP BOXES

share

DOCUMENT

notes

overview

slide deck

Steps

after the review

Before the review

during the review

customer's Implementation review review

prepearing for the

Mid-Year Implementation Review

Build slide deck with current data

1 week prior

Schedule the meeting and confirm plan for Success Check Survey

1 month prior

Send a friendly reminder

1 day prior

Send the agenda and confirm attendees

2 weeks prior

Plan for assessment window, success checks, and 60-day goals.

2 months prior

Timelline for Implementation Managers

Before the Mid-Year Implementation Review