This article outlines the phases of a Mass Notification software implementation project. It provides a general description of the actions and estimated time commitment expected of you to prepare your system for launch. Some items and tasks may not apply depending on your contract and configuration.
Phase One Checklist: Initiate
Estimated Time Commitment: 1 to 3 hours
Attend the Project Kickoff Meeting
Complete the Implementation Assessment
Due no later than one week after the Project Kickoff Meeting
Identify internal stakeholders who will participate in implementation, testing, and training
Coordinate timing with internal teams for upcoming meetings and deliverables
Phase Two Checklist: Analyze
Estimated Time Commitment: 1 to 2 hours
Review the proposed Project Timeline provided by your Project Manager
Provide approval or feedback on the Project Timeline
Timeline approval is due within two business days of receipt
Confirm scope items and optional features included in your contract
Phase Three Checklist: Optimize
Estimated Time Commitment: 2 to 6 hours
Prepare and submit data for import (if applicable)
Examples may include contacts, groups, or organizational data
Attend Super Administrator Training
Configure system settings based on training guidance
Complete the Testing Checklist
Perform internal testing of alerts, users, and configurations
Attend the Follow-Up Meeting with your Project Manager to review testing results and next steps
Phase Four Checklist: Educate
Estimated Time Commitment: 2 to 6 hours
Attend Sender Training (live or recording)
Attend Mobile App, Secure Chat, and Task List Training (if applicable)
Attend Incident Management Training (if included in your implementation)
Attend CivicPlus Integration Hub Training
Available for Web Central and Web Evolve customers only
Share training materials or recordings with internal staff as needed
Note:
Additional training time may apply depending on the number of users, features, or integrations included in your contract.
Phase Five Checklist: Launch
Estimated Time Commitment: 1 to 2 hours
Review the website display and marketing resources provided by CivicPlus
Coordinate go-live timing internally
Receive an introduction to your Customer Success Manager
Complete the post-launch survey on AskNicely