This article outlines the five phases of Agenda and Meeting Management Essential software implementation projects. It provides a general description of the actions and estimated time commitment expected of you to prepare your solution for launch. Some items and tasks may not apply, depending on your implementation package.
Phase One Checklist: Initiate
Estimated Time Commitment: 1 to 3 hours
Complete the Implementation Questionnaire
Add Meeting Types/Meeting Type details
Attach Meeting Agenda examples
Attach an example Staff Report
Attach a Logo
Coordinate a Kickoff Meeting date with your Project Manager (ensure all relevant parties are attending)
Attend your Kickoff Meeting
Review the Agenda with your Project Manager
Provide edits and feedback
Schedule training sessions
Send the proposed Agenda Template to internal municipal parties and confirm it is approved
Phase Two Checklist: Analyze
Estimated Time Commitment: 2 to 10 hours
Review and confirm the features of your contract
Custom Workflow
Staff Report (applies to Ultimate Package only)
Custom Roles and Permissions
Email Subscriptions
Board Management
Phase Three Checklist: Educate
Estimated Time Commitment: 6 to 16 hours
Attend Agenda Manager Training I
Complete practice hours
Attend Agenda Manager Training II
Provide a Staff Report template (applies to Ultimate Package only)
Complete practice hours
Attend Minutes Training
Request any Template format changes
Complete practice hours
Attend additional meeting(s)
Add-on Configuration(s)
Packet Review
Publishing Meeting
Feedback Meeting
Attend additional training per contract (additional time may apply)
Staff
Additional Agenda Managers
Email Subscriptions
Historical Import
Board Management
Phase Four Checklist: Optimize
Estimated Time Commitment: Varies
Confirm all contract features are active
Phase Five Checklist: Launch
Estimated Time Commitment: Varies
Confirm the project is complete
Complete the post-launch survey