This article outlines the five phases of Agenda and Meeting Management Select software implementation projects. It provides a general description of the actions and estimated time commitment expected of you to prepare your software for launch. Some items and tasks may not apply, depending on your implementation package.
Phase One Checklist: Initiate
Estimated Time Commitment: 2 to 6 hours
Complete the Implementation Questionnaire
Provide Agenda Item details (Categories, Motions, Boards, Committees, Departments)
Upload example logos and documents, such as Agendas, Item Reports, Memorandums, or Minutes
Provide Meeting schedules
Coordinate a Kickoff Meeting date with your Project Manager and/or Implementation Consultant
Coordinate timing with the internal project team
Attend your Kickoff Meeting
Review the proposed Project Timeline with your Project Manager and/or Implementation Consultant
Provide any edits and feedback
Schedule training sessions
Coordinate timing with the internal project team
Phase Two Checklist: Analyze
Estimated Time Commitment: 2 to 8 hours
Attend a Template Review Meeting
Send your Proposed Agenda Template to the internal municipal parties
Approve the Agenda Template
Phase Three Checklist: Optimize
Estimated Time Commitment: 5 to 15 hours
Approve the Project Timeline
Review and confirm all contract features
Example: Historical Import (view the Historical Import Instructions), Boards and Committees Modules, Live Meeting Manager, and CivicPlus Media
Attend a Consulting Meeting
Attend a First Look Meeting
Complete the First Look Meeting Homework
Phase Four Checklist: Educate
Estimated Time Commitment: 6 to 24 hours
Attend Admin Training
Complete homework items provided by your Project Manager and/or Implementation Consultant
Attend User Training
Complete homework items provided by your Project Manager and/or Implementation Consultant
Attend additional training per contract:
Additional Users
Custom Workflows
Minutes
Other
Note:
Additional time may apply.
Phase Five Checklist: Launch
Estimated Time Commitment: Varies
Approve confidence in using the system
Complete the post-launch survey on AskNicely