Day one is behind us with a nice review of what was accomplished.  Let’s move on now and discuss each strategy we will be following in the implementation or upgrade.  Is there a specific methodology that is used by the client.  If so, make sure you have reviewed that methodology before starting this phase of the workshop.  This is a good place to start assigning groups to work on areas of interest.  Who will finish the strategy document?   What are the tasks, timelines, repsonsibilities.  Discuss them to make sure all members of the team are in agreement or if not agreement, there is a consensus.  What are the minimum categories for developing strategy?  You must at least have operating agreements in place, a high level strategy for how conversion will be handled.  Do you have a training plan? a testing plan?  Have you analyzed business process to identfy areas of improvement?  Have you analyzed the relationship between business process and system process to ensure your business process will be effective?  What approach will you have for communication?  Who, what, when why and how? Weekly team meetings are critical, using immediate communication devices such as twitter can be of value when immediate responses are needed.  What is the chain for decision making, the level of financial impact at each level and finally how will you approach upgrades and fixes at the beginning and throughout the length of the project?

Wow, that is the first item on the agenda for Day two…we have lots more to cover so tune back in tomorrow for more suggestions and please feel free to provide additions and comments.


Leave a Reply