Download This case study exercise focuses on researching and planning user adoption for a new customer implementation. Learners analyze adoption research data, impacted user groups, and recommended adoption activities, then use a work breakdown structure (WBS) to create both a high-level implementation plan and a detailed set of work packages for head office users. [...]
Download This resource provides an adoption readiness checklist used to confirm that all planning, preparation, and coordination activities required for a successful adoption initiative have been completed before launch. The checklist helps Customer Success teams verify that project outcomes, process changes, impacted users, training requirements, communications, resources, and risk mitigation plans have all been [...]
A discussion about the steps to take when preparing for adoption kick-off, together with an overview of the adoption kick-off check list. Preparing for Project Kick-Off
An overview of how project management principles and techniques can be utilized by CSMs during the adoption implementation process to maximize efficiency, productivity and quality and reduce time to value. Project Management Principles & Best Practices
A discussion on the different roles played by the CSM and customer stakeholders during the adoption implementation process. Adoption Implementation Roles