A tool for documenting the CSM's stakeholder management plan that can be used during during Practical CSM Framework Phase Two: Commitment or at any other stage of an engagement, and that is designed to be added to, amended and referred to at regular intervals (eg monthly) thereafter Download
A simple checklist that is designed for use during Practical CSM Framework Phase Five: Adoption Implementation, for ensuring that all the activities that need to be undertaken during the adoption process are carried out on time and to the right standard Download
A simple checklist that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the activities that need to be undertaken during the onboarding process, and which can then be used as a project management tool during the onboarding implementation Download
A tool that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the core details for an onboarding project plan, plus the specific activities to be undertaken either in its entirety or (if multi-phased) during each separate phase of the onboarding process, which can be referred to at all stages during [...]
Part 3 of 3 of a discussion about adoption planning tools. This part focuses on adoption barriers and on adoption risks. Adoption Planning Tools: Adoption Barriers Adoption Planning Tools: Adoption Risks
Part 2 of 3 of a discussion about adoption planning tools. This part focuses on impacted groups, on adoption activities and on practical considerations. Adoption Planning Tools: Impacted Groups Adoption Planning Tools: Adoption Activities Adoption Planning Tools: Practical Considerations
Part 1 of 3 of a discussion about adoption planning tools. This part provides an overview of the tools and then focuses on general adoption requirements and on capabilities and processes. Adoption Planning Tools: Existing Tools Adoption Planning Tools: General Adoption Requirements Adoption Planning Tools: Capabilities & Processes
An overview of the adoption planning process and associated best practices. The Adoption Planning Process
An explanation as to the role of the CSM within the adoption planning process, with specific reference to the relationship between CSM and customer stakeholders. The Role of the CSM in Adoption Planning
A discussion about how get adoption requirements for an engagement agreed by all relevant stakeholders. Getting the Adoption Requirements Agreed