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 [...]
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
An overview of the adoption planning process and associated best practices. The Adoption Planning Process
A discussion on how change management best practice techniques are fundamental to the adoption process, together with an overview of the ADKAR change management model. Adoption and Change Management The ADKAR Change Management Model