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Name

Length

Frequency

QFD Attendees

Client Attendees

Agenda

Required Inputs Review

30MIN

Once to begin the add-on project

Project Manager

Project Manager

Business and Technology Team Leads

  • Deep Dive into Required Inputs

  • Assign Responsibility to Required Inputs

  • Establish a Required Inputs Timeline (Ideally 2 Weeks)

Project Touchbase

15-30MIN

Weekly, throughout full project

Project Manager

As Needed:
Technology & Integration SME
Product Consultant SME

Project Manager

As Needed:
Technology Team
Business Team

  • Review Project Plan, dates and deliverables to ensure go live is safe

  • Share applicable project updates

  • Monitor Outstanding Objectives in Perspective of Timeline

  • Answer Questions

Governance Meeting

30-45MIN

Monthly

CRO

EVP

Manager of PMO

PM

Executive(s)

Project Sponsor

PM

  • Overall Status

  • Project Plan Review

  • Actions & Next Steps

  • Q&A

New Product Training(s) (Varies by Add-Ons)

Varies

Once, Mid-Implementation

Training Specialist

Project Manager

Applicable Team based on Topic

  • Varies by Add-Ons

Transition Call

30MIN

Once, after Quavo Certification

Project Manager

Client Success Manager

Support Manager

Project Manager

Post-Production Business and Technology Team Leads

  • Live Products Transition Fully from PM to CSM

  • Quavo Certification Ends

Governance Meeting

30-45MIN

Monthly

CRO

EVP

Manager of PMO

PM

Executive(s)

Project Sponsor

PM

  • Overall Status

  • Project Plan Review

  • Actions & Next Steps

  • Q&A