Customer Work Expectations

This article outlines the five phases of Agenda and Meeting Management Select software implementation projects. It provides a general description of the actions and estimated time commitment expected of you to prepare your software for launch. Some items and tasks may not apply, depending on your implementation package.

Phase One Checklist – Initiate

Estimated Time Commitment: 2-6 hours

• Complete the Implementation Questionnaire
  • Provide Agenda Item details (Categories, Motions, Boards, Committees, Departments)
  • Upload example documents and logos (Agenda, Item Reports, Memorandums, Minutes)
  • Provide Meeting schedules
• Coordinate a Kickoff Meeting date with your Project Manager/Implementation Consultant
  • Coordinate timing with the internal project team
• Attend your Kickoff Meeting
• Review the proposed Project Timeline with your Project Manager/Implementation Consultant
  • Provide any edits and feedback
• Schedule training sessions
  • Coordinate timing with the internal project team

Go to Article Navigation

Phase Two Checklist – Analyze

Estimated Time Commitment: 2-8 hours

• Attend a Template Review Meeting

• Send your Proposed Agenda Template to internal municipal parties

• Approve the Agenda Template

Go to Article Navigation

Phase Three Checklist – Optimize

Estimated Time Commitment: 5-15 hours

• Approve the Project Timeline

• Review and confirm all contract features

  • Examples: Historical Import (view the Historical Import Instructions), Boards & Committees Module, Live Meeting Manager, CP Media

• Attend a Consulting Meeting

• Attend a First Look Meeting

  • Complete the First Look Meeting Homework

Go to Article Navigation

Phase Four Checklist – Educate

Estimated Time Commitment: 6-24 hours

• Attend Admin Training

  • Complete homework items provided by your Project Manager/Implementation Consultant

• Attend User Training

  • Complete homework items provided by your Project Manager/Implementation Consultant

• Attend additional training per contract (additional time may apply)
  • Additional Users
  • Minutes
  • Custom Workflows
  • Other

Go to Article Navigation

Phase Five Checklist – Launch

Estimated Time Commitment: Varies

• Approve confidence in using the system
• Complete the post-launch survey (AskNicely)

Go to Article Navigation