
Phase 1: Plan
- Identify Key Stakeholders
- Set KPI’s, SLO’s
- Define Reporting Structure and Timeline
- Decide on Resource Levels & Ideal Hiring Profile
- Identify Project Mgmt & Training Needs
- Confirm Implementation & Kick Off

Phase 2: Build
- Execute Project Agreement
- Create Standard Operating Procedures/Toolkit
- Build Reporting Templates
- Customize Training Documentation
- Hire/Onboard/Train New Project Consultants
- Develop Project Specific Attendance Policy

Phase 3: Run
- Provide Financial and KPI tracking
- Manage Resource Levels per Business Reqs
- Proactive Transitions & Backfills
- Staff Meetings & 1×1’s with Consultants
- Conduct Scheduled Stakeholder Meetings

Phase 4: Continuous Improvement
- Discuss Lessons Learned from 1×1’s
- Conduct Monthly Surveys
- Stakeholder and Consultant Surveys
- Review KPI’s for Trends & Problem Areas
- Revise Training to include Best Practices
- Assist in Forecasting/Scheduling Discussions
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