Example Presentation: Alignment, Launch & Adoption Engagement Plan Example Presentation: Alignment, Launch & Adoption

Engagement Phases Alignment Adoption Launch Planning Optimization Discovery Design and Configuration Validation Launch End-user Orientation Post-Launch Refinement Initial Deployment Support Adoption Optimization Best Practice Guidance Monthly Working Sessions Alignment, Launch, Adoption 1 1) Alignment – align solution with business uses 2) Launch – user oriented & guide early iteration 3) Adoption – Optimization workshops, best practices

Design and Configuration Alignment: Planning Alignment Discovery Design and Configuration Validation Planning Services Kickoff Discuss project approach and methodology Engagement Planning Customer Project/Product Overview Review defined success criteria, objectives, goals, initial launch scope Discuss Core Team and key stakeholders Confirm customer timing and readiness Milestone: Engagement Plan complete Alignment Launch Adoption 1 • Preliminary project planning and discovery sessions to understand your people, process and data as itpertains to Requirements Management

Design and Configuration Alignment: Discovery Alignment Planning Discovery Design and Configuration Validation Discovery Sessions Discovery of Customer current and desired future state Product Delivery approach and processes Analysis of Customer artifacts Identify key impacted users/teams Process activities identified Desired future state process and approach defined Preparation for Design and Configuration Milestone: Discovery Complete Alignment Launch Adoption 1 Remote working sessions (up to 16 hours) focused on aligning your desired product methodologies andprocesses with the best practice use of Jama

Alignment: Design and Configuration Planning Discovery Design and Configuration Validation Design and Configuration Working Sessions Admin Training Configuration guidance (workflow, data) Creation of item types, pick lists, relationship rules, project structures Users, groups, and permissions configuration Test and Review Management Core Team knowledge transfer Milestone: Initial Configuration Complete Alignment Launch Adoption 1 Design & Config Collaboratively define how you will create, relate, collaborate and review requirements in Jama. Theconsultant will provide guidance and/or directly configure Jama to establish the desired data structure,workflows and template project configurations

Alignment: Validation Planning Discovery Design and Configuration Validation Validation: Alignment Deliverables Defined process for creating, relating, collaborating and reviewing requirements (or similar artifacts) using Jama Initial Jama project structure, user roles and permissions, and item types and taxonomy configured per plan and validated by core team Milestone: Validation Complete – Jama is ready to launch Alignment Launch Adoption 1 Coach your core team on key principles for using and managing Jama. This coaching can be integratedinto the remote working sessions or broken into several separate sessions • If necessary, Jama will work with the core implementation team to ensure it is ready to use by end users,over a small number of remote working sessions  Deliverables • Defined process for creating, relating, collaborating and reviewing requirements (or similar artifacts) usingJama • Initial Jama item taxonomy, project structure, user roles and permissions and item types configured perplan and validated by core team

Launch Launch End-User Orientation Post-Launch Refinement Initial Deployment Support End-User Orientation Remote orientation to show your team(s) how to use Jama Milestone: Initial Orientation Complete Initial Deployment Support and Refinement Best practices guidance Refinement of initial Jama Design and Configuration Support of initial Jama Deployment Milestone: Jama launched and in use per Engagement Plan! Once Jama is ready to use, the consultant will lead a remote orientation session to show your teams how touse Jama. Following the session, the consultant will be available remotely to provide assistance in ongoingdeployment activities, best practices guidance to incorporate end user feedback, training and other activities asneeded to support your initial deployment. Deliverables: End-user orientation (1-2 hours delivered remotely) Working sessions/launch support with consultant (up to 10 hours delivered remotely

Adoption Adoption Optimization Workshops Working Sessions Remote sessions to include: Best practices guidance Onboarding new team members New capabilities in Jama Adoption Optimization Best Practice Guidance Monthly Working Sessions Working Sessions Remote sessions to include: Continued best practices guidance Continued refinement of configuration Alignment Launch and Adoption 1 Adoption Your consultant will be available remotely for monthly working sessions and three optimization workshops tohelp keep Jama aligned with your changing business needs, provide assistance onboarding new teammembers and share guidance on best practices for using new capabilities in Jama. Deliverables • Monthly working sessions with consultant (eight total)• Optimization workshops (three two-hour remote sessions)

Services Resources Launching Jama: Prep for Success Explains 10 key activities to consider early on in your Jama implementation Roles and Responsibilities Provides an overview of key roles your team will need to assign for your Jama project Discovery Preparation Checklist List of key information you will need to gather and share with Jama during the discovery phase of your implementation Example Project Plan Sample project plan to show high-level tasks involved in a Jama project Engagement Plan Template Used for planning activities and guiding the overall project

Engagement Plan Milestones Goals, Objectives & Scope Core Team Roster Communication Plan High Level Training Plan High Level Deployment Plan Key Performance Indicators Engagement Plan

Milestones Milestone Target Phase Notes Engagement Plan created Alignment/Planning Discovery sessions complete Alignment/Discovery Core Team readiness complete eLearning complete Initial Jama configuration complete Alignment/Validation End of Design and Configuration End User Orientation complete Launch Jama Launched

Goals, Objectives and Scope

Core Team Roster Engagement Role* Name Email Team/Role Business/Executive Sponsor Change Manager Implementation Lead Jama Admin IT/System Admin Core Team *see roles and responsibility document for role descriptions

Named Support Contacts Email Phone Team/Role DESCRIPTION:   Each Active Jama Customer is entitled to a specific # of  "named support contacts" (shown below) that can access our Customer Care (technical support) team..   Standard license customers = 2 named support contacts  (Details about support for standard license customers - please point them to the community which has all of the support contact information posted.) Enterprise License customers = 4 named support contacts (More Details on Enterprise Customer Support - please reference Data sheet for clarification on how customers can access support in this Jive post https://jamasoftware.jiveon.com/docs/DOC-7341

Communication Plan Communication Owner Audience Items Jama Engagement Communications Jama Consultant Lead Scheduling Status Risks/Issues (Jama side) Core Team Communications Core Team Training Schedule Risks/Issues Sponsor Communication Sponsor Deployment Communication (Launch) End Users Training Deployment Communication planning is important for ensuring alignment between jama and your core team as well as from your core team to end users I will be communicating directly with the lead to schedule, make sure any risks or issues are clearly communicated And will also work with the lead to schedule ongoing launch working sessions The lead owns: Core team communications – status, training schedule, risks/issues Sponsor communications – status, risks Deployment communications – training, deployment

High Level Training Plan Audience Target Objective Jama high level demo Core Team Team is familiarized with Jama (optional) eLearning Core Team/ Admins Build skill set for use of Jama Jama Admin Jama Admins Ensure Admins are orientated in Admin tool and have skill set for continued configuration and user/groups admin Core Team ad-hoc Build skillset for use of Jama specific to the customer-specific configuration (if needed) End User Orientation End Users End users trained using Jama per design High Level Demo – Between now and discovery prep Elearning – now Jama admin – design/config Core team ad-hoc – continuing but really starting in design End user orientation – design +

High Level Deployment Plan Product/Project Impacted Team(s) Target Timeline Notes <e.g., pilot> Highest level where we are planning how you plan to deploy – if there is a pilot project, or certain area you’d like to start with Do you have a target timeline?

Key Performance Indicators/Key Metrics KPI Measured By Current Measurement Notes Example: Review Cycle Time Time (review start to finial approval) 10 days