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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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)

9. 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

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

11. 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

12. Goals, Objectives and Scope

13. 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

14. Named Support Contacts
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

15. 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

16. 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 +

17. 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?

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