1. IMPLEMENTATION PLANNING MEETING AGENDA/WORKING TEAM
PHASE 5:
Implementation Planning
Meeting Purpose:
The purpose of this meeting is to develop a three- to five-year implementation plan to move from the current state to the future-state L&D System.
Agenda:
Topic
Notes
1. Adjust future-state design based on Executive Steering Team input
Briefly review the future-state L&D System architecture as presented to the Steering Team.
Review their comments for impact on the design.
2. Make a list of workstreams for all the L&D work that will occur during the implementation period
Include both the implementation and change efforts and ongoing L&D workload so that a total resource estimate and budget can be prepared.
Sample workstreams include:
Designing and developing curriculum/learningware
L& D organization structure and job/role realignment
L&D processes
L&D measurement system
L&D services and development
Electronic infrastructure
Facilities and equipment infrastructure
Governance system
Delivery of learning services

2. IMPLEMENTATION PLANNING MEETING AGENDA/WORKING TEAM (cont.)
PHASE 5:
Implementation Planning
Topic
Notes
3. Identify categories and projects for each workstream
Take each workstream and
Identify necessary categories
Identify necessary projects
Identify non-project categories
Identify major non-project tasks
4. Identify goals/milestones
Identify goals/milestones that cut across workstreams.
Identify goals/milestones within each workstream.
5. Construct a milestone and timeline chart
See Example Milestone Timeline Chart
6. Develop resource/cost estimates or estimating factors
For each project, estimate resource and cost estimates or an approach for developing the estimates.
For each workstream (e.g., training delivery), develop cost estimating factors or an approach for developing them.
Assign responsibility for developing a resource and cost estimating spreadsheet.
Assign responsibilities for estimating
7. Develop a Communication Plan
See Communication Plan Guidelines

3. IMPLEMENTATION PLANNING MEETING AGENDA/WORKING TEAM (cont.)
PHASE 5:
Implementation Planning
Topic
Notes
8. Develop a Change Management Plan
See Change Management Guidelines
9. Business Case
Identify quantitative business benefits expected from implementing the new L&D System.
Identify qualitative business benefits.
Identify risks for not implementing (if different from the benefits; don’t just state the negative of each benefit).
Identify risks associated with implementing.
Note: The Business Case can’t be completed until the cost/resource estimates are completed.