Introduction
The first phase starts with the initation of the project. A Kick-Off meeting is usually the first meeting between a client, a Zero Friction onboarding project manager, team members, and other stakeholders. It's hosted right after the project scope is finalized and informs everyone of the key deliverables, project timeline, and other essential details to help the whole team get on the same page.
Goal of the phase
The main objective at this stage is to kick off the project together with the customer project team. This includes going over the scope with the project team to avoid any misunderstanding. Next to this, a more concrete timing can be made based on the availability. The critical success factors are again shared to express the main drivers of a successful onboarding.
At the end of this stage, the actions and next steps are put together in a plan, including the roles and responsibilities and due dates.
Workshops
Workshop | What you can expect |
Kick Off Meeting | Start the project and create an agreed action plan with time line and responsibilities |
Responsibilities
Zero Friction Onboarding manager
Plan the kick off meeting
To guide the process
Deliver and communicatie the finalized action plan
Customer
To be present in the Workshop and agree on the actionplan
Deliverables
Action Plan
List of all actions to be taken.
Agenda with deliverables and workshop dates.
Key users for
SPOC for the customer
Configuration
Data handover
Integrations
Testing