SenseHR Project Initiation Meeting Agenda
1. Welcome & Introduction
Briefly touch on the project's purpose and objectives.
Highlight the importance of mutual collaboration for a seamless implementation.
2. Key Milestones & Dates
Detail the project timeline for:
Data migration completion
System setup for specific business rules and workflows
Initial admin access
Scheduled training sessions
Additional configuration if identified during training
Self-service rollout
Go-live date
3. Roles & Responsibilities
Pinpoint the primary project representatives from both our team and yours.
Clarify the role and duties each member will hold throughout the implementation.
4. Data Migration Process
Dive into the data migration templates.
Walk through the steps of data extraction, transformation, and loading.
Discuss any challenges we might face and best practices to overcome them.
5. System Setup and Configuration
Introduction to setting up the system according to your specific business rules and workflows.
Discuss how the software can be tailored to meet unique business requirements and the steps involved in achieving this.
6. Training & Configuration Evolution
Outline the range of training options available:
Direct/in-person sessions
Webinars scheduled at convenient times
On-demand tutorials and resources.
Note that during the training process, additional setup items might be identified. It's a typical part of the process, and should any be found, our team will handle configuring the system to address them.
7. Staying Aligned with Milestones
Reaffirm the significance of adhering to our defined timeline.
Discuss any potential risks and strategies in place to prevent delays.
8. Next Steps & Q&A
Clearly lay out immediate actions for both sides.
Open the discussion for any questions, concerns, or feedback you might have.
9. Conclusion & Adjournment
Recap the primary points discussed.
Confirm commitment from both sides to achieve a successful project rollout.
Set the date for our next update or checkpoint.