1. Sales Process
1.1. 1.1 Qualify the Lead
1.1.1. Recruit Project Sponsor
1.1.2. Recruit Project Manager
1.1.3. Review Related Projects and Lessons Learned
1.1.4. Prepare Project Initiation Plan
1.1.5. Brief the Initial Project Team
1.1.6. Review Project Kick-off Plans and Presentation Map
1.1.7. Hold Project Kick-off Meeting
1.2. Sales Cycle
1.2.1. Establish Project Objective
1.2.2. Establish Project Scope
1.2.3. Map Requirements
1.2.4. Map Solution
1.2.5. Map Training Requirement
1.2.6. Review Project Scope
1.3. Win/Loose/Disqualify
1.3.1. Determine Project Approach, Stages and Steps
1.3.2. Estimate Project Duration
1.3.3. Establish Resource Requirements
1.3.4. Prepare Project Schedule and Budget
1.3.5. Prepare Work breakdown structure
1.3.6. Document Success Criteria
1.3.7. Review Project Schedule
1.4. If Win: Deliver MSA/SOW
1.4.1. Identify Project Resources
1.4.2. Recruit Project Steering Committee
1.4.3. Recruit Project Coordinators
1.4.4. Identify / Recruit Key Stakeholders
1.4.5. Determine Training Requirements
1.4.6. Map the Project Organization Chart
1.4.7. Review Project Organization
1.5. Deliver OnBoarding Documents in advance of Kick-off
1.6. Kick-off Meeting
1.6.1. Define Measures for Success
1.6.2. Introduce Core Audience Account team
1.6.3. Introduce Client Account Team
1.6.4. Outline Version 1 of Project Plan
1.7. Confirm Client Privacy
1.7.1. Estimate Project Costs
1.7.2. Identify and Quantify Benefits
1.7.3. Determine Break-even Point
1.7.4. Analyze Risk
1.7.5. Review Business Case
1.8. Sales Hand-off to Account Management
1.8.1. Prepare Initiation Stage Assessment
1.8.2. Review Initiation Stage Assessment
1.8.3. Follow-Up Initiation Stage Assessment
1.8.4. Compile Project Initiation Report
2. Account Management
2.1. Get Client Site Pixeled/Tagged
2.1.1. Establish checkpoints
2.1.2. Acquire team resources for stage
2.1.3. Conduct stage kick-off meeting
2.2. Test CA Tags
2.2.1. Determine Frequency of Meetings
2.2.2. Schedule Meetings
2.2.3. Brief Project Board
2.2.4. Prepare Meetings
2.2.5. Conduct Meetings
2.2.6. Follow-up Meeting
2.3. Confirm traffic with client
2.3.1. Schedule Quality Review Meeting
2.3.2. Prepare for Quality Review Meeting
2.3.3. Conduct Quality Review Meeting
2.3.4. Follow-up Quality Review Meeting
2.4. Deliver reports as defined in SOW
2.4.1. Update Project Schedule
2.4.2. Update Budget / Costs
2.4.3. Conduct Team Status Review
2.4.4. Create Status Report
2.5. Ongoing communication with Client and CA team
2.5.1. Request Changes
2.5.2. Identify Alternative Solutions
2.5.3. Conduct Steering Committee Meeting
2.5.4. Document Change Responses
2.5.5. Implement Change(s)
2.6. Monthly CA findings presentation
2.6.1. Identify Project Issues
2.6.2. Assess Impact of Issues
2.6.3. Assign Resources
2.6.4. Resolve Issue
2.7. Up-sell client -- expand use of CA
2.7.1. Determine Next Stage Tasks
2.7.2. Determine Task Dependencies
2.7.3. Estimate Effort
2.7.4. Allocate Resources
2.7.5. Prepare Next Stage Schedule
2.7.6. Prepare Next Stage Budget
2.7.7. Update Project Schedule
2.7.8. Update Project Budget
2.7.9. Review Business Case
2.7.10. Review Project Organization
2.7.11. Review Project Scope
2.7.12. Prepare Stage Assessment
2.7.13. Review Stage Assessment
2.7.14. Follow-Up Stage Assessment
2.7.15. Compile Stage Closure Report
3. Product Management
3.1. Support sales and account management effort
3.1.1. Prepare Product Evaluation
3.1.2. Conduct Product Evaluation
3.1.3. Initiate Maintenance Process
3.2. Deliver commercial product: training, documentation, support process
3.2.1. Prepare for Project Closure Meeting
3.2.2. Conduct Project Closure Meeting
3.2.3. Follow Up Project Closure Meeting
3.3. Gather client product input
3.3.1. Prepare Project Review
3.3.2. Conduct Project Review
3.3.3. Implement Process Improvement