When to Perform Pre-Implementation Planning (3rd in a Series of 3)
Here is the previous portion of this particular post.
In the first two parts of this post, I spoke about the “what” and the “who” of implementation planning. Specifically I talked about pre-implementation checklists and pre-implementation conference calls. I also talked about getting buy in from senior management and taking a top down approach towards planning.
Now I tackle the question of when to preform preimplementation planning. While it is mostly common sense, my answer is “not too soon, and not too late”. I believe the sweet spot is usually 1-2 weeks before the beginning of the project. For longer projects with more detail, it may be neccessary to begin planning even sooner. For short projects (less than a week), pre-implementation planning may be done 2-3 days before the official start of the project. At that time, an official kickoff meeting may be required. We will explore the timing, audience, and agenda of kickoff meetings in a future post.