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.


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