Implementation Lifecycle

Implementation Lifecycle

This document is a brief outline of the lifecycle of a typical technology implementation project. It is organized in phases, which should be pretty self-explanatory. Within each phase are different activities, deliverables, and tools. Deliverables are bolded. Tools are italicized.

1)Outreach

• Outreach to potential clients:
  1. TechSoup
  2. By The Cup
  3. Direct mail
  4. Email
  5. Word of mouth
• Materials:
  1. Brochures
  2. FAQ
  3. Web page
• Community:
  1. TechSoup
  2. Newsletter

2)Intake

• Initial questions
  1. Intake questionnaire
  2. Does the client fit our service?
• Scope and quote
  1. Scope of work and contract
  2. Consulting fees worksheet with subsidies
  3. Backup and computer preparation suggestions

3)Initiation

• Initial visit
  1. Assessment and inventory
  2. Assessment tool and inventory sheets
  3. State of tech questionnaire for impact assessment
• Client binder
  1. Assessment and inventory
  2. Welcome packet
  3. Workplan

4)Service delivery

• Client visits
  1. Interim deliverables, as appropriate
• Training
  1. Training materials

5)Conclusion

1. Documentation
   1. Final documentation
2. Evaluation
   1. Online evaluation form
3. Impact assessment
   1. Impact assessment form