At Risk Key Milestone Status Customer Owner Start Date End Date

1 Statement of Work Not Started TBD 04/07/21 04/07/21

1 Establish Onboarding Team Not Started TBD 04/08/21 04/08/21
1 Welcome Email Not Started TBD 04/08/21 04/09/21
1 Prepare Welcome Email Not Started TBD 04/08/21 04/09/21
1 Send Welcome Email Not Started TBD 04/09/21 04/09/21
1 Kickoff Call Not Started TBD 04/14/21 04/16/21
1 Conduct Kickoff Call Not Started TBD 04/14/21 04/14/21
1 Kickoff Call Follow-up Not Started TBD 04/16/21 04/16/21
1 Onboarding Milestones Not Started TBD 04/19/21 04/23/21
1 Update Onboarding Milestones Not Started TBD 04/19/21 04/21/21
1 Flag Onboarding Milestones Not Started TBD 04/22/21 04/23/21
1 Product and Process Framework Not Started TBD 04/26/21 04/30/21
1 Design and Draft Framework Not Started TBD 04/26/21 04/28/21
1 Review with Customer Not Started TBD 04/29/21 04/29/21
1 Update and Finalize Framework Not Started TBD 04/30/21 04/30/21
1 Proof Of Concept Not Started TBD 05/03/21 05/28/21
1 Initial Proof of Concept Not Started TBD 05/03/21 05/21/21
1 Review and Update with Customer Not Started TBD 05/24/21 05/28/21
1 Document Not Started TBD 05/31/21 06/04/21
1 Document the Solution Not Started TBD 05/31/21 06/04/21
1 Send Documentation to Customer Not Started TBD 06/04/21 06/04/21
1 Training Not Started TBD 06/07/21 06/08/21
1 Solution Training for Customer Not Started TBD 06/07/21 06/07/21
1 Conduct Knowledge Transfer Not Started TBD 06/08/21 06/08/21
1 Implementation Not Started TBD 06/08/21 06/15/21
1 Provide Completed Solution Not Started TBD 06/08/21 06/08/21
1 Launch with Customer Not Started TBD 06/09/21 06/15/21
Milestone Status Customer Owner Start Date End Date
% Complete
At Risk Task Name Status Customer Owner
- Summary
- Not Started 27
- In Progress 0
- Complete 0
- Canceled 0
- On Hold 0
- At Risk 27
- Onboarding Plan
- Initiation
1 Statement of Work Not Started TBD
1 Establish Onboarding Team Not Started TBD
1 Welcome Email Not Started TBD
1 Prepare Welcome Email Not Started TBD
1 Send Welcome Email Not Started TBD
- Plan
1 Kickoff Call Not Started TBD
1 Conduct Kickoff Call Not Started TBD
1 Kickoff Call Follow-up Not Started TBD
1 Onboarding Milestones Not Started TBD
1 Update Onboarding Milestones Not Started TBD
1 Flag Onboarding Milestones Not Started TBD
- Pre-Launch
1 Product and Process Framework Not Started TBD
1 Design and Draft Framework Not Started TBD
1 Review with Customer Not Started TBD
1 Update and Finalize Framework Not Started TBD
1 Proof Of Concept Not Started TBD
1 Initial Proof of Concept Not Started TBD
1 Review and Update with Customer Not Started TBD
1 Document Not Started TBD
1 Document the Solution Not Started TBD
1 Send Documentation to Customer Not Started TBD
- Launch
1 Training Not Started TBD
1 Solution Training for Customer Not Started TBD
1 Conduct Knowledge Transfer Not Started TBD
1 Implementation Not Started TBD
1 Provide Completed Solution Not Started TBD
1 Launch with Customer Not Started TBD
Internal Owner Start Date End Date % Complete Duration Predecessors

04/07/21 06/15/21 3% 50d

04/07/21 04/09/21 50% 3d
Example Name 04/07/21 04/07/21 100% 1d
Example Name 04/08/21 04/08/21 20% 1d 10
Example Name 04/08/21 04/09/21 40% 2d
Example Name 04/08/21 04/09/21 40% 2d 10
Example Name 04/09/21 04/09/21 0% 0 13
04/14/21 04/23/21 0% 8d
TBD 04/14/21 04/16/21 0% 3d
TBD 04/14/21 04/14/21 0% 1d 14FS +2d
TBD 04/16/21 04/16/21 0% 1d 17FS +1d
TBD 04/19/21 04/23/21 0% 5d
TBD 04/19/21 04/21/21 0% 3d 18
TBD 04/22/21 04/23/21 0% 2d 20
04/26/21 06/04/21 0% 30d
TBD 04/26/21 04/30/21 0% 5d
TBD 04/26/21 04/28/21 0% 3d 21
TBD 04/29/21 04/29/21 0% 1d 24
TBD 04/30/21 04/30/21 0% 1d 25
TBD 05/03/21 05/28/21 0% 20d
TBD 05/03/21 05/21/21 0% 15d 26
TBD 05/24/21 05/28/21 0% 5d 28
TBD 05/31/21 06/04/21 0% 5d
TBD 05/31/21 06/04/21 0% 5d 29
TBD 06/04/21 06/04/21 0% 0 31
06/07/21 06/15/21 0% 7d
TBD 06/07/21 06/08/21 0% 2d
TBD 06/07/21 06/07/21 0% 1d 32
TBD 06/08/21 06/08/21 0% 1d 35
TBD 06/08/21 06/15/21 0% 5d
TBD 06/08/21 06/08/21 0% 0 36
TBD 06/09/21 06/15/21 0% 5d 38
WHAT IS SHEET SUMMARY? Sheet Admins can define, organize, and report on critical information in this sheet with Sh
Total Status: Not Started 27
Total Status: In Progress 0
Total Status: Complete 0
Total Status: Canceled 0
Total Status: On Hold 0
Total At Risk (Flagged) 27
mation in this sheet with Sheet Summary such as team contacts, metrics, and deadlines.