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Project Team Kick-Off Presentation Template
Project Team Kick-Off Presentation Template
[Project Name]
Speaker Name
Ref: 0001463
June 2022
User instructions
PLEASE REMOVE THIS SLIDE BEFORE PRESENTING
• Who: This deck is built for delivery of a ServiceNow product/capability. The delivery of this deck may be
undertaken by Customers, ServiceNow Partners and ServiceNow Expert Services. Business Process
Consultants/Business Process Analysts will normally be responsible for its delivery.
• Why: We want to make it easier for you by spending more time on the implementation and build, not creating
workshop materials. The purpose of this presentation is to add content to the Project Team Kick-Off Presentation
(available in Now Create), that formally starts the implementation.
What to do:
1. Click ‘View’ at the top of the screen
2. Click on ‘Slide Master’ - this takes you to the slide master
for the slide you are looking at 3.
• Name
• Title
• Role on this Project
Business Process Lead [Name] • Oversees and consolidates the KPIs for processes
• Oversees and approves the variations of global processes based on regional requirements
Program Manager [Name] • Coordinates multiple projects to ensure they benefit each other and align with overall business goals
• Provides program leadership to execute the platform vision
Project Manager [Name] • Plans, manages and ensures the delivery of project releases
• Single point of contact for project status who tracks and communicates status while serving as escalation point
Product Owner [Name] • Maintaining the Product Backlog items, ensuring that the Product Backlog is visible, transparent, and clear to all,
and shows what the Team will work on next
• Iteration planning and ordering the items in the Product Backlog to best achieve goals and missions
Platform Owner [Name] • Leads team in alignment to business strategy, roadmap and platform governance
• Articulates vision and business value of building, supporting and developing the platform
• Overall ownership and oversight of ServiceNow instances
Platform Architect [Name] • Oversees, specializes and provides advice in one or more ITIL practices. (ITSM, ITOM, ITBM…)
• Designs and collaborates with Business Process Analysts and Developers in the creation of a High Level Solution
Design Document
• Ensures technical governance and policies are being adhered to
Security Architect [Name] • Reviews current system security measures and recommends and implements enhancements
• Conducts regular system tests and ensures continuous monitoring of network security
Developer [Name] • Designs, develops and configures ServiceNow applications and services
• Delivers new functionality across applications
Test Manager [Name] • Creates, maintains and improves comprehensive and well-structured test plans and suites
• Enables and coordinates Testers, instructs them on new or revised procedures and systems, provides oversight
during the QA process and helps facilitate communication between testers and other team members
Change Enablement Lead [Name] • Designs and implements strategies to maximize the adoption of the ServiceNow platform across the organization
• Develop and lead a communication strategy and a plan for application rollout
Training Lead [Name] • Responsible for the planning, development and execution of all aspects of User Training to support the
organizational change and ServiceNow implementation
Communications Lead [Name] • Develop a communications strategy to provide project information and status updates to project sponsors, the
extended project team, directly and indirectly impacted stakeholders and the users
1 Text here
2 Text here
3 Text here
• Critical Success Factors are determined by defining • Determined by defining the performance metrics
all activities necessary to deliver the value and critical to meeting the Project Vision and Outcomes
objectives (defined on previous slides) (defined on previous slides).
• Key metrics can include Increased stakeholder
value (user experience), ROI, defined improved
business financial / performance measurement.
Willingness and ability to change processes and behaviors first and software configuration last
Focus on an end-to-end process transformation instead of rebuilding legacy processes and constraints
during the transition period
Define who is responsible for providing data; data modification; cleansing or alteration before, during and
after importing data, as well as in what format data will be supplied
Agree to use Out of the Box functionality and standard reporting. Deviation may have an impact on
timelines, budget and on-going support
System Admin resources available to participate and configure the platform alongside the Technical
Specialists/Developers, during the project
Agree if legacy system information and tickets will be migrated (not recommended).
2 Have executive sponsors who stay involved until the implementation is complete
4 Put governance in place such as a RACI, for business and technical decisions
6 Engage experienced, certified and verified resources with deep domain expertise
8 Create change management plans and hold workshops for affected teams
• Known strategy
• Clear governance
• Informed people
• Optimized process
• Maximized technology
Don’t lose sight Closely examine Follow the 80/20 Utilize rapid
of the goal! Focus on the additional rule. What decisions prototyping and
capturing data that benefits of capturing will accommodate iterative development
will increase data compared to the 80% of your to review and test the
platform capabilities additional costs situations. system to catch
and streamline incurred by Do not let exceptions problems early on
processes maintaining it derail the entire
process
Project Status Weekly Weekly status of planned vs. actual and project health. • Project Management
Meeting/Report • Review of business value case, milestones, scope, • Project Team Members
key risks and issues
Sprint Standup Daily Collaboration within the Scrum Team ensuring • Scrum Teams
visibility into what others are working on and
challenges they face
• What will I do today?
• What did I accomplish yesterday?
• What obstacles are impeding my progress?
Weekly
Program Manager
Name
Daily
Project Manager
Name
Architecture & Business Value & Design, Build & Unit Organization Change Project & Program
Support Testing
Technical Governance Analytics Test Management Management
Name Name
Name Name Name Name Name
Now Create
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Now Create offers a prescriptive
methodology and over
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Step-by-step guidance
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methodology for success Exit Gate Exit Gate Exit Gate Exit Gate Exit Gate
Understand the Conduct Process, Run Agile Scrum System testing & Operational
business objectives Platform & cycles user acceptance handover
Integration testing
Practices, templates, and workshops
Establish Program Define support Hypercare Support
tools organized to achieve Governance processes and Go-live planning
specific outcomes Define, review and Hypercare Lessons learned
Establish the project prioritize the Approach Operational
team product backlog readiness Measure value and
Execute comms & champion success
Formally Kick-Off Release Planning awareness Training
Presented in an the project roadshows
Formally close the
empowering user Finalize the project Go-Live project
timeline Planning for system
experience for any role and UAT
Document test
strategy
Setup environment
Designed to work well
with other methodologies
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Platform [name/details]:
MS Team/Slack/Skype:
Product specific
kick-off
presentation
Change enablement
approach
• The success of our ServiceNow implementation depends on our users’ ability to adopt the new technology and
processes in a way that best serves our intended business objectives
• The process to prepare our people for this adoption can be broken into the following components:
Next steps
Workshops: • Process
• Objectives • What to think about
• Schedule • What is needed from you
1 2 3 4
Information
People Process Technology
Management
• What are the right roles • Does it deliver • Where does automation • What is need to in
and responsibilities? the services make sense – now and terms of reports and
quality expected? in dashboards, etc.
the future?
• How to measure
success and act
on performance?
1 2 3 4
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