Programme phases (3)
Migration scope alignment NEXT
TBD
IRIS team to polish guides
TBD
Consultation meetings
TBD
Host COE Kickoff Call NEXT
8 Sep
Draft Initial COE Charter
8 Sep
Create a Shared Space for COE Documentation and Processes (SharePoint, G-Drive, etc.)
8 Sep
Establish Pendo Naming Conventions and Product Areas
TBD
Establish Team Member Roles & Responsibilities
TBD
Create and Document Standard Segments
TBD
Create and Document Metadata Processes
TBD
Create Guide Themes and Layouts
TBD
Establish Guide Intake, Review, and Publishing Process
TBD
Configure Guide Ordering and Throttling
TBD
Define Analytics Governance: Dashboard Templates, Requirements, & Reporting Cadence
TBD
Document Tagging Processes and Best Practices
TBD
Define Process for Measuring, Documenting, and Communicating Use Case Success Criteria and Results
TBD
Define Process for Sharing Learnings & Insights Within & Across Teams
TBD
Publish Impact Measurement & Insights Resources
TBD
Once Deployed, Monitor Guide Performance Across App Teams and Use Cases
TBD
Complete RACI Framework for Scaled Teams to Leverage
TBD
Establish COE Cadence
TBD
Establish COE Roadmap
TBD
Establish Pendo Maintenance Process, Requirements, & Cadence
TBD
Finalize & Publish Resources, Governance, & Playbooks
TBD
Revise COE Charter as Needed
TBD
Applications — active (3)
Host Kickoff with App Team NEXT
TBD
Install Complete - Lower Environment
TBD
Install Complete - Production Environment
TBD
Review and Confirm Install
TBD
Record Installation Details in Implementation Overview Document
TBD
Conduct Use Case Discovery Workshop
TBD
Priority Business Outcome is Defined
TBD
Define Pendo Implementation Plan & Timelines
TBD
Implementation Plan Approved by App Team
TBD
Enable on Pendo Page and Feature Tagging
TBD
Create Tagging to Track Workflows Related to Business Outcome
TBD
Enable on Pendo Analytics
TBD
Establish Baselines in Pendo
TBD
Build Pendo Reporting and Dashboards Using Analytics
TBD
Enable on Pendo Guides
TBD
Build Guide Themes and Layouts, as Needed
TBD
Build Guide Themes and Layouts, as Needed
TBD
Guides to Influence Business Outcome are Built and Deployed
TBD
Impact of Guides is Measured
TBD
Services Closeout Call Completed with App Team
TBD
Future Iterations and Use Cases are Identified
TBD
Host Kickoff with App Team NEXT
TBD
Install Complete - Lower Environment
TBD
Install Complete - Production Environment
TBD
Review and Confirm Install
TBD
Record Installation Details in Implementation Overview Document
TBD
Conduct Use Case Discovery Workshop
TBD
Priority Business Outcome is Defined
TBD
Define Pendo Implementation Plan & Timelines
TBD
Implementation Plan Approved by App Team
TBD
Enable on Pendo Page and Feature Tagging
TBD
Create Tagging to Track Workflows Related to Business Outcome
TBD
Enable on Pendo Analytics
TBD
Establish Baselines in Pendo
TBD
Build Pendo Reporting and Dashboards Using Analytics
TBD
Enable on Pendo Guides
TBD
Build Guide Themes and Layouts, as Needed
TBD
Build Guide Themes and Layouts, as Needed
TBD
Guides to Influence Business Outcome are Built and Deployed
TBD
Impact of Guides is Measured
TBD
Services Closeout Call Completed with App Team
TBD
Future Iterations and Use Cases are Identified
TBD
Host Kickoff with App Team NEXT
TBD
Install Complete - Lower Environment
TBD
Install Complete - Production Environment
TBD
Review and Confirm Install
TBD
Record Installation Details in Implementation Overview Document
TBD
Conduct Use Case Discovery Workshop
TBD
Priority Business Outcome is Defined
TBD
Define Pendo Implementation Plan & Timelines
TBD
Implementation Plan Approved by App Team
TBD
Enable on Pendo Page and Feature Tagging
TBD
Create Tagging to Track Workflows Related to Business Outcome
TBD
Enable on Pendo Analytics
TBD
Establish Baselines in Pendo
TBD
Build Pendo Reporting and Dashboards Using Analytics
TBD
Enable on Pendo Guides
TBD
Build Guide Themes and Layouts, as Needed
TBD
Build Guide Themes and Layouts, as Needed
TBD
Guides to Influence Business Outcome are Built and Deployed
TBD
Impact of Guides is Measured
TBD
Services Closeout Call Completed with App Team
TBD
Future Iterations and Use Cases are Identified
TBD
