Before we dive into the nuts and bolts of the activation project, there are a few things for which you should prepare your team so you can make sure that the process goes smoothly. Sharing this information with your entire team will help manage expectations going in.
Checklist
After the project lead and any other high-level stakeholders on your team have finished the Project Prep Checklist, you should share it with your team to make sure that everyone is getting a high-level look of what is going on.
Cadence
An activation project isn’t one or two meetings before it can be finished. By the end of our engagement, our two teams will have met multiple times in different capacities while communicating through email frequently. Take the time to lay this out to your team beforehand.
Your Service Delivery Manager will schedule weekly meetings to touch base on project progress, deliverables, and priorities. Resource time is valuable; please ensure your team is prepared with any documentation or deliverables.
Activation Website
The website you’re on right now is a great resource for any team member you plan to bring into the activation process. Make sure that they have the URL bookmarked so that they can return here and search if they ever need to answer a quick question.
Questionnaire and Documents
Sharing is caring! Making public the documents and questionnaires that our team has you fill out can be a very quick way to align your team around a certain goal within the activation process. However, there will be some documents that don’t need to be shared with everyone which leads into the next step...
Delegate Information Access
The project lead should work to decide which pieces of content need to be shared widely with the team and which ones should stay limited. Doing this ahead of time will make your team aware of what their roles are and what’s expected of them to help alleviate confusion down the road.
Prepare Questions
After your team has had some time to educate themselves on what hc1 is and how they think the activation process is going to go moving forward, we suggest that you hold a meeting to gather questions that they may have in this initial stage. Bringing these to us in an early meeting can again help to manage expectations for the project ahead.
Decide on Success Criteria
Like any good business, you should identify which metrics are ones for your success. Is success speed of the activation? Or is it the validation rate of data going forward? Not every organization is the same so we encourage a discussion of these metrics so we can understand how to best serve you.