See how Smartsheet can help you be more effective. What Is the Strategic Implementation Process? Why Implementation Is Important Implementation planning largely determines project success because without it, your strategic goals remain unactionable.
What Is the Implementation Plan of a Project? The scope of these goals will depend on the size of your undertaking. Allocate Resources: One of the core purposes of an implementation plan is to ensure that you have adequate resources time, money, and personnel to successfully execute. Designate Team Member Responsibilities: Assign roles. Define Metrics for Success: How will you determine whether or not you are successful? What data whether quantitative or qualitative will you use to measure your results, and how will you accrue the necessary data?
Define How You Will Adapt: Make a plan for how you will adapt, if necessary, to changes in your plan. Evaluate Success: In addition to defining your metrics for success, decide how often you will evaluate your progress e. How to Write an Implementation Plan The steps involved in writing an implementation plan are straightforward, but the process is not quick or easy.
Introduction: The introduction of your implementation plan explains the purpose, vision, and mission statement of your project or initiative. You should identify the high-level risk areas, include any assumptions, and describe how you will identify the value stream in your proposed work.
Management Overview: In this section, you describe how implementation will be managed. This includes who is managing it, the underlying roles and responsibilities, and key points of contact. You should identify the strategy director, who is the person that develops and steers the strategy this may or not be the same person who is leading implementation.
Major Tasks: This is where you list and describe the specific tasks, actions, and targets in implementation. You should also note the status of any tasks that are already in progress. Security and Privacy: Discuss the privacy features and considerations of the software tools, processes, or information that you may use in implementation.
Address security issues and how to handle sensitive information personal data, medical history, financials, etc. These might include hardware or software tools, facilities, and additional external human resources or services. Documentation: In this section, you must attach any other documentation that supports your implementation plan.
This could include your strategic plan, confirmation of adequate materials and resources, and a history of past successful projects. Monitoring Performance: Define the metrics by which you will measure success. How and when will you review your progress? Glossary: Define any key terms used in your implementation plan.
References: Indicate where you received your information, or list people who support your plan. Implementation Planning Best Practices Although you should include all the detailed aspects listed above in your implementation plan, simply having all these components will not ensure success. Instead, you should focus on the process of implementation and foster the following behaviors within your team: Create a Designated Implementation Team: An implementation team is the team responsible for ensuring successful implementation of a particular initiative.
Ideally, the idea will even come from them. This inclusion greatly increases the buy-in and commitment that the team has to actually getting the project implemented. Define Actionable Goals: Stay specific, define current issues, and identify root causes.
Methods for defining current problems include brainstorming, surveys, and new member information forms. You can also use the note card method: Ask each team member to answer three questions anonymously What is the single biggest issue facing our team? Use the highest ranking similar answers to stimulate discussion of how to proceed. Create an Action-Oriented Plan: Regardless of the size or predicted duration of your goals, create a plan focused on incremental action rather than on continual planning.
Small steps add up, so stay positive and focus on the future. And, finally, you need to know what you really need to do to get the work done. What resources do you need? Do you have the resources you need? Can you get the resources you need? Open, honest communication keeps processes transparent and helps generate new ideas. Continually Monitor Incremental Success: Perform analysis and hold regular progress meetings to analyze your development.
Closely monitoring your progress enables you to make adjustments before crisis hits and allows you to adapt before processes or expectations become solidified. Use this Implementation Plan to define: Goals — identify the high-level goals for this project and critical success factors.
Security — identify security requirements which must be addressed before and after the implementation. The more detail you provide here, the less misunderstandings or assumptions will arise when the project starts. Tasks — describe the different tasks which must be accomplished to implement the new system. Resources — identify the software, hardware, equipment and other resources you need to perform these tasks. This will help the Project Manager estimate the cost of the project.
Requirements by Site — describe the different requirements for each site. As SYSPRO implementation specialists ourselves, we understand what it takes to successfully implement a new ERP system for a customer and then help them learn how to use their new system for maximum benefit. Support Customers. Installation vs. Implementation: Know The Difference. Resource Topics. Popular Recent.
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