• Project Management in use today versus what will be implemented.
• Infrastructure readiness.
• Speed of process/management level decisions.
• Resource availability and skill levels.
• External and organizational constraints.

It’s typically preferable to take on less rather than more in the first iteration.

1. During the Design stage, we advise completing the BrightWork introductory training.
2. If you decide to actively contribute to template configuration, alongside your BrightWork consultant, then it is recommended you also complete the BrightWork configuration training, early in the Deliver stage. There will also be plenty of opportunity to enjoy learning as you and your consultant work hands-on with your project management templates.
3. In the Deploy stage, we will work with you to plan BrightWork role-based training for Project Managers, Team Members and Senior Executives.
4. If you or your colleagues would like additional training updates, sign up for our Customer Success Mailing List.

1. Build the Evolve Plan

• Requirements for this iteration.
• Requirements to be placed on the Backlog. (ideally prioritized)
• An associated measure of success or way of validating that the requirement was implemented effectively.

2. Stress Test the Evolve Plan

• Talk through and document issues and risks which could affect this iteration and make adjustments to the Evolve Plan.
• Check this iteration of the Evolve Plan against the project management maturity and appetite of the target group and make adjustments to the Evolve Plan as necessary.

3. Approve the Evolve Plan

• Obtain the Evolve Plan sign off by the deployment project’s most senior executive.
• Save the Evolve Plan in a place it can be accessed and changed in a controlled manner.

1. Identify conditions that could cause delays or issues for the deployment.
2. Discuss mitigation activities to help prevent the risk from occurring.

Typical Risks and Mitigation:

• Risk: Lack of executive sponsorship BrightWork.
  • Mitigation: Explain benefits to executives and secure involvement early on.
• Risk: Absence of project management champions.
  • Mitigation: Appoint an individual or team to drive project management improvement and allow for it in their job specifications.
• Risk: Discrepancy when defining the problems or challenges to address first.
  • Mitigation: Gather the relevant people and together to decide the most important problems to fix and those for the backlog.
• Risk: Ambiguous solution definition.
  • Mitigation: Align and involve the relevant project members in creating a crystal clear path of workable solutions.
• Risk: Poor stakeholder engagement or user adoption.
  • Mitigation: Listen and address users needs and requirements from the outset. Provide adequate Team Member and Project Manager training during Roll-out phase.

1. Select Template

• Select in-scope templates as determined by this iteration’s Evolve Plan.

2. Outline Site Hierarchy

• Decide the project site hierarchy.

3. Decide Template Configuration

• Decide and document the main configurations required per template, as required for this iteration.
• Decide the configuration environment – on-premise, with built-in Training & Sample areas or BrightWork Staging.

1. Train for Configuration

• If it’s your decision to contribute actively to template configuration alongside your BrightWork consultant, then it is recommended you also complete the BrightWork Configuration training.

2. Configure Templates

• Feel free to request and enjoy on-the-job configuration training as we make our way through any needed template changes.
• Understand the “Support Boundaries” in the Configure steps.

3. Create Hierarchy

• Create a preliminary project site hierarchy based on the previously documented draft.

What does BrightWork Support cover?

• Break / fix problem resolution?
  • e.g. error, unexpected behavior, service interrupted, etc.
  • Submit a ticket or email support@brightwork.com.
• Access to information such as; the latest release, guides for role based training and configuration, webinar invites and on-demand access to recordings, etc.
  • BrightWork Support does not cover the actual delivery of this training.

What are BrightWork or Partner Billable Deployment Services needed for?

• Training, including courses in the BrightWork training catalog.
• Consulting on design, rollout, etc.
• Configuration of BrightWork.
  • e.g. setting up new reports, creating new metrics, workflows.
• Infrastructure setup and configuration.

1. Create a Rollout Plan including User Training

• Determine the initial set of projects to manage.
• Consider training tailored to your environment:
  • Collaborative Project Management training – access the BrightWork Collaborative Project Management Handbook.
  • BrightWork role-based training: Team Member, Project Manager and Senior Executive.

2. Prepare Training

• Prepare training materials for each of the key roles. (Team Member, Project Manager, Senior Manager)
• Grant user access to the BrightWork sites with appropriate permissions for the current set of users.

3. Deliver Training

• Use prepared user training material.
• Consider individual 1:1 follow-up training after the group sessions.

1. Go Live

2. Feedback

• Conduct a feedback session with the team after some initial usage.

3. Adjust

• Adjust Templates
  • Determine items to be adjusted immediately, and those that will be added to the Backlog. (preferably prioritized)