Activities and project artifacts required to initiate the project including orienting the customer, reviewing scope, and establishing the project tools and environment.

The Workday EM or Partner PM will:

1. Complete Project Onboarding Guide Template for Student.*
2. Confirm New Customer Onboarding Process completed.
3. For SYW, conduct: Customer Project Orientation Meeting (PM/EM Intro). For SL, conduct Deployment Orientation and Scope Alignment Sessions first with customer PM team and then with customer Functional and Technical leads as described below.
4. Complete Your Way Project Startup Checklist.
5. Prepare for and conduct: Sales to Service Transition Meeting.
6. Set up project repository Smartsheet Project Management Tool.*
7. Request: sFTP site.
8. Complete Customer Information and Logistics Template.
9. Conduct: Customer Scope Reviews Meeting.
10. Download the Student Your Way Workset Playbook or use the Smartsheet* version.

*Workday Primed only

Stage Prep: Plan Presentation

EM/PM and Consultants use the appropriate Stage Prep: Plan a presentation to align the team, understand events and activities, and identify tools in the Plan stage.

Artifacts

• Project Onboarding Guide 
• Project Startup Checklist
• sFTP site
• Customer Information and Logistics Template
• Sprint Customer Overview

Operational and Academic Alignment Assessment (OAAA)

Multi-Institution Deployment

If this is a Multi-Institution deployment, EM and FCs are onsite for the kick off, global session, and the Operational Academic Alignment Assessment (OAAA) breakouts for each functional workstream.

Artifacts

• OAAA Alignment Assessment Report

Deployment Orientation and Scope Alignment (DOSA)

Student Launch Deployment

If this is a Student Launch deployment, the EM or PM conduct Deployment Orientation and Scope Alignment Sessions first with customer PM team and then with customer Functional and Technical leads to:

1. Orient the customer team to the deployment methodology and process.

2. Set clear expectations regarding customer-owned tasks.

3. Align on in-scope and out-of-scope items.

4. Align on process/expectations for handling requests to modify scope during the deployment.

5. Assign initial deliverables to the customer team.

Artifact

• Deployment Orientation and Scope Alignment Sessions presentation

If this is a Multi-Institution deployment:

1. Engagement Manager, PD, and FC kicks off the governance workshops using the Governance for Multi-Institution Deployments with institutional sponsors to provide guidance on governance principles and outcomes in delivering a governance charter.

Artifacts

• Governance Committee Charter

The Workday EM or Partner PM will:

• Present an overview of the Deployment Prep Navigator* tool.
• Assign Deployment Prep Navigator* and Customer Information Workbooks.

Also, on Student Launch Deployments, the Consultants will:

• Prepopulate the DPN/CIWs with publicly available information before assigning them to the customer.
• Support the completion of the DPN/CIWs by meeting with the customer to provide guidance, answer questions, and review completed portions of DPN/CIWs through the CPP.

*Workday Primed only

Artifacts

• Deployments Prep Navigator

The EM or PM will:

1. Ensure that customer Training Coordinator has reviewed Customer Training Coordinator Hub 
2. Ensure that customer has reviewed Run Workday Learning Center Reports and can run reports including Open Seats Report.
3. Ensure that customer Training Coordinator has reviewed Student Customer Training. 

Customer activities

1. Confirm Training for Named Support Contact (NSC) is complete.
2. Confirm that Customer Project Manager Training is complete.
3. Share Workday Pro, the customer-accreditation program that drives greater self-sufficiency through enhanced product expertise. Customer training plans likely already directly align with and fulfill Workday Pro requirements.

Artifacts

• Open Seats Report
• Training Timeline

Student Launch Deployments

Student Your Way deployments complete during Plan Stage. If this is a Student Launch deployment, Data Conversion Consultants will: 

1. Conduct Data Conversion kickoff.
2. Present Data Conversion Overview (refer to Data Conversion Toolkit).
3. Assign customer next steps.
4. Create a project-specific Data Conversion Tracker.
5. Establish depth of data conversion for Foundation Tenant. 
6. Conduct data-mapping sessions with customer Data Conversion Lead for Foundation Tenant.
7. Finalize Data Conversion Approach.
8. Load Foundation Tenant with all foundation data.