What's included

• Interview Notes (required)

  summarization of stakeholder inputs

• Engagement Letter (required)

  outlines services being provided, timeline, and roles

• Statement of Work (required)

  details tasks, deliverables, and milestones

• Fee schedule & payment terms (required)

  breaks down fees and invoicing cadence

• Gap/Risk Summary (as needed)

  highlights the differences between where things are and where things should be as SMART goals, and any risks associated with attempting to close the gap

• Future-state architecture diagram (as needed)

  A diagram conveying the expected outcome as a diagram

• Solution-evaluation matrix (as needed)

  A comparison of your available options to accomplish your goals

• Proposal & Approval

  A proposal suggesting the best approach, an executive summary, scope, expected costs, an estimate of ROI and break-even analysis

• Implementation & Validation

  Details on integration steps, test criteria and results,

• Quick-start guide/ Runbooks (as appropriate)

  Key steps to start using the solution, standardized operation procedures (SOP's)/runbooks for easy continuity of operations

• Project closure and demo

  Summary of outcomes, open items, recommendations, satisfaction survey

• Project completion archive

  A comprehensive archive of all project documents and deliverables