Implementation - Enterprise Software Company Template

Meeting Prep Checklist

Understand customer's technology stack, business processes and specific software needs
Develop initial draft of implementation plan
Identify potential risks and develop mitigation plan
Prepare a list of questions to clarify responsibilities and requirements
Set an objective for the meeting

Meeting Agenda Template

  • Introduction and objectives of the meeting
  • Overview of implementation plan
  • Identification of key stakeholders
  • Timeline and key milestones for the implementation
  • Alignment on roles and responsibilities
  • Software requirements and infrastructure
  • Risk and change management
  • Discussion on training and support
  • Q&A session
  • Set next meeting and adjourn

Meeting Notes Template

  • Key stakeholders and their roles
  • Timeline and milestones discussed
  • Specific software requirements mentioned
  • Identified risks and mitigation measures
  • Training and support plan
  • Identified action items and next steps

Meeting Follow-up Checklist

Log meeting notes, recording/transcript, and outcomes in the CRM
Update contacts and opportunities
Draft a follow-up email summarizing the meeting and next steps
Share meeting summary with relevant internal stakeholders
Develop and refine the implementation plan based on the meeting discussions