Customer Launch Planner — Build Smooth Onboarding

Customer launch plan — illustrative, proposed schedule

Outcome: customer can produce and validate the required monthly report. Scope truth: one CSV import and one training session; custom integration excluded by supplied SOW. Confirm report requirements and product support before committing.

Readiness gaps: clean CSV unavailable; acceptance reviewer unidentified. Friday is a requested target, not a feasible confirmed date. No effort or completion estimate invented.

Phase 1 — handoff and requirements: Alex confirms agreed scope, report fields and acceptance criteria with the customer; Jordan identifies data readiness and an authorized reviewer. Exit: documented scope, representative data and acceptance ownership.

Phase 2 — import preparation: Jordan provides cleaned data through the approved channel; Alex validates format, mapping and test approach. Protect personal data and never include credentials in the plan. Exit: approved mapping and suitable test data.

Phase 3 — import and validation: Alex performs only authorized import work; reviewer checks sample report accuracy against agreed criteria. Record actual results rather than marking tests complete in advance. Block go-live if material accuracy issues remain.

Phase 4 — training and launch: deliver the included session, check users can perform the reporting task, and confirm readiness approval. Attendance alone is not adoption. Decide the launch date after dependencies and acceptance are resolved.

Phase 5 — hypercare and success handoff: agree support ownership and check first usable report, unresolved issues and ongoing adoption needs. Graduation requires customer-confirmed value and accepted handoff, not merely go-live.

Risk register: data delay → Jordan; unclear report requirements → Alex with customer; unavailable reviewer → sponsor to nominate. Proposed next action: readiness discussion and revised milestone estimates once inputs are known.

Execution notes: no files imported, training delivered, project updated or go-live performed. Friday remains uncommitted.