Implementation Timeline
Predefined phases from Discovery through Hypercare with RAG status per task and phase colour-coded Gantt export.
Six-category readiness checklist with evidence, sign-off tracking, and a formal PDF sign-off document.
Six readiness categories: Technical, Data, Training, Communications, Support, and Rollback Plan. Each criterion tracks owner, target completion date, status, evidence, whether sign-off is required, and who signed off. Export a checklist with completion percentages to Excel or a formal sign-off document to PDF.
Tasks arrive already sorted into Technical, Rollback Plan, Data, Training, Support, and Communications.
Anything in this template exports to Excel, PDF.
The board view, with a column for each of the 6 groups the template creates.
Predefined phases from Discovery through Hypercare with RAG status per task and phase colour-coded Gantt export.
Day-by-day incident and resolution tracking for post-go-live support periods with stability indicators and full custom chart export.
Repeatable client onboarding plan from kickoff to go-live with owning teams, blockers, doc links, and auto-filing of completed steps.
Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.