| Customer Service Ramp Up | 69 days? | Mon 01.01.07 | Thu 05.04.07 | | |
| Read the note for an explanation of the purpose of the template | 0 days | Mon 01.01.07 | Mon 01.01.07 | | |
| Initial Assessment | 5 days? | Mon 01.01.07 | Fri 05.01.07 | | |
| Perform Product Review | 5 days? | Mon 01.01.07 | Fri 05.01.07 | | |
| Identify typical product usage scenarios | 1 day? | Mon 01.01.07 | Mon 01.01.07 | 1 | Customer Service Team |
| Identify typical customer types | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Customer Service Team |
| Identify anticipated product problem points | 1 day? | Wed 03.01.07 | Wed 03.01.07 | 5 | Customer Service Team |
| Determine solutions for product points | 1 day? | Thu 04.01.07 | Thu 04.01.07 | 6 | Customer Service Team |
| Document product review results | 1 day? | Fri 05.01.07 | Fri 05.01.07 | 7 | Customer Service Team |
| Product Review COMPLETE | 0 days | Fri 05.01.07 | Fri 05.01.07 | 8 | |
| Service Planning | 5 days? | Mon 08.01.07 | Fri 12.01.07 | | |
| Design Support Services | 4 days? | Mon 08.01.07 | Thu 11.01.07 | | |
| Design Customer Service Contact Scenarios | 1 day? | Mon 08.01.07 | Mon 08.01.07 | | |
| Online support | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | Customer Service Team |
| Phone support | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | Customer Service Team |
| On-site support | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | Customer Service Team |
| Design of customer service contact scenarios COMPLETE | 0 days | Mon 08.01.07 | Mon 08.01.07 | 13,14,15 | |
| Develop Levels of Customer Service (Free and Paid) | 3 days? | Tue 09.01.07 | Thu 11.01.07 | | |
| Identify types of problems to be solved | 1 day? | Tue 09.01.07 | Tue 09.01.07 | 16 | Customer Service Team |
| Identify service delivery options | 1 day? | Wed 10.01.07 | Wed 10.01.07 | 18 | Customer Service Team |
| Determine required skill sets for various support options | 1 day? | Thu 11.01.07 | Thu 11.01.07 | 19 | Customer Service Team |
| Customer Service Level Design COMPLETE | 0 days | Thu 11.01.07 | Thu 11.01.07 | 20 | |
| Design of Support Services COMPLETE | 0 days | Thu 11.01.07 | Thu 11.01.07 | 21 | |
| Service Planning & Design COMPLETE | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 22 | |
| Service Delivery Infrastructure Planning | 35 days? | Mon 08.01.07 | Fri 23.02.07 | | |
| Resources Requirements | 3 days? | Mon 15.01.07 | Wed 17.01.07 | | |
| Estimate demand for customer support (all options) | 1 day? | Mon 15.01.07 | Mon 15.01.07 | 23 | Customer Service Lead |
| Estimate resource requirements | 1 day? | Tue 16.01.07 | Tue 16.01.07 | 26 | Customer Service Lead |
| Estimate effort to hire new resources | 1 day? | Wed 17.01.07 | Wed 17.01.07 | 27 | Customer Service Lead |
| Resource Planning COMPLETE | 0 days | Wed 17.01.07 | Wed 17.01.07 | 28 | |
| Training & Readiness | 35 days? | Mon 08.01.07 | Fri 23.02.07 | | |
| Training Needs Assessment | 10 days? | Mon 08.01.07 | Fri 19.01.07 | | |
| Review output of product review phase | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | Content Developer |
| Review anticipated skill sets of support resources | 1 day? | Thu 18.01.07 | Thu 18.01.07 | 29 | Content Developer |
| Determine product-specific training needs | 0 days? | Fri 19.01.07 | Fri 19.01.07 | 32,33 | Customer Service Lead,Content Developer |
| Training Needs Assessment COMPLETE | 0 days | Fri 19.01.07 | Fri 19.01.07 | 34 | |
| Training Planning | 26 days? | Fri 19.01.07 | Fri 23.02.07 | | |
| Content Development Planning | 9 days? | Fri 19.01.07 | Wed 31.01.07 | | |
| Determine methods for delivering training | 1 day? | Fri 19.01.07 | Mon 22.01.07 | 35 | Content Developer |
| Determine form factor for training content | 1 day? | Mon 22.01.07 | Tue 23.01.07 | 38 | Content Developer |
| Identify internal resources that can review training materials | 1 day? | Tue 23.01.07 | Wed 24.01.07 | 39 | Customer Service Lead |
| Determine training course topics | 1 day? | Wed 24.01.07 | Thu 25.01.07 | 40 | Content Developer |
| Determine number of training courses | 1 day? | Thu 25.01.07 | Fri 26.01.07 | 41 | Content Developer |
| Design student materials | 1 day? | Fri 26.01.07 | Mon 29.01.07 | 42 | Content Developer |
| Draft description of training program/courses | 1 day? | Mon 29.01.07 | Tue 30.01.07 | 43 | Content Developer |
| Draft content development budget | 1 day? | Tue 30.01.07 | Wed 31.01.07 | 44 | Content Developer |
| Content Development Planning COMPLETE | 0 days | Wed 31.01.07 | Wed 31.01.07 | 45 | |
| Training Delivery Planning | 15 days? | Wed 31.01.07 | Tue 20.02.07 | | |
| Assess Trainer Needs & Options | 9 days? | Wed 31.01.07 | Mon 12.02.07 | | |
| Identify internal resources that can serve as potential trainers | 1 day? | Wed 31.01.07 | Thu 01.02.07 | 46 | Customer Service Lead |
| Determine whether additional trainers will be needed | 1 day? | Thu 01.02.07 | Fri 02.02.07 | 49 | Customer Service Lead |
| Review Outsourcing Options - Training Delivery | 7 days? | Fri 02.02.07 | Mon 12.02.07 | | |
| Review expertise of potential vendors | 1 day? | Fri 02.02.07 | Mon 05.02.07 | 50 | Customer Service Lead |
| Review cost | 1 day? | Mon 05.02.07 | Tue 06.02.07 | 52 | Customer Service Lead |
| Review service levels | 1 day? | Tue 06.02.07 | Wed 07.02.07 | 53 | Customer Service Lead |
| Review customer references | 1 day? | Wed 07.02.07 | Thu 08.02.07 | 54 | Customer Service Lead |
| Determine time required to ready external trainers | 1 day? | Thu 08.02.07 | Fri 09.02.07 | 55 | Customer Service Lead |
| Make outsourcing decision | 1 day? | Fri 09.02.07 | Mon 12.02.07 | 56 | Customer Service Lead |
| Outsourcing Review COMPLETE | 0 days | Mon 12.02.07 | Mon 12.02.07 | 57 | |
| Trainer Needs Assessment COMPLETE | 0 days | Mon 12.02.07 | Mon 12.02.07 | 58 | |
| Training Delivery Logistics | 6 days? | Mon 12.02.07 | Mon 19.02.07 | | |
| Create training delivery schedule | 1 day? | Mon 12.02.07 | Tue 13.02.07 | 59 | Customer Service Lead |
| Determine training delivery locations | 1 day? | Tue 13.02.07 | Wed 14.02.07 | 61 | Customer Service Lead |
| Review outsourcing options - event logistics | 1 day? | Wed 14.02.07 | Thu 15.02.07 | 62 | Customer Service Lead |
| Develop training delivery budget | 1 day? | Thu 15.02.07 | Fri 16.02.07 | 63 | Customer Service Lead |
| Training Delivery Logistics COMPLETE | 1 day? | Fri 16.02.07 | Mon 19.02.07 | 64 | |
| Create training plan with outputs of Content Development & Training Delivery Phases | 1 day? | Mon 19.02.07 | Tue 20.02.07 | 65 | Customer Service Lead |
| Training Delivery Planning Complete | 0 days | Tue 20.02.07 | Tue 20.02.07 | 66 | |
| Finalize Training Planning | 4 days? | Tue 20.02.07 | Fri 23.02.07 | | |
| Draft Overall Budget | 1 day? | Tue 20.02.07 | Wed 21.02.07 | 67 | Customer Service Lead |
| Acquire executive sign-off on budget | 1 day? | Wed 21.02.07 | Thu 22.02.07 | 69 | Customer Service Lead |
| Acquire executive sign-off on training plans | 1 day? | Thu 22.02.07 | Fri 23.02.07 | 70 | Customer Service Lead |
| Training Planning COMPLETE | 0 days | Fri 23.02.07 | Fri 23.02.07 | 71 | |
| Technology Infrastructure | 2 days? | Mon 15.01.07 | Tue 16.01.07 | | |
| Build technology infrastructure plan (separate project plan required) | 1 day? | Mon 15.01.07 | Mon 15.01.07 | 23 | Technology Lead |
| Determine technology budget | 1 day? | Tue 16.01.07 | Tue 16.01.07 | 74 | Technology Lead |
| Technology infrastructure planning COMPLETE | 0 days | Tue 16.01.07 | Tue 16.01.07 | 75 | |
| Service Delivery Planning COMPLETE | 0 days | Tue 16.01.07 | Tue 16.01.07 | 76 | |
| Business Performance Planning | 3 days? | Fri 12.01.07 | Tue 16.01.07 | | |
| Determine business objectives of support services | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 22 | Customer Service Lead |
| Determine success metrics | 1 day? | Mon 15.01.07 | Mon 15.01.07 | 79 | Customer Service Team |
| Determine cost efficiency standards | 1 day? | Tue 16.01.07 | Tue 16.01.07 | 80 | Customer Service Team |
| Business Performance Planning COMPLETE | 0 days | Tue 16.01.07 | Tue 16.01.07 | 81 | |
| Build Customer Service Program | 44 days? | Wed 17.01.07 | Mon 19.03.07 | | |
| Training/Readiness Development | 17 days? | Fri 23.02.07 | Mon 19.03.07 | | |
| Training Content Development | 10 days? | Fri 23.02.07 | Thu 08.03.07 | | |
| Assemble content development team | 1 day? | Fri 23.02.07 | Mon 26.02.07 | 72 | Customer Service Lead |
| Define roles and responsibilities | 1 day? | Mon 26.02.07 | Tue 27.02.07 | 86 | Customer Service Lead |
| Create content development schedule | 1 day? | Tue 27.02.07 | Wed 28.02.07 | 87 | Customer Service Lead |
| Build Training Content | 7 days? | Wed 28.02.07 | Thu 08.03.07 | | |
| Review existing intellectual property | 1 day? | Wed 28.02.07 | Thu 01.03.07 | 88 | Content Developer |
| Develop beta content | 1 day? | Thu 01.03.07 | Fri 02.03.07 | 90 | Content Developer |
| Perform SME review of training content | 1 day? | Fri 02.03.07 | Mon 05.03.07 | 91 | Content Developer |
| Revise and update content | 1 day? | Mon 05.03.07 | Tue 06.03.07 | 92 | Content Developer |
| Create "cheat sheets" and additional learning resources for customer support | 1 day? | Tue 06.03.07 | Wed 07.03.07 | 93 | Content Developer |
| Acquire final content approval | 1 day? | Wed 07.03.07 | Thu 08.03.07 | 94 | Customer Service Lead |
| Content Development COMPLETE | 0 days | Thu 08.03.07 | Thu 08.03.07 | 95 | |
| Develop Training Delivery Engine | 8 days? | Thu 08.03.07 | Mon 19.03.07 | | |
| Create additional "train the trainer" learning materials | 1 day? | Thu 08.03.07 | Fri 09.03.07 | 96 | Content Developer |
| Create proficiency exams | 1 day? | Fri 09.03.07 | Mon 12.03.07 | 98 | Content Developer |
| Train additional trainers | 1 day? | Mon 12.03.07 | Tue 13.03.07 | 99 | Trainer |
| Prepare training venues | 1 day? | Tue 13.03.07 | Wed 14.03.07 | 100 | Logistics |
| Create communications plan | 1 day? | Wed 14.03.07 | Thu 15.03.07 | 101 | Customer Service Lead |
| Provide new hires with information on training program | 1 day? | Thu 15.03.07 | Fri 16.03.07 | 102 | Customer Service Lead |
| Send out communication to existing support resources regarding new training plan | 1 day? | Fri 16.03.07 | Mon 19.03.07 | 103 | Customer Service Lead |
| Training Delivery Engine Development COMPLETE | 0 days | Mon 19.03.07 | Mon 19.03.07 | 104 | |
| Training/Readiness Development COMPLETE | 0 days | Mon 19.03.07 | Mon 19.03.07 | 105 | |
| Build Technology Infrastructure | 2 days? | Wed 17.01.07 | Thu 18.01.07 | | |
| Design and develop technology solution (separate schedule required) | 1 day? | Wed 17.01.07 | Wed 17.01.07 | 76 | Technology Lead |
| Test technology infrastructure | 1 day? | Thu 18.01.07 | Thu 18.01.07 | 108 | Customer Service Team,Technology Lead,Content Developer |
| Technology Infrastructure Development COMPLETE | 0 days | Thu 18.01.07 | Thu 18.01.07 | 109 | |
| Customer Service Program Development | 5 days? | Wed 17.01.07 | Tue 23.01.07 | | |
| Build customer service programs | 1 day? | Wed 17.01.07 | Wed 17.01.07 | 82 | Customer Service Team |
| Perform subject matter expert review | 1 day? | Thu 18.01.07 | Thu 18.01.07 | 112 | Customer Service Team |
| Perform user acceptance testing with customers | 1 day? | Fri 19.01.07 | Fri 19.01.07 | 113 | Customer Service Team |
| Revise programs and related processes | 1 day? | Mon 22.01.07 | Mon 22.01.07 | 114 | Customer Service Team |
| Acquire executive sign-off | 1 day? | Tue 23.01.07 | Tue 23.01.07 | 115 | Customer Service Lead |
| Customer Service Program Development COMPLETE | 0 days | Tue 23.01.07 | Tue 23.01.07 | 116 | |
| Program Deployment | 46 days? | Fri 19.01.07 | Fri 23.03.07 | | |
| Resource Readiness | 4 days? | Mon 19.03.07 | Thu 22.03.07 | | |
| Hire new resources | 1 day? | Mon 19.03.07 | Tue 20.03.07 | 95,105 | Customer Service Lead |
| Train new resources | 1 day? | Tue 20.03.07 | Wed 21.03.07 | 120 | Trainer |
| Certify new resources | 1 day? | Wed 21.03.07 | Thu 22.03.07 | 121 | Customer Service Lead |
| Resource Readiness Training COMPLETE | 0 days | Thu 22.03.07 | Thu 22.03.07 | 122 | |
| Deploy technology infrastructure | 1 day? | Fri 19.01.07 | Fri 19.01.07 | 109 | Technology Lead |
| Deploy new customer service programs | 1 day? | Thu 22.03.07 | Fri 23.03.07 | 122,124 | Customer Service Lead |
| Program Deployment COMPLETE | 0 days | Fri 23.03.07 | Fri 23.03.07 | 125 | |
| Post Launch | 10 days? | Fri 23.03.07 | Thu 05.04.07 | | |
| Engage in Post Launch Preparation Activities | 5 days? | Fri 23.03.07 | Thu 29.03.07 | | |
| Determine success metrics | 1 day? | Fri 23.03.07 | Mon 26.03.07 | 126 | Customer Service Team |
| Create method for tracking common problems and solutions | 1 day? | Mon 26.03.07 | Tue 27.03.07 | 129 | Customer Service Team |
| Create method to track support issues vs. product aspects | 1 day? | Tue 27.03.07 | Wed 28.03.07 | 130 | Customer Service Team |
| Create method for distributing common solutions to all support resources | 1 day? | Wed 28.03.07 | Thu 29.03.07 | 131 | Customer Service Team |
| Post Launch Preparation COMPLETE | 0 days | Thu 29.03.07 | Thu 29.03.07 | 132 | |
| Monitoring | 6 days? | Thu 29.03.07 | Thu 05.04.07 | | |
| Monitor customer support issues - look for common problems | 1 day? | Thu 29.03.07 | Fri 30.03.07 | 133 | Customer Service Team |
| Aggregate best practices (solutions) - distribute to support services | 1 day? | Fri 30.03.07 | Mon 02.04.07 | 135 | Customer Service Team |
| Review support data, determine which product aspects cause the most support incidents | 1 day? | Mon 02.04.07 | Tue 03.04.07 | 136 | Customer Service Team |
| Review resource performance, determine which ones are the most effective | 1 day? | Tue 03.04.07 | Wed 04.04.07 | 137 | Customer Service Team |
| Revise training materials based on data collected from customer service program | 1 day? | Wed 04.04.07 | Thu 05.04.07 | 138 | Content Developer |
| Post Launch Activities COMPLETE | 0 days | Thu 05.04.07 | Thu 05.04.07 | 139 | |
| Customer Service Program Development COMPLETE | 0 days | Thu 05.04.07 | Thu 05.04.07 | 140 | |