Jan 1, '07Jan 8, '07Jan 15, '07Jan 22, '07Jan 29, '07Feb 5, '07Feb 12, '07Feb 19, '07
TWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMT
Indicators
Name
Duration
Start
Finish
Predecessors
Resource Names
-Financial Service Offering Launch37 days?1/1/20072/20/2007
Read the note for an explanation of the purpose of this template0 days1/1/20071/1/2007
-Phase One: Conduct Initial Planning Activities11 days?1/1/20071/15/2007
-Assemble Initiative Team3 days?1/1/20071/3/2007
Identify the team leader1 day?1/1/20071/1/20071Offer Sponsor
Identify the customer service resource1 day?1/2/20071/2/20074Team Lead
Identify the marketing resource1 day?1/2/20071/2/20074Team Lead
Identify operations resources1 day?1/2/20071/2/20074Team Lead
Identify the sales resource1 day?1/2/20071/2/20074Team Lead
Identify IT/technology resources1 day?1/2/20071/2/20074Team Lead
Identify the legal resource1 day?1/2/20071/2/20074Team Lead
Initiative team kickoff meeting1 day?1/3/20071/3/20074,5,6,7,8,9,10Offer Sponsor,Initiative Team
-Define Offer and Determine Offering Opportunity6 days?1/4/20071/11/2007
Define customer segment target1 day?1/4/20071/4/200711Initiative Team
Define the size of the market and growth rate1 day?1/5/20071/5/200713Initiative Team
Define the cost and revenue forecast1 day?1/8/20071/8/200714Initiative Team
Define the value of the offer to target customer segment1 day?1/9/20071/9/200715Initiative Team
Define the target customer sensitivities (know your segment)1 day?1/10/20071/10/200716Initiative Team
Define targeted geographical/geopolitical regions1 day?1/11/20071/11/200717Initiative Team
Offer Definition COMPLETE0 days1/11/20071/11/200718
-Impact Analysis10 days?1/1/20071/12/2007
Determine impact of new service on customer service1 day?1/12/20071/12/200719Customer Service Rep
Determine impact of new service on marketing operations1 day?1/12/20071/12/200719Marketing Rep
Determine impact of new service on general banking operations1 day?1/12/20071/12/200719Operations Rep
Determine impact of new service on sales functions1 day?1/12/20071/12/200719Sales Rep
Determine impact of new service on the technology organization1 day?1/12/20071/12/200719IT Rep
Determine impact of new service on other existing services1 day?1/1/20071/1/2007IT Rep
Determine any regulatory issues that may be encountered during launch1 day?1/12/20071/12/200719Initiative Team
Determine any regionalization issues and impacts1 day?1/12/20071/12/200719Initiative Team
Impact Analysis COMPLETE0 days1/12/20071/12/200721,22,23,24,25,27,28
Define Launch General Success Measures1 day?1/15/20071/15/200729Initiative Team
-Phase Two: Execution24 days?1/15/20072/15/2007
-Business Development 10 days?1/15/20071/26/2007
-Perform Marketing Activities8 days?1/15/20071/24/2007
Develop overall marketing strategy1 day?1/15/20071/15/200729Marketing Rep
Communications plan (external)1 day?1/16/20071/16/200734Marketing Rep
Develop advertising strategy 1 day?1/17/20071/17/200735Marketing Rep
Select external vendors1 day?1/18/20071/18/200736Marketing Rep
Execute advertising plan 1 day?1/19/20071/19/200737Marketing Rep
Communications plan (internal) 1 day?1/22/20071/22/200738Marketing Rep
Create marketing collateral 1 day?1/23/20071/23/200739Marketing Rep
Perform legal review of customer-facing materials 1 day?1/24/20071/24/200740Marketing Rep,Legal Rep
Marketing Activities COMPLETE0 days1/24/20071/24/200741
-Perform Sales Readiness Activities2 days?1/25/20071/26/2007
Develop overall sales strategy1 day?1/25/20071/25/200742Sales Rep
-Develop Sales Readiness Training for all Sales Resources1 day?1/26/20071/26/2007
Train inside sales team1 day?1/26/20071/26/200744Sales Rep
Train outside sales team1 day?1/26/20071/26/200744Sales Rep
Engage in general sales readiness activities1 day?1/26/20071/26/200744Sales Rep
Update customer-facing Web sites - service descriptions1 day?1/26/20071/26/200744Sales Rep
Sales Preparation Activities COMPLETE0 days1/26/20071/26/200744,46,47,48,49
-Customer Service and Internal Fulfillment Preparation1 day?1/29/20071/29/2007
Train telephone representatives1 day?1/29/20071/29/200742,50Operations Rep
Train field branch representatives1 day?1/29/20071/29/200742,50Operations Rep
Perform system updates1 day?1/29/20071/29/200742,50Operations Rep
Customer Service Preparations COMPLETE0 days1/29/20071/29/200752,53,54
-Create Reporting/Monitoring Processes and Systems4 days?1/30/20072/2/2007
Review business objectives of new service1 day?1/30/20071/30/200750,55Initiative Team
Determine service success metrics1 day?1/31/20071/31/200757Initiative Team
Create business process to monitor new service1 day?2/1/20072/1/200758Initiative Team
Create reporting infrastructure1 day?2/2/20072/2/200759Initiative Team
Creation of Reporting/Monitoring Processes and Systems COMPLETE0 days2/2/20072/2/200760
-Update Operational Processes and Systems4 days?2/5/20072/8/2007
Update monitoring/reporting - transactional systems1 day?2/5/20072/5/200761IT Rep
Train loss-prevention resources1 day?2/6/20072/6/200763Operations Rep
-Perform Legal Review Activities2 days?2/7/20072/8/2007
Draft terms of service agreements1 day?2/7/20072/7/200764Legal Rep
Verify that new service meets regulatory requirements1 day?2/8/20072/8/200766Legal Rep
Operations Preparations COMPLETE0 days2/8/20072/8/200767
-Update Technology Services and Systems5 days?2/9/20072/15/2007
Update transactional systems (software)1 day?2/9/20072/9/200768IT Rep
Increase transactional capacity (hardware)1 day?2/12/20072/12/200770IT Rep
Perform general technology updates1 day?2/13/20072/13/200771IT Rep
Update customer-facing Web sites (content)1 day?2/14/20072/14/200772Marketing Rep
Update customer-facing Web sites (infrastructure)1 day?2/15/20072/15/200773IT Rep
Technology Updates COMPLETE0 days2/15/20072/15/200774
Launch0 days2/15/20072/15/200775Initiative Team
-Phase 3 - Post Launch - Service Monitoring3 days?2/16/20072/20/2007
Monitor launch success and impact measures defined in the planning stage1 day?2/16/20072/16/200776Initiative Team
-Post Mortem - Review Execution Plans2 days?2/19/20072/20/2007
Identify launch weaknesses1 day?2/19/20072/19/200778Initiative Team
Identify best practices for future service offerings1 day?2/20/20072/20/200780Initiative Team
Execution Plans Review COMPLETE0 days2/20/20072/20/200781
Launch Project COMPLETE0 days2/20/20072/20/200782
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Ready













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