| Financial Service Offering Launch | 37 days? | Mon 01.01.07 | Tue 20.02.07 | | |
| Read the note for an explanation of the purpose of this template | 0 days | Mon 01.01.07 | Mon 01.01.07 | | |
| Phase One: Conduct Initial Planning Activities | 11 days? | Mon 01.01.07 | Mon 15.01.07 | | |
| Assemble Initiative Team | 3 days? | Mon 01.01.07 | Wed 03.01.07 | | |
| Identify the team leader | 1 day? | Mon 01.01.07 | Mon 01.01.07 | 1 | Offer Sponsor |
| Identify the customer service resource | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Identify the marketing resource | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Identify operations resources | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Identify the sales resource | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Identify IT/technology resources | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Identify the legal resource | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 4 | Team Lead |
| Initiative team kickoff meeting | 1 day? | Wed 03.01.07 | Wed 03.01.07 | 4,5,6,7,8,9,10 | Offer Sponsor,Initiative Team |
| Define Offer and Determine Offering Opportunity | 6 days? | Thu 04.01.07 | Thu 11.01.07 | | |
| Define customer segment target | 1 day? | Thu 04.01.07 | Thu 04.01.07 | 11 | Initiative Team |
| Define the size of the market and growth rate | 1 day? | Fri 05.01.07 | Fri 05.01.07 | 13 | Initiative Team |
| Define the cost and revenue forecast | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 14 | Initiative Team |
| Define the value of the offer to target customer segment | 1 day? | Tue 09.01.07 | Tue 09.01.07 | 15 | Initiative Team |
| Define the target customer sensitivities (know your segment) | 1 day? | Wed 10.01.07 | Wed 10.01.07 | 16 | Initiative Team |
| Define targeted geographical/geopolitical regions | 1 day? | Thu 11.01.07 | Thu 11.01.07 | 17 | Initiative Team |
| Offer Definition COMPLETE | 0 days | Thu 11.01.07 | Thu 11.01.07 | 18 | |
| Impact Analysis | 10 days? | Mon 01.01.07 | Fri 12.01.07 | | |
| Determine impact of new service on customer service | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Customer Service Rep |
| Determine impact of new service on marketing operations | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Marketing Rep |
| Determine impact of new service on general banking operations | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Operations Rep |
| Determine impact of new service on sales functions | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Sales Rep |
| Determine impact of new service on the technology organization | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | IT Rep |
| Determine impact of new service on other existing services | 1 day? | Mon 01.01.07 | Mon 01.01.07 | | IT Rep |
| Determine any regulatory issues that may be encountered during launch | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Initiative Team |
| Determine any regionalization issues and impacts | 1 day? | Fri 12.01.07 | Fri 12.01.07 | 19 | Initiative Team |
| Impact Analysis COMPLETE | 0 days | Fri 12.01.07 | Fri 12.01.07 | 21,22,23,24,25,27,28 | |
| Define Launch General Success Measures | 1 day? | Mon 15.01.07 | Mon 15.01.07 | 29 | Initiative Team |
| Phase Two: Execution | 24 days? | Mon 15.01.07 | Thu 15.02.07 | | |
| Business Development | 10 days? | Mon 15.01.07 | Fri 26.01.07 | | |
| Perform Marketing Activities | 8 days? | Mon 15.01.07 | Wed 24.01.07 | | |
| Develop overall marketing strategy | 1 day? | Mon 15.01.07 | Mon 15.01.07 | 29 | Marketing Rep |
| Communications plan (external) | 1 day? | Tue 16.01.07 | Tue 16.01.07 | 34 | Marketing Rep |
| Develop advertising strategy | 1 day? | Wed 17.01.07 | Wed 17.01.07 | 35 | Marketing Rep |
| Select external vendors | 1 day? | Thu 18.01.07 | Thu 18.01.07 | 36 | Marketing Rep |
| Execute advertising plan | 1 day? | Fri 19.01.07 | Fri 19.01.07 | 37 | Marketing Rep |
| Communications plan (internal) | 1 day? | Mon 22.01.07 | Mon 22.01.07 | 38 | Marketing Rep |
| Create marketing collateral | 1 day? | Tue 23.01.07 | Tue 23.01.07 | 39 | Marketing Rep |
| Perform legal review of customer-facing materials | 1 day? | Wed 24.01.07 | Wed 24.01.07 | 40 | Marketing Rep,Legal Rep |
| Marketing Activities COMPLETE | 0 days | Wed 24.01.07 | Wed 24.01.07 | 41 | |
| Perform Sales Readiness Activities | 2 days? | Thu 25.01.07 | Fri 26.01.07 | | |
| Develop overall sales strategy | 1 day? | Thu 25.01.07 | Thu 25.01.07 | 42 | Sales Rep |
| Develop Sales Readiness Training for all Sales Resources | 1 day? | Fri 26.01.07 | Fri 26.01.07 | | |
| Train inside sales team | 1 day? | Fri 26.01.07 | Fri 26.01.07 | 44 | Sales Rep |
| Train outside sales team | 1 day? | Fri 26.01.07 | Fri 26.01.07 | 44 | Sales Rep |
| Engage in general sales readiness activities | 1 day? | Fri 26.01.07 | Fri 26.01.07 | 44 | Sales Rep |
| Update customer-facing Web sites - service descriptions | 1 day? | Fri 26.01.07 | Fri 26.01.07 | 44 | Sales Rep |
| Sales Preparation Activities COMPLETE | 0 days | Fri 26.01.07 | Fri 26.01.07 | 44,46,47,48,49 | |
| Customer Service and Internal Fulfillment Preparation | 1 day? | Mon 29.01.07 | Mon 29.01.07 | | |
| Train telephone representatives | 1 day? | Mon 29.01.07 | Mon 29.01.07 | 42,50 | Operations Rep |
| Train field branch representatives | 1 day? | Mon 29.01.07 | Mon 29.01.07 | 42,50 | Operations Rep |
| Perform system updates | 1 day? | Mon 29.01.07 | Mon 29.01.07 | 42,50 | Operations Rep |
| Customer Service Preparations COMPLETE | 0 days | Mon 29.01.07 | Mon 29.01.07 | 52,53,54 | |
| Create Reporting/Monitoring Processes and Systems | 4 days? | Tue 30.01.07 | Fri 02.02.07 | | |
| Review business objectives of new service | 1 day? | Tue 30.01.07 | Tue 30.01.07 | 50,55 | Initiative Team |
| Determine service success metrics | 1 day? | Wed 31.01.07 | Wed 31.01.07 | 57 | Initiative Team |
| Create business process to monitor new service | 1 day? | Thu 01.02.07 | Thu 01.02.07 | 58 | Initiative Team |
| Create reporting infrastructure | 1 day? | Fri 02.02.07 | Fri 02.02.07 | 59 | Initiative Team |
| Creation of Reporting/Monitoring Processes and Systems COMPLETE | 0 days | Fri 02.02.07 | Fri 02.02.07 | 60 | |
| Update Operational Processes and Systems | 4 days? | Mon 05.02.07 | Thu 08.02.07 | | |
| Update monitoring/reporting - transactional systems | 1 day? | Mon 05.02.07 | Mon 05.02.07 | 61 | IT Rep |
| Train loss-prevention resources | 1 day? | Tue 06.02.07 | Tue 06.02.07 | 63 | Operations Rep |
| Perform Legal Review Activities | 2 days? | Wed 07.02.07 | Thu 08.02.07 | | |
| Draft terms of service agreements | 1 day? | Wed 07.02.07 | Wed 07.02.07 | 64 | Legal Rep |
| Verify that new service meets regulatory requirements | 1 day? | Thu 08.02.07 | Thu 08.02.07 | 66 | Legal Rep |
| Operations Preparations COMPLETE | 0 days | Thu 08.02.07 | Thu 08.02.07 | 67 | |
| Update Technology Services and Systems | 5 days? | Fri 09.02.07 | Thu 15.02.07 | | |
| Update transactional systems (software) | 1 day? | Fri 09.02.07 | Fri 09.02.07 | 68 | IT Rep |
| Increase transactional capacity (hardware) | 1 day? | Mon 12.02.07 | Mon 12.02.07 | 70 | IT Rep |
| Perform general technology updates | 1 day? | Tue 13.02.07 | Tue 13.02.07 | 71 | IT Rep |
| Update customer-facing Web sites (content) | 1 day? | Wed 14.02.07 | Wed 14.02.07 | 72 | Marketing Rep |
| Update customer-facing Web sites (infrastructure) | 1 day? | Thu 15.02.07 | Thu 15.02.07 | 73 | IT Rep |
| Technology Updates COMPLETE | 0 days | Thu 15.02.07 | Thu 15.02.07 | 74 | |
| Launch | 0 days | Thu 15.02.07 | Thu 15.02.07 | 75 | Initiative Team |
| Phase 3 - Post Launch - Service Monitoring | 3 days? | Fri 16.02.07 | Tue 20.02.07 | | |
| Monitor launch success and impact measures defined in the planning stage | 1 day? | Fri 16.02.07 | Fri 16.02.07 | 76 | Initiative Team |
| Post Mortem - Review Execution Plans | 2 days? | Mon 19.02.07 | Tue 20.02.07 | | |
| Identify launch weaknesses | 1 day? | Mon 19.02.07 | Mon 19.02.07 | 78 | Initiative Team |
| Identify best practices for future service offerings | 1 day? | Tue 20.02.07 | Tue 20.02.07 | 80 | Initiative Team |
| Execution Plans Review COMPLETE | 0 days | Tue 20.02.07 | Tue 20.02.07 | 81 | |
| Launch Project COMPLETE | 0 days | Tue 20.02.07 | Tue 20.02.07 | 82 | |
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