January 1, '07January 8, '07January 15, '07January 22, '07January 29, '07February 5, '07February 12, '07
FSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTF
Indicators
Task Name
Duration
Start
Finish
Predecessors
Resource Names
-Financial Service Offering Launch37 days?Mon 01.01.07Tue 20.02.07
Read the note for an explanation of the purpose of this template0 daysMon 01.01.07Mon 01.01.07
-Phase One: Conduct Initial Planning Activities11 days?Mon 01.01.07Mon 15.01.07
-Assemble Initiative Team3 days?Mon 01.01.07Wed 03.01.07
Identify the team leader1 day?Mon 01.01.07Mon 01.01.071Offer Sponsor
Identify the customer service resource1 day?Tue 02.01.07Tue 02.01.074Team Lead
Identify the marketing resource1 day?Tue 02.01.07Tue 02.01.074Team Lead
Identify operations resources1 day?Tue 02.01.07Tue 02.01.074Team Lead
Identify the sales resource1 day?Tue 02.01.07Tue 02.01.074Team Lead
Identify IT/technology resources1 day?Tue 02.01.07Tue 02.01.074Team Lead
Identify the legal resource1 day?Tue 02.01.07Tue 02.01.074Team Lead
Initiative team kickoff meeting1 day?Wed 03.01.07Wed 03.01.074,5,6,7,8,9,10Offer Sponsor,Initiative Team
-Define Offer and Determine Offering Opportunity6 days?Thu 04.01.07Thu 11.01.07
Define customer segment target1 day?Thu 04.01.07Thu 04.01.0711Initiative Team
Define the size of the market and growth rate1 day?Fri 05.01.07Fri 05.01.0713Initiative Team
Define the cost and revenue forecast1 day?Mon 08.01.07Mon 08.01.0714Initiative Team
Define the value of the offer to target customer segment1 day?Tue 09.01.07Tue 09.01.0715Initiative Team
Define the target customer sensitivities (know your segment)1 day?Wed 10.01.07Wed 10.01.0716Initiative Team
Define targeted geographical/geopolitical regions1 day?Thu 11.01.07Thu 11.01.0717Initiative Team
Offer Definition COMPLETE0 daysThu 11.01.07Thu 11.01.0718
-Impact Analysis10 days?Mon 01.01.07Fri 12.01.07
Determine impact of new service on customer service1 day?Fri 12.01.07Fri 12.01.0719Customer Service Rep
Determine impact of new service on marketing operations1 day?Fri 12.01.07Fri 12.01.0719Marketing Rep
Determine impact of new service on general banking operations1 day?Fri 12.01.07Fri 12.01.0719Operations Rep
Determine impact of new service on sales functions1 day?Fri 12.01.07Fri 12.01.0719Sales Rep
Determine impact of new service on the technology organization1 day?Fri 12.01.07Fri 12.01.0719IT Rep
Determine impact of new service on other existing services1 day?Mon 01.01.07Mon 01.01.07IT Rep
Determine any regulatory issues that may be encountered during launch1 day?Fri 12.01.07Fri 12.01.0719Initiative Team
Determine any regionalization issues and impacts1 day?Fri 12.01.07Fri 12.01.0719Initiative Team
Impact Analysis COMPLETE0 daysFri 12.01.07Fri 12.01.0721,22,23,24,25,27,28
Define Launch General Success Measures1 day?Mon 15.01.07Mon 15.01.0729Initiative Team
-Phase Two: Execution24 days?Mon 15.01.07Thu 15.02.07
-Business Development 10 days?Mon 15.01.07Fri 26.01.07
-Perform Marketing Activities8 days?Mon 15.01.07Wed 24.01.07
Develop overall marketing strategy1 day?Mon 15.01.07Mon 15.01.0729Marketing Rep
Communications plan (external)1 day?Tue 16.01.07Tue 16.01.0734Marketing Rep
Develop advertising strategy 1 day?Wed 17.01.07Wed 17.01.0735Marketing Rep
Select external vendors1 day?Thu 18.01.07Thu 18.01.0736Marketing Rep
Execute advertising plan 1 day?Fri 19.01.07Fri 19.01.0737Marketing Rep
Communications plan (internal) 1 day?Mon 22.01.07Mon 22.01.0738Marketing Rep
Create marketing collateral 1 day?Tue 23.01.07Tue 23.01.0739Marketing Rep
Perform legal review of customer-facing materials 1 day?Wed 24.01.07Wed 24.01.0740Marketing Rep,Legal Rep
Marketing Activities COMPLETE0 daysWed 24.01.07Wed 24.01.0741
-Perform Sales Readiness Activities2 days?Thu 25.01.07Fri 26.01.07
Develop overall sales strategy1 day?Thu 25.01.07Thu 25.01.0742Sales Rep
-Develop Sales Readiness Training for all Sales Resources1 day?Fri 26.01.07Fri 26.01.07
Train inside sales team1 day?Fri 26.01.07Fri 26.01.0744Sales Rep
Train outside sales team1 day?Fri 26.01.07Fri 26.01.0744Sales Rep
Engage in general sales readiness activities1 day?Fri 26.01.07Fri 26.01.0744Sales Rep
Update customer-facing Web sites - service descriptions1 day?Fri 26.01.07Fri 26.01.0744Sales Rep
Sales Preparation Activities COMPLETE0 daysFri 26.01.07Fri 26.01.0744,46,47,48,49
-Customer Service and Internal Fulfillment Preparation1 day?Mon 29.01.07Mon 29.01.07
Train telephone representatives1 day?Mon 29.01.07Mon 29.01.0742,50Operations Rep
Train field branch representatives1 day?Mon 29.01.07Mon 29.01.0742,50Operations Rep
Perform system updates1 day?Mon 29.01.07Mon 29.01.0742,50Operations Rep
Customer Service Preparations COMPLETE0 daysMon 29.01.07Mon 29.01.0752,53,54
-Create Reporting/Monitoring Processes and Systems4 days?Tue 30.01.07Fri 02.02.07
Review business objectives of new service1 day?Tue 30.01.07Tue 30.01.0750,55Initiative Team
Determine service success metrics1 day?Wed 31.01.07Wed 31.01.0757Initiative Team
Create business process to monitor new service1 day?Thu 01.02.07Thu 01.02.0758Initiative Team
Create reporting infrastructure1 day?Fri 02.02.07Fri 02.02.0759Initiative Team
Creation of Reporting/Monitoring Processes and Systems COMPLETE0 daysFri 02.02.07Fri 02.02.0760
-Update Operational Processes and Systems4 days?Mon 05.02.07Thu 08.02.07
Update monitoring/reporting - transactional systems1 day?Mon 05.02.07Mon 05.02.0761IT Rep
Train loss-prevention resources1 day?Tue 06.02.07Tue 06.02.0763Operations Rep
-Perform Legal Review Activities2 days?Wed 07.02.07Thu 08.02.07
Draft terms of service agreements1 day?Wed 07.02.07Wed 07.02.0764Legal Rep
Verify that new service meets regulatory requirements1 day?Thu 08.02.07Thu 08.02.0766Legal Rep
Operations Preparations COMPLETE0 daysThu 08.02.07Thu 08.02.0767
-Update Technology Services and Systems5 days?Fri 09.02.07Thu 15.02.07
Update transactional systems (software)1 day?Fri 09.02.07Fri 09.02.0768IT Rep
Increase transactional capacity (hardware)1 day?Mon 12.02.07Mon 12.02.0770IT Rep
Perform general technology updates1 day?Tue 13.02.07Tue 13.02.0771IT Rep
Update customer-facing Web sites (content)1 day?Wed 14.02.07Wed 14.02.0772Marketing Rep
Update customer-facing Web sites (infrastructure)1 day?Thu 15.02.07Thu 15.02.0773IT Rep
Technology Updates COMPLETE0 daysThu 15.02.07Thu 15.02.0774
Launch0 daysThu 15.02.07Thu 15.02.0775Initiative Team
-Phase 3 - Post Launch - Service Monitoring3 days?Fri 16.02.07Tue 20.02.07
Monitor launch success and impact measures defined in the planning stage1 day?Fri 16.02.07Fri 16.02.0776Initiative Team
-Post Mortem - Review Execution Plans2 days?Mon 19.02.07Tue 20.02.07
Identify launch weaknesses1 day?Mon 19.02.07Mon 19.02.0778Initiative Team
Identify best practices for future service offerings1 day?Tue 20.02.07Tue 20.02.0780Initiative Team
Execution Plans Review COMPLETE0 daysTue 20.02.07Tue 20.02.0781
Launch Project COMPLETE0 daysTue 20.02.07Tue 20.02.0782
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