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Mutual Action Plan Template
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Mutual Action Plan

Get everyone on the same page of the evaluation and purchase process.


Project Title:
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Start Date:
6/24/2021
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Go Live Date:
7/23/2021
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Days Until GL:
210 days ago
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Join MEP
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Search
Team
Name
Role
1
Customer
AD
Adam Davis
Director of Finance
2
Customer
AC
Alan Chowansky
VP of Product
3
Coda
LT
Lola Tseudonym
Account Executive
4
Coda
ES
Eric Stallman
CSM
5
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​
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There are no rows in this table
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Mutual Action Plan Details
0
Search
Description
Due Date
Who
Status
Notes
Task Start Date
Dep End Date
Dep Start Date
Dependency
Duration
1
Intros & Discovery
Jun 24
Lola Tseudonym
Complete
6/24/21
​
-
2
Demo
Jun 27
Lola Tseudonym
In Progress
6/24/21
6/24/21
6/24/21
Intros & Discovery
3 days
3
Scope POC and success criteria
Jun 27
JD
Joel Davis
Not Yet Started
6/24/21
6/24/21
6/24/21
Intros & Discovery
3 days
4
Trial Kick-Off
Jun 26
Lola Tseudonym
Not Yet Started
6/24/21
6/24/21
6/24/21
Intros & Discovery
2 days
5
First Trial Check-in
Jul 1
PR
Polly Rose
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
5 days
6
Second Trial Check-in
Jul 6
MJ
Mary Jones
Not Yet Started
7/1/21
7/1/21
6/26/21
First Trial Check-in
5 days
7
Trial wrap up and review
Jul 10
BD
Buck Dubois
Not Yet Started
7/6/21
7/6/21
7/1/21
Second Trial Check-in
4 days
8
Proposal review
Jul 11
Alan Chowansky
Not Yet Started
7/10/21
7/10/21
7/6/21
Trial wrap up and review
1 day
9
Security Review
Jul 11
PR
Polly Rose
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
15 days
10
Legal Review
Jul 11
JB
James Booth
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
15 days
11
Budget Approval
Jul 16
Alan Chowansky
Not Yet Started
7/11/21
7/11/21
7/10/21
Proposal review
5 days
12
Contract execution
Jul 21
FM
Felix Marlin
Not Yet Started
7/16/21
7/16/21
7/11/21
Budget Approval
5 days
13
Kick off with your dedicated CSM
Jul 23
JB
James Booth
Not Yet Started
7/21/21
7/21/21
7/16/21
Contract execution
2 days
14
MVP of project doc built out in Coda
Aug 22
PR
Polly Rose
Not Yet Started
7/23/21
7/23/21
7/21/21
Kick off with your dedicated CSM
30 days
There are no rows in this table
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Status Key
0
Status
1
Not Yet Started
2
On Hold
3
In Progress
4
Complete
There are no rows in this table
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Pilot Success Criteria
0
Search
Problem
How is it felt?
Who does it affect?
Rank
1
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​
2
​
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3
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4
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There are no rows in this table
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