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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.
6/24/2021
7/23/2021
598 days ago
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Team
Name
Role
1
Customer
Director of Finance
2
Customer
VP of Product
3
Coda
Account Executive
4
Coda
CSM
5
There are no rows in this table
Mutual Action Plan Details
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
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
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
5 days
6
Second Trial Check-in
Jul 6
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
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
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
15 days
10
Legal Review
Jul 11
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
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
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
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
Status Key
Status
1
Not Yet Started
2
On Hold
3
4
Complete
There are no rows in this table
Pilot Success Criteria
Problem
How is it felt?
Who does it affect?
Rank
1
2
3
4
There are no rows in this table
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