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Mutual Action Plan Template
Mutual Action Plan Template
Mutual Action Plan
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Mutual Action Plan
Get everyone on the same page of the evaluation and purchase process.
Project Title
:
Start Date:
6/24/2021
Go Live Date:
7/23/2021
Days Until GL:
598 days ago
Join MEP
Search
Team
Name
Role
Team
Name
Role
1
Customer
Adam Davis
Director of Finance
2
Customer
Alan Chowansky
VP of Product
3
Coda
Lola Tseudonym
Account Executive
4
Coda
Eric Stallman
CSM
5
There are no rows in this table
Mutual Action Plan Details
Mutual Action Plan Details
0
Description
Description
Due Date
Due Date
Who
Who
Status
Status
Notes
Notes
Task Start Date
Task Start Date
Dep End Date
Dep End Date
Dep Start Date
Dep Start Date
Dependency
Dependency
Duration
Duration
Description
Description
Due Date
Due Date
Who
Who
Status
Status
Notes
Notes
Task Start Date
Task Start Date
Dep End Date
Dep End Date
Dep Start Date
Dep Start Date
Dependency
Dependency
Duration
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
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
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
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
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
Polly Rose
Not Yet Started
6/26/21
6/26/21
6/24/21
Trial Kick-Off
15 days
10
Legal Review
Jul 11
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
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
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
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
Status Key
Status Key
0
Status
Status
1
Not Yet Started
2
On Hold
3
In Progress
4
Complete
There are no rows in this table
Pilot Success Criteria
Pilot Success Criteria
0
Problem
How is it felt?
Who does it affect?
Rank
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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Meeting Notes
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