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Implementation Task List

An implementation task list typically outlines the steps and tasks required to successfully implement a project or process. Here's an example of an implementation task list for an Employee Engagement Survey development project:

1. Define project scope and objectives 2. Create a project plan and timeline 3. Identify project team members and assign roles and responsibilities 4. Develop and test project requirements 5. Develop and test software design 6. Integrate software components 7. Conduct user acceptance testing 8. Conduct system testing 9. Train end-users 10. Deploy the software 11. Provide post-deployment support and maintenance

This is just an example, and implementation task lists can vary depending on the type of project or process being implemented. The important thing is to break down the implementation into manageable tasks and track progress to ensure successful completion.

Engagement and Employee Lifecycle Surveys - Task Checklist

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Task Description

Step 1 - Guided Experience - Platform Setup

Watch: Familliarize Yourself with the Platform

Send: Company Logo

Set Up: Single Sign On (SSO)

Determine: Method for Employee File Upload (SFTP or manual) - set up SFTP if applicable

Set Up: Approved Senders

Set Up: Microsoft Teams Application - optional

Step 2 - Guided Experience - Data Prep

Learn: About employee attributes, hierarchies, and confidentiality

Build: Employee data attribute template header

Send/Upload: Employee Data Attribute Template file

Build: HRIS Employee Data file

Upload: Employee Data File to

Step 3 - Engagement and Lifecycle - Survey Strategy

Learn: survey design principles

Learn: Deep dive into survey program options

Plan: Define User Roles (use template provided)

Learn: Understand ’s standard questions strategy

Learn: Editing and creating questions

Choose: One external benchmark (default is the global benchmark)

Consider: Language translations

Consider: Survey access methods

Create: A communication plan and ready pre-launch emails

Step 4 - Engagement and Lifecycle - Program Setup

FIRST-TIME USERS

Learn: Program coaching and tips

Review and Update: General Settings

Set Up: Distribution List(s) - as needed

Set Up: User Roles & Permissions

ALL USERS

Select: A program template

Program Setup:

Set Up: Program

Set Up: Distribution

Set Up: Scheduling (for Engagement surveys only)

Set Up: Questions

Set Up: Reporting

Set Up: Communications

Set Up: Coaching

Step 5 - Engagement and Lifecycle - Test & Launch

Send: Email launch details to

Approve Program Setup: Toggle to ON

Review: Survey Testing Checklist

Preview: Send yourself a test email of the survey

Preview: Preview Dashboard and Reporting

Enable Survey: This step must be completed in order for survey to launch

Verify the launch!

Step 6 - Engagement and Lifecycle - Results Rollout

Learn: Study methodology around post-program rollout

Plan: Internal email communications for after the program closes

Initiate: Manager and HRBP training

Learn: ACT Conversations framework

Leverage: Use the Executive Presentation to share results

Mentor: Managers for results rollout

Review: Role Permissions and update Reports page for phased/live access

Grant: Reporting Access

Learn: Resources review and FAQs

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