rooted-icon
Share
Explore

Capital City - Planning Center Solutions


⁠

1. Project Summary

Rooted Software is excited to partner with Capital City. At Rooted’s core is the desire to enable churches and ministries to leverage technology in a more efficient and sustainable way. We are committed to serving and assisting your team throughout this implementation and optimization process for Planning Center.

As we approach each module, we’ll begin with consulting. Each module consultation will include up to 3 discovery calls with your team; during these calls we will assess what is currently working well in a module and what could be strengthened. We will provide recommendations for optimizing each module and work with you to develop an implementation plan that meets the needs of your staff and ministry. After consulting, we’ll move to implementation. Our Planning Center Solutions team will work on carrying out each of the strategies we discussed during our consultations. We will have up to 3 quality assurance calls with your team during this phase to ensure that we’re optimizing your account in a way that is efficient and sustainable for you. Finally, we’ll provide module training. This phase includes up to 2 live training sessions for each module along with a final Q&A session. These customized training sessions will focus specifically on strategies Rooted Software helps you create and implement. The final Q&A will include a handoff of account management to your team, indicating that your module is ready to go live.

In addition to these project-specific tasks, our team provides a dedicated project manager for your project, who will ensure that your custom-built project plan and schedule are maintained, communication between our teams is regular and clear, and other project details are tracked and documented.
⁠

2. Statement of Work

2.1 Registrations Module

Consultation
1 kickoff call to establish expectations
up to 2 discovery calls to explore client’s needs and goals; gather requirements (event templates, categories, event details permission levels, etc.); develop strategies to enhance client’s use of the Registrations module
1 final call to collaborate on strategies for optimization

2.2 Project Management

Rooted Software will provide a dedicated Project Manager who will...
serve as the primary point of contact for the client’s implementation of Planning Center,
prepare, manage, and communicate a project timeline with milestones based on the agreed upon projected launch date, and
provide access to an online project management platform for the client to track and access project timeline and resources.
⁠

3. Implementation Timeline

Name
Start Date
End Date
Select list
1
Project Kick-off
3/18/2024
3/22/2024
​
2
Registrations
3/22/2024
4/30/2024
Registrations
There are no rows in this table
⁠
Project Kick-off
Registrations
2020
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2021
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2022
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2023
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2024
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2027
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2028
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Project Kick-off
Registrations
Year
TodayFit
⁠


⁠

4. Pricing Structure

4.1 Recommended Services Breakdown
0
Item
Unit Cost
1
Registrations Module Consultation
$750.00
There are no rows in this table
⁠

Estimated Total Implementation Cost (Due at Signing)

⁠
$750.00
⁠
⁠

⁠

5. Contract Terms and Conditions

Terms and Conditions: The terms and conditions governing this engagement, including service levels, response times, and any additional charges, are outlined
HERE
⁠
.
⁠

6. Acceptance & Signatures


If you accept the project summary, scope, pay schedule, and terms as listed above, please use the e- signature function below to proceed. Please reach out to Benjamin Armstrong with any questions or concerns.

Customer Representative Name & Title




Customer Representative Signature




Rooted Software Representative Name & Title




Rooted Software Representative Signature

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.