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Customer Kick Offs In Coda
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Kickoff Meeting

Implementation and Timelines

Since we've already captured information like a customer's goals with Coda, and the first docs they are wanting to publish, we can build out an initial implementation timeline. After updating the use cases and mapping them to a customer's goals, spend the time during the kick off reviewing priorities and ensuring that you are aligned with the customer's expectations.
Implementation Timeline
1
P0
OKR Planning
P1
Team Meetings
One on Ones
P2
CRM
P3
Project Management
Mar 29
Apr 12
Apr 26
May 10
May 24
Jun 7
Jun 21
Jul 5
OKR Planning
Team Meetings
One on Ones
CRM
Project Management
Coda Use Cases
1
Use Case
Acme Owner
Coda Owner
Priority
Est Start Date
Est Complete Date
Acme Co Goal
1
OKR Planning
Joe DiMento
Toni Watt
P0
4/1/2021
5/31/2021
Increased Productivity
Visibility into Company Goals
2
Team Meetings
Joe DiMento
Toni Watt
P1
4/9/2021
5/14/2021
Improved Team Communication
Increased Productivity
Cross-Team Collaboration
3
One on Ones
Joe DiMento
Toni Watt
P1
4/8/2021
4/24/2021
Increased Productivity
Improved Team Communication
4
CRM
Ben Huynh
Toni Watt
P2
5/1/2021
6/30/2021
Increased Productivity
5
Project Management
Ben Huynh
Toni Watt
P3
5/5/2021
5/31/2021
Increased Productivity
Cross-Team Collaboration
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