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Joint Engagement Plan

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👋 Overview:

Acme is in the evaluation stages with our Platform. The goal of the project is to validate the viability for Acme to leverage an easy to manage cloud platform to support headquarters and remote offices around the world as they migrate off their current software. The Coda team appreciates the opportunity to be considered. To best engage Acme in the process and ensure timely execution of the remaining steps, we recommend the use of this Joint Engagement Plan moving forward.
Your evaluation has many steps that have already been completed. This document has an outline of the completed steps and lists the remaining steps of the plan to be completed.

⛰️Challenges

Challenge 1
Challenge 2
Challenge 3

❗Impact

Impact 1
Impact 2
Impact 3

💡 By implementing our platform, we will be able to solve the problems above the following way:

Outcome 1
Outcome 2
Outcome 3
⁠

📆 Mutual Success Timeline

Assessment
Solution & Specification Confirmed and Presented
Present ROI / Business Case
Create POC (if needed)
Decision Making Process Confirmed
Approval Process
Solution Accepted by customer and Zoom confirmed as preferred supplier
Contract process confirmed with customer
Contracts Prepared & Issued
Legal Review(s)
Contracts signed and exchanged
Partnership
Executive Alignment
Customer Reference
Deployment
Schedule CSM Introduction
Pre-Deployment Work
Go-Live
March 8, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 9, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 10, 2024
12AM
1AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 11, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 12, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 13, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 14, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 15, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 16, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
March 17, 2024
12AM
1AM
2AM
3AM
4AM
5AM
6AM
7AM
8AM
9AM
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
7PM
8PM
9PM
10PM
11PM
Day
TodayFit
⁠

Stage
Milestone
Start Date
Deadline
Owner
Customer Owner
Status
Email DRI
Slack DRI
Notes
Assessment
4
Solution & Specification Confirmed and Presented
2/14/2022
2/15/2022
Nicole Stoltenberg
Eric Glick
✅ Completed
​
​
Present ROI / Business Case
2/10/2022
3/7/2022
Brian Lederman
Nicole Stoltenberg
Joel Davis
✅ Completed
​
​
Create POC (if needed)
2/11/2022
2/11/2022
Eric Glick
Eric Glick
🚫 Not Started
​
​
Decision Making Process Confirmed
3/14/2022
4/25/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
​
​
Approval Process
5
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
Nicole Stoltenberg
Eric Glick
Katy Turner
🛠️ In Progress
​
​
Contract process confirmed with customer
4/1/2022
4/16/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
​
​
Contracts Prepared & Issued
3/31/2022
4/22/2022
Nicole Stoltenberg
Katy Turner
🛠️ In Progress
​
​
Legal Review(s)
3/4/2022
4/29/2022
Nicole Stoltenberg
Polly Rose
🛠️ In Progress
​
​
Contracts signed and exchanged
5/2/2022
5/3/2022
Nicole Stoltenberg
Lola Tseudonym
​
​
​
Partnership
2
Executive Alignment
4/1/2022
6/30/2022
Nicole Stoltenberg
Lola Tseudonym
🛠️ In Progress
​
​
Customer Reference
7/1/2022
7/9/2022
Nicole Stoltenberg
Lola Tseudonym
🚫 Not Started
​
​
Deployment
3
Schedule CSM Introduction
5/4/2022
5/6/2022
Nicole Stoltenberg
Brian Lederman
🚫 Not Started
​
​
Pre-Deployment Work
5/9/2022
5/31/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
​
​
Go-Live
6/1/2022
6/1/2022
Nicole Stoltenberg
Eric Glick
🚫 Not Started
​
​
⁠

⁠


👋 Overview:
⛰️Challenges
❗Impact
💡 By implementing our platform, we will be able to solve the problems above the following way:
📆 Mutual Success Timeline
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