Ambulatory
This document gathers the operational information needed to prepare users for a project implementation.
What is the User Intake Form?
When do PMs create a Scope Change Request?
Go-Live date changes
This Microsoft application can be used to collect standardized Lessons Learned feedback.
What is Microsoft Forms?
This collaboration platform is used to store the project-specific working copy of the User Intake Form.
What is Microsoft Teams?
This document or request is submitted to initiate provisioning of a new Smartsheet project.
What is the project intake form?
This governance group reviews applicable production changes before implementation.
What is CAB / EPIC CAB?
This system can be filtered to monitor incidents associated with a project go-live.
What is ServiceNow Dashboard/Incident Tracker?
This feature allows project team members to provide candid Lessons Learned feedback without being identified.
What is anonymity?
This operational role completes the project-specific User Intake Form after receiving the link.
Who is the Practice Manager?
These relationships connect project tasks and determine the sequence in which work must occur.
What are dependencies?
This person provides initial business approval for a project scope change.
Who is the Project Sponsor?
This identifier must be added so an incident appears in the project's go-live incident view.
What is the go-live tag?
Before closing the project, Lessons Learned should be reviewed with this group so feedback can be discussed and validated.
Who is the project team?
The PM should distribute this rather than sending the master User Intake Form directly to end users.
What is the project-specific link?
This Smartsheet feature identifies important dates such as kickoff, testing completion, and go-live.
What are milestones?
For a project, this role creates the overall go-live Change Request.
Who is the SDO?
This action should occur immediately when signs indicate that a cutover or go-live may fail.
What is escalation?
The PM should email the User Intake Form to these resources identified for a project.
SER resource, Ambulatory resource, Training resources, Security resource