1. Implementation Planning -Team Meeting-
Why are things changing?
What is your role in this change?
What will the process look like?

2. Agenda Why JobCheck? Goals and Advantages
Discuss leadership team roles
Owner
Project Lead
Data Migration Lead
Admin Lead
PM Lead
Accountant
Discuss success requirements
Discuss critical workflows
Confirm timelines: Go live date
Q&A

3. 1. Why JobCheck? Review goals & advantages What are you committed to?
Share risks and concerns
Share roll-out plan
Usage expectations at go-live:
Job Entry (large/small jobs)
Financial planning
Work Orders
Mobile Job Management
Production meetings

4. 2. Leadership Team Leadership team roles
Owner: Success Planning, Change Manager
Project Lead: Project & Team Manager
Data Migration Lead: Data Manager
Admin Lead: Enrollment & Usage Manager
PM Lead: Enrollment and Usage Manager
Accountant: QB Connector Success Manager

5. 2(a) Owner Logistics, Success Planning, Change Manager
Licensing paperwork
User setup form, planning meeting form
Implementation Planning Owner Meeting
Elect Leadership Team
Co-Chair Leadership Team Meeting
Communicate upcoming changes to all staff
Work with Project Lead to manage implementation success
Download app and login to web desktop

6. 2(b) Project Lead Project & Team Manager
Manage and complete your task list
Race to Success Chart
Ensure all members of leadership team are completing their tasks on time
Monitor progress and ensure that each leader has allocated enough time to complete their tasks
Help prioritize if team members are struggling to find the time to complete their tasks
Coordinate and chair regular morning meetings to discuss progress and remove blockers
Coordinate team and schedule training sessions
Send us a copy of your logo
Monitor and ensure correct usage of the system
Regularly share progress with Owner and Success Manager
Complete follow up call after go-live date

7. 2(c) Data Migration Lead
Data Manager
Work closely with the Assured Migration Specialist
Review raw data for integrity and completeness
Data entry any missing fields or information
Clean up data if there are duplicates or un-necessary contacts/accounts or jobs
Review imported data in JobCheck Sandbox
Approve data for migration

8. 2(d) Admin Lead System Setup, Enrollment and Usage Manager
Complete admin lead task list
Coordinate with PM to build task templates
Complete Part 1 Admin Training Assignment
Manage/Enroll any/all other admin staff
Monitor integrity of all data being entered in the system – communicate any concerns to project lead
Train other/new admin staff
Attend regular morning meetings
Attend Part 2 Admin Training Session

9. 2(e) Project Manager Lead
Enrollment and Usage Manager
Complete PM lead task list
Coordinate with Admin lead to create task templates
Complete Part 1 PM Training Assignment
Ensure all other PM’s complete assignment
Coordinate PMs to attend training session
Attend Part 2 PM Training Session
Manage/Enroll all other PM’s
Monitor integrity of data being entered by other PM’s and communicate concerns to the Project Lead
Train new PM’s on how to use JobCheck
Attend regular morning meetings

10. 2(f) Accounting Lead QuickBooks Connector Success Manager
Download QuickBooks Connector
Set up QB Connector: schedule updates, authenticate with QB and JobCheck
Coordinate first accounting transfer with Admin Lead
Confirm that accounting transfer is successful and all data is correct
Communicate any concerns to Project Lead

11. 3. Success Requirements
Allocate and designate time for roll-out responsibilities
Communicate with Project Lead if you do not have enough time
Prioritize implementation duties
Be accountable for your role – success relies heavily on each role completing their tasks in a timely manner
Enroll & educate your team
Commit to the implementation plan, as designed
Pay careful attention to all instructions, verbal and written.

12. 4. Critical Workflow Changes
Have you considered what will need to change in your department?
Where/who do you anticipate the most change management?
What workflows will be affected?
Production meetings?
Work order creation?
Photos and notes capture?
Financial planning – updating progress amounts
Task and Work order management
Stage and milestone updates

13. 5. Timelines What is your go-live date?
How can we plan a timeline that will help you achieve that?
Implementation milestones
Team meeting
Data migration approval
Part 1 Admin Training assignment
QB Connector Install (if applicable)
Part 2 Admin Training
Part 1 PM Training assignment
Part 2 PM Training
What happens if timelines are not being met?

14. 6. Questions & Answers How do you feel about what is required?
Are the steps clear?
Is there anything we can do to help?
Do you have any concerns about the process?

15. Race to Success Chart