Create a consistent implementation process with this multi-phase software implementation plan.
Account managers, project managers, customer success managers, and customer relationship managers (CRMs) who are responsible for implementation planning or who want to provide personal implementation guidance to customers more quickly and easily.
Creating consistent implementation processes that help customers get started with your product or service—providing an all-in-one resource for all the steps and information they need. Perfect for software implementations and project implementation plans, especially where implementation goes beyond just setup and towards guiding the adoption of products into existing workflows.
Customize the template to the level of contact appropriate for the client. Set expectations by introducing the client to the implementation steps and informing them of the level of self-direction versus the guidance provided. Give the client clear steps and resources, highlighting key metrics and dependencies and getting using these to get buy-in from stakeholders.
Use the overview section to introduce the project, specify the product being implemented, and provide contact details for easy access.
This section is for outlining the approximate timeframe for implementation and the expected completion date. This section also introduces the more detailed step-by-step guide in the following section.
This next section is intended for getting users through the product-setup process. Create tasks for the client to work through or action items for you to collaborate on if more hands-on guidance is required.
Here, you can embed more instructional content, like videos or slideshows. You can also share descriptions, links, and files for each step.
This section is similar to phase one, but with a focus on providing more in-depth training materials. Where the objective of phase one is product set-up, here the objective is to get clients up and running with the process in a practical, hands-on way.
Content for this section can include tutorials, documentation, and walkthroughs.
Provide additional information for more specialized use cases or troubleshooting as well as follow-up information. Content here can include video courses, links, and documents.
A successful product implementation process is instrumental in keeping customers happy, ensuring they get maximum value from your product, and reducing the likelihood of churn.
This process includes multiple steps after the sale is made, from planning to the onboarding phase and right through to future upgrades.
Guiding your client through the various steps of implementation is a dynamic process, varying depending on the precise product, level of touch, and the client’s own needs and capabilities.
As such, Dock’s flexible and customizable template allows you to adapt to these needs and work with the client to make changes as you go. When implementing a strategic plan it's important to align team members and key stakeholders around the implementation process. The Dock template is flexible for any implementation methodology and project management approach
Ultimately, Dock’s implementation plan template will ensure that you align your expectations with those of your client, save time and strengthen client loyalty going forward.
Here’s what else Dock’s implementation software can do for you:
Choose the type of implementation that’s right for you and your client
Easily follow implementation best practices
Create the best client experience possible
An implementation plan is a set of steps and a timeline for executing the various parts of a project. In a B2B setting, the end goal of the implementation plan is the successful set-up, running, or use of the product or service being sold to the client.
An implementation plan is supposed to clarify the sequence of tasks required to complete a project, assist in the adequate allocation of time and resources to complete the various tasks, set a clear time frame including standards for completion and success, connect the project to wider strategic goals, and maintain customer relationships and trust by ensuring that value is delivered in an efficient and transparent way.
Most effective project implementation plans have at least four major components:
To create an implementation plan, aim to include the following components:
For more on implementation best practices, read our complete guide to software implementation.
