Mutual Action Plan
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Mutual Action Plan

[COMPANY NAME] + [SOLUTION NAME] Partnership Timeline

🎯 Project Overview

Objective: Successfully evaluate and implement [Solution Name] to achieve [primary business goal] by [target date].

Project Scope: [Brief description of implementation scope and expected outcomes]

Success Definition: [Specific success criteria and ROI targets]

Project Duration: [X] weeks from kickoff to go-live
Decision Target: [Date] for final contract approval
Implementation Start: [Date] for project launch
Go-Live Target: [Date] for full deployment

📅 Master Timeline & Key Milestones

Phase

Duration

Completion Date

Key Deliverables

Success Criteria

Evaluation

Weeks 1-[X]

[Date]

[Deliverable list]

[Criteria]

Procurement

Weeks [X]-[X]

[Date]

[Deliverable list]

[Criteria]

Implementation

Weeks [X]-[X]

[Date]

[Deliverable list]

[Criteria]

Go-Live

Week [X]

[Date]

[Deliverable list]

[Criteria]

🎪 Critical Path & Dependencies

Week [X]: Technical Evaluation Complete

Critical Activities:

  • Technical deep-dive sessions completed

  • Integration requirements validated

  • Performance benchmarks established

  • IT stakeholder sign-off received

Dependencies: [Key dependencies that could impact timeline] Risk Mitigation: [How we'll handle potential delays]

Week [X]: Business Case Approved

Critical Activities:

  • ROI analysis completed and validated

  • Executive presentation delivered

  • Budget approval secured

  • Procurement process initiated

Dependencies: [Budget cycle, stakeholder availability, etc.] Risk Mitigation: [Backup plans and alternatives]

Week [X]: Contract Execution

Critical Activities:

  • Legal review completed

  • Contract terms finalized

  • Purchase order issued

  • Implementation team assembled

Dependencies: [Legal approval, procurement timeline, etc.] Risk Mitigation: [Parallel processing strategies]

Week [X]: Implementation Launch

Critical Activities:

  • Project kickoff meeting held

  • Technical environment established

  • User training scheduled

  • Success metrics baseline set

Dependencies: [Resource availability, system access, etc.] Risk Mitigation: [Resource planning and backup options]

⚡ Weekly Progress Checkpoints

Weekly Review Schedule

When: Every [Day] at [Time]
Duration: 30 minutes
Attendees: [Key stakeholders from both sides]
Format: [In-person/Virtual] progress review

Agenda Template:

  1. Previous Week Accomplishments (5 min)

  2. Current Week Priorities (10 min)

  3. Roadblocks & Solutions (10 min)

  4. Next Week Planning (5 min)

Progress Tracking Metrics

  • Schedule Performance: % of milestones completed on time

  • Stakeholder Engagement: % of stakeholders actively participating

  • Risk Management: Number of risks identified and mitigated

  • Decision Velocity: Days from information request to decision

🚨 Escalation Protocol

Issue Escalation Matrix

Issue Type

First Response

Second Response

Final Escalation

Technical

[Technical leads]

[Technical managers]

[CTOs/VPs]

Business

[Project leads]

[Department heads]

[Executive sponsors]

Contract

[Procurement]

[Legal teams]

[Executive leadership]

Timeline

[Project managers]

[Executive sponsors]

[CEO/President]

Risk Mitigation Strategies

High-Risk Areas:

  • Stakeholder Availability: [Mitigation strategy]

  • Technical Complexity: [Mitigation strategy]

  • Budget Approval: [Mitigation strategy]

  • Timeline Compression: [Mitigation strategy]

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