STAGE 05
Selection
Embedded Files
OBJECTIVE:
Finalize and Deliver MSA and SOW, Get Agree on a Mutually Agreed upon Close Plan
COMPETENCIES AND SKILLS:
Time management and closing
KEY ACTIVITIES
Revalidate previous stage focusing on 3 & 4
We have been selected in writing
We have shared our agreement with them
Drafted and shared a SOW
Gained client commitment on process and timing (mutually agreed close plan)
Understand Clients RACI team
Update mutual activity plan
Ensure vision resonation with stakeholders
Drive the schedule of events
SYSTEMS & TECHNOLOGY
Stakeholder Map/Org. Chart
Mutual Activity Plan (MAP)
Legal tool
CONTENT / ASSETS
Contracts
Pricing calculator
ONGOING ACTIVITIES
Salesforce is updated Timely and Accurately
Clear understanding on mutually agreed upon dates
EXIT CRITERIA
Deliver the MSA
Deliver the SOW
Mutually agreed upon close plan with confirmed dates
Socialize and agree on price range
Provenir has 1st turn of redlines returned
Salesforce required fields:
The client has selected Provenir subject to contract
Is Salesforce up to date with the following:
Redlines Agreed
Commercials Agreed
If you can answer all of the above please proceed to Stage 6 - Negotiate
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