Enterprise ImplementationMeeting Cadence

Sales hands the signed deal to delivery so everyone knows what was sold.

Mandatory · Agenda: Meeting Agenda Standard § Internal kickoff

Frequency:

Once, at contract

Scheduler:

Delivery Lead schedules after signature

Attendees:

Delivery Lead, Training Lead, Data Migration Lead, the AE

Engineering Authority:

Always attends — confirms what was sold is technically deliverable and flags architecture risk on day one.

Stages:

Stage 1

Meet the customer team, agree the plan, and set the cadence.

Mandatory · Agenda: Meeting Agenda Standard § Customer kickoff

Frequency:

Once, at Stage 3

Scheduler:

Delivery Lead schedules with the customer project lead

Attendees:

Delivery Lead runs · Training Lead, Data Migration Lead, MAC Specialist if MAC · customer team

Engineering Authority:

Attends when integrations, migrations from a complex system, or non-standard configuration are in scope.

Stages:

Stage 3

Start scoping: walk current workflows and list the data we will need.

Mandatory · Agenda: Meeting Agenda Standard § Scope kickoff

Frequency:

Once, start of Define

Scheduler:

Delivery Lead schedules with customer SMEs

Attendees:

Delivery Lead runs · Data Migration Lead, Training Lead · customer SMEs

Engineering Authority:

Always attends — co-authors the scope with Delivery Lead and makes the architecture and configuration decisions.

Stages:

Stage 4

The standing project management meeting: status, blockers, next week.

Mandatory · Agenda: Meeting Agenda Standard § Project check-in

Frequency:

Weekly

Scheduler:

Delivery Lead schedules a recurring weekly slot

Attendees:

Delivery Lead runs · workstream owners · customer project lead

Stages:

Stage 4, Stage 5, Stage 6, Stage 7, Stage 8, Stage 9, Stage 10

Internal-only working session before the customer check-in.

Mandatory · Agenda: Meeting Agenda Standard § Internal project check-in

Frequency:

Weekly

Scheduler:

Delivery Lead schedules a recurring internal slot

Attendees:

Delivery Lead · Data Migration Lead, Training Lead, MAC Specialist

Engineering Authority:

Joins on request when a technical decision, integration question, or S1/S2 bug is open.

Stages:

Stage 4, Stage 5, Stage 6, Stage 7, Stage 8, Stage 9, Stage 10

Working session to move data: mapping, test loads, and cleanup.

Conditional · only when: Data migration is in scope · Agenda: Meeting Agenda Standard § Data import session

Frequency:

Weekly during data work

Scheduler:

Data Migration Lead schedules with the customer data owner

Attendees:

Data Migration Lead runs · Delivery Lead · customer data owner and SMEs

Engineering Authority:

Joins the first mapping session of each source system and any session where a mapping or transformation decision is contested.

Stages:

Stage 6, Stage 7

Track who has been trained and where users still need help.

Conditional · only when: Per elected Part G category · Agenda: Meeting Agenda Standard § Training check-in

Frequency:

Weekly during training

Scheduler:

Training Lead schedule with Delivery Lead

Attendees:

Training Lead · Delivery Lead · customer training lead

Stages:

Stage 9

Clear open items after go-live and confirm things are running.

Mandatory · Agenda: Meeting Agenda Standard § Post-launch check-in

Frequency:

Weekly during Launch support

Scheduler:

Delivery Lead schedules weekly with the customer lead

Attendees:

Delivery Lead runs · Training Lead, Data Migration Lead, MAC Specialist · customer lead

Engineering Authority:

Joins only while an S1/S2 issue or an unresolved architecture item is open.

Stages:

Stage 11, Stage 11.1

Deliver a training session from the agreed curriculum.

Conditional · only when: Per elected Part G category · Agenda: Meeting Agenda Standard § Training session

Frequency:

Scheduled per training category

Scheduler:

Training Lead schedule with the customer training lead

Attendees:

Training Lead · customer end users and admins

Stages:

Stage 9

Customer reviews the loaded data and confirms it is correct.

Conditional · only when: Data migration is in scope · Agenda: Meeting Agenda Standard § Data validation review

Frequency:

Once per load, before sign-off

Scheduler:

Data Migration Lead schedules once a load completes

Attendees:

Data Migration Lead runs · Delivery Lead · customer data owner

Stages:

Stage 7

Short decision meeting at each sign-off gate. Review the exit criteria, raise anything outstanding, and record a go or no-go before the next phase starts.

Mandatory · Agenda: Meeting Agenda Standard § Gate review & go / no-go

Frequency:

At each mandatory gate

Scheduler:

Delivery Lead schedules once exit criteria are documented

Attendees:

Delivery Lead + named approvers · customer sponsor

Engineering Authority:

Attends the technical gates (Stage 5 scope, Stage 7 data, Stage 8 build/UAT) to confirm the technical exit criteria are genuinely met.

Stages:

Stage 1, Stage 5, Stage 7, Stage 8, Stage 10

Transfer a clean account to CS with open items named.

Mandatory · Agenda: Meeting Agenda Standard § Handover to Customer Success

Frequency:

Once at handover

Scheduler:

Delivery Lead schedules with CS

Attendees:

Delivery Lead runs · Customer Success Lead, CSM · customer sponsor

Stages:

Stage 11.1, Stage 12, Stage 13