A structured tracker for a multi-week implementation or rollout, phases, owners, target vs. actual dates, and status, so a cross-team launch doesn't rely on one person's memory of who owns what.
What it does
A phase-by-phase tracker for a multi-week implementation or rollout, launch date, implementation manager, and customer success manager up top, then every task grouped into phases with an Internal/External flag, who's responsible ([Company] / customer / partner), a target start date, target completion date, actual completion date, status, and a comments column.
| Phase | Covers |
|---|---|
| Agreements | Contracts and legal paperwork executed before work starts |
| Kick-off | Team assigned, internal groups created, kick-off meeting held |
| Eligibility / data setup | Core data or account setup, test file, production file, review cycles |
| Billing | Billing details confirmed and set up with the customer or payer |
| Enrollment / marketing | Launch messaging, member communications, marketing toolkit |
| Launch readiness | Success criteria confirmed, internal systems checked, go/no-go |
| Launch | Technical go-live and first marketing content sent |
How to use it
Replace the phase names and tasks with your own process, keep the Int/Ext and Responsibility columns, they're what make this useful as a cross-team tracker instead of just a to-do list. The workbook also includes a companion tab for planning launch marketing deployment (tactic, audience, goal, and date), useful if your rollout includes a communications push.