Conference Schedule
Day 1
5:00pm – 8:00pm
Pre-Conference Registration
6:30pm – 8:00pm
Social & Networking - Hors d'oeuvre & Drinks
Get to know your fellow attendees
Day 2
7:30am - 8:30am
Continental Breakfast
Welcome, Introductions, and Summit Overview
The Importance of Expertise in IT Project Delivery
• How IT Delivery is traditionally done vs. how the experts do it.
• What is an expert? And how do you get them to compete for and deliver your projects?
• What are key factors that minimize delays and budget busts when managing IT projects?
• Introduction and holistic look at IT Delivery – the parts, pieces, and key players
• What should User Groups be doing before, during, and after an IT implementation?
An Overview of Expertise-Based Project Delivery
• Seeing the many as one: How procurement, planning, contracting, project management, and change adoption are all part of the same effort (but often function in separate silos within our organizations)
• Roles & responsibilities across the IT Project Delivery life cycle – and avoiding misplaced expectations
• Common pitfalls and major risk events in traditional IT delivery – and how to avoid them using an expertise-based approach
The Challenges of Hiring any IT Provider vs. Hiring an IT Provider with an "Expert" Team
10:15am - 10:30am
Morning Break
Building a Solid Foundation for Your Next IT Project: Developing an Effective Statement of Work (SOW)
• Introduction to IT Statements of Work – major categories, content, and structure
• The importance of defining the Current State vs. Future State – and how to actually do it
• Tools to handle complex projects your organization has not delivered before
• Practical Take-Away Tools:
o Statement of Work Template for Software Implementations
o Statement of Work Template for IT Professional Service Contracts
o Checklist and Tools for New & Complex Proj
SOW Facilitation: Navigating the Intersection of Procurement, Project Management, and Business Units
Hands-On Workshop: Statement of Work Bidding Exercise
12:00pm - 1:00pm
Lunch
Seeing your Next IT Implementation as an Organizational Change Management Event
• Adopting new technology automatically creates the need for training and support
• What is the right model for change management in IT Implementation?
Selecting the Right IT Partner: Building the RFP & Evaluation Approach
• Cut out Marketing Fluff and Focus on the Facts: Top 5 changes to make in your RFP
•Evaluation Criteria: How to Select the Best Proposal with Confidence
Hands-On Workshop: Evaluating Vendor Proposals & What to Watch For
2:25pm - 2:40pm
Afternoon Break
Selecting the Right IT Partner: Running Demos and Interviews
•
o Procedures & Sample Agenda for Optimal Software Demonstrationso
o Structured Interviews vs. Sales Presentations
Contracting & Legal Considerations
• IT Contracts 101: Key Tips and Common Pitfalls
• When to leverage the Vendor’s Standard Contract – and What to Watch For!
• Practical Take-Away Tools:
o Software Contract Checklist
o Glossary of Terms
Closing Remarks and Looking Ahead to Day 2
4:00pm - 5:30pm
Networking and Social Event - Heavy Hors d'oeuvre & Drinks
Day 3
7:45am - 8:45am
Continental Breakfast
Welcome & Recap
Project Kickoff: Planning For A Successful Implementation
• Pre-Contract Planning: Brief and Rigorous Techniques to Increase Vendor Accountability during Implementation
• Starting Implementation on the Right Foot: Planning for a Successful Discovery Phase
• Practical Take-Away Tools:
o Template for planning Owner Resources required for a successful implementation
o Discovery Phase Planning Checklist
Hands-On Workshop: Risk Review and Implementation Pitfalls
The Importance of Clarification & Planning: Experience from a Complex Software Implementation
10:10am - 10:30am
Morning Break
Project Management: Leading A Successful Implementation
• Re-Defining the Concept of “Go Live” – the Do’s and Don’ts
• Project Close-Out: Systematically Documenting Vendor Performance and Project KPI’s
• Practical Take-Away Tools:
o Template for tracking Vendor & System Performance Metrics
o Template Close-Out Documentation for Software Implementations
All About Data: Integration, Migration, and Transformation
Agile, Waterfall and Owner Project Management
12:00pm - 1:00pm
Lunch
Hands-On Workshop: Managing Risk In The Software Implementation Phase
Effective Project Controls: Measuring For Positive Accountability
• The power of Positive Accountability – and how to leverage it throughout your implementation phase
• How to establish a transparent project environment – what to measure and how to use the information
• Practical Take-Away Tools:
o Project Control Template for Software Implementations
Effective Project Controls: Detailed Tracking Of Software Functionality Status
• How to track the details of the Design, Build, and Test phases
• Communicating software functionality & status to Users and to Executives
2:15pm - 2:30pm
Afternoon Break
Technology Adoption: Facilitating Organizational Transformation
• Resistance to Change: What You Need to Know
• The Importance of Internal Change Agents – and how to Support Them
•Lessons Learned from Cases Complex Technology Adoption – innovative approaches to drive change adoption
• Practical Take-Away Tools
o Change Management Checklist
Discussion & Closing Remarks
4:00pm - 5:30pm
Closing Networking and Social Event - Heavy Hors d'oeuvre & Drinks
Register Now!
Don’t miss out on this all IT Summit! Seating is extremely limited and a waiting list is expected!