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

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

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! 

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