Conference Schedule

Day 1

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5:00pm – 8:00pm

Pre-Conference Registration
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6:30pm – 8:00pm

Social & Networking - Hors d'oeuvre & Drinks

Get to know your fellow attendees

Day 2

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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
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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
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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
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2:25pm - 2:40pm

Afternoon Break
Selecting the Right IT Partner: Running Demos and Interviews

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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
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4:00pm - 5:30pm

Networking and Social Event - Heavy Hors d'oeuvre & Drinks

Day 3

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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
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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
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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

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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
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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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