Choosing a project manager.
A reference person can gather the team’s needs, coordinate decisions, and track the progress of preparatory tasks.
Identify the necessary information.
Review where the information is stored, what format it has, and what needs to be incorporated into the system. Define with the provider the scope and the import procedure.
Prioritizing a route
Agenda, attention, and administration can be approached in stages. Starting with a specific workflow helps to review the setup and adjust the way things are done.
Prepare the team.
Each role needs to understand their specific tasks, their access levels, and how to handle questions. Be sure to include time for practicing the routes they will use regularly.
Arranging for accompaniment.
Define how incidents will be communicated, who will receive them, and how the next steps will be reviewed. Implementation requires coordination in addition to setup.
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