PI implementation timeline template.
Consultants can more effectively educate their clients about how a PI implementation will unfold with a 1 or 2 page summary timeline. It is
helpful to clients because it synthesizes many pieces into one snapshot that is easy to understand.
This PPT template should be customized to your client project. The workshop schedule, deliverables etc. are included here for reusability and to
reduce editing time in PPT. Although loosely based on a real client, this does not suggest a recommended implementation structure.
Recommendations:
•
Complete a full CFS Investigation, and design of the implementation to meet client goals.
•
For high level use only; do not include all project details in the timeline.
•
Focus on clear, business Results expressed in the client’s language rather than your own. For example – “Top Performers Benchmarked”
rather than “Validity Study.”
•
PI is a management tool. For results, managers must be trained. Therefore, confidently speak to the need to train all managers who
manage people on PI. It can be spread out over time for budget reasons.
Questions? Suggestions? contact:
Nancy Martini
President
PI Worldwide
+1 (781) 235-8872
[email protected]
YEAR 1 TIMELINE
Client Commitment (Mid-Level)
$76,160
MONTHS
J
F
M
A
M
JOB
PRO
SURVEY
DETERMINE
JOB
VALIDITY
STUDY
PARAMETERS
J
J
A
S
O
N
D
AGREEMENT SIGNED
(client)
ACTIONS
ROLLOUT PLAN APPROVED
PROJ MGMT.
& CLIENT
SERVICE
PLANNING
MEETING
WORKSHOPS
RESULTS
DELIVERED
FEES (US$)
KEY STAKEHOLDERS
IDENTIFIED
JOB PRO
MEETING
INAUGURAL
PI WORKSHOP,
SR. EXECS.
12 KEY
MANAGERS
ARE
TRAINED PI
ANALYSTS
$33,320
(Includes AF)
EXECUTIVE
TEAMBUILDING
SESSION
TEAMBUILDING
SESSION
6-MONTH
PROGRESS
REPORT
PI
WKSHP
#2
IDEAL
(JOBTITLE)
BEHAVIOR
PROFILE
(PRO)
COMPLETE
TEAMBUILDING
SESSION
PI
WKSHP
#3
25 KEY
MANAGERS
ARE
TRAINED PI
ANALYSTS
$21,420
1-YEAR
PROGRESS
REPORT
REFRESHER
WKSHP
36 KEY MANAGERS
W/ TOOLS AND
TRAINING
TO EFFECTIVELY
MANAGE AND
MOTIVATE
TOP PERFORMERS
BENCHMARKED
0
$21,420
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YEAR 1 TIMELINE Client Commitment (Mid-Level)