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Checklist

Workshop Logistics

  •  

    Final dates & approval

  •  

    Send invites

  •  

    Book venue, catering, etc.

  •  

    Arrange accommodations & transport (/per diems)

Materials

  •  Agenda
  •  Slides/presentations
  •  Handouts
  •  Other activity materials

Demo system

  •  Gather & format reference data
  •  Upload reference data
  •  Set up requisition template
  •  Set up demo user(s)
  •  Validate data

Documentation

  •  Site Assessment Report
  •  Gap Analysis
    •  Process flows
  •  Requirments
  •  Workshop memo

Work Plan

Info

To update the work plan, download the Excel file: WorkshopWorkplan.xlsx. Make edits directly to the file and update the link with the new file. The display will update automatically once the new file is added.

Excel
nameWorkshopWorkplan.xlsx