Overview
As a new client, understanding the 12-Week Site Review is crucial to ensuring a successful implementation. This review provides a structured assessment of your site's progress, user adoption, and integration of CRM into daily operations.
This guide outlines:
What the 12-Week Site Review entails
The steps involved in the process
Actions and deliverables required from your team
What is the 12-Week Site Review?
At the 12-week mark post-implementation, your organisation is encouraged to conduct a comprehensive site review to evaluate how well Forwood One has been integrated into your processes. The goal is to assess adoption, gather feedback, understand gaps in your implementation activities, have actions determined to close out the gaps to ensure ongoing success.
Steps Involved
Site Progress Assessment
Review the implementation progress against your success criteria and KPIs to identify any gaps.
Verify alignment with initial objectives.
Leadership Review Meeting
Meet with the Senior Leadership Team to gather feedback on the deployment.
Discuss successes, challenges, and areas for improvement.
On-Site Review of CRM Integration
Assess how well Forwood One has been incorporated into daily procedures and workflows.
Identify any obstacles preventing full adoption.
Personnel Interviews and Feedback Collection
Conduct discussions with site personnel to evaluate their understanding and experience with Forwood One.
Identify training needs or usability concerns.
Data and Participation Analysis
Review submission data, participation logs, and user actions.
Determine compliance levels and areas requiring intervention.
Follow-Up Plan Development
Identify necessary follow-up actions for continued improvement.
Develop a plan to resolve outstanding issues and enhance adoption.
Final Report Preparation
The Project and Site Management Teams prepare a detailed report summarising findings and recommendations.
Client Actions & Deliverables
To ensure a smooth 12-Week Site Review, your team should:
Prepare for the Leadership Meeting by gathering internal feedback on Forwood One effectiveness.
Encourage personnel participation in feedback sessions.
Ensure data accuracy in response and participation logs.
Review and act on recommendations from the final report for continued success.
Helpful Hints
Start early: Begin gathering feedback from site personnel and leadership in advance to ensure productive discussions.
Encourage open communication: Foster a culture where employees feel comfortable sharing honest feedback.
Ensure thorough documentation: Keep detailed records of implementation challenges and successes to streamline the review process.
Leverage support resources: Reach out to the project support team for guidance on optimising adoption and addressing any technical issues.
Next Steps
Following the 12-Week Site Review, your team should focus on addressing any improvement areas and reinforcing Forwood One best practices. Our support team will continue to work with you to optimise usage and ensure long-term benefits.
If you have any questions or for additional support, contact your Forwood Customer Success Manager.