3 Monitor, Manage & Communicate Risk Proactive Risk Control: From Insight to Action Prior to Kickoff During Kickoff During the Project ● Review the SOW line by line ● Prior to signing, review the risk register ● Schedule ongoing executive, steering with the customer to manage committee and team meetings to set ● Have the client agree that the SOW expectations. up formal governance. Risk items meets expectations and is still aligned always being part of the agenda(s). ● At the time of signing, send an email ● If there is an issue, now is the time to that outlines the project risk areas from ● Set a specific call for data review PRIOR identify and discuss change orders the SOW. to migration. ● Provide templates for data (if ● At this point, the client has signed off ● Schedule calls with 3rd party solution applicable) and discuss data best on the deliverables and received them providers - stay involved. Their delays practice with the client via email. are your problem. ● Present the project plan with timelines ● Schedule the kickoff and set an ● Understand phases to determine if a agenda, including each of the risk areas soft launch is possible rather than ● Make sure roles and responsibilities are as agenda items. waiting for project completion. clearly defined and commitment to availability Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions