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Interview Senior Management - understand their
sources of pain and their objectives. Utilize an interview guide and get at the
real issues. |
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Carefully crafted, consistently used, Interview
Guide. |
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Hold "focus groups" with mid-level
managers.
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Focus Group workbook.
Facilitation guide. |
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Review leading vendor collateral material
(shortcut the process by going to our Vendor Page). |
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Our own vendor page.
World Wide Web. |
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Collate findings and summarize into a "Top
10" issues document and publish. |
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Existing presentation template. |
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Map user defined needs into software
system requirements. |
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Prior experience is about the only
practical help here. |
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Develop a "Criteria Grid" based on user
requirements and other considerations (such as cost or speed of
implementation).
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Existing interview grids from companies with
similar objectives.
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Revisit objectives, update as
appropriate. |
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Previously developed Objectives statement. |
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Contribute the interview guide.
Facilitate interviews. |
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Develop list of interviewees.
Participate in interviews. |
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Develop focus group workshop material.
Facilitate workshops. |
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Develop list of workshop attendees.
Participate in workshops. |
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Provide experience and expert point of view on
each planning software vendor candidate. |
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Review candidate collateral material. |
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Draft "Top 10" findings document. |
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Review document, recommend changes.
Determine distribution list & publish. |
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Map user needs into software requirements based on prior
experience. |
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Review software requirements & finalize. |
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Develop the Criteria Grid for evaluating candidates. |
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Review Criteria Grid and Finalize. |
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