The onboarding project plan will be defined by the project teams from the Client and Fig Learning following the project kick off meeting. The overall durationof the onboarding project is 16 weeks and consists of the following:
Phase 1: Discover
Fig Learning Deliverables
- Project plan visibility provided to the Client Project Manager via the Status CX task management tool.
- Project Kick Off Call:
- ~Introduce Stakeholders
- ~Contract Review
- ~Roles and Responsibilities
- ~Onboarding Project Expectations
- Discovery Call:
- ~Review the Client Use Case(s)
- Creation of an onboarding plan that details the essential tasks required by Fig Learning to set up the LMS as established by the Key Business Objectives.
Client Deliverables
- Access the Fig Learning LMS
- Assemble a project team knowledgeable of Client’s internal processes and empowered to make real-time decisions.
- Assign a project lead who will function as the first point of contact regarding all onboarding matters and who shall be primarily responsible for the Client’s obligations.
- Complete the following if provided by the FigLearning team:
- ~Key Business Objectives Questionnaire
- ~~This will help make sure that all use cases are being catered to from the outset
- ~Content CurationQuestionnaire
- ~~This will get the right content in front of the right learners from the outset
- ~User Data CSV file
- ~~This will allow the Fig team to build the Client hierarchy within the platform
- Client is responsible for providing accurate and timely user data
- Provide a brand guidelines document and any other images for the Fig team to consider as useable across the platform experience.
- Contribute to the development and documentation of key business objectives based on needs defined in the use case.
- Review and provide relevant in-house content to the Fig team
- Identify internal subject matter experts who willbe responsible for providing relevant content before and after launch.
- Attend all calls and meetings.
- Identify any other resources needed throughout the duration of the project such as technical
Phase 2: Build
Fig Learning Deliverables
- A customized learning experience. The following items can be chosen:
- ~Up to 5 Branded pages
- ~~Branded pages include customized banners and widgets (important note: without the Extended Enterprise app, the overall platform experience will remain branded as Fig Learning)
- ~Custom curatedCatalogs
- ~Visibility to all or select Catalogs from the Fig Content Library
- ~Up to 10 Custom Channels within the “Social Learning” experience
- ~Content curation -selected courses from the Content Library and learner enrollments based on targeted roles, skills, and/or onboarding and compliance requirements
- Conduct meetings to align on tasks/goals, resolving issues, and to configuring the following items:
- ~Page and UserInterface
- ~Users
- ~Courses, Learning Plans and Catalogs (based on your specific use cases)
- ~Enrollment Rules
- ~Reports and Notifications
- ~Client Admin Responsibilities
- Support and guidance via email and additional adhoc meetings as required to ensure effective use of the Fig Learning platform.
- Provide product expertise and best practice configuration based on client use case.
- Validate with the client that success criteria defined in the previous phase are met.
Client Deliverables
- Participate in all meetings to align activities along with any questions, issues, and additional guidance.
- Validate all changes made to the platform by theFig team or by the client team, including but not limited to:
- ~content creation
- ~user visibility/permissions
- ~additions or adjustments to the User Interface
- ~technical configurations
- Complete assigned activities and training prior to each call.
- Support the Fig Learning team to build the platform quickly and effectively by configuring the following items, but not limited to:
- ~Users
- ~Courses, Learning Plans and Catalogs (based on your specific use cases)
- ~Reports and Notifications
- ~Client Admin Responsibilities
- Make real time decisions regarding configuration during the project.
- Define target soft launch and go-live dates and criteria for any go/no-go decisions.
Phase 3: Launch
Fig Learning Deliverables
- Support client during user acceptance testing where applicable.
- Support client in identifying rollout activities.
Client Deliverables
- Validate completion of the success criteria defined in the previous phase.
- Complete a full cycle of quality assurance testing within the platform prior to soft launch.
- Conduct a soft launch with a subset of end users to test the Fig Learning platform and content.
- Gather feedback from soft launch users.
- Determine go-live date
- Communicate launch plan to internal users
Phase 4: Learn
Fig Learning Deliverables
- Provide administrator training customized for Client’s specific use case.
- Post onboarding survey sent to core project team members.
Client Deliverables
- Participate in platform enablement trainings.
- Appoint/Designate internal Fig Learning Administrator(s) responsible for performing day to day administrative tasks in the platform.
- Provide feedback to Fig Learning via the onboarding completion survey.
- Attend the onboarding closure meeting.
Delivery Period
16 calendar weeks from project kick off. Kickoff must occur within 60 days of contract signature.
In the event that Client and/or Fig Learning fails to meet the foregoing obligations during the Delivery Period, through no fault of Fig Learning, then the parties shall work together in good faith to complete the onboarding on an extended schedule, taking into account the availability of Fig Learning’s resources. If the Client requires Fig Learning to commit additional times and resources beyond those typically provided for in a 52-week calendar week period, the Parties shall enter into a new SOW to provide for such additional hours as Client requires, on terms and conditions to be negotiated by the Parties in good faith.
