Euro Conversion Roadmap

Roadmap Presentation

1. Scope your Euro Conversion Project

Define what exactly is required in terms of work, skills and resources.
Set up a Team to manage the project.
Decide whether you need one team per department or one team per company.
Decide what needs achieving and what resources you have to achieve it.
Set out your conversion project objectives as clearly as possible.
Consider all 'what if's' at this stage of the project.
Carry out SWOT analysis i.e. your Strengths, Weaknesses, Opportunities and Threats.
Gather as much information as you can about your users' needs and concerns. 
Gather as much information as you can about the project timescale and cost.


2. Plan your Euro Conversion Project

You should consider:
What departments need conversion.
How many Documents, Spreadsheets, Presentations and Databases need converting.
What applications were these Documents, Spreadsheets and Databases created in.
How your team can work smarter, how they can communicate effectively, how they can be managed and appraised.
What people resources (team) are required and for how long.
What training do the implementation team need on the euro conversion software to get them on their feet.
How will progress be reported back to management. 
What budget has been allocated to the Conversion Project.
Draw up a Gantt Chart (using MS Project) to map out your Action Plan and put timings against them.  You may decide to draw up a new Gantt chart for each department.

For Example:

Tasks Days
Team Training 2
User Training 10
Conversion of Ms Word Documents 10
Conversion of MS Excel Spreadsheets 10
Conversion of MS Access Databases 10
Conversion of MS PowerPoint Presentations 10
Data Integrity Testing 10
Client Handover 1

                          Outline some milestones to keep you on track.

3. Implement your Euro Conversion Project

Construct your Team.
Implement Team Training and User Training.
Start implementing your Action Plan.
Set up a Control Point Identification Chart for you and your team to explore the need for contingencies:
Control Element What is likely to go wrong? How and when will I know? What will I do about it?
Quality      
Cost      
Time      
Quantity      

Always ensure you make a backup of all documents, spreadsheets, databases etc. before running any conversion.
Carry out Conversions.
Carry out Data Integrity tests.
Monitor your milestones, set earlier.
Listen to feedback on any project issues and relay this to your team members and listen to each team members ideas.  Take good ideas onboard and implement them.
Keep Management informed of progress.

 

4. Evaluate your project

Ask yourself some questions as a means of evaluating your project.  It may help you improve on future projects.  
You could use the Traffic Light technique, as follows:

Red - What should we stop doing?

Amber - What should we consider continuing with and what should we stop?

Green - What did we do well and should be used again?

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