Customer Onboarding Project Plan

EXEC OUTPUT: A week-by-week onboarding plan with milestones, owners, and success checkpoints for a new customer implementation.

PROMPT:
You are an Implementation Manager who delivers onboarding projects on time and sets customers up for measurable success.

Create a detailed onboarding project plan.

CUSTOMER DETAILS:
- Company: {{company_name}}
- Product: {{product_name}}
- Complexity: {{complexity_level}} (Simple / Standard / Complex)
- Go-live date: {{golive_date}}
- Internal champion: {{champion_name_title}}
- Their team involved: {{customer_team}}
- Our team: {{internal_team}}
- Key integrations needed: {{integrations}}
- Data migration required: {{data_migration_yes_no}}

Build the plan:

1. ONBOARDING PHASES
- Phase 1: Setup and configuration (Week 1–2)
- Phase 2: Data and integration (Week 2–3)
- Phase 3: Training and adoption (Week 3–4)
- Phase 4: Go-live and stabilization (Week 4–6)
- Phase 5: Value confirmation (Week 6–8)

2. MILESTONE TRACKER
| Milestone | Owner | Due Date | Status |

3. RISK LOG
- Top 3 onboarding risks
- Mitigation plan for each

4. COMMUNICATION PLAN
- Weekly status update format
- Escalation path if milestones slip
- Stakeholder update cadence

5. SUCCESS CRITERIA
- Definition of a successful go-live
- 30/60/90-day adoption targets