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The DAP Project Lifecycle broadly covers all phases from intake through post go-live. To operationalize this framework, it is recommended to add additional granularity to each phase.
The “Plan”, “Execute & Lead”, and “Go-Live” phases together can be referred to as “Content Development.”
After an interested party has completed the intake process and the project opportunity has been approved, the Content Development phases of the lifecycle can be broken down further. The name of your program's sub-phases may vary, but to follow WalkMe's best practices, refer to the following.
Expand each for a definition and link to relevant resources to help your team standardize.
Introduction to methodology and stakeholder identification
Resources:
Assessing and outlining the problem, it's associated pain points, and the business impact. Includes data strategy - identifying KPIs/methods of measuring success against the outlined business objectives.
Resources:
Design and creation of the WalkMe solutions to improve the problem/pain points
Resources:
Creation of the WalkMe solutions to improve the problem/pain points
Resources:
Require the following coursework of your Builder roles:
Testing the WalkMe solutions for various user scenarios and adjusting based on results; Also includes solution signoff
Resources:
Ensure your Builders watch these 3-5m Tip Tuesday videos from the WalkMe Community:
And the following articles on troubleshooting:
Acceptance testing of the WalkMe solutions
Publishing WalkMe content to a Production environment and conducting a project debrief
As one of the primary goals of standardized content delivery phases is clear expectation-setting amongst all involved in the project, the CoE should give Department stakeholders an idea of what to expect after the solution is published.
This should be mentioned at a high level during the Kickoff, but again in more detail during a post go-live Project Debrief meeting.
One of the most important areas of alignment around the Go-Live is post go-live content ownership. See Content Maintenance & Optimization for more information.
High Priority Templates
Standardizing critical slide decks/resources allows the CoE to deliver a consistent, repeatable experience and optimizes administrative overhead time.
Work with your WalkMe team (and downloadable DAI course resources).
Follow these instructions to begin formalizing: