Implementation Map


The following are recommended timelines for implementation. While the exact time dedicated to each task may vary, the order in which you implement the platform must follow the “Order of Events” as outlined below.

30 days
60 days
90 days
120 days
Week 1 Welcome Call + Kickoff Call Welcome Call Welcome Call Welcome Call
Week 2

1. Classification > Events

2. Technical Setup

Kickoff Call  Kickoff Call  Kickoff Call
Week 3 Final Touches Classification & Start Technical Setup Classification & Start Technical Setup  Classification & Start Technical Setup
Week 4 Launch Complete Classification + Start Adding Events  …  …
Week 5 Complete Event Transition + Technical Setup  Start Adding Events  …
Week 6  …  …
Week 7 Final Touches  Complete Technical Setup  Start Adding Events
Week 8 Launch  …  …
Week 9  …
Week 10  Final Touches  …
Week 11  …  Complete Technical Setup
Week 12  Launch  …
Week 13  …
Week 14
Week 15  Final Touches
Week 16  Launch

Order of Events

Implementation steps are split into two categories: Content and Technical. Each section has an order of steps, but the sections as a whole can (and should) be worked on in parallel.

 1. Classification 1. Brand Template Development
Filters 2. Theme Editor Updates & Additions
Custom Fields 3. CSS Customizations & Clean up
Places + Groups/Departments
Tags & Keywords Custom Domain + SSL
2. Add Events  Single-sign On  
Submission Form
 – Feeds  Global Options
 – Bulk Add
 3. Promotion
 – Channels
 – Widgets
 – Featured & Sponsored

Scheduled Calls

The following calls are staples in the implementation process and are integral to your organization’s success with Localist.

Host Customer Success Manager Implementation Specialist
Who should attend? Main point of contact (required) + second in command (optional) Main point of contact (required) + key decision makers (tech/design or lead calendar admins – optional)
What will be covered? Org/dep insight, past event marketing/calendar experience, Localist goals and implementation resources. High-level information about the platform in order for you to devise a game plan for launch.
What should you prepare? Scope of Services questions & Year #1 goals Browse your new platform & admin dash

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