Implementation Map: Premium
Timelines
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.
| 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 | Platform Review Call + 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 | Platform Review Call | … | … | |
| Week 7 | Final Touches | Complete Technical Setup | Start Adding Events | |
| Week 8 | Launch | … | … | |
| Week 9 | Platform Review Call | … | ||
| Week 10 | Final Touches | … | ||
| Week 11 | … | Complete Technical Setup | ||
| Week 12 | Launch | … | ||
| Week 13 | … | |||
| Week 14 | Platform Review Call | |||
| 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. Features in red are not available with the Premium Plan.
| 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 |
| x | |
| 2. Add Events (max = 500/year) | Single-sign On |
| Submission Form | |
| Feeds | Global Options |
| Bulk Add | |
| x | |
| 3. Promotion | |
| Channels | |
| Widgets
– Custom Widget Templates |
|
| 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 | 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) | Main point of contact (required) + only those who also attended the Kickoff Call |
| 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. | Thorough platform review, suggestions and actionable feedback following best practices, promotion strategies and metrics to track. |
| What should you prepare? | Scope of Services questions & Year #1 goals | Browse your new platform & admin dash | Send support a list of remaining questions & double check your Implementation Tracker. |