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The objectives of the Plan stage are to kick off project activities and set up project management processes and controls. During this stage, project leadership defines and reviews the project goals, plan, timeline, milestones, deliverables, resources, and responsibilities. They also initiate workstreams (or functional working areas) to align on approach, resources, and schedules. 

At a glance:

• Risk Assessment
• Initiate Project Planning and Workstreams
  
• Discovery Sessions
• Planning Workshop
• Security, Data Conversion, Integrations, and Reporting Kick-offs
• Initial System Build

The objectives of the Architect and Configure (A&C) stage are to develop a shared understanding of ÍÃ×ÓÏÈÉú’s needs, assess how the University will implement Workday to address those needs, and prototype the configuration. The A&C stage is divided into Worksets, with ongoing iterative design work and unit testing at each stage.

At a glance:

• Design Sessions and Design Documents
• Initial Testing
• Customer Confirmation Sessions
• Data Conversion
• Reports Build and Test
• Integrations Build and Test
• End User Training Plan
• In-Depth Testing Preparation
• Updated System Builds

The Test stage of a Workday deployment verifies that the configured Workday system meets the institution’s requirements. For the Student implementation, there are two Test stages, each corresponding to a Move to Production (MTP). Each testing phase has distinct conditions and objectives. To progress toward go-live, each test must meet the established exit criteria.

At a glance:

• In-Depth Testing
• Data Conversion
• Updated System Build (2)
• User Readiness Review
• Mock Semester
• Cutover Planning
• End User Training Materials
• Reports Build and Test
• Integrations Build and Test

Once the exit criteria for the Test stage of each Move to Production are met, we transition to the Deploy stage. During this phase, we will go live on Workday in ÍÃ×ÓÏÈÉú’s production environment, utilizing all the features and integrations configured and tested in previous stages. The Student project will have two formal Deploy stages, one for MTP1 and one for MTP2.

At a glance:

• End User Training
• Pre-Production System Build
• Production System Build
• Go-Live Sign Off
• Post Move to Production (MTP) Data Conversion
• Production Support