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Recommendations: Example Engagement Plan

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Building confidence and inspiring trust

Our company is driven and differentiated by Transformational Thinking, viewing every development as an opportunity to transform its potential, in terms of function, practicality, effectiveness, perception and/or value

Your vision

Replace background with customer or prospect images

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What we have heard from you [customer x]

Outcomes

Create an interactive, immersive and engaging on-boarding group
Develop three day lecture-format onboarding into a six month collaborative induction experience
Be the first magic circle firm to offer an innovative way to on-board employees with in-built L&D opportunities
Offer an elite and intuitive experience that meets the needs of a high-calibre graduate workforce
Enable teams to learn wherever they are across multiple devices
Allow employees to take control of their development

Company x Challenges

Current onboarding is time consuming and uninspiring
A short onboarding process has limited impact at embedding business values as content is easily forgotten
Clifford Chance need to differentiate their proposition from other magic circle firms
Capturing the attention of millennial new hires is critical
Est. 80% of learning activity is done on desktop – employees need a tool that’s with them wherever they are
Limited opportunities for self-service collaborative learning

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Agreed steps to go live – CREATED: 6/8/19

Live date

Company X production systems are ready and client can transact first live transaction

September

01/09/2019

Contract signed

Company X signs contract

September

09/09/2016

November

11/11/2016

November

18/11/2016

December

01/12/19

Compliance Review

Company X starts compliance review

Product Config

Company X completes product config

Live Testing

Company X production systems are ready and client can transact first live transaction

Live date

Live transacting commences

August

30/08/2019

Contract Signed

Contract signed via Docusign

September

09/01/2016

Wednesday

02/11/2016

Thursday

18/11/2016

Friday

05/01/2016

Compliance Review

All compliance documents to be supplied to Company X

Product Config

Product config information provided to Company X

Live Testing

Live testing can commence

CLIENT

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Timelines #1 with clear outcomes / results

Monday

05/01/2016

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