easyDITA Implementation Plan Template

	A	B	C	D	E	F	G	H	I
1	Priority	Items	Required/Optional	Responsible Party	Description	Blockers	Target Date	Questions	Status

2		Server setup and configuration	Required	Jorsek System Administrator	Build and configure server to customer's specifications, configure and validate security, configure backup process.
3		Content conversion	Optional (Only required if customer is bringing legacy content into easyDITA)	Customer or Consultant	If content is not already in a .dita format, or requires modification before importing it into easyDITA.
4		Import content into easyDITA	Optional (Only required if customer is bringing legacy content into easyDITA)	Customer or Jorsek Customer Success Developer (CSD)	Upload content into easyDITA. If there is a large amount of content to import, a Jorsek representative may assist in this process.	Content Conversion
5		Information Architecture (IA)	Required	Customer or Consultant	Analyze existing content and determine what the organization and architecture of the content will look like.
6		Define publishing output requirements	Required	Customer	Determine what publishing outputs are needed and what the ouput should look like.
7		Develop publishing output transformations	Required	Customer, Consultant, or Jorsek CSD	Develop stylesheets for publishing output transformations.	Define publishing output requirements
8		Goal Setting Meeting	Required	Customer and Jorsek Customer Success Manager (CSM)	Determine project goals and timelines.
9		Determine primary and secondary contacts on both sides	Required	Customer and Jorsek CSM	Determine who the primary and secondary contact will be on the customer side and on the Jorsek CSM side.
10		Schedule recurring meetings	Optional (Some subscriptions do not include regular meetings and training support)	Jorsek CSM	Establish a schedule of recurring meetings during the initial implementation to provide support.
11		Develop training plan and schedule training sessions	Optional (Some subscriptions do not include regular meetings and training support)	Jorsek CSM		Define reuse strategy, localization requirements, linking strategy, content library structure, topic types, metadata and taxonomy structure, reports, etc.
12		Define assignment workflows	Optional	Customer	Names, steps, multiple assignees, triggers.
13		Define file statuses	Optional	Customer	Custom file statuses or colors, commit messages.
14		Configure custom assignment workflows and file statuses	Optional	Jorsek CSM		Define assignment workflows and file statuses
15		Define localization requirements	Optional	Customer	Target languages, localization tools/formats, workflow.
16		Setup localization in easyDITA	Optional	Jorsek CSM	Make sure all necessary languages are available, fonts are uploaded, localization connectors are configured (if necessary).
17		Define reuse strategy	Optional	Customer and/or Consultant	Types of reuse, content library structure for reused content.	IA
18		Define linking strategy	Optional	Customer and/or Consultant	Types of linking, IA for linking.	IA
19		Define conditional processing strategy	Optional	Customer and/or Consultant	Audiences, drop-down list or text box, DITAVals.	IA
20		Define versioning strategy	Optional	Customer and/or Consultant	Releases or branching to manage different versions of content.
21		Determine Content Library Structure	Required	Customer and/or Consultant	Folder structure for all content, where to store reused content.	IA
22		Determine Topic Types	Optional	Customer and/or Consultant	Determine any additional topic types and/or restrictions on the list of available topic types.	IA
23		Determine Topic Editor Configurations	Optional (Some subscriptions do not include the Configurable Authoring Interface module)	Customer and/or Consultant	Define element types and any customization to the Topic Editor, if any.	IA
24		Define metadata/taxonomy structure	Optional	Customer and/or Consultant	Define structure for taxonomy and metadata and set up in easyDITA.	IA
25		Define report requirements	Optional (Some subscriptions do not include custom reports)	Customer and/or Consultant	Define needed reports and develop if not existing.