Email Templates

Post-Kickoff Call (UX Discovery Package)
Post-Kickoff Meeting Recap (PM)
Sending Design and Launch Surveys
Out Of Office
PM to Support Handoff (updated 9/5/2017)
PM Introducing InvisionApp
PM Introducing Site Improve
Website Timeline - Client Deliverable Deadlines Ppt

Content Migration

Sitemap Template
User & Access -Worksheet with approval
User & Access -Worksheet without approval
Content Preparation Template - created by Martin
Content Preparation Template - original
Content Migration Scheduling Process
Client Content Migration Guide - ppt
Client Content Migration Guide - pdf

UX Consulting

Discovery Survey (sample only, not for sending to clients)
Consulting Workshop Agenda
Upgrade Consulting Checklist
Onsite Consulting Meeting Checklist

Graphic Design

Graphic Design Signoff

Development

Project Profile - includes sheet for scheduling site transfer to production environment

Soft Launch

UAT Punchlist

Launch

Launch Checklist (Last modified: 03-31-2017)

Component Import Templates

The Document Folder below has the import spreadsheets for the various components of vCMS6. Best practices for using these spreadsheets include:

1. Import < 500 items
2. Format the date fields as MM/DD/YYYY
3. Format time fields as HH:MM:SS AM/PM