Question Page

What are some good templates or best practices for when to gather input and how to incorporate (i.e. whose feedback to incorporate vs. ignore, etc.), especially as it relates to a timeline?

1 Answer
Bridget Hudacs
Bridget Hudacs
Knowledge Vortex Salesforce Functional AnalystJune 9
  1. Value Stream Mapping, especially documenting the current state, is an invaluable tool to identify key stakeholders for the project and to see the work required to create the future state.

  2. Once key stakeholders are identified and the current and future states are mapped, hold a scoping meeting with all stakeholders (functional and technical).

    • Document the decisions related to in-scope and out-of-scope elements for the current timeline.

    • Identify who is responsible for the in-scope elements and the delivery timeline.

    • Keep the document in a centralized location where it can be referred to by all stakeholders.

With those 2 tools, you can:

  • See who is impacted by the changes (whose feedback to incorporate);

  • What the agreed scope of work is (whose feedback to "ignore"/save for a later project phase).

878 Views
Top Revenue Operations Mentors
Tyler Will
Tyler Will
Intercom VP, Sales Operations
Akira Mamizuka
Akira Mamizuka
LinkedIn Vice President of Global Sales Operations, SaaS
Ignacio Castroverde
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations
Josh Chang
Josh Chang
HubSpot Director, GTM Strategy & Revenue Operations
Azim Mitha
Azim Mitha
HubSpot Interim Sales Director (Asia)
Lindsay Rothlisberger
Lindsay Rothlisberger
Zapier Director, Revenue Operations
Eduardo Moreira
Eduardo Moreira
LinkedIn Director of Sales Strategy and Operations (EMEA & LATAM)
Bridget Hudacs
Bridget Hudacs
Knowledge Vortex Salesforce Functional Analyst
Michael Hargis
Michael Hargis
Tealium SVP, Revenue Operations
Mollie Bodensteiner
Mollie Bodensteiner
Sound Agriculture Revenue Operations Leader