Estimated Timeline: 5 Weeks

Week 1: Planning and Preparation

Upgrade Release Kickoff

• Schedule a kickoff meeting with the client to discuss the scope, objectives, and timelines.
• Assign project roles and responsibilities.

Share Release Schedule and Plan

• Share the release schedule with the client, including dates, approval windows, and other relevant details.

Provide Release Documentation and Schedule Demo

• Collect detailed requirements and any specific customization needs from the client.
• Document any constraints or dependencies.

Perform Environment Review

• Review the client’s current environment and infrastructure.
• Identify any potential issues or upgrades needed to support the new software version.

Week 2-3: Preparing Distribution Release and Testing

UAT Form Preparation

• Create a UAT form to be submitted with the initial software release for the client.
• Ensure the form covers various test scenarios and expected outcomes.

Supporting and Help Content

• Prepare all related supporting and help content.
• Schedule and conduct a training session with the client’s SME teams to set expectations and demonstrate features.

Release Notes Document

• Produce a comprehensive release notes document detailing all new features, improvements, and bug fixes.
• Include screenshots or examples where necessary to clarify changes.

Perform Release Demo to SME

• Demonstrate the upgrade features to the client SMEs responsible for UAT and approval.
• Establish expectations, clarify constraints, and discuss workarounds if required.

Customer UAT Engagement

• Deploy the software to a UAT environment for the client.
• Encourage the client to test-drive the tools for real-life daily tasks to assess performance and familiarize themselves with the update.

Feedback Collection

• Gather detailed feedback from the client and document any issues or suggestions for improvement.
• Prioritize changes based on impact and feasibility.

Week 4: Evaluate Feedback and Pre-Production Preparation

Evaluate Feedback and Address Issues

• Internally evaluate feedback and address critical issues, if any.

Change Advisory Preparation

• Prepare the Change Advisory document for production deployment.
• Outline the planned changes, their impact on the system, and any associated risks.

Week 5: Deployment and Stabilization

Change Advisory Approval

• Obtain formal approval for the Change Advisory from all necessary parties.

Production Deployment

• Schedule and execute the production deployment.
• Follow established procedures to minimize downtime and disruption to the client’s operations.

Post-Deployment Stabilization

• Monitor the system closely for one week post-deployment.
• Identify and resolve any issues that may arise to ensure the update is stable and performs as expected.

Project Milestones

• Week 1: Release Kickoff
• Week 2-3: Preparation, Training, and UAT
• Week 4: Evaluate Feedback, Apply Changes, and Prepare Production Apps
• Week 5: Production Deployment and Stabilization Completed

Project Resources

• Delivery Supervisor: Oversees the release, ensuring timelines and deliverables are met.
• Development Team: Responsible for core software updates and customizations.
• Testing Team: Conducts internal testing and supports UAT.
• Client SME Teams: Engaged in training and UAT.
• Support Team: Provides ongoing support during the stabilization period.

Risk Management

• Risk: Potential delays in client feedback during UAT.
  • Mitigation: Schedule regular check-ins with the client to ensure timely feedback.
• Risk: Issues discovered post-deployment.
  • Mitigation: Have a rollback plan and a dedicated support team ready to address any critical issues.

This detailed project plan ensures a structured approach to upgrading and deploying the NIVOMAX software for the client’s customized distribution, with clear timelines, roles, and risk management strategies in place.

Sample Deployment and Upgrade Plan Template

Week	Task	Description	Start Date	End Date	Approval Responsibility	Notes
Week 1	Upgrade Release Kickoff	Schedule a kickoff meeting with the client, discuss scope, objectives, timelines, and assign roles.			Delivery Supervisor
	Release Schedule Sharing	Share release schedule with the client, including dates, approval windows, and other relevant details.			Delivery Supervisor
	Provide Release Documentation and Schedule Demo	Collect requirements and customization needs from the client, document constraints or dependencies.			Delivery Supervisor
	Perform Environment Review	Review the client’s environment and infrastructure, identify potential issues or necessary upgrades.			Development Team
Week 2-3	UAT Form Preparation	Create a UAT form for the initial software release, covering various test scenarios and expected outcomes.			Testing Team
	Supporting and Help Content	Prepare all related supporting and help content, conduct training sessions with client’s SME teams.			Support Team
	Release Notes Document	Produce a comprehensive release notes document detailing all new features, improvements, and bug fixes.			Development Team
	Perform Release Demo to SME	Demonstrate upgrade features to the client’s SMEs, establish expectations, and clarify constraints.			Delivery Supervisor
	Customer UAT Engagement	Deploy software to a UAT environment, encourage client to test tools in real-life scenarios.			Client SME Teams
	Feedback Collection	Gather detailed feedback from the client, document issues or suggestions, prioritize changes.			Delivery Supervisor
Week 4	Evaluate Feedback and Address Issues	Internally evaluate feedback, address critical issues if any.			Development Team
	Change Advisory Preparation	Prepare Change Advisory document for production deployment, outline planned changes and risks.			Delivery Supervisor
Week 5	Change Advisory Approval	Obtain formal approval for Change Advisory from all necessary parties.			Delivery Supervisor
	Production Deployment	Schedule and execute the production deployment, follow procedures to minimize downtime.			Delivery Supervisor, Development Team
	Post-Deployment Stabilization	Monitor system closely for one week post-deployment, identify and resolve issues.			Support Team