Instructions
It is probably best to copy the GTM plan into the Project Initiative Document (which will be based on
TEMPLATE: [PROJECT NAME] - make a copy) so that the who initiative/plan is all together in a single document.
Go To Market Plan
The following is a list of activities that may or may not be relevant to any individual initiative. It is intended to be a helpful starting point when thinking about how to roll-out and go-live with a project.
Copy the details into the Project Initiative Document as appropriate and add/remove/amend steps as needed.
Status Keys
These are the suggested status that can be copied/pasted into the template.
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Go To Market Plan
This is the table / section that should be copied into your project plan.
This table should be updated with additional steps that are relevant when launching a feature ‘softly’ and/or where we have a Beta phase.
The first row contains an example that can be deleted.
Deliverable | Status | Next Action(s) and Owner(s) | Due Date | ||||||
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Create a GTM plan template |
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Inform business |
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Internal training |
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Help files |
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Release notes - Zendesk article linking to relevant help files for ‘how-to’ guidance |
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Release email / newsletter |
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In-App User Guide (WalkMe) |
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Content piece (for website) = - Generic, evergreen new that can be published on the website and linked to ‘how-to’ guidance. |
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Webinar - Either an evergreen ‘best practice’ piece or ‘how-to’ guide. |
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