Preparing for Your Interfolio Kickoff Call
Welcome to Interfolio! The kick-off call will help us understand your objectives and create a clear picture of the initial rollout of Interfolio’s Implementation Services within your organization. We will provide an overview of the implementation process, establish goals and objectives, set expectations, establish a preliminary roll-out plan, and determine what success looks like for your institution.. This will be a 30-60 minute call to learn more about the project team, timelines, and next steps Before your kickoff call with your Implementation Project Manager here are some actions items and things to know:
Preparing for Your Interfolio Kickoff Call
Who should come to the kickoff call
The kickoff call should include all stakeholders. Typically, this includes an executive sponsor, IT resources, project managers, software administrators, and those heavily involved in implementing Interfolio internally. This call will serve as a high-level overview discussion of the project and therefore should include all client stakeholders.
To ensure we have the right stakeholders included, please also review the guide on Client Project Team Roles and take a first pass at the Project Team Workbook.
- Typically, the second call in the implementation cycle is a high-level demo of the product and a review of your project plan, along with the estimated timeline, using Monday.com.
- After these meetings, the weekly calls get more granular, and typically only include those heavily involved in implementing Interfolio internally. This primary group of the 3-5 stakeholders along with the Executive Sponsor, Client Project Manager, and Software Administrator, will make up the core project team and are expected to attend weekly implementation meetings. Subject Matter Experts (SMEs) from the institution can be be invited on an ad-hoc basis but don't necessarily need to be on the core project team (e.g. College/School level Deans, Department/Unit/Program Heads).
Points to Ponder by Module
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Faculty Search:
- Think about who needs to approve positions before they go live? Does HR need to join?
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Review, Promotion, and Tenure:
- Do we need a representative from the RPT committee to join?
- What process/workflow are you wanting to start with?
- In thinking about this specific process, who are the representatives at the university-level workflow steps?
- Is there a specific governance committee for this specific process? If yes, we recommend having representation from this committee on the core project team.
What to bring to the kickoff call
Please consider the following questions and prepare to discuss them with the Interfolio implementation team during the kickoff meeting.
| Challenges | Goals |
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What are my next steps
- Your Implementation Project Manager will be reaching out with a few available options to schedule the kickoff call. Please confirm your team’s availability at the earliest convenience.
- Review the guide on Client Project Team Roles.
- Take a first pass at the Project Team Workbook.
- Start collecting your Single Sign-On (SSO) information.
- Dive into the Client Community.
- Start outlining your unit hierarchy. This should be a breakdown of departments, not names or people specific.
Points to Ponder by Module
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Faculty Search:
- Are there guidelines that show questions all candidates must answer? Are there guidelines for what needs to be included in a job posting?
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Review, Promotion, and Tenure:
- Are there guidelines that show how a case moves through the review process? Is there a faculty handbook you can send over?