# data[].attributes.body
This is their capacity to do the work we need done.

# data[].attributes.headline
Do we categorize- by size to design support

# data[].attributes.subject
Do we categorize- by size to design support

# data[].attributes.headline
All client notes need to be in confluence

# data[].attributes.subject
All client notes need to be in confluence

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Basic information. Also Tickets need to be linked to client pages

# data[].attributes.headline
What projects are being worked on when and where are they now?

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What projects are being worked on when and where are they now?

# data[].attributes.body
Confluence page!

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How difficult would it be to use CyLynn's Gannt Chart to create a client-specific chart so the client knows the implementation timeline? It could be based on the quarter/timing of when they purchased 5Lab.

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The client needs to "own" why they chose 5Lab and speak to it with their colleagues. On the topic of ownership, can we give them input into the implementation timeline/process (e.g., ask them to fill out a very simple document as a leadership team)?

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Add MTSS Cube Starting Point - We need to get ahead of Educlimber!!

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Add MTSS Cube Starting Point - We need to get ahead of Educlimber!!

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Attendance Rate, Behavior, Academics

# data[].attributes.body
from what we have learned, can we streamline or are there fields we need to add or remove.

# data[].attributes.headline
No longer request the Attendance Rate file

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No longer request the Attendance Rate file

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Use the Daily Attendance to calculate attendance rate.  Reduces the number of files required and you can drill down into reasons.

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What do we need and what do we want?

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After Phase 1, we need to add historical data as the next meeting for Implementation Process. 

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After Phase 1, we need to add historical data as the next meeting for Implementation Process. 

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Then we can do assessments.

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Completion of Phases - How do we document and how does the district sign off

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Completion of Phases - How do we document and how does the district sign off

# data[].attributes.headline
Explaining our ticketing process and time lines

# data[].attributes.subject
Explaining our ticketing process and time lines

# data[].attributes.headline
Status google sheet for client? Not sure what this looks like but a way for them to see where things stand. Example: Ticket made - in next sprint, Waiting for client to send files, etc. 

# data[].attributes.subject
Status google sheet for client? Not sure what this looks like but a way for them to see where things stand. Example: Ticket made - in next sprint, Waiting for client to send files, etc. 

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Communicate time to completion, both internally and externally

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Communicate time to completion, both internally and externally

# data[].attributes.headline
Have a SIS game plan that leads them throughout how to get the data in the formatted files.

# data[].attributes.subject
Have a SIS game plan that leads them throughout how to get the data in the formatted files.

# data[].attributes.body
Explaining to the client that the title needs to be the same or it won't work in SFTP and makes our job 2x as much.

# data[].attributes.headline
Ensure demo board is up to date with current year data - synthetic data

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Ensure demo board is up to date with current year data - synthetic data

# data[].attributes.headline
The new way we might do assessments - front loading DSM

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The new way we might do assessments - front loading DSM

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Telephone game of communication to address issues/questions that come up

# data[].attributes.subject
Telephone game of communication to address issues/questions that come up

# data[].attributes.headline
Ensuring all players, at the district level, are in the room on the orientation call and understand the 'why' they bought 5Lab.

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Ensuring all players, at the district level, are in the room on the orientation call and understand the 'why' they bought 5Lab.

# data[].attributes.headline
Standardized Grade Levels for all clients - reduces filtering of dashlets

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Standardized Grade Levels for all clients - reduces filtering of dashlets

# data[].attributes.headline
Jumping to Phase II and Beyond before data validation

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Jumping to Phase II and Beyond before data validation

# data[].attributes.headline
Not focusing on getting Phase 1 done and looking at other 'developments'

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Not focusing on getting Phase 1 done and looking at other 'developments'

# data[].attributes.body
In a perfect world, the client would have a clearer understanding of their role and when the data validation will occur.

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What habits do we want our clients to develop?

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What habits do we want our clients to develop?

# data[].attributes.body
What can we do in building 5Lab with our clients to drive habits for empowerment?

# data[].attributes.headline
Dashboard for ITS to validate their data

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Dashboard for ITS to validate their data

# data[].attributes.body
Ryan K has been working on this and we brainstormed about what could be contained in a board such as this.

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Automated notifications when 'assets' are deployed with short documents/videos on what is included and how to use them with examples.

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Automated notifications when 'assets' are deployed with short documents/videos on what is included and how to use them with examples.

# data[].attributes.body
If the district is larger the resources are and implementation are different.

# data[].attributes.headline
Easy walkthrough for setting up user accounts, both admin and regular users, as well as access and permissions.

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Easy walkthrough for setting up user accounts, both admin and regular users, as well as access and permissions.

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Automated notifications for issues, errors, and next steps + who is responsible.

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Automated notifications for issues, errors, and next steps + who is responsible.

# data[].attributes.headline
Clear validation process and steps to address validation issues.

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Clear validation process and steps to address validation issues.

# data[].attributes.headline
Knowing where the project is at all times

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Knowing where the project is at all times

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The client, both data and admin side, fully understand what the requirements are to implement, and know what the next step is to move forward.

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The client, both data and admin side, fully understand what the requirements are to implement, and know what the next step is to move forward.

# data[].attributes.body
If we get good data and all of the data, we are able to stand up Phase I in a few days.

# data[].attributes.headline
Identifying the project leaders at the district level on the orientation call

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Identifying the project leaders at the district level on the orientation call

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Idea: Standardized data onboarding calls for similar SIS users (NY for example)

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Idea: Standardized data onboarding calls for similar SIS users (NY for example)

# data[].attributes.headline
Having Joe and Mary set up meeting during the orientation call

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Having Joe and Mary set up meeting during the orientation call

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Point of contact, rapport is est, and next steps and meeting are set

# data[].attributes.headline
Quick and clear communication between us and the client team.

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Quick and clear communication between us and the client team.

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The client gets immediate attention after the sale.

# data[].attributes.headline
Provide needed technical support for data exports

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Provide needed technical support for data exports

# data[].attributes.headline
Implementation Specialists - Creating the SFTP connection on the first orientation call

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Implementation Specialists - Creating the SFTP connection on the first orientation call

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I like having a data breakout with Mary or Joe during the orientation call to start the data collection process asap

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I like having a data breakout with Mary or Joe during the orientation call to start the data collection process asap

# data[].attributes.body
Process of implementation
Who does What and When

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Don's Slide - Communicating exact deliverables to the client

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Don's Slide - Communicating exact deliverables to the client

# data[].attributes.body
When data is either not in SIS or not exportable from SIS

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What do we need to give up to improve our implementation process?

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What do we need to give up to improve our implementation process?

# data[].attributes.headline
We need a better assessment cheat sheet for clients to have links to as many assessments as we are working with. We also need to describe how to work with assessments that we don't have a template for

# data[].attributes.subject
We need a better assessment cheat sheet for clients to have links to as many assessments as we are working with. We also need to describe how to work with assessments that we don't have a template for

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Hierarchy - Leader | Departments | Data Analysts
Roles and Responsibilities
Timeline