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    • Action plan

    Step 6 – Getting your money’s worth

    High effort

    High impact

    Now your new software is in place, it’s time to really make sure it’s doing the job it’s supposed to do. Even if you have a general sense it’s working, it’s still a good idea to go through a proper review process – it doesn’t have to take long.

    You'll want to consider the ROI and how it compares to your original plan, and then decide what to do next. You'll also want to consider what you can learn from the process you've been on to help you with introducing software in the future.

    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline
    What's involved? Ways to use this action plan Measuring impact
    1

    Do an ROI check. See how the impact of your technology adoption measures up to your initial calculations made as part of step two in the implementation process.

    Impact: high

    Why will this help?

    While the calculations you made earlier were much more of an approximation, you should now be able to do a much more conclusive 'before and after' to get a real understanding of the impact and, therefore, any changes that need to be made. For this action plan, you'll need to use our review calendar.

    Our third CRM system
    2

    Run a “lessons learned” workshop. Give those people using the new technology, as part of their day-to-day jobs, the chance to comment and reflect on its positives and negatives so far.

    Impact: medium

    Why will this help?

    This is a good way to get a broader view on how the new software is doing, giving all users a chance to express their views, share knowledge and see if more training or support is required. It’s also a good time to review the purchase and implementation process too: what could have gone better?

    3

    Decide what to do next. You now have everything you need to decide whether everything is working as it should do, or if there is a need to negotiate a new arrangement with your supplier, better train users of peruse other alternatives.

    Impact: high

    Why will this help?

    Taking the time to reflect is important. Seeing it as done and dusted could leave you in a situation where use of the new technology drops off and it starts to become a drain on fixed costs without much upside benefits.

    What can I do with this Action Plan?

    Start this Action Plan

    Add some extra information to this plan and we’ll help you get it done.

    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline

    Download and print

    Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

    Get the printable Action Plan

    Learning Groups

    We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

    Find a Learning Group

    How will I know if my action plan is working?

    Optimisation plan

    Continue to make your technology investment work for you in the long term

    Why this metric?

    As you get used to your new software, it's important to keep looking for ways to maximise what it can do, and stay on top of additional features, updates and upgraded functionality as it emerges.

    How do I use this going forward?

    Your decision tree will help shape logical thinking about how improvements or optimisations need to occur. It will also leave you better positioned for future implementations.