Launches & Transactions · Pricing
Transition Project Management
Starting at$3,075one-time
What the price covers
1 transition workplan; 4 weekly status meetings; up to 16 coordination hours
What we do
- Establish the workplan, owners, dates and acceptance criteria
- Coordinate dependencies, providers and unresolved decisions
- Hold four weekly status meetings and record actions
- Manage cutover readiness, acceptance and final handoff
What you get
Transition workplan, decision log and four weekly status records.
Not included
Hands-on component work, which is priced in its own products.
Included in
Every Step. All 14.
- 01List the workstreams and final acceptance requirementsProject setup · Project lead
- 02Assign an owner and due date to each taskProject setup · Project lead
- 03Identify dependencies and decisions required before work startsProject setup · Project lead
- 04Publish the transition workplanProject setup · Project lead
- 05Check progress with workstream ownersCoordination · Project lead
- 06Coordinate third-party providers and data requestsCoordination · Project lead
- 07Resolve scheduling conflicts and missing approvalsCoordination · Project lead
- 08Maintain the blocker and decision logCoordination · Project lead
- 09Track hours used against the 16-hour capacityCoordination · Project lead
- 10Prepare the agenda and hold the four one-hour status meetings, recording actions4 status meetings · Project lead
- 11Check readiness against the agreed checklistCutover / acceptance · Project lead
- 12Coordinate the agreed cutover sequenceCutover / acceptance · Project lead
- 13Obtain acceptance from the operating ownersCutover / acceptance · Project lead
- 14Hand off remaining issues and close the project recordCutover / acceptance · Project lead
More In Launches & Transactions
All 8 servicesCustomer Communications & Remittance Cutover$750 one-timeUp to 50 customer notices; 1 approved message; up to 3 standard portalsVendor & Portal Cutover$1,250 one-time25 vendor account/portal updates; verification and change logBank & Card Account Setup Coordination$325 one-time1 bank; up to 2 accounts and 1 card program; approved signersOpening Balances & Acquisition Accounting Handoff$2,000 one-time1 entity; approved opening balance sheet and up to 10 adviser-approved closing entries