Make a Plan

Published Date: August 2026
Validated: Yes
Audience: Everyone
Products and Versions Covered:

Onboarding Jama Connect®

Summary

Create deployment, communication, and training plans to define how your organization will implement Jama Connect®. Establishing these plans helps clarify responsibilities, timelines, communication needs, and training requirements while keeping your Core Team aligned throughout onboarding.

Resolution

Create a Deployment Plan

Develop a high-level deployment plan that defines the who, what, and when of your Jama Connect implementation. Use the goals and desired outcomes you previously identified to provide the why behind the plan.

Your deployment plan should help your Core Team understand:

Who is responsible for key activities.
What needs to be accomplished.
When activities and milestones should be completed.

Use the plan to coordinate onboarding activities, establish expectations, and track progress toward deployment.

Create a Communication Plan

Plan how you will keep stakeholders informed and engaged throughout the implementation.

Consider including:

Executive and Core Team status updates: Establish regular touchpoints to communicate progress, achievements, upcoming activities, and challenges.
Go-live announcement: Communicate and celebrate the launch of the new solution. Consider involving your executive sponsor and highlighting the goals or positive business outcomes the implementation is intended to support.

Align the timing and content of communications with the needs of each stakeholder group.

Create a Training Plan

Identify the training required to prepare impacted users for Jama Connect.

Your training plan should define:

Roles that require training.
Training needs for each role.
Individuals responsible for coordinating or delivering training.
Training activities and resources.
Target dates for completing training.

Refer to the Onboarding Jama Connect® Sample Training Template when developing your training plan.

Review and Align on Your Plans

Review your deployment, communication, and training plans with the Core Team. Confirm responsibilities, timelines, and expectations before moving forward.

Continue revisiting and updating the plans throughout onboarding as priorities, timelines, or needs change.

What to Do Next

With your plans established and agreed upon, begin coordinating the activities, communications, and training needed to support your deployment. Use the plans throughout onboarding to track progress and maintain alignment with your Core Team.

Additional Resources

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