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Phase 1
Evaluate
Sales working the deal. We assess how hard it will be and log every promise made before signature.
Stage 0a · Triage (internal)
1 documentTemplate_MomentumAMP Promise Log Basis of Commitment
Link neededopenedThis document is part of the implementation process and still needs its working link.
Stage 0b · Solution shaping
2 documentsEvaluate — Customer questionnaire
Link neededCurrent customer questionnaire (EV v2.5, 2026-09-30), before contract. Sent by the Enterprise AE and completed by the agency sponsor across agency, goals, systems, scope and security. Its 40 numbered questions/statements shape the proposal and are confirmed before scope is agreed.
Template_MomentumAMP Opportunity Intake & Triage CSQ
Link neededThe first structured record of an enterprise opportunity, completed by the Account Executive at Stage 0a Triage. It routes the deal to Stage 0b Solution shaping and gives delivery a clean record to pick up at Stage 1 Handoff.
Phase 2
Commit
Contract signed. Sales hands off. We get set up and run the customer kickoff.
Stage 1 · Handoff
3 documentsAE Opportunity Record
Link neededCurrent internal handover record (v1.1, 2026-09-30). The Account Executive completes and signs it at contract signature, handing the account to Enterprise Solutions Consulting. The Delivery Lead reviews it before Project Set-up is sent. Never send it to the agency.
Template_MomentumAMP Master Services Agreement
Link neededThis document is part of the implementation process and still needs its working link.
Template_MomentumAMP Enterprise Order Form
Link neededThe executed order form: elected Part F features, elected Part G training categories, Part H timeline and migration scope, any Part J special terms, and pricing.
Stage 2 · Setup
6 documentsProject setup — Customer questionnaire
Link neededCurrent customer questionnaire (SU v1.2, 2026-09-30), sent after contract and Delivery's review of the AE Opportunity Record. The agency project manager coordinates project-team, agency-record, people, access and brand-asset responses before Discovery.
Project Charter
Link neededThis document is part of the implementation process and still needs its working link.
Stakeholder Register & Influence Map
Link neededThis document is part of the implementation process and still needs its working link.
Template_MomentumAMP Communication Plan
OptionalLink neededThis document is part of the implementation process and still needs its working link.
RAID Log
Link neededopenedOne live governance register for risks, assumptions, issues, dependencies, decisions and change orders. Opened at Stage 2 and worked to zero as the condition for Stage 12 handover.
SOP_MomentumaAMP Enterprise Implementation Asana Project
Link neededThe internal standard operating procedure for standing up the project workspace at Stage 2: creating the one shared Asana project everyone works in from the standard template, and creating and inviting the right people to the project Slack channels. Internal only — never shared with the customer.
Stage 3 · Customer kickoff
1 documentTemplate_MomentumAMP Enterprise Customer Kickoff Deck
Link neededThe deck the Delivery Lead runs at the customer kickoff: scope as sold, the journey, governance and cadence, the internal handoff and four customer signature points, and the timeline slide marked as a target.
Phase 3
Define
Discovery and scoping. The scope document gets signed and the dates become real.
Stage 4 · Discovery
7 documentsDiscovery workbook — Customer questionnaire
Link neededCurrent customer workbook (DW v2.5, 2026-09-30), normally sent after Project Set-up. Its 115 numbered questions/statements cover success, operations, data, carriers, systems, finance, compliance, automation, reporting and go-live. Approved exception: it may follow Evaluate before contract, then must be re-confirmed after signature and recorded in AE Opportunity Record 4.5–4.6.
Workflow list with WF-IDs
Link neededThis document is part of the implementation process and still needs its working link.
Data Migration Workbook
Link neededinventory startedOne workbook for the whole migration: the customer completes the Inventory tab, the remaining tabs are internal working material.
Requirements Traceability Matrix
Link neededopenedThe spine of the engagement — one row per requirement, carried from commitment to closure. Opened at discovery, baselined at G5, dispositioned at G13.
Template_MomentumAMP Enterprise Training Admin Sign Off
Link neededplannedOne instrument covering training from plan to proof: elected categories and audiences, session design, delivery status, attendance and the customer administrator sign-off.
Integration / API Scoping Form
OptionalLink neededThis document is part of the implementation process and still needs its working link.
Use when: One per integration in scope
Template_MomentumAMP Custom Development Scoping Request
OptionalLink neededrequestedThis document is part of the implementation process and still needs its working link.
Use when: A requirement is classified as custom development
Stage 5 · Scope sign-off
5 documentsTemplate_MAC Scoping Document
Link neededThe signed MAC scope: in-scope workflows by WF-ID, requirements by classification, exclusions, assumptions, timeline and acceptance approach.
Template_AMS Scoping Document
Link neededThe signed AMS scope: modules, configuration decisions, exclusions, assumptions and acceptance approach for the core Momentum AMP build.
Change Order
OptionalLink neededThis document is part of the implementation process and still needs its working link.
Use when: Any requirement not in the Stage 5 RTM baseline
Template_Momentum AMP Custom Development SOW
OptionalLink neededThis document is part of the implementation process and still needs its working link.
Use when: An attached SOW is the contracting vehicle for the custom work. Where a Change Order is sufficient, this is not produced.
Template_Part G Category Election & Delivery Tracker
Link neededelectedThe elected Part G business-function categories and the delivery state of each session against them.
Phase 4
Build
Configuration, the final trial conversion, customer testing and sign-off, then training.
Stage 6 · Build
1 documentConfiguration Workbook
Link neededbuilt · verifiedThe record of how Momentum AMP was configured for this customer and why, including everything elected in Order Form Part F from provisioning through build to verification.
Stage 7 · Data migration
4 documentsMigration plan
Link neededThis document is part of the implementation process and still needs its working link.
Export completeness certificate
Link neededThis document is part of the implementation process and still needs its working link.
Migration Reconciliation Report
Link neededThe comparison of what was extracted against what landed, with every variance explained — the evidence behind the G7 customer signature. Distinct from the Post-Launch Reconciliation Record at Stage 11.
Data accuracy sign-off
Link neededCurrent G7 sign-off (v1.0, 2026-09-30), completed after the final trial conversion and before final conversion. It records counts, samples, exact trust and bank balances, tolerances, owned exceptions, and the four signatures that authorize final-conversion planning.
Stage 8 · Testing
1 documentTest Plan & Sign-off
Link neededCurrent G8 sign-off (v1.0, 2026-09-30). Every in-scope deliverable is tested or explained in a production-equivalent environment. Severity 1/2 issues block signature; Severity 3/4 issues require a workaround, owner and target date. Training and go-live wait for signature.
Phase 5
Launch
Readiness check, go/no-go, cutover, then four to six weeks of hypercare and a confirmed move to steady state.
Stage 10 · Go-live
4 documentsGo-live sign-off
Link neededCurrent G10 sign-off (v1.1, 2026-09-30), completed at the go/no-go meeting before final conversion. It verifies the three prerequisite sign-offs, readiness evidence, owners and dates, and records Go, Go with conditions or Not ready. A Go authorizes final conversion under the cutover plan.
Readiness & Go/No-Go Record
Link neededThis document is part of the implementation process and still needs its working link.
Cutover Runbook (incl. Rollback & Freeze Notice)
Link neededThis document is part of the implementation process and still needs its working link.
Hypercare Plan (incl. Exit Criteria)
Link neededThis document is part of the implementation process and still needs its working link.
Stage 11 · Hypercare
2 documentsPost-Launch Reconciliation Record
Link neededThe post-launch reconciliation confirming the live system agrees with the customer's own records. Distinct from the Migration Reconciliation Report at Stage 7.
Hypercare Issue Log with taxonomy
Link neededThis document is part of the implementation process and still needs its working link.
Phase 6
Adopt
Formal handover closes implementation within the 2–6 month journey; ongoing Customer Success, value reviews, and growth follow.
Stage 12 · Handover
3 documentsCustomer Success review
Link neededCustomer Success instrument, Stage 12–13. Owned and sent by Customer Success at handover and each review cycle. Not part of the implementation instrument set. Links withheld — redrafting. Counts will be published when the forms are reissued.
Stage 12 Handover Record
Link neededThis document is part of the implementation process and still needs its working link.
Post-Implementation Review
Link neededThis document is part of the implementation process and still needs its working link.
Reference
Company resources
Standards and reusable materials that apply across implementations.
Template_MomentumAMP Sales Proposal SMB Convert to Enterprise
OptionalLink neededDocuments-library template for the exceptional case where a current SMB customer moves to enterprise. It is not part of the standard implementation process for new prospects and is internal working material only.
Use when: Exceptional use only: a current SMB customer is moving to an enterprise engagement
Adoption baseline
Link neededThe pre-change baseline the Stage 13 review measures adoption and value against.
Business Review / QBR Standard
Link neededThe business review format and value measures used where QBRs were elected in Order Form Part F.
How We Run an Enterprise Project v2.2
Link neededThe live enterprise delivery standard — the full narration of how an enterprise project is run.
How We Run an Enterprise Project
Link neededThe short-form summary of the delivery standard for quick orientation.
How We Run an Enteprise Project Visual
Link neededThe one-page visual of the phases, stages and gates.
Enterprise Implementation Overview
Link neededThe overview of the enterprise implementation used to orient new joiners and customers.
Meeting Agenda Standard
Link neededOne standard carrying the agenda for all twelve meetings, each as a named section. Meetings reference the section rather than each holding a separate agenda document.
Roles, RACI & Coverage Standard
Link neededAll ownership in the library resolves through this standard, so documents name roles rather than individuals.
Training Standard
Link neededThis document is part of the implementation process and still needs its working link.
Template_Training Plan & Delivery Record
Link neededThe template used to plan each elected training category and record what was delivered and who attended.
UAT Script Library
Link neededReusable step-by-step test scripts by business function, authored once and applied per engagement rather than rewritten at each Stage 8.
Severity & Escalation Standard
Link neededThis document is part of the implementation process and still needs its working link.
Contract-to-Delivery Crosswalk (incl. Part G Curriculum)
Link neededThis document is part of the implementation process and still needs its working link.
Gate Register (G0–G13)
Link neededThis document is part of the implementation process and still needs its working link.
Gate Waiver Form
Link neededThis document is part of the implementation process and still needs its working link.
Methodology Conventions & Glossary
Link neededThis document is part of the implementation process and still needs its working link.
Document Lifecycle Standard
Link neededThis document is part of the implementation process and still needs its working link.
AMS User Manual
Link neededThis document is part of the implementation process and still needs its working link.
MomentumAMP W9 Form
Link neededOur completed W-9 tax form, shared with customers during vendor setup and procurement. Attach the current signed copy here.
Enterprise Playbook
Link neededThe playbook narrative behind the standard.
Contract Execution Workflow
Link neededHow a signed enterprise contract is routed, countersigned and filed.
Discovery & Scoping Question Bank (external app)
Link neededThe external forms service used to issue questionnaires and sign-offs. Link only — the questions are maintained there, not in this app.
Executive Status Report
Link neededThis document is part of the implementation process and still needs its working link.
Portfolio Gate Status Dashboard (incl. Standing Exceptions)
Link neededThis document is part of the implementation process and still needs its working link.
Naming conventions and document standards
Naming standard
MSA & Order Form IDs
Use these IDs on every contract document, folder name, project record and link title so the same agreement is identifiable everywhere.
Master Services Agreement (MSA)
MSA-[year]-0001
Sequential four-digit number per calendar year, restarting at 0001 each January.
- MSA-2026-0001
- MSA-2026-0002
- MSA-2026-0003
Order Form
MSA-[year]-0001 - OF01
Always carries its parent MSA ID, then a two-digit Order Form number in the order it is signed.
- MSA-2026-0001 - OF01
- MSA-2026-0001 - OF02
- MSA-2026-0002 - OF01