Workplace Giving Solutions

By going through this process the basic "road map" of how the contract will be fulfilled is agreed upon.  This also helps to establish what resources are needed and when they will be needed in order to meet the project plan.  Reviewing the schedule regularly with the client manager and adjusting it if necessary throughout the development process helps ensure your site is launched on time.
 
Part of the success of a campaign depends on scheduling the proper amount of time for the website to be open and be available to users. The client manager ensures that the site is not shut off early or late, according to your planned shut down date.  In addition to scheduling the creation and launch, a site closure date also needs to be established.  Also part of campaign close is the finalizing of reports, identification of any information that needs to be relayed back to the client from the site, and the process for relaying that information back to the client.  Especially critical related to payroll deduction; if the information transfer is not completed accurately or in a timely manner users will become frustrated and not want to continue their participation. 
 
Once the campaign site is closed a post-mortum meeting is scheduled with the client manager to discuss how the campaign went; the good and the bad, what went well, what didn't and what could be done better for the next time.  (If your site happens to be up year-round then there should be regularly scheduled meetings to discuss these types of things.) 
Once identified, items that need to be changed for the next campaign should be brought to the client manager's attention as soon as possible in order to allow time for proper planning and for proposals to be created and reviewed thoroughly. Often there is a feature already in development that will fit your needs allowing us to pass on some cost savings over the cost of new feature development.  With advance notice there is much that can be done.
 
For both new and well established clients project planning is essential to maintaining a good relationship and keeping the communication lines open and active.  Good communication helps both sides to be proactive when issues arise either on the client or vendor side or from a regulatory standpoint.
 
In closing, the best practice is to meet with your client manager early and as often to allow us to be responsive to your changing needs and to ensure that you are receiving the highest quality product we can provide you and your team.