Wor k d Q y: Agreement # 232049 — Confidential
Initiate Stage
The objectives of the Initiate stage are to further define the overall Project scope and to develop the procedures
and mechanisms required to plan and control the Project, based on the baseline Project scope parameters set forth
below.
This stage includes the joint development of a Project Plan which sets the overall direction and approach for
managing the Project and includes a detailed description of the overall Project scope, identifies participants in each
party’s Project team and their roles and responsibilities, and establishes the communication plan that shall be used
throughout the Project.
Workday Responsibilities.
e Provide guidance while Customer completes the Project Data Requirements Document.
e Schedule a Project Kickoff call upon Customer's completion of the following training courses and receipt of
the Project Data Requirements Document:
e Start Your Training Journey Here
e Introduction to Modeling
e Operational Modeling
Prepare for and lead the Project Kickoff call. The agenda shall include:
- Validate Project objectives and scope;
- Review current and planned future approach to Customer business processes;
- Review design considerations;
- Review Customer data;
- Validate Customer Project core team resource requirements;
Coordinate resources and alignment (e.g. set weekly meetings, confirm Project reporting process, etc.).
Workday shall schedule and perform the Architect workshops to gather Customers’ requirements. During the
workshops, Workday shall document the design decisions, requirements, risks and issues.
During the Initiate stage, Workday shall provision Customer’s Workday Adaptive Planning Instance to use to
upload the Professional Services Data files, build, model and validate the solution.
e The Workday Engagement Manager performs Project management activities, including developing the
Project Plan and all the project documentation for Customer to review and approve.
Customer Responsibilities.
e Assign core team members.
e Prepare for and help lead the Project Kickoff call, as described in Workday Responsibilities above. This
Project Kickoff call and presentation is a joint effort between the Workday Engagement Manager and
Customer Project Manager.
e Prior to the Project Kickoff, complete the following training paths in the Learning Management System (LMS):
e Start Your Training Journey Here
e Introduction to Modeling
e Operational Modeling
e Complete the Project Data Requirements Document.
e Login to Customer's Workday Adaptive Planning Instance to validate access to the Workday Adaptive
Planning Service.
e Provide access to Professional Services Data and Workday Adaptive Planning Instance to the Workday
consultants as requested.
e Ensure attendance of Customer’s core team in the Project Kickoff meeting.
e Provide Professional Services Data for the initial imports in the formation defined by Workday.
e Review and sign off on the Project Plan.
©2020 Workday Page 12 of 23
SOW — Launch Deployment (Workday Adaptive Planning) v20.9
