- Identify Sub-Team (include both branch management and front-line staff)
- Schedule Products and Services Kick-Off Meeting with sub-team
- Identify list of all products and services offered
- Organize products and services into categories
- Identify all custom fields (one list across all products and services)
- Determine where product documents will be stored (network share or uploaded to
Products and Services document repository - For each product, identify the Product Manager and Section Managers
- Build product categories and sub-categories
- Create each product snapshot and assign the product manager(s) and section manager(s)
- Build custom field list
- Product managers add custom field values
- Product managers add FAQs
- Product managers
OS EDU - Planning for Products and Services
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