Implementation goals

Align stakeholders on the intended use case, audience, and rollout goals
Confirm technical, privacy, procurement, and support requirements early
Define role setup, launch communications, onboarding materials, and support ownership before go-live

Suggested implementation phases

Phase	Focus	Typical outputs
Discovery	Use case, stakeholders, timeline, and constraints	Success criteria, core contacts, requirements log
Technical review	Environment, access, support, security, and auth flow review	Configuration checklist, document packet, decision log
Setup	Role mapping, organization defaults, scheduling rules, billing workflow expectations, support path	Initial admin setup, communications plan, role matrix
Pilot	Small-group testing and workflow validation	Pilot feedback, issue log, launch readiness
Launch	Broader user enablement and support	Go-live checklist, user guides, support routing

Primary organization contacts for leadership, operations, IT, billing, and support
User groups and approximate user counts by role, including parents, ABA techs, BCBAs, office, reception, and admins
Required documents for procurement, privacy, or legal review
Launch dates, pilot windows, communication milestones, and invite or approval-link setup expectations