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Implementation Phases, from Kickoff to Hypercare

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In this lesson, you will learn:

  • What Now Create is
  • The five phases of an implementation, and what each one produces
  • How sprints work inside the Execute phase
  • Which tasks people often forget, and where they belong

πŸ” Quick look back: In the Getting Started chapter, you met Project One Front Door and SNWR’s ITSM Advanced package. You also learned the four instances, the five gates and the CIS-ITSM exam.

1 “Wait, what happens next?”

Imagine One Front Door without a clear method. It’s week 5. 😡

  • Daniel asks: “When can I see something working?” Nobody knows.
  • Lucas wants to start testing, but the catalog isn’t built yet.
  • Anita asks: “Who’s training the agents?” Nobody planned it.
  • In week 12, the team realizes Riya’s team doesn’t know how to run ITSM after go-live.

🎯 The problem: Without clear phases, nobody knows what happens when. Big jobs like training and handover get forgotten until it’s too late.

πŸ‘‰ The fix: follow a method with clear phases. Each phase has its own jobs, its own outputs, and a gate at the end.

2 Meet Now Create

Key term: Now Create

ServiceNow’s own method for running an implementation. It gives you the phases, the tasks and the templates.

Key term: Phase

One stage of the project, with a clear start, a clear end and its own jobs.

Key term: Deliverable

Something a phase must produce before it ends, like a signed-off design or a training plan.

Now Create has five phases: Initiate, Plan, Execute, Deliver and Close. An exit gate sits between each one. You met gates in the rollout plan lesson.

Now Create: five phases, mapped to Project One Front Door, with an exit gate between each one. Initiate, week 1: agree the goals, set up the team, kick off the project. Plan, weeks 1 to 3: process workshops, build the backlog, plan tests and instances. Execute, weeks 4 to 9: build in sprints, demo to process owners, plan training and support. Deliver, weeks 10 to 12: testing and UAT, training, go-live. Close, weeks 13 to 14: hypercare, handover to Riya, lessons learned.
Figure 1. Five phases, with a gate between each one.

3 What happens in each phase

Phase What happens at SNWR, and what it produces
Initiate
Week 1
Anita sets the goals and the team. The team checks the licences and the instances.
πŸ“„ Project charter, team list
Plan
Weeks 1–3
You run workshops with each process owner. Every need becomes a story in the backlog.
πŸ“„ Signed-off design, backlog, test plan
Execute
Weeks 4–9
You build on snwrdev in short sprints, and show the process owners what you built.
πŸ“„ Working setup, training plan, support plan
Deliver
Weeks 10–12
Testing, UAT on snwrtest, training for agents, the rehearsal and go-live.
πŸ“„ UAT sign-off, trained agents, live ITSM
Close
Weeks 13–14
Hypercare, handover to Riya’s team, and a look back at what went well.
πŸ“„ Handover sign-off, lessons learned

πŸ“ Note: In the lesson “What an ITSM Implementer Does”, you saw SNWR’s plan as Design, Build, UAT, Rehearsal, Go-live and Hypercare. Those are the same weeks with everyday names. Design covers Initiate and Plan. Build is Execute. UAT, Rehearsal and Go-live are Deliver. Hypercare is Close.

4 Execute runs in sprints

You don’t build everything at once. In Execute, you build in short blocks of time called sprints. This way of working is called agile.

Key term: Sprint

A short, fixed block of time, often two weeks. The team builds a small set of stories, then shows the result.

Key term: Backlog

The list of everything still to build, with the most important items at the top.

Execute runs in sprints: three two-week sprints, each ending with a demo. Sprint 1, weeks 4 to 5: foundation data, incident setup, and Service Operations Workspace, with a demo to Daniel. Sprint 2, weeks 6 to 7: major incidents, problem, and change and CAB, with a demo to Grace and Mei. Sprint 3, weeks 8 to 9: service catalog, request fulfillment, and services and CMDB, with a demo to Lucas and Hana.
Figure 2. Build a little, show it, then build the next part.
  • πŸ“‹ PickChoose the top stories from the backlog
  • πŸ› οΈ BuildSet them up on snwrdev
  • πŸ–₯️ DemoShow the process owner, and get feedback

πŸ’‘ Good to know: Demos catch problems early. If Daniel doesn’t like the incident form in week 5, it’s a small fix. If he sees it for the first time in UAT, it’s a big one.

5 The jobs people forget

These jobs don’t involve building anything, so they’re easy to forget. Now Create gives each one a place.

Easy-to-forget job Plan it in Do it in
Training for agents Execute Deliver
Telling staff about the change Execute Deliver
Who supports ITSM after go-live Execute Close
Hypercare plan Execute Close

⚠️ Heads up: A perfect setup still fails if agents don’t know how to use it. Plan training early, not in the last week.

⭐ Remember: Initiate, Plan, Execute, Deliver, Close. Each phase has jobs, outputs and a gate.

6 Quick recap

  • Now Create is ServiceNow’s method for running an implementation
  • It has five phases: Initiate, Plan, Execute, Deliver and Close
  • Each phase produces deliverables, and ends with an exit gate
  • Execute runs in short sprints, each ending with a demo
  • Plan training, communications, support and hypercare in Execute, so they aren’t forgotten

7 Check yourself

Think of your answer first. Then tap to check.

1 Name the five Now Create phases, in order. Show answer

Initiate, Plan, Execute, Deliver, Close.

2 In which phase do you run workshops with the process owners? Show answer

Plan.

3 What happens at the end of every sprint? Show answer

A demo. The team shows the process owners what was built and gets feedback.

4 In which phase does hypercare happen? Show answer

Close.

5 When should you plan agent training? Show answer

In Execute, so it’s ready to run in Deliver, before go-live.

Nice work! You know how an implementation moves from kickoff to hypercare. πŸŽ‰
Next up: Who’s Who on an ITSM Project

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