As VP Customer Success, I need to assess risk factors for a new customer onboarding. Customer Information: - Company: {{company_name}} - Implementation Complexity: {{complexity_level}} - Stakeholder Engagement: {{engagement_notes}} - Timeline Expectations: {{timeline}} Constraints: - Assessment must complete in 30 minutes - Maximum 20 risk factors evaluated - Each factor scored 1-5 - Must identify top 3 priority risks - Must include mitigation for each priority risk Risk Assessment Categories: 1. Stakeholder Risks - max 5 factors: - Executive sponsor engagement - Project owner availability - Technical resource allocation - Change management readiness - Decision-making clarity 2. Technical Risks - max 5 factors: - Data quality and availability - Integration complexity - System dependencies - Security requirements - Performance expectations 3. Process Risks - max 5 factors: - Timeline realism - Scope clarity - Resource commitments - Training capacity - Go-live criteria 4. Organizational Risks - max 5 factors: - Competing priorities - Budget stability - Organizational changes - Prior implementation trauma - Success definition alignment Output risk scorecard with priority mitigations.
Onboarding Risk Assessment Checklist
Constrained checklist for evaluating onboarding risk factors early in implementation.
11 copies0 forks
Share this prompt:
Details
Category
BusinessUse Cases
onboarding risk assessmentimplementation risk scoringearly warning identification
Works Best With
gpt-4oclaude-sonnet-4-20250514
Created Updated Shared