How to Roll-Out your New Contract Template: 10 point Checklist

This is part 4 of my tips how to Roll-Out your New Contract Template as an Expert.

𝗪𝗵𝗮𝘁 𝘄𝗲 𝗵𝗮𝘃𝗲 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗽𝗼𝘀𝘁𝘀 𝗶𝗻 𝘁𝗵𝗶𝘀 𝘀𝗲𝗿𝗶𝗲𝘀:
* The top-down approach does not work
* Focus on the Why, How, When and Benefits
* Make a Communication Plan
* Identify Relevant Users and Teams
* Notify / Pre-inform the team about the upcoming new template

𝗡𝗲𝘅𝘁 𝘁𝗶𝗽: 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗖𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁

See below a non-exhaustive checklist of the items that I would recommend to include in your message When rolling out & communicating the new Contract Template.

-𝗦𝘂𝗯𝗷𝗲𝗰𝘁 𝗟𝗶𝗻𝗲: Use a clear subject line that communicates the purpose of the email, such as “New Contract Template – [Add name relevant document] – Please Review and Adopt.”
-𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 (𝗪𝗵𝘆): Start with a brief introduction that outlines the importance of adopting the new contract template.
-𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: Provide an overview of the key features and benefits of the new contract template, highlighting how it will help streamline processes, reduce risks, and improve efficiency.
-𝗛𝗼𝘄: Add instructions on how to use the new contract template, including where to find it, how to fill it out, and any specific requirements to be aware of.
-𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲: Clearly communicate the timeline for adoption of the new contract template.
-𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁: Include information on any training or support that will be available to help team members adopt and use the new contract template effectively.
-𝗣𝗼𝗶𝗻𝘁 𝗼𝗳 𝗖𝗼𝗻𝘁𝗮𝗰𝘁: Provide a point of contact for questions or concerns regarding the new contract template (e.g. a project manager or legal representative).
-𝗔𝗰𝘁𝗶𝗼𝗻: End the message with a clear call to action, such as “Please review and adopt the new contract template by 2025, and let us know if you have any questions or concerns.”
-𝗢𝗽𝘁𝗶𝗼𝗻𝗮𝗹 – 𝗟𝗲𝗴𝗮𝗹: highlight any legal requirements, regulations or policies that must be adhered to, in order to ensure compliance and mitigate legal risks.
-𝗢𝗽𝘁𝗶𝗼𝗻𝗮𝗹 – 𝗧𝗲𝗮𝗺 𝗦𝗽𝗲𝗰𝗶𝗳𝗶𝗰𝘀: mention important specific information or operational set-up details for certain teams.