The KEY TASKS in our charge are:

• Identify sites, plan and conduct (most likely total of 2) visits for customers of our "short list" vendor candidates
• Prepare list of questions to answer during visits
• Record answers to questions and summarize findings in a report
  

TIMELINE and related milestones in the migration management process:

• Identify potential list of sites to visit

• Draft site visit agenda
• Agree to assignments for drafting questions
• Identify black out dates to avoid in scheduling visits

We should have a summary of "criteria documents" from which to identify any concerns others have expressed about specific vendors and a list of customers for each vendor (including vendor recommendations and identification of which migrated from Notis).

By 11/28 (Meeting 2):

• Finalize questions for site visits
• Finalize site agenda
• Confirm logistics for first site visit in early December based on an educated guess which one will be a "sure" candidate

By 12/13:

• Migration Management Group identifies "short" list, expecting it to be two vendors

By 12/22:

• Complete first site visit and if possible, prepare report.

By 1/10:

• Complete second site visit

1/16-2/1:

• On campus intensive, week long vendor demos (black out times for site visits)\

1/31:

• Complete the report of site visits and sigh relief for a job superbly done!
  

• Review your personal calendar for the period November 27--December 21 and January 2-10. Identify black out periods.
• Think about what issues you are particularly concerned will be addressed during the visits.