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CHART OF ACCOUNTS
(COA)
MAPPING KICKOFF
Beth A. Meiser1LEARNING OUTCOMES
1. Recap the information from the Chart of Accounts (COA)
Introduction session about the General Ledger COA and
Grants functionality
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How to fill out mapping kickoff
How to fill out mapping kickoff
01
To fill out a mapping kickoff, follow these steps:
02
Begin by gathering all relevant information about the project or task that is to be mapped.
03
Identify the key stakeholders or team members who will be involved in the mapping kickoff.
04
Schedule a meeting or workshop to conduct the mapping kickoff.
05
Start the kickoff by explaining the purpose and objectives of the mapping exercise.
06
Present the existing process or workflow that needs to be mapped, using visual aids if possible.
07
Encourage participants to ask questions and provide input on the process being mapped.
08
Break down the process into smaller steps or stages, and document them during the kickoff.
09
Use collaborative tools or software to create the mapping visuals or diagrams.
10
Engage the participants in discussions to identify pain points, inefficiencies, or areas for improvement in the process.
11
Record any changes or modifications suggested by the participants during the mapping kickoff.
12
Summarize the mapping kickoff by highlighting the key findings, recommendations, or next steps.
13
Distribute the finalized mapping documentation to all relevant stakeholders after the kickoff.
14
Follow up with the team to ensure the documented mapping is implemented effectively.
15
Remember to adapt these steps based on the specific requirements and complexities of the mapping exercise.
Who needs mapping kickoff?
01
Mapping kickoff is needed by individuals or teams involved in process improvement, business analysis, project management, or any initiative that requires visual mapping of workflows or processes.
02
It is particularly useful for cross-functional teams, where collaboration and alignment of different perspectives are essential.
03
Mapping kickoff helps in promoting understanding, identifying bottlenecks, brainstorming solutions, and fostering a shared vision among stakeholders.
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What is mapping kickoff?
Mapping kickoff is the initial meeting or event where the mapping process begins.
Who is required to file mapping kickoff?
The project manager or team lead is usually required to file mapping kickoff.
How to fill out mapping kickoff?
Mapping kickoff can be filled out by providing relevant project information and goals.
What is the purpose of mapping kickoff?
The purpose of mapping kickoff is to set project expectations and define roles.
What information must be reported on mapping kickoff?
Information such as project scope, objectives, timeline, and team members must be reported on mapping kickoff.
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