The framework that turns evaluation chaos into clarity

You’ve aligned your team—and now it’s time to start your vendor search. The most important move? Starting with a plan. A structured, strategic approach sets the stage for alignment, better vendor conversations, and smarter decisions.

Most FIs skip this step. They follow the vendor’s process, see too much without clear structure, and end up overwhelmed. The result? Missed opportunities for real digital transformation. The Digital Banking Conversion Project Plan helps you lead with clarity from day one.

Why you need a project plan before evaluating vendors

Skip the guesswork. Plan like a pro.

Most digital banking evaluations miss the gap between vendor selection and go-live. This project plan bridges it—mapping key tasks, owners, and milestones across every phase. With built-in pacing and practical checklists, it’s designed for real-life schedules, competing projects, and tight bandwidth.

What smart institutions do differently

Strategic digital leaders set the pace and guide the conversion process with clarity and intention.

What sets these institutions apart isn’t just their choice of technology. It’s how they evaluate. Here’s what they bring to the table:

• A purpose-built evaluation framework that accounts for internal cycles and stakeholder roles.
• Clear vendor boundaries and engagement points to define exactly when, how, and why each vendor is engaged from discovery to demos to scoping. 
• An internal communication rhythm that builds trust, alignment, and momentum across departments.
• Clear success criteria, from early demos to final reference calls, to define what “good” looks like at every phase. 

This isn’t procurement. This is digital transformation. And it deserves a smarter process, one that starts with a plan.

What’s inside: a fully built conversion journey

When you download the Digital Banking Conversion Project Plan, you get:

• Phase-by-phase guidance across five core stages
• Task-by-task ownership with durations and decision points
• Pre-built meeting agendas, including a weekly status template
• Strategic checkpoints like board decks, reference calls & RFP reviews
• Templates for each stage—scorecards, workbooks & more

You won’t just look ready. You’ll be ready.

This project plan will help you streamline your process, know when to engage your internal team, including executive leadership, and evaluate digital banking platform vendors with confidence.

️Conversion Project: Status Meeting Agenda

A well-run evaluation depends on communication. That’s why this plan builds in regular check-ins—to keep your team aligned, uncover blockers early, and protect momentum.

A simple, consistent agenda:

• Keeps teams aligned on priorities and progress
• Drives accountability with task follow-ups
• Enables faster decisions with prepared stakeholders
• Sustains momentum across a months-long process

The strategic plan that powers your successful conversion project

This isn’t just a timeline. It’s your conversion command center. The Digital Banking Conversion Project Plan unifies every tool on this site into one end-to-end blueprint with alignment strategies, milestone guidance, and proven practices from real FI journeys. Confident decisions start here—with clarity, control, and purpose.