Digital Project Lifecycle & Resources

This guide outlines the end-to-end workflow for delivering a client program in Momenta—from SOW review to client handoff. Each phase includes best practices, tools, and links to templates like wireframes, scripting decks, and comms plans.

Use this lifecycle when:

• Launching a new client journey or relaunch
• Building content using BTS standard templates
• Involving PMO, graphics, or Coach OS teams

• Project Lead (PL): Owns scoping and project delivery
• Account Manager (AM): Confirms client alignment and resource needs
• Momenta Advisor: Manages setup, structure, best practices
• PMO: Oversees build plans, SLAs, and dashboarding
• Consultant: Provides scripting and content guidance

     Phase 1: Getting Organized

• Request resourcing: Submit to PRO (NA: Jonathan Chen / Robin Clawson)
• Confirm signed SOW before starting internal or digital kickoff
• Hold an internal kickoff:Align on team roles, content flow, and development needs 
  • Click here for the internal kick-off deck

     Phase 2: Concept Development

• Submit kickoff form:Triggers creation of the client collection and participant app
  • Click here for the Digital Project Intake form
• SSO support: Start early if the client requires SSO
• Graphics alignment: Confirm branding requirements before build begins

     Phase 3: Content Development

• Use the Momenta Wireframe (Excel): Define journey structure: stages, modules, activities
• Use the Source Doc: Script content, layout, and interactive elements
• Build flow: Wireframe → Source Deck → Content Input → Momenta Build → Post-Build Edits

     Phase 4: Test & Completion

• Preview in Momenta using test users
• Verify sync with Coach OS (if applicable)
• Test comms plans, unlock logic, and dynamic content

     Phase 5: Deployment

• Upload participants: Load cohorts via Import Roster
• Launch plan: Roll out modules in phases or all at once
• Journey Success: Begin dashboarding and metric tracking

     Phase 6: Engagement & Close

• Advisor handoff: Momenta Advisor rolls off unless further support needed
• Reporting follow-up: Advisor can return for dashboard or data insights

• Never build without a signed SOW: Confirm before kickoff or team alignment
• Do not create duplicate client collections: It risks overwriting live content
• SSO takes time: Raise early if needed
• Use only client collections for live content: BTS and Demo collections are for internal/testing
• Sync branding with graphics early: Especially when visual fidelity is a priority