The first phase of the PagerDuty Success Plan is the planning phase. Click here to view the Success Plan.
The planning phase is all about defining goals and setting clear intentions for the onboarding experience. Let’s first talk about goals! What are we trying to accomplish? How are we going to measure the success of this implementation? Having completed countless PagerDuty onboardings, we've found that clients with clearly defined goals have an overall better implementation and more satisfied on-call responders.
To help with this, we've identified the five steps of the incident response lifecycle which are optimize, notify, assess, resolve and prevent. Of these, which step resonates the most for you? What are your biggest operational challenges? Where would you like to see the most improvement? Thinking through these questions will help you define your implementation goals.
- Reducing alert noise and the number of nonactionable notifications
- Making sure the right person is always notified
- Automation of on-call schedules and escalation policies
- Staying compliant with internal SLAs
- Better assessing the impact of an incident
- Standardizing process for team collaboration
- Improve efficiency of users and teams
- Prevent recurring issues from future business impact
Once you have identified your goals, let’s define success criteria. What good are goals without a measurable way to track your progress, right? How will we measure the success of these goals? How will we know that we’re on track? Think outside the box! Success metrics can be both quantitative and qualitative.
Success criteria examples:
- Reduce mean-time-to-acknowledge (MTTA) by X minutes
- Reduce mean-time-to-resolve (MTTR) by X minutes
- Reduce the number of triggered incidents on X service by X amount
- Track on-call responder incidents for better distribution of workload
- Measure employee satisfaction with on-call responder survey
- Measure ease of setup and configuration with administrator survey
Make sure these are realistic, actionable and associated with key deliverable dates!