Platinum Package Services - Scope of Services:
The Platinum Package Services consist of the following services related the Subscriber’s online community (the “Online Community”) as set forth below: 1) community strategic planning, 2) community launch management, and 3) community post-launch community management. For the avoidance of doubt, the Platinum Package Services include certain services provided by Higher Logic before and after the implementation and launch of Subscriber’s Online Community (the “Online Community Implementation”). Subscriber acknowledges that the actual Online Community Implementation provided by Higher Logic is subject to the terms of a separate Statement of Work and is not part of the Platinum Package Services. Subscriber acknowledges that certain Platinum Package Services, as noted below, are dependent upon timely Online Community Implementation and any delay in Subscriber’s timely Online Community Implementation may impact Subscriber’s ability to achieve the metrics of success established during the Strategic Planning Process and may delay the Platinum Package Services including but not limited to the Online Community post-launch community management.
Platinum Package Services – Points of Contact
Higher Logic:
- Higher Logic Community Manager or HL CM: Higher Logic will designate a single point of contact to serve as Community Manager and primary point of contact through the duration of the Platinum Package Services (the “Higher Logic Community Manager” or “HL CM”). Higher Logic may, at its discretion and upon notice to the Subscriber, reassign or change the Higher Logic Community Manager at any point throughout the Platinum Package Services.
Subscriber:
- POC: Subscriber will designate a single point of contact to facilitate communication and/or escalations during the Platinum Package Services as set forth below (the “POC”). The Subscriber may designate certain Subscriber Membership Stakeholder(s) to work with the POC as set forth below, but the POC will remain the single point of contact for all required Subscriber approvals related to the Platinum Package Services.
- POC Commitment During Platinum Package Services: The POC will provide feedback and all approvals related to the Platinum Package Services deliverables, including but not limited to: community strategy and engagement tactics for execution on the Online Community Approximately 2-4 hours per week consisting of community strategic planning calls, onsite community strategic planning workshop participation, community launch preparation, Higher Logic Academy Training, mid-year strategic review meeting participation, and monthly engagement content calendar feedback and approval and/or otherwise as directed by Higher Logic.
- Subscriber Membership Stakeholder(s): The POC may identify certain Subscriber Membership Stakeholder(s), either a team or individual responsible for collaborating with the POC and the Higher Logic Community Manager to assess the Online Community, provide inputs regarding Online Community strategy, and content.
- Subscriber Membership Stakeholder(s) Commitment During the delivery of the Platinum Package Services: As directed by the POC, they may provide inputs and will have the responsibility to develop a basic level of understanding of the Online Community’s ’s features and functionality. Approximately 1-3 hours per week consisting of community strategic planning calls, onsite community strategic planning workshop participation, community launch preparation, and mid-year strategic review meeting participation as directed by the POC.
Platinum Package Services:
The specific tasks related to the Platinum Package Services are set forth below in the Schedule & Milestones section. For the avoidance of doubt, the Platinum Package Services will begin upon Subscriber’s execution of the Order Form which references the “Online Community Platinum Package Services” and upon Subscriber’s confirmation readiness to start the Platinum Package Services.
Platinum Package Services – Strategic Services OC Kick Off Call:
The first step in the Platinum Package Services is a Strategic Services OC Kickoff Call (the “Kickoff Call”) to outline and confirm the goals, objectives, milestones, schedule and next steps required to start the Platinum Package Services. The Kickoff Call is typically scheduled within one (1) week of execution of the Order Form referencing the Online Community Platinum Package Services.
Platinum Package Services – Subscriber Confirmation of Implementation and Launch Readiness:
Subscriber acknowledges that, because certain Platinum Package Services will take place in parallel to, and/or are dependent upon, Subscriber’s timely Online Community Implementation, unless otherwise agreed upon during the Kickoff Call, Online Community Implementation will take place approximately ninety (90) calendar days from the Kickoff Call (or approximately ninety (90) calendar days from the date Subscriber confirms readiness to begin the Platinum Services if that date is after the Kickoff Call). The Subscriber acknowledges and agrees that any delay in Online Community Implementation may impact Subscriber readiness and delay the Platinum Package Services.
Platinum Package Services – Schedule and Milestones:
Project Phase
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Project Milestone
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Estimated Timeframe/Medium
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Community Strategic Planning
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Execution of Order Form referencing Community Platinum Package Services
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Date of Execution of Order form
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Kick Off Call
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Scheduled within 1 week of Execution of the Order Form (assuming Subscriber readiness).
As determined by Subscriber readiness
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Subscriber confirms the creation of HL CM user record in AMS/CRM and/or Subscriber’s domain email address
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Within 2 weeks of Kickoff Call
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HL CM conducts Subscriber stakeholder interviews
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Within 2 weeks of Kickoff call
Assuming POC provides required access to Subscriber stakeholders
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HL CM reviews Subscriber’s background resources
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Within 2 weeks of Kickoff call
Assuming POC provides required access to Subscriber’s background resources
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HL CM reviews User background resources
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Within 2 weeks of Kickoff call
Assuming POC provides required access to users.
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Community Health Review [Primary Community]
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Within 2 weeks of Kickoff call
As determined by Subscriber readiness and access to the customer’s existing online community
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Pre-Community Strategic Planning Workshop Call
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Within 1 week of the completion of HL review of: Subscriber Stakeholder Interviews, Subscriber background resources, and User background resources.
As determined by Subscriber readiness and access.
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Community Strategic Planning Workshop
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Required step in the strategic planning process
Within 4-6 weeks of the Kickoff Call.
As determined by Subscriber readiness and completion of the steps listed above.
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HL CM delivers Community: Strategic Plan, 6-month Online Community Roadmap, Project Plan
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Within 1 week of the Community Strategic Planning Workshop
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Project Phase
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Project Milestone
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Estimated Timeframe/Medium
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Community Launch Management
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HL CM delivers Launch Toolkit - instructions to guide the next 4 weeks leading up to the Go – Live Date (described more fully in the separate Implementation SOW)
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Within 1 week of the Community Strategic Planning Workshop
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POC completes Higher Logic Academy Beginner OC Training
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As determined by Subscriber.
NOTE: Recommended within 4-6 weeks of the Kickoff Call
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HL CM creates a private admin community
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Within 1 week of the Online Community Implementation (as set forth under the terms of a separate SOW)
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HL CM schedules and begins bi-weekly (every other week) – 60 minute virtual meetings with POC
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Within 1 week of the Community Strategic Planning Workshop
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HL CM sets up Community Moderation based on POC preferences and approval.
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As determined by Subscriber.
But, in no event less than 10 days prior to the Go Live date.
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POC approves and finalizes Community Terms and Conditions and Set Up
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As determined by Subscriber.
But, in no event less than 10 days prior to the Go Live date.
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POC approves final Subscriber Internal Staffing Support Plan (Escalation Matrix)
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As determined by Subscriber.
But, in no event less than 10 days prior to the Go Live date.
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HL CM Seeds Content Collection for Community as provided and directed by POC
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As determined by Subscriber.
But, in no event less than 10 days prior to the Go Live date.
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HL conducts beta-testing as directed by POC
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As determined by Subscriber.
But, in no event less than 10 days prior to the Go Live date.
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HL CM provides templates for Community Launch Messaging - welcome announcements
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As determined by Subscriber.
But, in no event less than 20 days prior to the Go Live date.
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HL CM updates default email system messages, automation rule emails and conversions if directed by POC
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As determined by Subscriber.
But, in no event less than 5 days prior to the Go Live date.
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HL CM updates default automation rule ribbons/badges and conversions, if directed by POC
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As determined by Subscriber.
But, in no event less than 5 days prior to the Go Live date.
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For the avoidance of doubt, Subscriber’s Online Community Implementation must be completed before Higher Logic may provide the following Post-Launch Community Management services. The date that the Online Community Implementation is complete is referred to below as the “Go Live Date” below.
Project Phase
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Project Milestone
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Estimated Timeframe/Medium
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Post-Launch Community Management
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Virtual Meetings – bi-weekly (every other week): Post Launch Virtual Meetings
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Within 1 week of the Go Live Date.
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Monthly Community Health Review [Primary Community]
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Within 4 weeks of the Go Live Date and ongoing on a monthly basis throughout the contract cycle.
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Monthly community engagement content calendar: design and execution (Primary/OpenForum): HL CM will create, maintain, and execute on a monthly content calendar, as directed by POC
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Initial meeting as determined by Subscriber.
But, in no event less than 5 days prior to the Go Live Date and continuing monthly throughout the Platinum Package Services
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Community moderation (Primary/OpenForum). HL CM will conduct twice daily review.
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Twice per day review (open and close of business day) beginning on the Go Live Date and continuing throughout the Platinum Package Services
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Community manager email inbox management. As requested by Subscriber, HL CM will conduct twice per day review.
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Twice per day review (open and close of business day) beginning on the Go Live Date and continuing throughout the Platinum Package Services
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Automation rule emails: management, design and execution. As requested by Subscriber, HL CM will conduct monthly review.
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As determined by Subscriber.
But no more than once per month review of the automation rule conversion reports and delivery of revised and/or new automation rule email content and continuing throughout the Platinum Package Services
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Automation rule ribbons/badges: management and execution. As requested by Subscriber, HL CM will select 1 automation rule ribbons/badges to revise per month and 1 email automation rule ribbons/badges to launch per month
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As determined by Subscriber.
But, in no event more than once per month delivery of revised and/or new automation rule ribbon/badges and continuing throughout Platinum Package Services
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Community Engagement Toolkits
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As determined by Subscriber.
Recommended timeline: Within 1 week of the monthly Virtual Meeting
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Impact reports
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As determined by Subscribed.
Recommended timeline: Within 3 months of the Go Live date and no more than quarterly through the end contract cycle.
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Mid-Year Strategic Review Call. HL CM will conduct a review of progress toward Subscriber’s goals.
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As determined by Subscriber.
Recommended timeline: within 6 months of the Online Community Strategic Planning Workshop
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HL CM delivers Revised Online Community: Strategic Plan, 6-month Online Community Roadmap, Project Plan. HL CM will deliver a revised Online Community Strategic Plan based on updated Subscriber goals.
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Within 1 week of the Mid-Year Strategic Review
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Platinum Package Services - Subscriber Delays:
Higher Logic reserves the right to reassign resources, reschedule and/or re-prioritize the Platinum Package Services or any milestone related to the Platinum Package Services in the event that Subscriber is not responsive and/or in the event that the Subscriber requests a delay of the Platinum Package Services. For the avoidance of doubt, any delay in Online Community Implementation may, as set forth above, delay the Platinum Package Services.
Platinum Package Services - Assumptions:
- The Higher Logic Community Manager’s planning and execution will be solely focused on the Open Forum or Primary topic community online space. In cases where more segmentation is required, the Higher Logic Community Manager may, in its sole discretion, provide high level guidance to the POC or Subscriber Membership Stakeholder(s) that may be extended across smaller forums, but all planning and execution will be the sole responsibility of the Subscriber Membership Stakeholder(s).
- Higher Logic Community Managers will not communicate with Subscriber points of contact via the Subscriber’s internal intranet or chat (ex: Slack, Skype).
- If Higher Logic Community Manager is to be end-User facing, Subscriber will furnish the Community Manager with an email address on organization’s domain and/or a user record on the organization’s AMS/CRM database.
- Any travel, meals, and accommodation expenses for onsite visits, if any, will be paid by the Subscriber. Higher Logic will work with Subscriber to ensure flights and hotels are booked with Subscriber’s preferred providers and within reasonable rates.
- All Platinum Package Services will be performed by Higher Logic remotely. Subscriber acknowledges that Higher Logic may provide the Platinum Package Services from any of Higher Logic’s locations of operation.
- Platinum Package Services will be performed from Monday through Friday during Higher Logic’s regular business hours at the location where the Services are performed. Alternative arrangements must be mutually agreed upon, in writing, by both the subscriber and Higher Logic.
- Subscriber will provide Higher Logic with no fewer than two (2) business day’s notice for any scheduled meetings. Higher Logic, may, in its sole discretion, make exceptions on a case by case basis.
- Subscriber may in its sole discretion register for additional training, including but not limited to: live public training, distance learning training, webinars, on-demand learning, learning paths, custom private on-site training available at Higher Logic’s then current rates.
Platinum Package Services - Out of Scope Services:
The parties acknowledge and agree that the tasks and activities listed below are, without limitation, outside the scope of the Platinum Package Services and are not provided by Higher Logic as part of the Platinum Package Services. In the event that Subscriber requests an out of scope service, whether included on this list or otherwise determined by Higher Logic to be out of scope (a “Change Request”), Higher Logic will consider such a request and may, in its sole discretion, provide such additional services for an additional T&M fee of $200 per hour. In the event of such a Change Request, Higher Logic will prepare a cost estimate and timeline for the additional services and, upon Subscriber’s execution of an order form detailing the Change Request Services, will commence work. Higher Logic reserves the right to decline any change request in its sole discretion.
Services considered out-of-scope for the Platinum Package Services include but are not limited to the following:
- Subscriber’s Online Community Implementation.
- Creation and ongoing management of a content calendar, engagement tactics, and moderation for committee communities, boards, governance, specialty groups like workshops or small events.
- Collection, creation, or management of presentations or resources for events or conferences.
- Execution of changes to the moderation settings for communities other than the Primary/Open Forum community.
- Promotion of an event or conference in external channels (ex: newsletter, social media outreach), including any content creation about the online community, the development of presentations about the community to feature at an event or conference
- Coordination, management, or facilitation of any online community meet-ups at an event or conference
- Design, management, or configuration of Ads on Higher Logic’s community platform, including ads in digests, discussion posts, or the site.
- Managing the manual subscription of Users to email digests.
- Custom design or creation of User Onboarding resources, including but not limited to New User Getting Started videos or guides
- Custom design of automation rule ribbons or badges.
- Content User support, including but not limited to phone, video, or screen-sharing support.
- A/B testing of automation rule email campaigns or webpages
- Migration of Data or Content
- Delivery or design of Custom Trainings for staff members or content users.
- Management, end-user support, administration and facilitation of any and all applicable add-on modules, including but not limited to Microsites, Volunteer Manager, Mentor Match, Nested Communities, Group Manager, Events Manager, Workspace, Marketing Automation, Email Marketing, et cetera, except when outlined within the Agreement’s Scope of Services, or outlined within a separate Services agreement.
- Participation in internal meetings with the Subscriber’s organization outside of the designated virtual meetings for the purpose of managing the Online Community, including but not limited to Subscriber’s staff meetings or board meetings.
- Graphic design, site redesigns, ad creation, web design, email design, carousel updates, webpage layouts, widget configuration, site navigation, UX, or other major visual updates to your Higher Logic platform, unless set forth in a separate SOW.
- Marketing material creation, including Newsletter emails, graphic design, social media posts, one-pagers, infographics, or PDF’s for the purpose of promoting the community, including the use of 3rd party tools (ex: Mailchimp, Venngage).
- Conducting original research studies, including but not limited to the creation of Subscriber white papers or the production of original research reports.
- Custom software development requests, platform enhancements or add-on functionality (ex: Javascript).
- Operating out of third-party support or product management software such as ZenDesk or Jira.
- Selection, coordination and contracting with third-party vendors.
- Management or use of the organization’s AMS/CRM.
- Business dealings, negotiations or material creation for the Subscriber’s internal department, investor or vendor meetings (ex: board meetings).
- Custom metrics or key performance indicator dashboard creation, custom reporting, custom data visualization (ex: infographic), or the management of third-party analytics tools (ex: Google Analytics, Google Tag Manager, Adobe Tag Manager).
- Custom creation of videos, including marketing videos, screencasts, recordings of site demos, or delivery of webinars.
- Custom creation of Subscriber-specific support manuals (ex: Playbooks, Handbooks, Toolkits, Guides) with operating procedures on Higher Logic features or functionality.
- The design, administration, configuration or synthesis of results from polls, including Higher Logic’s Polls, or third-party survey tools (ex: SurveyMonkey).
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- Support ticket submission on behalf of the Subscriber: Subscribers are granted access to Higher Logic’s Online Support Portal and have full access to a ticketing system and escalation paths.
- Website page content migration
- Product changes/ enhancements
- Changes to the integration after implementation (adding demographics, changing SSO, modifying security groups).
- Hiding, archiving, or deleting communities that the POC determines to be no longer relevant to the organization.
- Creating or modifying community types
- Design, maintenance, and execution on a tagging taxonomy to organize resources, including the application of tags to any resources and discussion posts.
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