The Blueprint Process
On this page, you will learn how the blueprint process works, what each section of the blueprint should include, your responsibilities to the blueprint as the client, and how it gets translated to your custom program.
The Blueprint Process Overview
This page includes:
- Blueprint Process Training Video
- Downloadable Resources:
- Client Blueprint Action Checklist
- Blueprint Definitions
- Requirements Questionnaire
Objectives
New clients or program administrators will:
- Have an understanding of their roles and responsibilities to creating the blueprint.
- Be knowledgeable about what a blueprint is, how to navigate the document, and how it relates to their program using Zengine.
Purpose
The purpose of The Blueprint Process Training is to provide explanations and direction about the blueprint document and how it is used to create a custom program in Zengine.
If you need assistance with this page or have a question, please contact: [email protected]
Downloadable Resources
Three resources to help prepare your blueprint.
Client Blueprint Action Checklist
The purpose of the Client Blueprint Action Checklist is for you to be able to keep track of where you are in the blueprint process, what is coming up, and what you are responsible for completing. The checklist acts as a road map during the blueprint process journey.
Client Blueprint Action Checklist.pdf
Blueprint Definitions
In this downloadable job aid, you will find a list of terms, titles, and phrases that are used in the blueprint, which is the document that drives the creation of your custom program in Zengine.
The purpose of this job aid is to support your onboarding and partnership with WizeHive. The list will help you be clear about the information that is collected, displayed, and discussed throughout your relationship with us.
Requirements Questionnaire
The Requirements Questionnaire job aid provides details and examples of the information your Solutions Consultant needs to create your custom program in Zengine. Referring to this job aid will promote efficient communication and help you give your Solutions Consultant clear and accurate direction.