Intro

This IoT implementation plan template helps teams run a structured rollout of connected devices—from requirements capture to installation and go-live. It keeps stakeholders aligned on hardware needs, shipping, site readiness, and deployment tasks so projects don't stall waiting for missing info. Use it to reduce time to value and deliver a predictable implementation experience for customers.

Who it's for

Customer Success Managers, Implementation Managers, and Deployment/Field Ops leads at B2B IoT, smart building, and industrial tech companies delivering hardware + software solutions.

What's inside

• Project Overview: Align on objectives, success metrics, owners, and current implementation status
• Mutual Action Plan ("Let's Go!"): Milestones and tasks covering scope, timelines, ordering, delivery, and installation completion
• Device Requirements Form: Collect site access, power availability, and on-site contact details upfront
• Preparation & Delivery: Document hardware lists, delivery tracking, required tools, and device-specific details
• Installation Support: Point-of-contact section plus installation video library and help guides
• Post-Installation & Go-Live: Onboarding plan to drive adoption (dashboards, alerts, reports) after deployment

Why use this template

Hardware deployments fail in the gaps between teams—missing floor plans, unclear site readiness, untracked shipping, and vague responsibilities. This IoT implementation plan template turns those risk areas into a clear, shared plan with one source of truth.

Because it includes both a requirements intake form and a milestone-based action plan, you can standardize handoffs and keep momentum from kickoff through go-live. It also supports faster customer onboarding after installation, helping teams move from "devices installed" to real usage and measurable outcomes.