A big component of the pershing onboarding is the collaboration with Pershing. Once the on-boarding team starts working with the partner, a skeleton project plan needs to be created to reflect the project timing expectations (desired going live date) by Partner and shared with pershing.
First populate the desired 'Go live' date in the plan. Then calculate backwards to populate the QA release date as 4 weeks before the Go live date. Then around 13-14 weeks backwards to the development start date. The pershing components are needed by the date Jemstep development is expected to start.
Share this with the Pershing rep for that partner to see if the timeline is reasonable. Edit/add based on that.