Whether starting from scratch or reinventing yourself, this phase is critical to insuring you set a vision and lay the foundation for the future.
Define your Vision
You’ll never reach your destination if you don’t have a clear view of where you are heading. Your vision should be your guiding light throughout your Adoption planning.
- When defining your vision consider:
- Your organization’s broader strategy, goals, and objectives
- The impact on employee and customer experiences
- What is driving the need for change
- Business capabilities & outcomes
| Planning templates | Links to PPT Guides/Workbooks |
| Additional Resources |
Optimizing User adoption Links |
Build your Team
People are a key component of successful adoption. Building a core team to support your efforts during roll-out is critical.
- Key players include:
- C-Level Business Executive Sponsor
- IT Executive Sponsor
- Program Manager/Success Owner
- Training Lead
- Communications Lead
- User Council
- Departmental Program Ambassadors/Champions
- IT Members
Define your Adoption Plan
Drive Awareness
| FAQs |
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| Email Templates |
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| Surveys |
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Ready Your Team
| Education Plan | List of beginner level courses for each product |
Deploy Systems and Processes
Assess Success
DO WE JUST PUT A CHART WITH ALL THE RESOURCES & COURSES HERE OR TRY TO SPLIT THEM INTO THE SECTIONS ABOVE?
You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.