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
Resources & Downloads
| Planning templates | Links to PPT Guides/Workbooks |
| Recommended Reading |
Optimizing User adoption series (would need to move from quick videos) |
| Additional Resources |
?? |
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 |
|
| Email Templates |
|
| Surveys |
|
Ready Your Team
The second phase involves readying users to utilize the product and understand new systems and processes.
Goals:
- Ensure users understand new processes, how to utilize the tools, and why their participation is key to advancing the business goals
- Train users on new tools and processes
- Gain buy-in by eliciting feedback on the tool and new processes
- Enable key members of internal teams to act as champions/ambassadors for the launch, building excitement and interest ahead of go-live date
- Establish a resource bank that is easily accessible for use during and after launch
Resources
| Education Plan | Give them one example of an education plan |
| Recommended Courses: | Brie to create Learning Pathways per product, then they can click through from here & choose which courses they want and it will enroll them in those (probably give some description/how to sign up here. |
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.