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Onboarding Guide for Core Admins

Overview

We hear this question all the time:

“How have your other customers been successful in their implementation?”

The (not-so-secret) answer:

We see the most successful implementation when there is a dedicated team on the Customer’s side that is equally engaged with us. We don’t just want to show you where to click around in the tool; we want you to be strategic, and to feel confident in your plans for rolling out an organized Content Library and a streamlined Project Workflow. The best way to achieve this is to make your implementation a priority within your organization.

We developed this Onboarding Guide to help you, the Core Admin team, expedite your learning and plan a strategic implementation. Use this guide to supplement your Train-the-Trainer sessions.

Select the applicable tab for your edition of Responsive.

  • Onboarding Guide for Core Admins

    Documents

    The following supporting documents are available for download at the end of this article.

    • Onboarding Tracker (Excel)
      This will be helpful to track your recommended Learning and Onboarding tasks.
    • Content Organization - Worksheet (Excel) 
      This will be helpful during your Answer Library training.
    • New User Adoption Checklist (PDF)
      You can share this checklist with any of your new users to help them navigate your instance and begin learning.
    • Standard Enterprise Overview (PDF)
      Offers an outline of our standard onboarding process.
    • Standard Onboarding Overview (PDF)
      Offers an outline of our standard onboarding process.

    Keys to a Successful Implementation

    1. Identify all key stakeholders during the Kickoff, ensure Core Admins are assigned and available for the duration of the Onboard (block time on calendars if needed).
    2. Our best practice is to schedule ALL Onboarding sessions during the Kickoff, and make sure participants are able to prioritize the onboarding activities.
    3. The Onboard should be completed in ~6 weeks, and go-live within 90 days; our most successful clients stick to the Onboarding plan established during the Kickoff.
    4. Stakeholders should be engaged and prioritize the learnings from all Onboarding sessions, and should come prepared with the materials outlined by the Onboarding Consultant.
    5. Stakeholders should be engaged and prioritize the learnings from all Onboarding sessions, and should come prepared with the materials outlined by the Onboarding Consultant.
    6. Continue using Responsive between training sessions, applying lessons learned from your Onboarding Consultant; enroll in Responsive Academy courses and search the Help Center for pertinent articles.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Onboarding Guide for Core Admins

    Documents

    The following supporting documents are available for download at the end of this article.

    • Onboarding Tracker (Excel)
      This will be helpful to track your recommended Learning and Onboarding tasks.
    • Content Organization - Worksheet (Excel) 
      This will be helpful during your Answer Library training.
    • New User Adoption Checklist (PDF)
      You can share this checklist with any of your new users to help them navigate your instance and begin learning.
    • Standard Enterprise Overview (PDF)
      Offers an outline of our standard onboarding process.
    • Standard Onboarding Overview (PDF)
      Offers an outline of our standard onboarding process.

    Keys to a Successful Implementation

    1. Identify all key stakeholders during the Kickoff, ensure Core Admins are assigned and available for the duration of the Onboard (block time on calendars if needed).
    2. Our best practice is to schedule ALL Onboarding sessions during the Kickoff, and make sure participants are able to prioritize the onboarding activities.
    3. The Onboard should be completed in ~6 weeks, and go-live within 90 days; our most successful clients stick to the Onboarding plan established during the Kickoff.
    4. Stakeholders should be engaged and prioritize the learnings from all Onboarding sessions, and should come prepared with the materials outlined by the Onboarding Consultant.
    5. Stakeholders should be engaged and prioritize the learnings from all Onboarding sessions, and should come prepared with the materials outlined by the Onboarding Consultant.
    6. Continue using Responsive between training sessions, applying lessons learned from your Onboarding Consultant; enroll in Responsive Academy courses and search the Help Center for pertinent articles.

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