Overview
Well done! By now you should have communicated your new platform internally.
Now that you've communicated with your staff, it's time to bring your organisation's leaders on board. Direct managers are often the most effective drivers of training completion, as they know their team's priorities and can follow up in day-to-day conversations. Plan how you'll introduce them to the platform's manager-specific features and show them how to get the most out of it.
After this step, you’ll do step 11 – Existing data migration.
How to complete this step?
To complete this step, follow the process below:
Choose your communication method. Common options include:
an email to managers explaining the platform's benefits and manager-specific features
a meeting or presentation
a combination of both.
Prepare your communication. For example, draft your email or put together a few simple slides.
Send your email or run your session.
Best practices
Your manager training should cover why you've moved to the platform, how it benefits managers, and any manager-specific features relevant to your organisation.
Use our knowledge base to help you prepare. These articles may be useful:
Examples
Small organisation
The organisation's leaders were involved in choosing Tribal Habits and are already familiar with the platform, so they send managers a simple email outlining the manager-specific features available to them.
Medium organisation
The organisation runs a training workshop for managers, covering:
what Tribal Habits is
the benefits for the organisation, managers and their teams
Large organisation
The organisation sends managers an initial email introducing the new platform and explaining the purpose and benefits of the change. They then schedule several training sessions to go through the benefits and features in more detail.