Get Started

Alex Nassi — Mon, 09 May 2022 17:46:07 GMT

Current Revision posted to GROW Adoption Framework by Alex Nassi on 5/9/2022 5:46:07 PM

Whether starting from scratch or reinventing yourself, this phase is critical to insuring you set a vision and lay the foundation for the future.

Download our GROW Get Started Workbook for detailed plans and worksheets to help you get going. You'll also find additional resources below such as email templates and learning plans to use in your rollout.

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

People are a key component of successful adoption. Building a core team to support your efforts during roll-out is critical. Review our Build Your Adoption Team download to learn more about each role, then use our Team Planning Worksheet in the GROW Get Started Workbook to identify key players in your organization.

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

Your adoption plan is just as important as your overall project plan and should run along side your technology implementation efforts. As you define the phases of your project, align with the following adoption plan phases:

Drive Awareness
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials Data Quality Best Practices CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Below you'll find links to Learning Plans that contain our recommended courseware for your Sugar solutions at this phase in your adoption journey. Review them yourself or use them to create training plans for your teams to help support your rollout and adoption efforts.

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Alex Nassi — Mon, 29 Nov 2021 19:09:42 GMT

Revision 63 posted to GROW Adoption Framework by Alex Nassi on 11/29/2021 7:09:42 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials Data Quality Best Practices CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Mon, 22 Nov 2021 15:17:55 GMT

Revision 62 posted to GROW Adoption Framework by Jana Ferguson on 11/22/2021 3:17:55 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources Data Quality Best Practices CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Thu, 28 Oct 2021 19:36:33 GMT

Revision 61 posted to GROW Adoption Framework by Jana Ferguson on 10/28/2021 7:36:33 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Wed, 20 Oct 2021 14:17:11 GMT

Revision 60 posted to GROW Adoption Framework by Jana Ferguson on 10/20/2021 2:17:11 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Wed, 20 Oct 2021 14:06:52 GMT

Revision 59 posted to GROW Adoption Framework by Jana Ferguson on 10/20/2021 2:06:52 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook Build Your Adoption Team Guide
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Brie Rowe — Fri, 02 Jul 2021 18:00:34 GMT

Revision 58 posted to GROW Adoption Framework by Brie Rowe on 7/2/2021 6:00:34 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

People are a key component of successful adoption. Building a core team to support your efforts during roll-out is critical. Use our Team Planning Worksheet in the GROW Get Started Workbook to identify key players in your organization.

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Blog: 9 Steps to a Successful CRM Go-Live Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Fri, 18 Jun 2021 19:24:58 GMT

Revision 57 posted to GROW Adoption Framework by Jana Ferguson on 6/18/2021 7:24:58 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption eBook: Managing Through Change: The Key Role Managers Play in User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Fri, 18 Jun 2021 19:22:40 GMT

Revision 56 posted to GROW Adoption Framework by Jana Ferguson on 6/18/2021 7:22:40 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources CX Assessment
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Tue, 25 May 2021 16:00:05 GMT

Revision 55 posted to GROW Adoption Framework by Jana Ferguson on 5/25/2021 4:00:05 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template Sugar Connect Adoption Plan & Communication Templates

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Alex Nassi — Mon, 24 May 2021 19:19:51 GMT

Revision 54 posted to GROW Adoption Framework by Alex Nassi on 5/24/2021 7:19:51 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Fri, 21 May 2021 14:05:12 GMT

Revision 53 posted to GROW Adoption Framework by Jana Ferguson on 5/21/2021 2:05:12 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Tags: Get Started, GROW, adoption

Get Started

Jana Ferguson — Wed, 19 May 2021 18:27:14 GMT

Revision 52 posted to GROW Adoption Framework by Jana Ferguson on 5/19/2021 6:27:14 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Jana Ferguson — Wed, 19 May 2021 18:26:41 GMT

Revision 51 posted to GROW Adoption Framework by Jana Ferguson on 5/19/2021 6:26:41 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Jana Ferguson — Tue, 18 May 2021 15:16:13 GMT

Revision 50 posted to GROW Adoption Framework by Jana Ferguson on 5/18/2021 3:16:13 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Jana Ferguson — Tue, 18 May 2021 15:09:46 GMT

Revision 49 posted to GROW Adoption Framework by Jana Ferguson on 5/18/2021 3:09:46 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	User Adoption Playbook Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting Webinar: CRM Blueprint Series - User Adoption Data Quality Best Practices eBook: Dismantling Silos for Effortless CX Quick Video Tutorials & Learning Resources
Templates	Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Sample FAQ's Ambassador/Champion Kickoff Template

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Brie Rowe — Tue, 18 May 2021 05:45:35 GMT

Revision 48 posted to GROW Adoption Framework by Brie Rowe on 5/18/2021 5:45:35 AM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
Templates	Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples FAQ Example

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Brie Rowe — Tue, 18 May 2021 05:44:15 GMT

Revision 47 posted to GROW Adoption Framework by Brie Rowe on 5/18/2021 5:44:15 AM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
Templates	Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples FAQ Example

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover	Additional
Learn more	Learn more	link

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Brie Rowe — Tue, 18 May 2021 05:40:35 GMT

Revision 46 posted to GROW Adoption Framework by Brie Rowe on 5/18/2021 5:40:35 AM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
Templates	Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples FAQ Example

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover	Additional
Learn more	Learn more	link

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Jana Ferguson — Fri, 14 May 2021 19:52:19 GMT

Revision 45 posted to GROW Adoption Framework by Jana Ferguson on 5/14/2021 7:52:19 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
Templates	Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples FAQ Example

Learning Plans

Market	Sell	Serve
links	links	links
Connect	Discover	Additional
links	links	link

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Reinforce.

Get Started

Jana Ferguson — Fri, 14 May 2021 19:15:03 GMT

Revision 44 posted to GROW Adoption Framework by Jana Ferguson on 5/14/2021 7:15:03 PM

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 and outcomes

Use the Vision Planning Worksheet in our GROW Get Started Workbook to help define your vision.

Build your Team

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
Ready your Team
Deploy
Assess & Iterate

Use our Adoption Planning Worksheet in the GROW Get Started Workbook to begin planning your next steps.

Adoption Plan Phases:

Drive Awareness

Raise general awareness through actions and messaging
Engage executive leadership to endorse and promote
Communicate key business benefits
Set expectations regarding usage

Ready Your Team

Prepare teams to operate in the new environment through an understanding of change impacts
Coach users to complete requirements prior to launch
Educate users on functionality with formal education and on-going tips and tricks
Ambassador/Champion Teams & Execs promote goals and solicit feedback

Deploy

Facilitate interactive communication to gather feedback and address questions
Celebrate benefits and wins through participation in sharing of success stories
Reinforce desired behavior through continued executive endorsement and user education

Assess & Iterate

Drive sustained adoption with regular post-deployment touchpoints
Reporting and publicizing progress using usage analysis and adoption metrics
Promote new functionality including major communication campaigns to support key functions

Resources & Downloads

Workbook	GROW Get Started Workbook
Additional Resources	Optimizing User Adoption Series Optimizing User Adoption Part 1 - Impediments to User Adoption Optimizing User Adoption Part 2 - Creating Well-defined Business Objectives Optimizing User Adoption Part 3 - Building Your Team Optimizing User Adoption Part 4 - Applying Change Management Optimizing User Adoption Part 5 - Measuring, Reporting, Iterating, Adjusting
Templates	Change Readiness Assessment Template (Long Form) Change Readiness Assessment Template (Short Form) Adoption Planning Workshop Presentation Project Kickoff Communication Examples Project Update Communication Examples FAQ Example

Learning Plans

Market	Sell	Serve
links	links	links
Connect	Discover	Additional
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