First of all, if you are doing a Relaunch, Congratulations!
It's exciting to start with a fresh, clean slate and inject some new life into your OnSemble solution.
There are a few Best Practices to consider before we dig in:
- DREAM. If you're going to build a new house, before you even draw up blueprints, you start to imagine what kind of house you want. Start to think about how you want it to look, feel, and function. What would you like to have in your new house that is missing or broken in your current one? What are your "must haves" to be comfortable and make it yours?
- GET FEEDBACK. You want to know how your staff and leadership perceive your current solution, and hear their likes, dislikes, and wishes for improvement. Do surveys, have a quick huddle, and look at data from your current portal usage. Rely on your CSM and the Community for ideas. This feedback will be key in guiding you through the planning process, prioritizing your time effectively, and proving success at project completion. Anything worth doing is worth measuring!!
- PLAN. Those dreams and feedback are what tailor your plan to meet specific needs your organization has. We have guided many Passageways family members through the Relaunch process. Hands down, the best experience starts with a clear goal in mind, and a roadmap to success that your entire team can contribute to. Your CSM can provide you with guidance, there are educational resources in the OnSemble Support Center, and the Community is perfect for best practices from your Passageways family and peers!
- TEAMWORK. Most groups don't have the luxury of dedicating an entire team solely to the Relaunch project, but we still see awesome success with the groups who solicit cooperation from a variety of roles in their organization. Chances are, you have a lot of combined talent at your fingertips. Think about where you can get an extra boost and save time/money by looking at resources you already have. Marketing may be able to provide some images. Leadership may be able to encourage employee engagement. Ask your peers here in the Community for ideas, and reach out to your CSM if you get stuck.
- BE BOLD. Your team needs a decision maker or two. Most of the time when a project slows down, it's caught up in a multi-check cycle. This is why we recommend getting feedback early, so you may plan through the big decisions like how many rooms your house will have, who gets access to use them, and what those rooms will be used for/what's in them. Smaller decisions like paint color and how many throw pillows go on the couch should be owned by a team member so you can continue moving forward. If you are leading the project, be willing to delegate what you can, and "have teeth" to keep things from getting caught in a bottleneck. Also, be bold after your go live! You've put a lot of effort and time into this project, and it's important to share that back with your leadership. Re-survey your staff, leadership, and gather some usage data again after your users have had time to settle in (3-6 months). Check if the goals you set out to achieve were accomplished. If so, share and celebrate that with your organization, here in the Community, and with your Passageways family!
- Your CSM can provide you with planning guidance and best practices - connect with them.
- See what is new in the version you will be advancing to on this sheet.
- Implementation Planning Videos: Our education team pulled together several training videos that are helpful for Relaunch planning. Check them out here!
- Page Design Examples: Head over to the Show & Tell section of our Community to see ideas and screenshots from other groups. Once you've finished your Relaunch, we'd appreciate it if you share the love and post some of your own too!
- Page Design Training: Your CSM can show you the ropes, but there are a lot of training resources available as well. Subscribe to the Dear CSM topic for handy tips, tricks, and common questions. Also, take a look at the Branding & Page Design section of our Support site for lots of resources.
- Role and Workgroup Training & Best Practices: There's a Dear CSM on Using Roles Effectively (see links at bottom), this section of training for Workgroups an article on Workgroup planning, and this Post on questions to ask when planning Workgroup content.
- Survey your users: This post from Angela at Family Trust is great, plus your CSM can provide you with surveys we use for EBRs - those also work great for Relaunching!
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