Part 2 of 3 of a discussion about adoption planning tools. This part focuses on impacted groups, on adoption activities and on practical considerations. Adoption Planning Tools: Impacted Groups Adoption Planning Tools: Adoption Activities Adoption Planning Tools: Practical Considerations
Part 1 of 3 of a discussion about adoption planning tools. This part provides an overview of the tools and then focuses on general adoption requirements and on capabilities and processes. Adoption Planning Tools: Existing Tools Adoption Planning Tools: General Adoption Requirements Adoption Planning Tools: Capabilities & Processes
An overview of the adoption planning process and associated best practices. The Adoption Planning Process
An explanation as to the role of the CSM within the adoption planning process, with specific reference to the relationship between CSM and customer stakeholders. The Role of the CSM in Adoption Planning
A discussion about how get adoption requirements for an engagement agreed by all relevant stakeholders. Getting the Adoption Requirements Agreed
An overview of the workshop as a tool for researching and analysing information and for gaining concensus agreement and commitment from customer stakeholders. Research Techniques: The Workshop
A discussion on impacted users and an explanation for the difference between directly and indirectly impacted users, together with discussion on why understanding both types of impacted users can be important. Directly & Indirectly Impacted Users
A discussion on how change management best practice techniques are fundamental to the adoption process, together with an overview of the ADKAR change management model. Adoption and Change Management The ADKAR Change Management Model
An overview of the role and purpose of adoption within customer success management, and a discussion on the role and purpose of pilots and phases Defining Adoption & the Importance of Adoption Adoption Pilots and Phases
A discussion on the four aspects of a customer initiative that influence the selection of an onboarding model, together with an overview of how to use the Onboarding Scoring Matrix, and advice on how to discuss onboarding with customer stakeholders. Four Influencers of Onboarding The Customer Onboarding Scoring Matrix Onboarding Discussions with the [...]