{"id":11501,"date":"2021-12-12T12:22:00","date_gmt":"2021-12-12T17:22:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=11501"},"modified":"2023-12-04T15:53:54","modified_gmt":"2023-12-04T20:53:54","slug":"implementation-champions","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=11501","title":{"rendered":"Implementation Checklist for Champions"},"content":{"rendered":"\n<p>Here\u2019s a handy checklist for getting a power user like you going with SecureDB. You can also&nbsp;download a PDF version&nbsp;of this document if you\u2019d like.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"send-welcome-email-and-training-resources\">Send Welcome Email and Training Resources<\/h2>\n\n\n\n<p>When ready, send Implementation Email and training videos\/resources to all SecureDB users and be sure to include a link to this, the Knowledge Base. Download a few of these Templates for SecureDB Rollout.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"dashboard-accessible\">Dashboard Accessible?<\/h2>\n\n\n\n<p>Ensure you and all direct reports are able to access their dashboard view.  If your system is in <strong>Implementation Mode<\/strong>, it&#8217;s a good idea to <a href=\"https:\/\/securedb.io\/kb\/?p=11315\" data-type=\"post\" data-id=\"11315\">review this article<\/a> about exactly how that feature works.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"review-coaching-items\">Review Coaching Items<\/h2>\n\n\n\n<p>Review coaching items with each direct report: skills, behaviors, and roles (edit if needed).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"meet-with-managers\">Meet with Managers<\/h2>\n\n\n\n<p>Schedule time 5-6 weeks in with managers to review first round of check-ins with employees.  Then, schedule quarterly check-Ins with your managers to ensure you can best understand how they are leveraging SecureDB for check-ins, <a href=\"https:\/\/securedb.io\/kb\/?p=10932\">reviews<\/a>, and maximizing their usage of all accessible tools within the software.<\/p>\n\n\n\n<p>Encourage users to try out the <a href=\"https:\/\/securedb.io\/kb\/?p=12000\">Setup Wizard<\/a> to make sure everything looks good with their setup.<\/p>\n\n\n\n<p>Ensure managers feel equipped with conducting reviews within the software platform.  Here&#8217;s an article with best practices on <a href=\"https:\/\/securedb.io\/kb\/?p=10932\">Conducting a Review in SecureDB<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create-objectives\">Create Objectives<\/h2>\n\n\n\n<p>Work with team managers on remaining Performance Objectives for all company roles.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/12\/Performance-Objective-Preparation-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Performance Profile Preparation Guide<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/12\/Performance-Objectives-Examples-Most-Common-Positions.xlsx\">Examples of Most Common Performance Objectives<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=6CytfNZxP_E\" target=\"_blank\" rel=\"noreferrer noopener\">Updating Objectives<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=11341\" data-type=\"post\" data-id=\"11341\">Mass Updating Objectives<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/securedb.io\/kb\/?p=11429\" data-type=\"post\" data-id=\"11429\">Scale vs. Numeric Objectives<\/a><\/li>\n<\/ul>\n\n\n\n<p>Not sure what objectives you need to create to measure the performance of your team? Download our, &#8220;<a href=\"https:\/\/securedb.io\/kb\/?p=10941\">Guide to Creating Performance Objectives<\/a>.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-d-it-go\">How\u2019d it go?<\/h2>\n\n\n\n<p>Complete the SecureDB Partner Experience Survey here:&nbsp;<a href=\"https:\/\/www.surveymonkey.com\/r\/38RTCS8\" target=\"_blank\" rel=\"noreferrer noopener\">surveymonkey.com\/r\/38RTCS8<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"maximizing-m4p\">Maximizing SecureDB<\/h2>\n\n\n\n<p>Here are three long-term action items to maximize the effectiveness of SecureDB.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Get into the habit of&nbsp;<a href=\"https:\/\/youtu.be\/OUhmFEHOvuw\" target=\"_blank\" rel=\"noreferrer noopener\">providing real-time feedback<\/a>&nbsp;and coaching within the software for your teammates<\/li>\n\n\n\n<li>Update Performance Objective data regularly for your direct reports<\/li>\n\n\n\n<li>If you need additional support in maximizing the software platform, please schedule time with your internal SecureDB Champion\/Practitioner or your dedicated SecureDB Implementation Manager<\/li>\n\n\n\n<li>You can also <a href=\"https:\/\/securedb.io\/kb\/?p=11594\" data-type=\"post\" data-id=\"11594\">create your own support tickets<\/a> any time<\/li>\n<\/ul>\n\n\n\n<p><strong>Pro Tip<\/strong>: Set reminders to update information monthly if you are not using API integrations for data entry<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here\u2019s a handy checklist for getting a power user like you going with . You can also&nbsp;download a PDF version&nbsp;of this document if you\u2019d like. Send Welcome Email and Training [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[43],"tags":[27],"class_list":["post-11501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-implementation","tag-implementation"],"wps_subtitle":"Power-User Kick-off Guide","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11501"}],"version-history":[{"count":9,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11501\/revisions"}],"predecessor-version":[{"id":16925,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/11501\/revisions\/16925"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}