ℹ️ You can copy and modify this useful template, to ensure you have planned all the important actions for a successful launch.
Objectives
Documenting the main objectives help you align the stakeholders, communicate to your employees, and to monitor the success after the launch.
In our company, we are starting to use Pulse Surveys / 360 Feedback / Organizational Network Analysis, especially to achieve these objectives:
Objective 1
Objective 2
Objective 3
Key stakeholders
Key stakeholders are the people you should involve in planning the launch and to ensure successful adoption of the new practices. They can be either responsible or being informed of the launch progress.
Organization's leader: XYZ
Is responsible of including this process in executive team's agenda, and holding their direct reports accountable for taking action with their teams.HR Leader: XYZ
Supports the admin user and organization's leaders to ensure they have the information and skills to utilize these tools and processes. They also hold the leaders accountable for taking action with their teams.Admin user: XYZ
Ensures the platform works as intended, supports the organization in using it, and engages with Teamspective's experts for further support, advisory and services as needed.Executive team: Executive team members
Lead by their own example, by actively participating in these processes, making educated decisions or initiatives based on the insights, and having the necessary discussions with their direct reports to establish accountability for taking action.IT department: XYZ
Is the main point of contact, ensuring the platform and its use complies with our organization's policies.Finance department: XYZ
Is the main point of contact, ensuring we have sufficiently budgeted for the cost of platform license fees and related training or advisory services.
Tasks and schedule
Make sure you have scheduled these tasks, and reserve sufficient time for preparing to them.
Task | Agenda | Date or week | People involved |
Inform key stakeholders | What we are launching and why. What is the stakeholder's role and responsibility. | 2 weeks before launch |
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Workspace setup | Prepare technical implementation together with Teamspective. | 1 week before launch |
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(Activate HRIS integration) | Activate HRIS integration as per the specifications agreed with Teamspective earlier. | 1-5 days before 1st survey |
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Communication to employees | Communicate what is happening, why, and what is expected from your employees. | Monday of Week 1 |
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1st Pulse Survey / 360 round / ONA Survey starts | Round starts automatically as scheduled earlier. | Week 1 |
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Manager training | After launch, deliver more detailed training to managers: how to use the platform, what actions are expected, what support is available to them. | Week 2 or 4 |
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1st results review in executive team | Review the insights in executive team to make them familiar with the new insights, and start a routine of following them each month. | Week 4 |
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1st company info | Communicate about first set of insights and agreed actions to employees. This clarifies the purpose why everyone should dedicate time to contribute. | Week 5 |
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Team actions review | Ensure each manager and team have discussed the insights and decided actions based on this. These actions have direct impact on team's ability to achieve improvements and engage employees to participate in the future. | Week 6 |
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