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Discussion: Change Management

10 comments

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    Kelli Wheelwright

    I'm very interested in hearing about how enterprise users have implemented and helped with the change management in remote locations. I am in charge of a national franchise and have offices who have signed up to participate in Wrike who are having trouble with pull through in their offices.ย 

    Looking for any type of solutions that other offices have found beneficial.ย 

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    Trevor Tollefsbol

    Hi Kelli,

    One thing that I feel is very important is hands-on user training.ย  Maybe consider creating a Sandbox folder in Wrike and develop a follow-along training that can be done over webinar.ย  Keep the training sessions small if possible (10-12 users at a time) and have the users do exactly what you do based on how your company has defined Wrike usage.ย  You will be able to see immediately if they are performing the same actions correctly and provide guidance in real-time.ย  I hope this is helpful, or at least sparks some ideasย that I haven't thought of!

    Cheers!

    Trevor

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    Wendy Borg

    Trevor, Kelli, We at Middlesex County Government, have done just that.ย  Although we are a smaller operation and have a Business Level subscription, we are also participating in change management and areย initiating the onboarding ofย new users to Wrike department by department.ย  Before the training, a small committee of Wrike users compiled our "Rules of Wrike," which we dubbed "the Middlesex County Way," of policies for its use.ย  This doc was posted on Wrike in the left ribbon for all to access.

    Small group training sessions were held, where background and the nuts and bolts of the monitoring panel and the views was shared.ย  But the most valuable part of the sessionย included the trainees participating in lab time under the direction of the department SME.ย  She guided them through project and task creation, assigning, sharing, commenting, using Live Editor, building and duplicating templates, and creating dashboards and widgets.ย  The trainees were assigned a project to build out, right then during the session, asย we floated around to assist.

    After the lab time, a resource doc was shared that enumerated the support options, including Wrike's support email, suggestions for initial webinars under "Getting Started," Keyboard shortcuts, Self Help Resources, the Interactive Beginner Tutorial, blog articles, etc.ย  Also posted on the left ribbon is the Onboarding New Users Exercise, which we received in our initial training sessions with Wrike.ย  This is great homework!

    At the completion of the session, the Wrike training video, "Need (or Want) Help?" was shown to explain the Help Center.ย 

    We are still in the monitoring process and other departments will need to be brought onto the platform, but its looks like it was a successful launch!

    Good luck to you!ย  Hope these ideas help.

    Best,

    Wendy

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    Wendy Borg

    PS - We also put a Playground folder in the left ribbon for any user to experiment in! โ˜บ๏ธ

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    Trevor Tollefsbol

    Thanks, Wendy!ย  I like the idea of placing the "Rules of Wrike" in the left ribbon.ย  I will do the same with our team.ย  Great suggestion!

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    Brittney Lewis

    Our team leverages both a sandbox for testing as well as something we have deemed the Knowledge Base. The sandbox is an area where specific team leads can test and we can also leverage it for training or testing platform adjustments. In the Knowledge Base, we have four sections:

    1. Company Knowledge Base: This contains our process documentation and how it integrates with Wrike
    2. FAQs: frequently asked questions specific to how out team is to be using the platform
    3. How to get it Wrike: this contains quick start guides for the various positions across the company. Many teams use Wrike differently so we need to ensure all team members understand to nuances.
    4. Wrike Training Videos: we leverage a lot of forms that help automate and andย  drive the governance of our instance, therefore we created a group of videos that show specific step by step instructions on how to perform specific actions.
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Trevor Tollefsbol

    @Brittney Lewis, thank you for the great suggestion!ย  We're going through our deployment process right now and I just submitted your suggestion above to our deployment consultant as an approach we'd like to take as well.

    Cheers!

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    Brittney Lewis

    @Trever Tollefsbol - that is great! Please let me know if you have any questions or need additional detail.

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    Suzanne Burkhalter

    In addition to the overall user training, I have ongoing post implementation training. I have created one sheet documents explaining how to use necessary functions. I roll them out 1 at a time in a quick 10 minute meeting. Taking it all in with one training can be daunting, so follow up is necessary to keep everyone engaged.

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    Stephen Orowe

    @Suzanna, if you're ok to share a screenshot of what these one-pagers look, I'd love to see what these look like. Of course, if there's anything here you don't want to share that totally ok ๐Ÿ‘

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