Once you have gathered the learning resources, it's time to organize training sessions. In this article, we will suggest key considerations when planning Scoro onboarding.
Before the training
It is best practice to communicate the transition to Scoro before the implementation starts. This way, you can let team members know what to expect, when and where they can turn if they get stuck. Here are some topics to include as part of your change communication:
- When you first communicate your transition to Scoro, explain which tool has been selected, why, and when it is expected to be rolled out and include the training plan and roll-out date.
- As the first training session nears, let the team know what will happen during the training and inform employees if they have to watch or read any of the resources before the session.
- Explain how your team will be supported through the implementation and name the assigned go-to team members or Champions for questions related to Scoro.
During the training
We suggest holding at least two training sessions, each with a question-and-answer segment. This way, you can cover the fundamentals during the initial meeting and enhance the second session based on feedback from the Q&A portion, focusing on topics that need more attention.
Retain the knowledge
Record all training sessions so the shared insights can be repurposed for future use, especially when new employees join the team.
Creating a working document where questions and answers are added during the training sessions is also a good idea. This can be used later to create a Frequently Asked Questions (FAQ) document, which teammates can refer to. This will help to reduce the workload on Scoro Champions or admin users and enable your team members to find answers to their questions on their own.
At the beginning of each training session, it's important to highlight the key benefits of using a unified system to ensure that your team understands the advantages of using Scoro. Here are some of Scoro's pros you could discuss:
- All the client, project or task data is always easily accessible in one place. It saves time and eliminates the need to search through multiple platforms to find the required information. Also, you can cut unnecessary communication and status updates, as everyone has the data at their fingertips
- Each team member can stay on top of their task list and has a complete overview of planned assignments. This promotes collaboration and ensures everyone knows what the team is working on. Clear and easy planning helps to avoid overbooking.
- As your team logs time spent on their daily activities, it's quickly visible when their time-use can be adjusted (for example, a designer has too many admin activities and could be much more productive concentrating on creative tasks) or some of the workload should be divided between multiple people.
- Done tasks and past events are automatically compiled into detailed work reports in real-time, no need to spend your energy on double data entry.
Explain your workflow
Walking through your new workflow on the platform is essential. Explain how Scoro supports your processes so your team members better understand how to use the system and how it can improve their day-to-day work. This will make it easier for them to adopt Scoro and take advantage of its full potential.
For example, you can demonstrate how to compile a quote for a customer, turn that quote into a project, create tasks from the original quote, and assign those tasks to team members. You can also show different options for logging time and finishing by creating an invoice.
Tailoring the training sessions to your specific workflow and showing features relevant to your team's needs is important. If different teams within your company use different workflows, you can hold separate team training sessions to ensure everyone gets the necessary information.
Get everyone involved
You can also use the training session to involve your team in the onboarding process practically. You can invite everyone to Scoro during the session and ask them to go through the setup together. Some key areas to cover include:
- Adding or modifying their profile information and customizing data display preferences.
- Configuring task settings such as default duration and priority, and selecting relevant activity types.
- Personalizing different list views and saving defaults or bookmarks.
- Setting up the user menu based on personal preferences, displaying only certain modules like Calendar, Tasks, and Contacts, and hiding the rest for a better user experience.
- Creating custom dashboards to ensure they see everything important to them on one page.
- Setting up calendar integrations to view and add events across devices.
Although team members can utilize Scoro's Getting Started section and in-platform tours to complete the steps above, undergoing the setup process together can ensure that everyone starts on the right foot.
As the training session ends, it's essential to discuss the go-live timeline and approach, along with your expectations from the team post-training. This may include immediate switch to Scoro or some specific testing to prepare for the next training session.
If you plan to send out a survey to help organize the next training session, let everyone know they should expect it and fill it out by a deadline.
Now, proceed to the last article in the onboarding series for our top tips on maintaining your team's knowledge about Scoro.