Implementation & Onboarding

Live in 2 Weeks, Not 6 Months

Fast, painless rollout with white-glove support. Your team starts learning while we handle the technical details.

2-week setupDedicated supportZero IT burden
14
Days to go live
15min
Manager training
87%
Avg completion rate
Timeline

Implementation Timeline

From contract signed to team learning in 14 days

WEEK 1

Setup & Integration

  • Kickoff call with CSM
  • HRIS integration setup
  • SSO configuration
  • Admin dashboard training
  • User import & cohort setup
WEEK 2

Manager & Team Prep

  • 15-min manager training sessions
  • Launch communication templates
  • Program assignments finalized
  • Test accounts verified
  • Launch date confirmed
DAY 14

Go Live! 🚀

  • Team receives welcome email
  • Programs available instantly
  • Support team monitoring
  • Real-time engagement tracking
  • Ongoing optimization begins
Go Live!
Day 1Week 1Week 2Day 14
White-Glove Service

What We Handle For You

Technical Setup

  • HRIS integration configuration
  • SSO/SAML setup and testing
  • User import and data mapping
  • Admin account creation
  • Security audit completion

User Management

  • Cohort creation and structure
  • Program assignments
  • Permission configuration
  • Notification setup
  • Automated workflows

Training & Documentation

  • Admin dashboard training
  • Manager training sessions
  • User guides and resources
  • Video tutorials
  • Best practice playbooks

Launch Support

  • Communication templates
  • Launch email campaigns
  • Live chat support
  • Engagement monitoring
  • First-week optimization

Your IT team's involvement: Minimal

We handle 95% of setup. Your team just approves SSO and provides user list — we do the rest.

Onboarding Options

Choose Your Onboarding Approach

We adapt to your team's needs and preferences

Self-Service

Fast, independent setup

  • Automated setup wizard
  • Video tutorials
  • Help center access
  • Email support
  • Community forum
Timeline
1 week
Best For
Tech-savvy teams, <100 users
Most Popular

Guided

Supported rollout

  • Dedicated CSM
  • Weekly check-ins
  • Manager training
  • Launch support
  • Priority support
Timeline
2 weeks
Best For
100-500 users

White-Glove

Full-service implementation

  • Dedicated project manager
  • Custom integration
  • On-site training (optional)
  • Change management support
  • 24/7 launch support
Timeline
2-4 weeks
Best For
Enterprise, 500+ users
Manager Enablement

15-Minute Manager Training

Quick, focused sessions that give managers everything they need to support their teams — without taking hours out of their day.

What We Cover:

  • How to view team dashboard
  • Understanding MPI scores
  • Recognizing progress
  • Having program conversations
  • Encouraging completion

Delivery Options:

  • Live Zoom sessions (15 min)
  • Pre-recorded video (10 min)
  • One-page quick guide
  • Office hours for questions

Manager Training

Supporting Your Team

0:0015:00

Training Modules

Dashboard Overview

5 min

Team Progress

5 min

Recognition & Support

5 min
Change Management

Change Management Support

We provide everything you need for a smooth launch and sustained engagement

Launch Materials

  • Email Templates
    Announcement, reminder, celebration
  • Manager Talking Points
    What to say in team meetings
  • FAQ Document
    Common questions answered
  • Quick Start Guide
    One-page user instructions
  • Slack/Teams Messages
    Ready-to-send updates

Ongoing Support

  • Weekly Engagement Reports
    Track adoption in real-time
  • At-Risk Alerts
    Identify low engagement early
  • Best Practice Sharing
    Learn from high-performing teams
  • Optimization Recommendations
    Improve completion rates
  • Success Celebration
    Recognize milestones
Sample Launch Email Template

Subject: Introducing MasterUp: Your New Management Development Program

Preview: 5-10 minutes a day to become a better leader...

Hi [Name],

We're excited to announce your enrollment in MasterUp, our new management development program...

[Full template provided]

Success Metrics

How We Measure Success

Clear milestones at 30, 60, and 90 days to track your rollout success

30 Days

Milestone

>80%
User activation
Started at least one episode
>90%
Manager engagement
Viewed team dashboard
<5%
Support tickets
Of total users

60 Days

Milestone

>50%
Program completion
Completed assigned programs
+0.5
MPI improvement
Average score increase
>70%
Weekly engagement
Active users per week

90 Days

Milestone

>87%
Overall completion
Total program completion
4.5/5
Manager satisfaction
Survey rating
Report ready
ROI demonstration
Metrics for leadership

Your CSM reviews these metrics with you weekly and provides recommendations to stay on track.

Ready to Start Implementation?

Schedule a call with our implementation team to discuss your timeline and approach. We'll have you live in 2 weeks.

Average implementation: 14 daysDedicated CSM includedZero IT burden