Congratulations—your organization has successfully laid the groundwork! The Deploy and Adopt phase is the official debut of your program to both your internal team and your community partners.
This is where your vision becomes a reality. As you go live, we’ll move from planning to action, using the goals and KPIs we established together to track your progress and celebrate your impact. Our focus is on ensuring a smooth transition so that your new tools feel like a natural, valuable part of your team’s day-to-day success.
Important Roles and Responsibilities For This Phase
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Responsibilities |
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Program Manager |
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Operational Lead |
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Executive Sponsor |
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Findhelp |
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What We’ll Provide (Findhelp)
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One-Week Check-in: A dedicated touchpoint one week after go-live to ensure a smooth transition and address any immediate questions.
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30, 60, and 90-Day Reviews: Deep-dive sessions where we review your performance data, track your progress against KPIs, and provide expert recommendations to improve team adoption.
What We’ll Need From You (Customer)
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Performance Tracking: Actively monitor your core metrics—such as Users, Searches, Connections, and Referrals—using your Findhelp reporting tools.
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Continuous Improvement: Use our 30, 60, and 90-day reviews to evaluate how your team is adapting and implement process improvements for long-term success.
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Agile Success Planning: Maintain a proactive action plan so that if your KPIs aren't quite where you want them, your team is ready to pivot and get back on track quickly.
Holding Feedback Sessions With Your Team
In our experience, the best tools are those that grow alongside the people using them. By inviting your 'Professional Navigators' and staff to share their thoughts, you’re doing so much more than just gathering data—you’re giving them a real voice in how the platform works.
When team members see their feedback spark real improvements, they stop feeling like they have to use a new system and start feeling like they want to lead the way.
The Workflow Feedback Survey Example
How is Findhelp working for you? We want to ensure that our digital tools make your daily work easier and more impactful. Please share your experience with us so we can continue to refine our processes.
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Describe your current workflow: Walk us through how you currently use the platform to support your community.
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Identify the "Win" Moments: In what specific scenarios do you find the platform most helpful?
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Celebrate Success: What is currently working well for you and your team?
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Highlight the Hurdles: Are there specific moments where the platform feels less helpful or difficult to navigate?
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Shape the Future: If you could change one thing to make your day-to-day work more efficient, what would it be?
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How This Drives Adoption & Change Management
Collecting this feedback is a critical step in the "Reinforcement" phase of change management. Here is why this matters for your organization:
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Identifies "Friction Points": Low usage is often caused by a small, fixable technical hurdle. These questions help you spot those hurdles before they lead to total disengagement.
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Builds Psychological Ownership: Users are much more likely to adopt a tool when they feel their "Subject Matter Expertise" influenced how it was set up.
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Creates Peer Champions: By asking "What is working well?", you identify success stories. You can then highlight these "Power Users" to train others, which is often more effective than top-down instruction.
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Informs Continuous Training: If multiple users say the platform is "not helpful" in a specific area, it tells you exactly where you need to provide more education or adjust the digital workflow.