Scope + Design: Education and Change Management

A successful launch is about more than just software—it’s about people. Developing a strong education and change management plan ensures that the digital workflows we’ve built together become a natural, seamless part of your team's daily operations.

In this phase, we move beyond the "how-to" and focus on long-term adoption. We will help you build a strategy that supports your staff at go-live and provides a sustainable path for growth as your program evolves.

Building a Sustainable Strategy

Your Findhelp team will provide best practices and tailored recommendations to help you master two critical areas:

The Launch Experience: We’ll design an initial training plan that ensures your professional navigators feel confident and prepared on day one.
Ongoing Growth & Retention: We’ll help you establish a sustainable communication and education strategy to reinforce workflow expectations, support new hires, and manage staff transitions smoothly.

Important Roles and Responsibilities For This Phase

Role	Responsibilities
Program Manager	Coordinates education and change management scoping meetings Manages materials
Training Lead	Identified trainers to support initial and ongoing training delivery and development of training materials Define learning objectives Confirm Training methodology, delivery method, and timelines
Operational Lead	Identifies and engages super users and target staff audience Contributes to learning objectives, training methodology, delivery method, and timelines Determines long term strategy to maintain change management plan
Findhelp	Provides supporting materials, facilitates discussion, helps update workflow diagrams with agreed upon changes
Executive Sponsor	Ensure that messaging on the importance of the project and platform is shared regularly to the project team, leads, and staff users. Ensure that teams understand organizational buy in for the project Enforces change management plan with all teams and contributes to long term decisions related to user strategy.

What Happens Next

To ensure we make the most of our time together, please complete the following action items before our scheduled call with the Findhelp team:

Training Strategy: Review this tab to see our recommended approach for getting your team up to speed.
Communication Plan: Check this tab to see how we’ll share the "big news" with your organization.

Coming prepared with your initial thoughts will help us tailor these plans to fit your team's unique culture and schedule.

What We’ll Provide (Findhelp)

A Tailored Training & Rollout Plan: We’ll deliver a recommended strategy to get your team up to speed effectively and on schedule.
A Comprehensive Communication Roadmap: You’ll receive a plan that outlines who to message, what to say, and when to say it to ensure everyone is informed and excited.
Proven Change Management Strategies: We’ll share best practices and real-world examples from successful partners to help you navigate the transition smoothly.

What We’ll Need From You (Customer)

Finalize Your Training Details: Review and refine the rollout plan by identifying your trainers, "super users," and the specific staff members who need training.
Confirm Your Communication Strategy: Validate the messaging and timelines to ensure they align with your internal organizational goals.
Own the Long-Term Success: Establish a post-launch plan with clear ownership to ensure your team stays engaged and supported well after the initial go-live.

Training is a journey, not just a single event; your Findhelp team is committed to supporting you as your program grows and your team evolves.