Train + Refine

The Train + Refine phase is where your vision truly takes shape. During this stage, we focus on two goals: ensuring the platform is technically "battle-tested" and empowering your staff to use it with total confidence.

By the end of this phase, your team won’t just know how the buttons work—they’ll understand how Findhelp makes their daily work more impactful.

Important Roles and Responsibilities For This Phase

Role	Responsibilities
Executive Sponsor	Ensure that messaging on the importance of the project and platform is shared prior to deployment, reinforcing the importance of organizational buy in for your program
Program Manager	Works with training and marketing team to coordinate time and resources
Operational Lead	Works with training team to ensure super users and end users are scheduled and completing training
Marketing Lead	Work with program manager and operational lead to execute marketing and communications strategy developed
Training Lead	Schedules and completes training as scoped

Before we officially open your doors, we’ll work together to ensure your technology is seamless and your team is fully prepared.

What We’ll Provide (Findhelp)

Customized Testing Scripts: We’ll deliver step-by-step testing guides based on your unique workflows, making it easy for your team to verify that every button and referral path works exactly as intended.

What We’ll Need From You (Customer)

Workflow Validation: Use the provided scripts to test your system, ensuring your team is comfortable with the digital experience before go-live.
Engagement & Outreach: Begin executing your marketing and communication plan to ensure your staff and community are excited and informed about the launch.

Putting Your Training Strategy Into Motion

Now that the foundation is built, it's time to move from theory to reality. Your customized roadmap—originally designed during the Scope + Design phase—is ready for action. You can find your specific timelines and milestones detailed in the Training Tab of your Project Plan.

To ensure a successful rollout, focus on these three final steps:

Schedule Your Sessions: If you have a training lead, coordinate your instructor-led sessions for your end users now.
Deploy Digital Learning: If your strategy includes e-learning, upload the modules to your Learning Management System (LMS) to provide staff with flexible, on-demand training.
Solidify Your Go-Live Date: With your training schedule in place, you can confidently set your official launch date—the moment your vision for social care becomes a reality.

Launch Day: The "Big Reveal"

To help your team stay organized during that big first week, here is a Go-Live & Beyond checklist. You can share this with your training leads to ensure they feel supported from the moment your site launches.

Send the Welcome Email: Announce the live platform to the whole team and include the link for easy access.
Celebrate the Win: Share a quick "congratulations" note to the team which includes shoutouts for your first adopters. You can see who these are in the Group and Navigator Activity dashboard.
Open a Feedback Loop: Let staff know exactly where to go (or who to message) if they have a quick question during their first few logins.