Step 1: Kick off and Planning - Set-up

Activity: 1 hr Call to clarify process and plan the Onboarding steps.

Goal: Clarify objectives, settle Training days and Hyper Care dates and prepare for maximum success.

Agenda:

1. Mutual introduction
2. Recap goals, objectives & deal scope (Academy, Platform, Services)
3. Overview of the Onboarding process
4. Collect: (use the RD8 Onboarding template -v1 attached below)
   • Dates for the Training and the Hyper Care
   • On-boarding participants
   • Cases to be analysed during Training and Hyper Care
5. Align on NDA agreements - (if relevant)
6. Book Onboarding review session

Post meeting: 

• Schedule the Training days (2 x 4 hours)
• Schedule Hyper Care sessions (30 days recurring sessions)
• Activate participants online
• Add participants to the RD8 Software
• Share preparatory materials - Training Days - Preparation
• Choose company cases for the Onboarding (highly recommended)