Guide: TextExpander Rollout Checklist

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2	Guide: TextExpander Rollout Checklist
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5		Pre-Rollout		Notes
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7		Create a Planning Team for the rollout. A larger company may need several Planning Teams, one for each department coming onboard.
8			Decide who will be departmental / team leads and put them on the Planning Team.
9			Set clear goals for using TextExpander. Why use this new product? How will it help users? What defines success?
10			Each team lead should locate the key power users and stake holders in their department and add them to the Planning Team.
11		The Planning Team needs to determine the best ways to use TextExpander on that team.
12			Determine what content, in the form of Snippet Groups, needs to be shared with whom.
13			Review good Snippet sharing practices in our guide: How do I set up Snippet Groups for sharing.
14			Create reference documentation for how TextExpander is used on your Team.
15			Build a training process on the best ways to use TextExpander.
16		The Planning Team should create a timeline for rollout tasks and assign owners.
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18		Rollout
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20		Create a TextExpander Organization, follow our guide for details.
21			Select whether to set up Single Sign-On (SSO).
22		Choose your Organization Admin and Billing Admin.
23			Make the team leads Organization Admin so they have access to the Organization settings and can manage their own team’s needs.
24		Team leads set up Teams in the Organization settings.
25		Install TextExpander on everyone’s devices if your company is set up for push install.
26		Team leads invite their Team Members to join the TextExpander Organization.
27			If Organization Domain is On: Inform your Team to create a TextExpander account with their company email address.
28			If SSO is on: Inform your Team to join TextExpander through their SSO dashboard.
29		Schedule a TextExpander Training.
30		Invite your Team to a Training session.
31		Run a Training session.
32		Check in with the Team to see how the rollout is going.
33		Let the Team know how to get help.
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35		On-Going
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37		Team leads review Snippets periodically to ensure Teams are following naming standards and ensure accuracy and quality.
38		Encourage Team to add/edit Snippets as new information/techniques come to light. Or, encourage the Team to submit proposed changes to the Group Admin and Team Leads.
39		Solicit input from Team on how to improve the rollout.
40		Review Snippet statistics to see how the Team is using TextExpander.
41		Incorporate TextExpander into new hire training.
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