If you’re launching a new use case to your team or company using Coda, you’ll still want to launch in stages to get buy-in and ensure a successful change management process.
The three stages we recommend—outlined below—allow ample time between to achieve each goal. The subpages of this page include detailed checklists for each stage.
As you make your way through the stages, remember to clearly communicate to each group the purpose of Coda, the problems Coda aims to solve, opportunities Coda proves, the reasons for choosing Coda, and how various teams and roles will contribute.
Stages of onboarding
The three stages we recommend—outlined below—allow ample time between to achieve each goal. A detailed checklists for each stage is included below.
Stage 1: Establish
Sponsors, IT / Security
This stage is vital for securing buy-in in Coda and fostering longer-term adoption. It’s pivotal that your Sponsors and your IT/Security team are educated on and truly understand how Coda will bring value to the organization—both the problems that it will solve and the opportunities that it will bring. They also should help to identify Champions who will be utilized in stage 2.
Who
Sponsors should include senior leadership representing a wide-cross section of your company or teams to which you’re launching. You will also want your IT/Security team involved so they are aligned on expected long-term value of Coda and can assist in setting up and maintaining your workspace (
Sponsors, Champions, Migration lead, IT / Security
You will want to empower this team with skills to build documents and generate enthusiasm within their team. This is your group of early adopters will be key to a successful adoption of Coda. They are crucial for adoption, advocacy, feedback, collaboration, and change management. Champions can share results, connect teammates, and keep your users informed.
Who
Identified by Sponsor, your Champions tend to meet the following criteria:
Viewed as tech savvy
Trusted and respected by their teammates and are well connected
Excited by different tooling—you may have seen them use or champion other productivity tooling in the past
Able to identify problems and are on the right team to help solve them with Coda
Have the capacity to learn and potentially build solutions
Able to provide feedback about their experience in Coda to guide the overall launch
Build camaraderie among this group by attending webinars together, having regular learning check-ins, scheduling team building sessions for doc creation, and hosting a launch party to demo the team's work.
Share how they utilize Coda and their successes with the wider team or company. The most effective method we've seen is by having individuals create videos detailing their Coda usage and insights, which can then be shared with the broader company both at launch, and as new users are onboarded.
Create an internal communication channel for Coda questions, ideas, resources, etc. This group can help support in this channel and use this channel to build excitement with the larger company upon and after launch.
Build on the momentum of Stage 1 and Stage 2 by showcasing opportunities for Coda and empowering users to build in Coda. Be sure to clearly showcase all of the resources available to aid in their learning. They should be expected to learn enough about Coda to successfully use the docs, not to build them immediately. Be sure to keep a pulse on your users via the admin panel to identify users that could transition into Champions.
The checklist below will walk you through all the steps needed to enable your team and launch Coda. We recommend reading through the checklist before beginning and assigning proposed due-dates, and responsible individual(s), if applicable.
Stage
Done?
Item
Additional Context
Responsible
Due Date
Audience
Stage
Done?
Item
Additional Context
Responsible
Due Date
Audience
Prepare for Launch
5
Copy this doc in order to track as you complete each step of the launch checklist. Once launched, this doc will turn into a Coda Hub for your organization.