Guide to launching Coda with your team

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Workspace OS launch

Stage 2- Operating system

Sponsors, Champions, Migration lead, IT / Security

Goal:

Set the foundation for smooth launch of Coda by empowering this group to build expertise in Coda, fostering team enthusiasm, and adoption. They should begin creating norms and structure for how to utilize Coda as an operating system and may create use cases to share with their team.

Tasks:

Stage

Done?

Item

Additional Context

Responsible

Due Date

Launch

Review, edit, and send Stage 2 comms.

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Stage 2- Operating system

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Schedule live launch sessions for Stage 2 to introduce Coda to your team.

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Stage 2- Operating system

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Identify Coda 101 trainings you want Stage 1, 2, and 3 participants to attend.

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Curate learning resources

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Schedule check-ins and follow-ups with Stage 2 group.

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Stage 2- Operating system

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Get your Workspace ready by making sure docs are pinned, folders are created, and roles are set.

Organize your workspace

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Stage 2 kick-off email

The email template below can be used to introduce Coda to your Stage 2 team. Copy the text by highlighting it and paste it into your email tool. Feel free to make changes to fit your needs.

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Hi team,

We’re excited to share that we will start to improve the way we work with a new tool called Coda. Coda is an all-in-one collaborative workspace to bring our teams and tools together for a more organized work day.

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How and why are we using Coda:

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Our process:

We’re rolling out Coda to you all first. You’ve been identified as someone who may have the interest and skills tap to get familiar and start building Coda solutions. Don’t worry, we will equip you with all the tools needed. More to come on that.

Getting started:

Logging in

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First, head over to Coda.io ⁠ and click get started to log in via SSO. This will bring you to our company Workspace where all your docs, company docs, and folders can be found.

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Our company hub doc with required learning materials curated for how we expect you’ll be using Coda

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Need help?

Your internal Coda resource is

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. If you need help from Coda, click the question mark in the bottom right of your docs and workspace.

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Stage 3- Operating system⁠

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