Guide to launching Coda with your team

Explore

Specific use case launch

Stage 2- Use case

Champions, Sponsors, Migration lead, IT / Security

Goal:

Drive the strategic goals and workflow improvements for their team with their use case. 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.

Tasks:

Stage

Done?

Item

Additional Context

Due Date

Responsible

Launch

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

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Stage 2- Use case

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Review, edit, and send Stage 2 comms.

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Stage 2- Use case

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

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Stage 2- Use case

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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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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’ll equip you with all the tools needed. More to come on that.

Getting started:

Logging in

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[ ]

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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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Coda Hub⁠

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- Use case⁠

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