Guide to launching Coda with your team

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Workspace OS launch

Stage 3- Operating system

Users, Sponsors, Champions, IT / Security

Goal:

By the end of Stage 3, users will be aware that they have a new tool to drive improvements and efficiencies on their team. They should be excited to use Coda and identify how Coda can help them become more organized and efficient in their work.

Tasks:

Stage

Done?

Item

Additional Context

Responsible

Due Date

Launch

Review, edit, and send Stage 3 comms to introduce Coda.

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Stage 3- 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 a live launch session to introduce Coda to your team/company (lunch and learn, include in all-hands, etc.).

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Stage 3- Operating system

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Post Launch

Create onboarding enablement information.

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Onboarding new employees

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Creature future use cases.

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Design and build

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Stage 3 kick-off email

The email template below can be used to introduce Coda to your team in Stage 3. 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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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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Coda Hub⁠

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[ ]

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How and why are we 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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Curate learning resources⁠

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