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Guide to launching Coda with your team
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Guide to launching Coda with your team
Planning your launch

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Workspace OS launch

If you’re launching Coda to your team or company as Workspace Operating System, we recommend first identifying your
onboarding roles
⁠
if you have not yet and then launching in stages to get buy-in and ensure a smooth and successful roll out.
To clarify time investment expectations and motivate decision makers to fully assign each role, since they can understand the associated value.
To highlight the responsibilities of Coda Champions in a way that helps them resource effectively and be excited to help their team accomplish their goals.
To show how digital onboarding is a necessary part of the process in order to achieve onboarding goals and longer term value.
To clarify how and where they can invest in Coda to receive more value throughout their contract term.
coda_symbol-tomato_soup-4x
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 (
more on that here
⁠
).

Expectations

Identify and empower early adopters to build and share solutions.
Communicate excitement and expectations for Coda to their teams.

⁠
Stage 1 checklist
⁠


⁠

Stage 2: Build

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 by their teammates
Excited by different tooling—you may have seen them use or champion other productivity tooling in the past
Have the capacity to learn and potentially build solutions
Able to provide feedback about their experience in Coda to guide the overall launch

Utilization ideas

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.

⁠
Stage 2 checklist
⁠


⁠

Stage 3: Kick-off

Users, Sponsors, Champions, IT / Security

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.

⁠
Stage 3 checklist
⁠

⁠

Your launch checklist

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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
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.
⁠
Launching Coda with your team.
⁠
​
Stage 1
Ensure your IT department is set up as an Organization Admin and ask them to complete the setup course.
⁠
Workspace setup course
⁠
⁠
​
Stage 1
Fill out information to power doc and email templates.
⁠
Setup & email comms- OS
⁠
​
Stage 1
Create an internal communication channel (often a tool like Slack or Microsoft Teams).
Coda & Slack
​
Stage 1
Consider doing our process mapping to have a clear understanding of what you need it to do before you begin to build.
Guide to process mapping
​
Stage 1
Prepare Coda Hub
6
Establish norms you want folks to adopt from the start (such as pinning does to Slack channels). Include those in your hub!
⁠
Best practices for a successful launch.
⁠
​
Stage 1
Create a curated learning guide for your organization.
⁠
Curate learning resources
⁠
​
Stage 1
Review and edit the
Coda Hub
⁠
page. This will be the first page users see as when they open this doc.
⁠
Coda Hub
⁠
​
Stage 1
Before launch, hide the following parent-level pages:
⁠
Launching Coda with your team.
⁠
⁠
Best practices for a successful launch.
⁠
⁠
Planning your launch
⁠
⁠
Curate learning resources
⁠
We recommend bookmarking this checklist so that it remains at the top of the page list for you (but won’t for anyone else viewing the doc).
⁠
How do I bookmark a page?
⁠
⁠
​
Stage 1
Lock and limit unlocking for the all the pages in your company facing hub.
⁠
How to setup up locking in this doc
⁠
⁠
​
Stage 1
Admins should pin this enablement doc in your workspace so folks have easy access to it.
How to pin docs
​
Stage 1
Launch
10
Review, edit, and send Stage 1 comms to introduce Coda.
⁠
Stage 1- Operating system
⁠
​
Stage 1
Schedule live launch sessions for Stage 1 to introduce Coda to your team.
⁠
Stage 1- Operating system
⁠
​
Stage 1
Schedule check-ins and follow-ups before general launch to the team/company.
⁠
Stage 3- Operating system
⁠
​
Stage 1
Review, edit, and send Stage 2 comms.
⁠
Stage 2- Operating system
⁠
​
Stage 2
Review, edit, and send Stage 3 comms to introduce Coda.
⁠
Stage 3- Operating system
⁠
​
Stage 3
Schedule live launch sessions for Stage 2 to introduce Coda to your team.
⁠
Stage 2- Operating system
⁠
​
Stage 2
Identify Coda 101 trainings you want Stage 1, 2, and 3 participants to attend.
⁠
Curate learning resources
⁠
​
Stage 1
Stage 2
Stage 3
Schedule check-ins and follow-ups with Stage 2 group.
⁠
Stage 2- Operating system
⁠
​
Stage 2
Schedule a live launch session to introduce Coda to your team/company (lunch and learn, include in all-hands, etc.).
⁠
Stage 3- Operating system
⁠
​
Stage 3
Get your Workspace ready by making sure docs are pinned, folders are created, and roles are set.
Organize your workspace
​
Stage 2
Post Launch
2
Create onboarding enablement information.
⁠
Onboarding new employees
⁠
​
Stage 3
Creature future use cases.
⁠
Design and build
⁠
​
Stage 3
⁠


⁠
Next page:
Setup & email comms- OS
⁠

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