🪢Implementing your Onboarding Program
These are the recommended steps to start implementing Canoa into your workflow. Carry out these actions before and after your Onboarding Program for a successful and pleasant experience.
Step 1: Identify a Cohort for the Onboarding Program
Select a group of users to go through the Onboarding program with the Canoa Learning & Support team. This can be a narrowed-down, selective group of people you work with or your entire team. Canoa is designed for a wide variety of roles so rest assured that just about everyone will find benefits of going through an onboarding session with our team.
Sign up and create a Canoa account.
Step 2: Prepare Product Data
It is proven that Canoa onboarding and training is enhanced and more relatable when users are designing with their own data - furniture and accessories that they design with day in and day out.
Gather your product info via:
furniture schedule
spec sheet
inventory list
sales presentation
or any spreadsheet of your standard products that your team would use for look books or budgets
This will most likely require one to two weeks of time to gather the data and to do some data cleaning, formatting, and organizing. You may refer to the Product Data Template while formatting your data, and our Learning & Support team will be available to help you with this important step. Let us know what questions come up!
Step 3: Set up the Training Environment
Below are some helpful steps in making the most of your Canoa training. This step can be done while your furniture data is being gathered and uploaded into Canoa with the help of our team.
It's time to set up a channel of internal communication for the onboarding sessions. This resource allows for questions, comments, and troubleshooting to be handled asynchronously and timely throughout the entire program. This can be a Slack Connections channel, a Microsoft Teams channel, GoogleChat, etc..
Present Canoa internally to your team - the purpose of using Canoa and your goals for the onboarding program.
Offer a full timeline of events and list of support resources, like this Canoa University space!
View the syllabuses of each training session, and let us know how we can better tailor them for the needs of your group.
Check in often with your users going through the training. It can be helpful to have an internal point person who oversees the Canoa implementation for your firm; who communicates often with the Canoa team; and who helps with participation and attendance.
Step 4: Begin and Complete the Onboarding
Our onboarding trainings are set up in the order that is ideal for almost every user. The Canoa team will broadcast out a Calendly link for your users to sign up for the scheduled trainings. The outlines and links to Training Canvases for each session are posted under each topic, here on Canoa University, so users can follow along live. If a user cannot attend a training, the video recordings and transcripts will also be posted here for self-guided work.
Step 5: Conduct Interviews and Analyze User Research
Once the onboarding program has been carried out, usually over a month's time, the final step is to gather feedback from your cohort group of users. The Canoa team can assist with preparing a survey of questions to ask the cohort to answer in order to receive an assessment of the platform from your team. This will be helpful to understand how Canoa fits into your workflow and what adjustments can be made for potential next steps - whether that is additional training sessions or a customized plugin with a third-party software.
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