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#TargetXSummit
New User Adoption: Implementation & Beyond
Holly Bierbrauer
Coordinator of Admissions Operations
Missouri Southern State University
MSSU &
The Admissions Team
#TargetXSummit
Implementation
● Began in October 2017
● Phased Implementation
● February 2017 – Live with recruitment and Communications
● September 2018 – Fully live with application, and connected to SIS
● Overhaul of Current Business processes
● Some staff were excited for the change,
some were firmly against it.
Prepping for
On-Site Training
(AKA The never ending challenge of onboarding)
#TargetXSummit
Mini - Games
● Great Game of Education
● Based on Jack Stack’s “Great Game of Business”
● Details a style of management centered around transparency, educating staff, giving
employees a voice, and competitive fun to reach goals.
● Requirements
● All staff members have to participate
● Everyone must reach the goal as an office to win prizes
● Must have a scoreboard for tracking the game
● Have a weekly huddle with staff to review progress
● Goals must be clear, and have reasonable timelines
Trailhead
● Trailhead by Salesforce allows
you to get hands on training
through tutorials and challenges.
● As you progress, you earn points
and badges.
● These points and badges give
you special ranking.
Trailmixes
● You can create personalized lists
of training modules that you want
employees to go through
● You can create mixes that are
customized to employee roles or
user level.
● When finished, share the link.
#TargetXSummit
Mini-Game Guide
● Clearly define:
● What it is about
● What are the goals
● What are the prizes
● What is the timeline
● Don’t bog it down with too much
text or unnecessary details.
#TargetXSummit
Tracking
● A vital part of the training is tracking staff progress.
● Each employee needs their own Trailhead account
● Then they must share their user profile
*Use caution with
Trail Tracker apps
on the App
Exchange
Staff Profiles
Staff Profiles
● Have all staff members
share their Profile link
with you.
● This will be how you track
the progress of your
team.
Scoreboard
● Keep with the theme of the game
● Keep it simple
● It could be a physical or digital
scoreboard
● Find ways to share with your team
while they are traveling.
● Make the goals clear
● Be creative
Scoreboard
● Added personalized Astro
mascots for each person
● Used the large Astro to mark
the overall office progress
Weekly Huddles
● Posted digitally to Workplace
● Used Trailhead Graphics
● A chance to open up discussion
● Included images of updated scoreboard
Tips & Tricks
● Do not let staff use TargetX login to create Trailhead account
● Take everyone to a computer lab to set up account
● Have them fill out a web form to submit profile link
● Hold everyone accountable
● Always be available to help with questions
● Have the team help each other
● Promotes ownership
● Increases team knowledge
● Avoids the trap of one person being the “go to”
Pitfalls &
Successes
Pitfalls
● Short time frame
● Needed more collaboration
● Needed more follow through
from leadership
● All or nothing prizes
● Didn’t award stand out work
● All prizes given at the end
instead of when goals were
accomplished
Successes
● Everyone had experience in
practice orgs
● Familiar with navigation and
structure
● Save time in on-site training
● Didn’t have to teach basics
● Employee were able to help
each other
● Everyone brought unique skills
from varied training
● We were able to get into more
advanced lessons during on-site
On-Going Training
New Staff
● Create Trailmixes that are specific to job roles
● Don’t allow deviation from Trailmix in the beginning
● Focus on hands on training tutorials
● Make users reach certain rank before allowing them in TargetX
#TargetXSummit
Going Forward
● Super Badges
● Incentive Program
● Dedicated Training Time
● Ongoing Scoreboard
Questions?
#TargetXSummit
Thank You
Bierbrauer-H@MSSU.edu
linkedin.com/in/hollybierbrauer

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2.5 New User Adoption: Implementation & Beyond

  • 1. #TargetXSummit New User Adoption: Implementation & Beyond Holly Bierbrauer Coordinator of Admissions Operations Missouri Southern State University
  • 3.
  • 4. #TargetXSummit Implementation ● Began in October 2017 ● Phased Implementation ● February 2017 – Live with recruitment and Communications ● September 2018 – Fully live with application, and connected to SIS ● Overhaul of Current Business processes ● Some staff were excited for the change, some were firmly against it.
  • 5. Prepping for On-Site Training (AKA The never ending challenge of onboarding)
  • 6. #TargetXSummit Mini - Games ● Great Game of Education ● Based on Jack Stack’s “Great Game of Business” ● Details a style of management centered around transparency, educating staff, giving employees a voice, and competitive fun to reach goals. ● Requirements ● All staff members have to participate ● Everyone must reach the goal as an office to win prizes ● Must have a scoreboard for tracking the game ● Have a weekly huddle with staff to review progress ● Goals must be clear, and have reasonable timelines
  • 7. Trailhead ● Trailhead by Salesforce allows you to get hands on training through tutorials and challenges. ● As you progress, you earn points and badges. ● These points and badges give you special ranking.
  • 8.
  • 9. Trailmixes ● You can create personalized lists of training modules that you want employees to go through ● You can create mixes that are customized to employee roles or user level. ● When finished, share the link.
  • 10. #TargetXSummit Mini-Game Guide ● Clearly define: ● What it is about ● What are the goals ● What are the prizes ● What is the timeline ● Don’t bog it down with too much text or unnecessary details.
  • 11. #TargetXSummit Tracking ● A vital part of the training is tracking staff progress. ● Each employee needs their own Trailhead account ● Then they must share their user profile *Use caution with Trail Tracker apps on the App Exchange
  • 13. Staff Profiles ● Have all staff members share their Profile link with you. ● This will be how you track the progress of your team.
  • 14. Scoreboard ● Keep with the theme of the game ● Keep it simple ● It could be a physical or digital scoreboard ● Find ways to share with your team while they are traveling. ● Make the goals clear ● Be creative
  • 15. Scoreboard ● Added personalized Astro mascots for each person ● Used the large Astro to mark the overall office progress
  • 16. Weekly Huddles ● Posted digitally to Workplace ● Used Trailhead Graphics ● A chance to open up discussion ● Included images of updated scoreboard
  • 17. Tips & Tricks ● Do not let staff use TargetX login to create Trailhead account ● Take everyone to a computer lab to set up account ● Have them fill out a web form to submit profile link ● Hold everyone accountable ● Always be available to help with questions ● Have the team help each other ● Promotes ownership ● Increases team knowledge ● Avoids the trap of one person being the “go to”
  • 19. Pitfalls ● Short time frame ● Needed more collaboration ● Needed more follow through from leadership ● All or nothing prizes ● Didn’t award stand out work ● All prizes given at the end instead of when goals were accomplished
  • 20. Successes ● Everyone had experience in practice orgs ● Familiar with navigation and structure ● Save time in on-site training ● Didn’t have to teach basics ● Employee were able to help each other ● Everyone brought unique skills from varied training ● We were able to get into more advanced lessons during on-site
  • 22. New Staff ● Create Trailmixes that are specific to job roles ● Don’t allow deviation from Trailmix in the beginning ● Focus on hands on training tutorials ● Make users reach certain rank before allowing them in TargetX
  • 23. #TargetXSummit Going Forward ● Super Badges ● Incentive Program ● Dedicated Training Time ● Ongoing Scoreboard