1.7 - Next Steps (Success Services EMEA)

Next Steps

Are you ready to get started? The sooner the three next steps are initiated, the quicker we can kick start your implementation project!

Project Kick off Video Call

Think about when this call could take place. Agree on a date and time with your OCSM* and invite your project team.

Participants: Beekeeper OCSM, Customer’s core project team (project lead, executive sponsor, HR, communications, IT, operations).

Employee List

Prepare an employee list prior to the Kick off call and submit it securely via the tool "Box". With this, the Onboarding Customer Success Manager (OCSM) can prepare a base structure of your platform. Normally we propose to include the following information (items in italics are optional):

• Employee Number
• First name
• Last name
• Role/Job Function
• Department / Location
• Business email / phone
• Other information you would like to have in Beekeeper

Workshop (Onsite or online, depending on agreement)

Think about when this could take place and who should attend. Agree on the date and time with your OCSM and invite your participants.

Participants: Beekeeper OCSM, Customer’s core project team, and any additional representatives of different areas of the business (departments, functions and hierarchy levels = approx. 8 - 14 people).

Here is the agenda for the workshop:

08:00 - 08:15 - Introduction

08:15 - 08:25 - Get to know each other

08:25 - 08:50 - Analyze Status Quo

08:50 - 10:00 - Product Training

10:00 - 10:15 - Break

10:15 - 11:00 - Content & Use Cases

11:00 - 11:15 - Platform Structure

11:15 - 11:30 - Strategic Goals

11:30 - 12:00 - Rollout Planning

13:30 - 16:30 - Admin Training & Project Planning**

Note that the workshop can be split in consultation with your OCSM - so the morning and afternoon sessions can take place on different days.

If the workshop will be held onsite, please make sure that:

• You have a room that is big enough for all the participants;
• There is a bulletin board or wall where we can hang some posters;
• There is a flipchart or whiteboard;
• Wifi is available;
• Somebody is there 30 minutes prior to the workshop to receive the OCSM.

*OCSM = Onboarding Customer Success Manager / ** Afternoon = Just Core Project Team

Previous Page                                                                                                                                     Next Page