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Whether you are a small local trade partner team or a large, national general contractor, our onboarding is a unique experience, customized to best suit your needs.
During the initial onboarding process, our implementation team will tailor the onboarding process to fit the needs of your team. We encourage starting with a single use case for the initial rollout and afterward, we will work with you to devise a plan to scale up across multiple use cases
We are hands-on with the implementation process and provide training and consulting from the executive level down to the craft level at appropriate stages. This process can be executed virtually OR in person depending on your company's needs.
Our goal is to get your admins and implementers trained and onboard your front-line workers in MindForge as smoothly and efficiently as possible. Based on our experience, the time for integration is 44 hours of work total – launching within 45 days. Our process is broken up into 5 pieces.
The discovery phase is a short conversation involving a series of questions that ensures that we provide exactly what your unique organization needs from MindForge. This phase helps us align expectations and resources, and helps us prepare for your onboarding. Once we have a signed contract, we head into the plan phase and can move as quickly as your team is able!
We understand how important this part of the process is so we make sure to guide you every step of the way. First, we align the people, processes, and tools. We then set our success metrics, timeline, and workflow. Finally, we set up your portal and review it together. Our onboarding team will ensure this feels smooth and seamless before we move into training.
Example Plan phase schedule:
Welcome Meeting: Day 10
Introduction to the Implementation Team
Verify information gathered in the Discover Phase
Planning Meeting: Day 15
Align People, Processes, and Tools
Set Success Metrics, Timeline, and Workflow
Portal Review Meeting (Checkpoint for virtual)
Setup portal based on the above meeting
Now that we have the game plan for implementation and onboarding, we need to train the platform administrators (Safety director, HR, Operations Manager) and trainers. These are the people on your side that will be rolling out MindForge internally. We run through all the basic operations to demonstrate the proper steps, then let your team practice doing the same. This “learn by doing” process is vital to getting your team feeling comfortable with MindForge while our team coaches and assists as needed.
Train platform admins how to:
Onboard employees, Load up your content, Assign training, Send announcements, Set up bulletin boards
In-Person: Single Day | Virtual: Multiple Sessions
Note: If we are engaged to onboard your organization in person, the planning and training phases are executed together in a condensed time period for efficiency.
The big day is here! Now that your admins and trainers have been onboarded, we can start introducing MindForge to your workers and the rest of your team. This part of the process can be as hands-on or hands-off as you’d like it to be. We’re here to help make sure that you have the support you need to share why this tool is being implemented and how it’s going to help the organization as a whole.
During this phase:
First time MF is used in the field
Get the team members logged in and going on MindForge
Field employees see MF and login.
First round of interactions - send a message, assign a course, practice two-way communication.
We love this part of the process. We start to see data from the field for the first time, which could include how many people are in the system, how many are using MindForge, watching messages being sent, etc., Then, we can start to ask smarter questions about how to improve the success metrics we defined earlier in the process (how can we educate better? How can we get these numbers higher? etc.). From there, we will make calculated tweaks to find the path forward.
Dashboard Training:
What to measure. How to measure. How to export data.
Implementation Review Meeting:
Discuss the positives and negatives of the roll out strategy, make adjustments for subsequent roll outs, and set the stage for scaling up with the company.
Touchpoint Meetings:
These weekly or bi-weekly accountability meetings give us opportunities to pause and make sure the implementation strategy is working and on track.
Voice of Customer Meeting:
At this point we like to introduce you to our developers so that you can provide direct feedback on MindForge, what could be done better, or what you enjoyed the most. This helps us continue to improve and deliver world-class service to our partners.
EOY Review:
After a year, we take a minute to look back at our journey together, how we progressed on our success metrics, provide feedback on the data and metrics, identify the areas we can improve in, and finally discuss next steps for continued usage of MindForge across the organization.