1. Introduction to the learning platform
📘 Review the platform's features.
Dive into what your learning Platform can do.
▶️ Access product tours on each page of Control.
Walk through to familiarise yourself with the Control.
2. Setting up your brand identity
🛡️ Upload the organisation’s logo.
Let's see that brand pride via Control > Settings
🌈 Select platform theme colours and fonts.
Your style, your rules.
3. Choosing a user provisioning method
📜 Decide: manual/bulk/automated user addition.
What's the easiest way to get your users on board?
Manual invitations, you can check the product tour in Control > Users for more information.
🎚️ Set default user roles/permissions.
Who gets to do what?
4. Setting up user groups
🏷️ Identify primary user categories.
Sort users by roles, departments, etc.
📦 Create groups on the platform.
Organise users for targeted content delivery.
5. Giving access to team members
✉️ Add team members.
Provide access to the platform for your team.
🚀 Set roles: admin/content creator.
Assign appropriate permissions to team members.
📚 Share platform resources.
Equip the team with resources for successful platform use.
6. Creating engaging content
✏️ Draft content outlines.
Plan what kind of content to offer and how you want to deliver the content.
📚 Create content.
Start creating content on the platform.
7. Designing discovery streams
📈 Outline learning paths with relevant content.
Structure content for a progressive learning experience.
🔄 Choose delivery methods.
Decide how content will be served to users.
8. Configuring content delivery
🤖 Set up automations.
Automate content presentation based on user groups, contract start date, content completion, etc. Let the system do the heavy lifting.
🔬 Test for user experience.
Ensure the content flow is user-friendly for each group. First impressions matter.
9. Leverage engagement methods
⚡ Choose notification triggers.
Decide what events prompt user notifications.
✍️ Customise messages.
Make notifications relevant and engaging. Craft messages that matter.
📧 Decide delivery methods.
Choose how users will receive their notifications. How do you want to reach out?
🎈 Surprises and specials
Consider rolling out special sessions, badges, or other incentives to keep the momentum.
10. Inviting users
📝 Draft a welcoming message or use a generic message.
Craft a friendly introduction for new users. Let's make them feel at home.
11. Go live!
✔️ Confirm all settings.
Ensure everything is set up correctly before launch. Test, test, and test.
Go over the go-live check list which can be found on the Control Home page.
📢 Announce to stakeholders.
Inform all relevant parties about the platform launch. Spread the big news.
🚀 Send platform invites.
Officially bring users on board. Time to grow the family.
🌍 Launch platform.
Congratulations, your platform is live. It's time to celebrate!
📊 Monitor user activity.
Track user engagement and activity post-invitation.