Sample Rollout Agendas

Here is an example of how to layout training.

This may be all team members in a single day, different days for different programs, or broken into multiple parts, depending on what works best for your team. 

Session 1 

• Password / edit their Person record 
  • Determine what you want staff to enter 
• Add a client record 
  • From home page & tabs
• Search record 
• Edit the record 

Session 2 

• Process Diagram
  • Sets the group into what parts you're going to talk about
  • You're welcome to use these, create your own, or scrap this
• Share the first form/data entry point that triggers checklists
• Checklists workflow, entering dates that trigger the next in line

Session 3 

• Show SAM from the family journey 
• Visibility from Family side
• What are the things team needs to know about SAM to help families
  • Password 
  • Emails that are going out

Session 4

• Communications - manual entry 
• Other data entry for day to day case management
  • Showcase forms that the team will use regularly 

Session 5

• Add a placement 
• Add an Adoption 
• Progress reports
  • Show from client side, if applicable
  • Show the team's notification & responsibility

Session 6

• Q&A, Practice