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1. Define your Join Team and goals for using Join

Define your Join Team and Join Champions, set goals for using Join, and identify your first projects in your Join Onboarding Plan

Identify your Join Team

Your Join Team is the core group of people responsible for ensuring your organization gets value from Join quickly and effectively. Your Join Team includes:

  • Join Executive Sponsor - Someone who has a vested interest in seeing Join successfully rolled out across your organization, but may not be involved in the day-to-day activities of the onboarding. You'll typically only have one or two Executive Sponsors, and they'll be responsible for encouraging the use of Join across your entire organization.
  • Join Lead - Responsible for driving the onboarding process forward and authorized to make decisions about how Join will be used and implemented within your organization. Join Leads are the primary points of contact with Join during onboarding; organizations typically designate one or two Join Leads. They work closely with Join Champions to drive accountability and set each Champion up for success.
  • Join Champion - A Join Champion is someone who will be actively using Join in their role within your organization and is often sought out as a mentor by your team.  Champions are responsible for actively participating in the onboarding process and encouraging the use of Join for your projects. They'll be the main internal resource for training questions from within your organization and will help escalate any issues or feedback to Join. For this reason, it's important to have one or more champions for each office that is participating in your Join rollout. 

Your Join Champions are fundamental to success with Join

Success with Join begins by empowering your Join Champions so they're able to couple their industry knowledge with Join expertise to communicate the potential of Join to your organization. Working together with Join resources, they're the catalysts for growth and sustained Join usage to meet and exceed all your strategic and project goals. 

What does it take to be a Join Champion? Read this article to find out more!

Complete your Join Welcome Form

To complete your Join Welcome Form, follow these steps:

  1. Receive a custom link from your Join Account Manager.
  2. Use the link to identify the key members of your Join Team and the initial projects that will use Join.
  3. Submit the form. Your Account Manager will then schedule an onboarding kickoff meeting with your Join Team.

The kickoff meeting sets expectations for Join Champions and outlines the next steps for your initial Join projects.