Overview
Effective onboarding is the key to a successful program launch with Vimocity. The Key Onboarding Meetings outline provides a comprehensive framework to help Project Managers and Key Stakeholders understand what to expect over the first 6-8 weeks of working with Vimocity.
This article includes:
- Goals for each meeting
- Who should attend each meeting and any preparation needed on the customer side
- Key takeaways for each meeting to keep the meetings focused
Meeting: Intro to Vimocity Customer Success Team
Goals:
- Handoff from Sales to Customer Success Team
- CSM is introduced to the group
- Educate stakeholders about the Vimocity solution
- Plan for the stakeholder kickoff meeting
- Vision for the program
- Set up recurring touch base meetings for launching (weekly) and post-launch (monthly)
Who Should Attend:
Customer:
- Project Manager
- Key Stakeholder(s)
- Operations Leadership
- Any other representatives who need to be included
Vimocity:
- Customer Success Manager
- Account Sales Executive
Customer Preparation Needed:
- List of available dates and times for stakeholder kickoff meeting
- Who needs to be included in the recurring meetings
Key Takeaway:
- Introduce CSM to Key Stakeholders and Project Manager
- Lock dates for stakeholder kickoff meeting
Meeting: Recurring Launch Team Meeting(s)
Goals:
- Maintain clear communication and collaboration throughout the program launch
- Address key focus areas (safety systems, platform usage, onboarding strategy and implementation)
- Build a foundation for sustained engagement and program success
Meeting Topics:
Recurring launch team meetings include the following focus areas:
- Safety Systems Review Meeting: Discuss current safety systems and tailor Vimocity resources accordingly.
- Vimocity Platform Meeting: Provide a detailed walkthrough of the Vimocity platform, including reporting, Resource Center access and customization options.
- Intro to Onboarding Meeting: Outline options for program rollout and best practices for onboarding managers and employees.
- Onboarding Managers and Implementers Meeting: Identify key implementers and define their roles in the program rollout.
- Onboarding Plan Review Meeting: Finalize and review the new hire onboarding plan and celebrate team achievements.
Who Should Attend:
Customer:
- Project Manager/Stakeholder(s)
- Managers
- Any other representatives who need to be included
Vimocity:
- Customer Success Manager
- Coach (if applicable)
Customer Preparation Needed:
- Provide relevant safety systems documentation
- Identify team members who will fulfill key roles in onboarding and program implementation
Key Takeaway:
- Regularly meet with the launch team to foster collaboration during program launch
Meeting: Stakeholder Kickoff Meeting (if applicable)
Goals:
- Introduce the program to the Project Manager
- Provide a high-level overview of our solution and onboarding timeline
- Discuss the full company rollout plan
Who Should Attend:
Customer:
- Project Manager
- Key Stakeholder(s)
- Any other representatives who need to be included
Vimocity:
- Customer Success Manager
Customer Preparation Needed:
- None
Key Takeaway:
- Understanding of Vimocity and program best practices
- Onboarding timeline shared
Meeting: Measuring Success Meeting
Goals:
- Dive into leading indicators
Who Should Attend:
Customer:
- Project Manager
- Key Stakeholder(s)
- Any other representatives who need to be included
Vimocity:
- Customer Success Manager
Customer Preparation Needed:
- None
Key Takeaway:
- Review leading indicators and their success with the program thus far
Related to