Adoption Planning

Adoption planning for success

Webex planning is about capturing a wide range of information to help you understand, plan and successfully execute launch of Webex Meetings and change the way people work.

You will ensure high levels of adoption only by knowing what success looks like, designing a reliable onboarding process and providing content that sells the benefits of Webex Meetings.

Imagine yourself 6 months from now. Your project has been a total success. It didn't just happen. It was planned. You understood your desired end state. You could clearly articulate why this was important and you had a great team.

You planned how you were going to make it happen right from the start.

Business drivers

The first step in your Webex adoption journey is to have a very clear understanding of why you’re deploying in the first place.

Being clear on business drivers will help to keep your whole adoption effort focused on what really matters. It will help to sell the value to leaders, persuade employees to take part, identify compelling use cases, and measure how well you are doing.

The Business drivers for Webex pack will give you guidance on establishing business drivers for your organization.

Download the business drivers workbook

Where you are?

What is the business situation that you want
to change?

Where you want
to be?

Once the situation is changed, what will it
look like?

Impact you can make

How will the business benefit from this change?
How will our people benefit from this change?

Your Stakeholders

Which people need to be involved to make this happen? Who cares about this happening?

How Webex can drive this

How will high adoption of Webex drive this impact?

Measurement

What numbers can we put against the current state? How do we want those numbers to change?

Project governance

You can't do it all on your own.

Webex adoption success can only be achieved when everyone is on board and you have a great cross-functional team to make that happen - not just IT teams.

Good project governance isn’t easy, it takes discipline, but effective governance ensures projects deliver the value expected of them.

Download the Build your adoption dream team guide

Your ideal adoption dream team should include:

Tip:

For larger organizations, we recommend contributors make themselves available for between 1-3 hours, depending on the size of your business and the complexity of the workflow you’re targeting.

Planning a kick-off meeting

Kick-off sessions with key stakeholders can capture the operational, technical, and change process information to inform delivery teams on how to prepare and execute the launch of Webex Meetings.

There are six key steps to think about when planning a kick-off meeting:

01. Welcome email
02. Arrange kick-off meeting
03. Create an engaging agenda
04. Share pre-work
05. Meeting the team and start building relationships
06. Create the next steps and stay in touch

01. Welcome email

Make the right first impression with a well-crafted email.

Send an invite to those key stakeholders you identified in the business drivers worksheet and project governance planning for your kick-off meeting.

Download email banner image

The Pillars of Success

Make Adopting Webex in your organization simple, with Cisco’s industry-leading methodology: The 5 Pillars of Success.

The Pillars of Success are designed to guide you through your adoption journey, so you can help colleagues get the most from Webex.

Download the Pillars of Success workbook

Leadership

Support from senior leadership is key to adoption. Engage with the right people to make a plan for getting your organization started with Webex.

Technical Readiness

First impressions are everything when it comes to new technology, so ensure you have all the technical resources and information required to make everything work the first time.

Use Cases

Define the best ways Webex will work in your organization and clearly show how everyone will benefit. Sharing the right ‘dream future’ story is the best way to get everyone on board.

Communications

Spread the word! Make a plan to get the news out, about how Webex will work for everyone. Promote the value.

Champions

Your early users can really help grow adoption and engagement, so empower them to go out across your organization to deliver support and best practices to others.

Bringing it all together

Planning for success report

Gather together the findings from your adoption planning outputs into a report with your recommended actions and delivery plan. See the “Planning for Webex Meetings success report” template.

Download the report template here

Timelines and milestones

A detailed plan is key to any adoption effort. It will include all the decisions, steps and tasks that will be necessary for a successful launch.

Download the adoption timeline plan

Measurement

How will you know how well things are going once you’ve put the plan into action?
Set some targets and measures for success.

Download the measurement guide