Plan of Action Template: Driving Guru Engagement & Adoption
Customer Plan of Action Template: Driving Guru Engagement & Adoption
Copy this table to create a structured adoption plan. Each row represents a key area of engagement, with prompts and helpful resources. Click into each cell to customize based on your team's needs. For more detailed guidance, explore our Guru Help Center.
Focus Area | Plan Summary | Owner(s) | Due Date | Success Metric(s) | Helpful Resources |
1. Identify key stakeholders and participants | What are the steps for rollout/re-launch and who leads them? | [Insert name] | [Insert date] | [e.g. 1 champion from each dept] | |
2. Define Goals and Success Metrics | Define what success looks like and how it will be measured. | [Insert name] | [Insert date] | [Usage, card views, % active] | |
3. Identify Required Knowledge & Skills | Identify core knowledge to document and needed skills/training. | [Insert name] | [Insert date] | [Docs created, trainings completed] | Knowledge Creation Best Practices |
4. Motivate People to Change | What incentives, WIIFM messaging, and campaigns will you use? | [Insert name] | [Insert date] | [Engagement actions taken] | |
5. Ensure Long-Term Change | Define how Guru will be maintained and embedded in workflows. | [Insert name] | [Insert date] | [Verification, onboarding usage] | |
6. Address Bandwidth Concerns | Outline ways to make change manageable and scalable. Lean into automation where possible, address what can't be automated | [Insert name] | [Insert date] | [Effort vs. impact metrics] |