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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]

Getting Started with Guru

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]

Measure Adoption with Analytics

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

Workspace Setup Best Practices

4. Motivate People to Change

What incentives, WIIFM messaging, and campaigns will you use?

[Insert name]

[Insert date]

[Engagement actions taken]

Promote Guru to Your Team

5. Ensure Long-Term Change

Define how Guru will be maintained and embedded in workflows.

[Insert name]

[Insert date]

[Verification, onboarding usage]

Card Verification & Maintenance

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]

Time-Saving Features

How other customers maintain content health

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.