Seeking Proven Training Plans for Dashboard adoption

Implement the dashboard more user friendly, like description of widgets at the top (section title).

Create an intro page, so that they know what info they need from which page.

Hi ​@D_Rodrigues, 

It will be important to conduct those trainings so you can ‘’show them how dashboards can answer their questions’’ but I think you best approach for them to use the dashboard is to  make sure that the info is presentend in a way that it will really answer THEIR needs. I don’t know if it’s already the case but you’ll probably need a more executive view and another view more operational. In the end, it’s your end users who will let you know what is important for them (in collaboration with your CX team of course).

In your training plan, i would also spend a few minutes on the different options to export the dashboard if it’s a permission that you give them. 

inner loop using ticketing system in Qualtrics might also be something very interesting to help the organisation in the shift you’ve described. Start with a pilot team with a manager that you know will be 100% willing to participate.

Hope this helps

It is more of self service tool, what you can do:

1. create sharepoint page for Qualtrics: how to access, how to start first survey, outlook invite download for your dropin sessions.
2. Drop-in sessions are good to answer any question, struggles user have
3. in your communications, have basecamp and your own created sharepoint links.
4. monthly cx council, showcasing new features like ticketing, AI etc.

I tend to ask for a volunteer prior to the session and use it to showcase how I would use the dashboard in their scenario. So if we are showcasing to our retail network I would ask for a retail team member to volunteer then run the session highlighting what they should focus on and why - this tends to invoke curiosity in others to go check if they have the same feedback / drivers etc or if they are different. 

Spending time on key drivers has also been a massive game changer for us, as it allows the users to identify where to best focus their efforts. 

All great input!  Thanks a bunch