3 Key Steps to Driving Adoption

Making the decision to invest in monday.com is a great first step! Next, it’s time to get your team in a good rhythm with using monday.com and getting them excited to integrate it into everyday business operations. This can be overwhelming if you’re not sure where to start, so we’ve outlined three steps to make it a little easier:

‍

1. Hold discovery calls and ask your end users how they work before deciding on workflows and templates. When implementing new technology, it can be scary for your team. When you involve them in decision-making early on, your team will feel heard, which will help get them excited about trying new tools. 

‍

Get to know how your team works - no matter what department they’re in, everyone has business processes they follow in order to get projects done. Learn about preferred terminology, turnaround times, owners, roles/responsibilities, and any other details that will help you understand how your team operates. The more they see familiar vernacular in monday.com, the more comfortable they will relate to it. 

Keep in mind - if your team plays a role in deciding what workflows and templates will look like, the more ownership they will feel, which will drive usage.  

‍

2. Use monday.com in daily business operations, and be consistent in using it. Treat monday.com as your homebase for everything! Use it to communicate with your team, learn about project statuses, push out new drafts, assign owners, create budgets, track KPIs, and anything else that supports your business. Pull it up during team meetings to review projects live and look at it together during 1:1s to check in on goals. When you force everything to live in monday.com and infuse it in your daily operations, using monday.com becomes the norm. 

‍

Consistency is key, especially when it comes to users - if only one or two people on your team are actively using monday.com, that defeats the purpose. If you notice certain users aren’t using it consistently, have a conversation with them to understand where the gaps are. It could be as simple as they don’t have the confidence to use a particular template or workflow that can easily be addressed with a quick training. 

‍

3. Provide hyper care support once you go live! Allow your team to ask questions and receive consistent support. One of the biggest mistakes you can make is only providing training and support around the initial implementation. Not only is your monday.com setup ever-evolving, the knowledge that your team has about the tool continues to build over time. 

‍

There is so much to unpack with monday.com - the templates that are available to you, along with the countless apps and possible integrations. It’s impossible to learn everything in one or two trainings at the beginning. Incorporate regular training to keep your team excited and apprised of all the new features and updates monday.com is continuously releasing. 

Leaning on a monday.com partner or consultant who is well-versed in all things monday.com can be a huge value add to keep your team energized. Not only are monday.com partners technical experts, they can provide an objective lens, particularly if your team is running into challenges with adoption. 

Are you ready to get your team excited about using monday.com? No matter where you are in your journey, our team at OrangeDot is here to help! Reach out to us today for a free consultation: https://www.orangedotdigital.com/contact-us