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Quick meeting with designated e-manageONE “Champions” to discuss the items below. After meeting we recommend having a an internal meeting with Principal(s) and the leadership team to discuss the items below so they understand their expectations and they make a commitment to Principal(s). 

  • Review Training Plan

    • Schedule and Logistics

      • Times

      • Meeting Rooms

    • Training Guide

      • Expectations For Team Members Document

      • Review Guide 

  • Review Best Practices and Non-negotiables

    • E-manage will be one of your most valuable assets

    • E-manage will manage your policies

      • If it’s not in e-manage it never happened

      • Action Items, prerequisites and completions tasks - set policy

      • Reject button is next level policy to ensure people are following the Action Items 

  • Accountability and Transparency

  • What it means for the business and for the management team

    • How e-manage will change the culture

    Recommendations

    • Who should be apart of the “e-manageONE Champion” team?

    • Admins should attend ALL training sessions

    • Expectations for Leadership & Team Members Document

    • Be positive, encouraging & engaged

    • Eliminate distractions

    • Pencil in a “go live date / cut off date”

    • ALL NEW opportunities go into e-manageONE

  • What to expect next?

    • RFI / Tracking Report

    • Software Installation

    • User Settings

    • Quickbooks Connection

    • Review Training Plan

  • Training Resources