Pre-Training Preparation for New Implementation

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 21, 2021
1 min read

Kick Off Meeting

Quick meeting with designated e-manageONE “Champions” to discuss the items below. After meeting we recommend having 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). 

  • 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