Welcome to 15Five! To help set you up for success, we've created this easy video guide that walks you through rolling 15Five out to your organization. This guide is specifically for customers on our Total Platform plan. You can see what plan your company is signed up for on your billing page.
The following video topics are included in this article:
- Rollout guide overview
- Utilize change management for a successful rollout
- Take baby steps
- Figure out where to begin
- Configure your company's 15Five account
- Configure Check-ins and 1-on-1s feature settings
- Configure Best-Self Review® feature settings
- Configure Objectives feature settings
- Configure Engage feature settings
- Schedule and monitor an engagement survey
- Access and understand engagement survey results
- Configure Career Hub feature settings
- Invite people to 15Five
- Nail down the next steps of your rollout
Video 1: Meet your rollout guide
In this video, you will meet your 15Five rollout guide and get an overview of what to expect in your rollout.
Video 2: Change Management
In this video, Priscilla will call out a key element needed for a successful rollout—change management. She will provide a crucial tip that will support you in preparing for change management.
Video 3: Taking baby steps is key
While you can do a lot of different things in 15Five, taking baby steps with the platform is key to long-term success. In this video, Priscilla explains why.
Video 4: Where do we start?
In this video, Priscilla will help you identify which aspect of 15Five to start with. If you are unsure, no worries. Priscilla will make a recommendation on where to start.
Video 5: Account setup
In this video, we will configure key global settings to set up your account. Recommendations and best practices will be provided along the way.
Video 6: Check-ins and 1-on-1s setup
In this video, you will learn how to set up Check-ins and 1-on-1s to meet your company's needs. Recommendations and best practices will be provided along the way.
Video 7: Best-Self Review setup
In this video, you'll be guided to configure your Best-Self Review settings to meet your company's needs. From there you'll learn how to create question templates and review cycles. Then you'll see what it's like to do a Best-Self Review from the eyes of a manager and an individual contributor. Recommendations and best practices will be shared along the way.
Video 8: Objectives setup
In this video, you will learn how to set up and customize Objectives to meet your company's needs. You'll also learn what it's like to use Objectives from the employee's point of view. Recommendations and best practices will be provided along the way.
Video 9: Engagement Surveys pt 1: Configuring Account Settings
In this video, you will learn to configure your account settings for engagement surveys. This is step one.
Video 10: Engagement Surveys pt 2: Scheduling & Monitoring
In this video, you will learn how to schedule and monitor your survey. This is step two.
Video 11: Engagement Surveys pt 3: Survey Results & Scheduling Briefings
In this video, you will learn how to read through survey results. This is step three.
Video 10: Career Hub setup
In this video, you will learn how to enable Career Hub in your account. Then you'll be taken on a walkthrough of using Career Hub from the lens of an employee. Recommendations and best practices will be shared along the way.
Video 11: Invite people
In this video, Priscilla will provide guidance and recommendations on how to invite people to 15Five. If you'd like to invite people using SSO or an HRIS integration, find the integration-specific article in the 'Manage integrations' section of our Help Center.
Video 12 - Nail down next phase
This video contains a resource that will make it easy to map out your rollout's next phase(s). Recommendations will be made on how to continue your rollout in a way that does not overwhelm you or your employees.
This is the last rollout video. Fantastic job getting to this point! We'd appreciate hearing about your rollout experience. What worked well? What are you still unclear about? Was anything confusing? Please email your feedback to priscilla@15five.com.