15Five rollout guide: Perform plan

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 Perform 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:

  1. Rollout guide overview
  2. Utilize change management for a successful rollout
  3. Take baby steps
  4. Figure out where to begin
  5. Configure your company's 15Five account
  6. Configure Check-ins and 1-on-1s feature settings
  7. Configure Best-Self Review® feature settings
  8. Configure Objectives feature settings
  9. Configure Career Hub feature settings
  10. Invite people to 15Five
  11. 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: 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 10: 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 11: Nail down next phase

This video contains a resource that will make it easy to map out the next phase(s) of your rollout. 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.


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