Help Getting Started
As you start your Weekdone trial our dedicated customer support is ready to help you set-up, learn the best practices, and get your team up to speed.
Here are some of the trainings we offer:
Learning the Basics
- Guided tour of Weekdone
- Introduction to OKR and PPP methodology
- Discuss how to use Weekdone for your use case
OKR Consultations
- Review your Objectives and Key Results
- Check and adjust the alignment of your OKRs
- Get your questions answered and OKR advice
Set-up and Onboarding
- Set up your company structure, users, weekly templates, and OKR permissions/levels
- Learn tips from transitioning from spreadsheets or another platform
Pilot Group Trainings
- OKR basics – understanding, writing and aligning OKRs
- Weekdone usage – navigation, adding OKRs, using Weekly Planning and other features
Plan for Long-term Success
After payment, you start our customer success plan to improve your usage, get your team onboarded, and ensure your long term success. Here’s what to expect:
Personalized Training
- Decide on personalized onboarding plan
- Review OKR methodology to ensure your whole company is on the same page
- Discuss best practice usage to best fit your company’s needs
Team Trainings and Webinars
- Get your team up to speed with a personalized training session or webinar
- Review OKRs as a group and get feedback on how to improve your OKRs
Quarterly Reviews
- Review to check on OKR progress 2-4 weeks before the end of the quarter
- Discuss lessons learned and plan for next quarter’s OKRs
Q & A Session
- Resolve any questions or problems that may have arisen
- Learn about new updates or unexplored features
Onboarding Timeline
| At Sign-up | Introductory Call – to introduce you to the platform and better understand your needs | 30 min. |
| During Trial | Set-up and Onboarding – to help you get your account set-up and ready for testing | 30 min. |
| Post Payment | Getting Started Call – to discuss your goals and come up with a personalized program to fit you and your organization’s unique needs | 30 min. |
| Week 1 | Team Training – to guide your team leads through the system and make sure they’re equipped to implement OKRs with their team | 45 – 90 min |
| Week 2-3 | OKR Consultation – to get feedback on your OKRs and review your Weekdone usage | 30-45 min. |
| 1st Month | Q & A – to answer and questions you or your team have about using Weekdone or OKRs | 30 min. |
| Quarterly | Quarterly Review – to review the progress of your OKR and Weekdone usage and plan for the next quarter | 30 min. |