Follow these steps to ensure a successful launch of Preciate+ at your organization.
Creating and launching a successful recognition program can be a daunting and challenging task even for the most seasoned professionals. That's why we've put together this guide that walks through the steps from configuring Preciate for your culture all the way through launch and leveraging reports for insights. The main sections include:
Congratulations! You've just made the decision to prioritize building stronger relationships among your organization and in turn building a stronger culture through peer to peer recognition. This is also likely the culmination of months of research, committee meetings, and demos that may even have left you feeling like your head is still spinning. Take a deep breath and let it out. The hard part is over, and we're so excited to have you joining our community. Since it may have been a while, the first step is reacquaint yourself with Preciate's features.
1. Learn how Preciate will work and interact with your users
Preciate has been designed to fit seamlessly with your organization and help increase adoption and engagement. Review the articles below to understand how Preciate will interact with your users as well as unique aspects about Preciate.
- How does Preciate use email notifications to drive adoption and engagement?
- What can my users expect to see in their activity feeds?
- How do Preciate's privacy controls keep my company's recognitions safe?
- What do connections do if my company uses Preciate?
- I want to publish our Company Portrait, but I want more control.
- What happens when users leave my organization in Preciate?
2. Configure your settings
In the admin portal, there are company settings for both the Portrait and the activity feed. These settings address privacy as well as the types of information that appears in the activity feed. Please refer to our article on the activity feed and company portraits for specific information related to each one.
These controls will be added to the Admin Portal in June 2020. Until then, please email email@example.com to configure these settings.
3. Customize your Portrait
As a Preciate+ member, you are able to customize your company Portrait. This lets you add a logo, cover photo, and description to personalize your brand. For inspiration, check out the Preciate Portrait, and for a how to guide refer to this article which walks through customizing a Portrait.
Build Your Base
Now that you have a solid understanding of how Preciate will work with your users and have done your initial configuration, the next phase focuses on building a base of support and confidence in using Preciate.
1. Identify Culture Champions
The most successful customers using Preciate always start with a core of 5 to 15 Culture Champions. These individuals are key in taking an active role within your organization's culture, advocating for your recognition program, and becoming Preciate super users. Throughout each of the following steps, include these Champions, as defining your culture together is a great way to ensure the program resonates with your users and it's also more fun.
When choosing Champions be sure to select individuals who are committed to helping you launch and support your recognition program.
2. Select Your Badges
Preciate+ users have the ability to select the badges that their users will see when giving recognition. We recommend selecting these badges as a group so that your Preciate experience truly reflects the culture of your organization. Check out the articles below for how-tos and more information related to our position on using badges to promote your organization's Emotional and Cognitive Culture.
3. Invite your Culture Champions to Preciate
Now that you've picked your badges, it's time to invite your Culture Champions. You can invite users to Preciate from your admin portal. With just a small group, the easiest way to get going is using the Invite button on the Members and Admin page. Reference this article for steps on inviting users to Preciate.
Adding users in bulk with a CSV upload is coming to the admin portal in June 2020. If you'd like to add users in bulk ahead of time, email firstname.lastname@example.org.
4. Use Preciate with your Culture Champions
With your Champions signed up, spend at least one to two weeks using Preciate with each other. Not only is this fun and helps you build stronger relationships, it's valuable time spent growing confident with our platform. This step is one of the most critical ones you'll take along this process as it serves multiple purposes. For one, you'll see Preciate in action and understand exactly how the badges you've selected and settings you've configured will all work together. You'll see what emails are sent when you receive a recognition or are asked to validate. And you'll also get to work through any troubleshooting related to installing Preciate in an integration or signing up with a specific provider (i.e.: Microsoft or Google). Secondly, you'll add recognitions to your organization's activity feed which will be the first thing your users see when they sign up. Now, when you launch with the rest of your organization, there will already be relevant content for them to view.
It's very important to take this time and confirm that Preciate works within your Microsoft Teams, Slack, and Web browsers the way you expect. Often times, IT is required to update permissions within your organization in order to let apps function properly. Identifying and resolving these issues before everyone tries to sign up is the best approach.
5. Set a Launch Date
By now, you're an expert at giving recognition and your activity feed is full of good vibes. The next step is to set a date to launch with the rest of your organization.
Once you've customized Preciate to fit your culture and feel confident in how to use Preciate, it's time to add the finishing touches before launch.
1. Upload all of your users to Preciate / Configure Active Directory Integration
Before you launch, it's important to upload all of your users into Preciate. This serves two purposes. One, having everyone already loaded means that anyone within your organization can give recognition to anyone else in your organization even if that person hasn't signed up yet. Two, it gives you the option of sending automated invitations to everyone to sign up.
The Active Directory Integration is expected to become available in June 2020. Uploading a CSV of users from the admin portal will be available in June 2020. Until then email email@example.com for assistance.
2. Determine if you will use the Preciate Live Feed
Preciate offers the ability to put a live feed of your organization's recognitions on your intranet or office televisions. To utilize this feature, provide the Live Feed Snippet to your IT department. They will need to add this snippet of code to your intranet site. Once there, any recognitions that happen will instantly be shown in that feed in real time.
3. Decide if you will use Preciate's sign up emails
Preciate can automate the sign up process by sending emails to your users on your specified launch day as well as follow up emails over the following weeks. These emails are optional and fully customized. If you would like to use these emails, let your implementation lead know of any desired edits.
4. Communicate to your organization about your launch
At least a day before your launch, send an email to your organization informing them about the launch. Take this time to let them know Preciate will be sending emails to sign up and to be expecting them. It will also be important to educate them on the importance of this program to your organization's culture and provide any instructions - i.e.: that you intend everyone to use Preciate's Microsoft Teams app, etc.
5. Confirm that any integrations are installed/working as expected
You should be aware of any issues with installing Preciate into Microsoft Teams or Slack after Build Your Base, but use this as a final check that everything is working as expected. Here are a few articles that cover our integration installations.
After all the work you've put in, this should be a breeze. Your users will sign up, see the recognitions you've already created, and start giving their own. Your company Portrait and activity feed will continue to grow with all of the great culture that you've worked hard to create. Take a moment to reflect. You did this!
7. Encourage your culture
After the launch, it's important to keep the great energy going. Ask your Culture Champions and organization's leaders to give one recognition a week. It only takes a few minutes, but the impact to your culture will last far longer. Having new recognitions from influential members of your organization will help to drive your users back to Preciate where they will see this behavior modeled. Before long, you will have a steady stream of recognitions week over week.
Evaluate, Adjust, and Leverage
Great cultures aren't built overnight. They're organic and living, and as with other living things require attention and care to thrive.
1. Leverage reporting to understand trends and manage adoption
Preciate's reporting dashboard provides insight into trends across several dimensions. You can manage adoption by seeing who has signed up. Review individual user recognition both what he/she is staying to others as well as what others are saying about him/her. Taking these insights, you can make the necessary adjustments to ensure your culture is being built the way intend. Below are some articles related to our reporting.
2. Publish your Company Portrait after 60 days
Company Portraits are private by default. We do this intentionally, as we believe it's important to take the necessary time to grow comfortable with Preciate and how your Portrait looks and feels. Publishing your Portrait has some amazing benefits outlined in the articles below, but we understand how scary it can also be. Coming in Summer of 2020, we'll be adding new features that provide even more control over your Portrait. Check out the articles below for more information.
More Company Portrait controls are coming Summer 2020.