Quick Reminder: This is a detailed sample agenda for end-user (people managers and their respective individual contributors) training sessions, which can be fully customized with the assistance of your assigned Customer Success Manager.
Session Duration: Depends on the modules utilized by the company. Please see the estimated duration for each module below.
1. Welcome and Introduction (5 minutes)
Introduce the trainer.
Explain the purpose of the training session and what participants can expect.
Emphasize the importance of understanding Teamflect for effective collaboration and productivity.
2. Understanding Teamflect (5 minutes)
Provide a comprehensive overview of Teamflect's purpose and benefits.
Explain the seamless integration of Teamflect with Microsoft Teams and how it enhances the user experience.
Discuss the various modules available in Teamflect, highlighting their functionalities and how they contribute to streamlining workflows.
3. Practical Use Cases (3-5 minutes)
Delve into practical use cases for each module within Teamflect, showcasing real-world scenarios where the platform can significantly impact productivity and communication.
Illustrate how Teamflect can be utilized for goal and task tracking, meeting preparation, note-taking, feedback, and recognition, as well as for conducting surveys and reviews.
4. Navigating the App (10 minutes)
Conduct a live demonstration of the Teamflect app, providing a step-by-step guide on how to navigate through its different sections.
Detail the process of accessing the Home, Activity, and Help Center sections, highlighting the importance of each section in facilitating a smooth experience.
Walk participants through the user settings, uploading attachments to their user profiles, emphasizing the significance of customizing notifications, and syncing tasks with Microsoft To-Do for seamless task management.
5. Home Page Features (10 minutes)
Discuss in-depth the features available on the Home Page, showcasing the dashboard and how it provides an overall view of ongoing tasks, goals, meetings, and other relevant activities.
Demonstrate how to utilize the "My People" tab effectively, emphasizing the importance of maintaining strong relationships within the organization and utilizing the feature for efficient communication and collaboration.
6. Goals Module (20-25 minutes)
Provide a comprehensive walkthrough of the Goals module, guiding participants on how to create new goals, assign them to individuals or teams, and monitor progress effectively.
Elaborate on the significance of related tasks within goals and how they contribute to better-aligning tasks with overarching objectives and measuring overall progress accurately.
7. Meetings Module (10 minutes)
Demonstrate the integration of Teamflect with Outlook calendars, showcasing how meetings are synchronized and easily accessible within the platform.
Illustrate a 1-1 meeting scenario, guiding participants on how to effectively manage meeting agendas, assign action items, and take detailed notes for future reference.
Highlight the importance of utilizing the meeting features for providing constructive feedback and recognizing team members' contributions during meetings.
8. Tasks Module (10 minutes)
Conduct a step-by-step walkthrough of the Tasks module, guiding participants on how to manage assigned tasks effectively, prioritize tasks based on urgency, and utilize labels for efficient task organization.
Emphasize the benefits of syncing Teamflect tasks with Microsoft To-Do and showcase how this integration can streamline task management for users.
9. Reviews Module (10-15 minutes)
Offer a comprehensive overview of the Reviews module, outlining the responsibility handled by the admin, such as initiating new reviews (also for managers), configuring review templates, and managing the review process efficiently.
Explain how to complete a typical Teamflect review cycle and how it contributes to fostering a culture of continuous improvement and performance evaluation within the organization.
Showing examples of reviews in different stages of a usual flow.
10. Surveys Module (10 minutes)
Elaborate on the Surveys module, emphasizing its role in gathering valuable insights and feedback from team members and stakeholders.
Discuss the process of conducting surveys, including how to configure survey templates and leverage anonymous surveys to obtain honest and unbiased feedback.
11. Feedback Module (10 minutes)
Provide a comprehensive guide on utilizing the Feedback module for providing and requesting feedback instantly and effectively without waiting for the review period to come to provide feedback.
Walk participants through the process of setting up feedback requests, leveraging the "Summarize with AI" feature for quick feedback analysis, and utilizing the module to foster a culture of open communication and growth within the organization.
12. Recognitions Module (10 minutes)
Detail the importance of the Recognitions module in acknowledging and appreciating team members' efforts and achievements.
Showcase how to give recognitions, engage with recognition badges, and view company-wide recognitions for fostering a positive and motivating work environment.
13. Notes Module (3-5 minutes)
Conduct a detailed overview of the Notes module, emphasizing its role in facilitating effective note-taking and documentation of important information.
Demonstrate how to organize and access notes taken during 1-1 meetings and showcase the difference between private and shared notes for maintaining confidentiality and transparency.
14. Q&A (10 minutes)
Encourage active participation from participants by conducting interactive activities, quizzes, and discussions related to the Teamflect platform.
Allocate time for an extensive Q&A session, where participants can ask questions, seek clarifications, and share their experiences and challenges with using the platform.