Onboarding

Our commitment to your success begins by transforming experiences into meaningful insights.

Our Assessdo team makes onboarding simple and stress-free by providing personalized guidance every step of the way. From account setup and platform configuration to user training and best practices, we ensure your organization is fully prepared for a successful launch. Our goal is to help your team get up and running quickly, confidently, and with the support needed to maximize the value of Assessdo from day one.

Phase 1

Discovery & Planning

  • Meet your Assessdo success manager.
  • Identify institutional goals and success metrics.
  • Recruit your internal team of administrators and instructors.
  • Determine participant groups and session structure.
  • Review implementation timeline
  • Schedule onboarding milestones

Phase 2

Platform Configuration

  • Create the organization.
  • Configure organization settings.
  • Create administrator and instructor accounts.
  • Assign user roles and permissions.
  • Create sessions.
  • Review security and access settings.

Phase 3

Training & Readiness

  • Complete administrator training.
  • Complete instructor training.
  • Review mobile app functionality.
  • Learn how to create observations.
  • Learn the Check-In framework.
  • Understand Generated Insights and reports.
  • Review best practices.
  • Complete a readiness checklist.

Phase 4

Participant Launch

  • Invite participants.
  • Distribute activation instructions.
  • Verify participant registrations.
  • Introduce the Assessdo mobile app.
  • Encourage profile completion.
  • Monitor participation rates and provide launch support.

Phase 5

Monitor & Optimize

  • Review dashboard analytics.
  • Monitor participation and engagement.
  • Analyze Qualitative Insights and Review Generated Insights.
  • Identify trends and opportunities.
  • Meet with your Assessdo Success Managerr.
  • Refine Check-In strategies

Phase 6

Continuous Success

  • Compare longitudinal trends.
  • Explore advanced platform features.
  • Review quarterly success metrics