Onboarding Processes

Implementation team provided by Assessdo to guide the onboarding process.

The team includes:

  • Strategic Leader: Oversees the partnership and ensures Assessdo supports the institution’s goals.
  • Launch Consultant: Guides platform setup, training, and implementation.
  • Business Analyst: Assists with data requirements, integrations, and reporting needs.

Key individuals identified by the organization to help coordinate the rollout.

This includes:

  • An on-site project leader or primary contact
  • IT and data management representatives
  • Participating organizational leaders

Goal: Align Assessdo with existing systems, participant support practices, and organizational objectives.

Work with the organizational team to prepare the platform for use.

This includes:

  • Establishing administrator and instructor permissions
  • Setting up participating departments and cohort group sessions
  • Reviewing potential integrations with existing performance and organization systems
  • Establishing participant check-in and observation workflows
  • Identifying reporting and insight needs

Goal: Make Assessdo work within the organization’s existing processes rather than creating unnecessary additional work.

Offer multiple training options to accommodate organization staff schedules.

  • On-Campus Training: In-person sessions for selected leadership and instructors when included in the implementation agreement.
  • Live Virtual Training: Interactive sessions with Assessdo implementation specialists.
  • Self-Paced Videos: Step-by-step instructional videos that users can access at their convenience.
  • Training Guides: Practical resources covering system features and everyday use.

Training focuses on creating video check-ins, managing participant sessions, documenting observations, understanding permissions, reviewing insights, and using reports to guide follow-up.

Assessdo provides implementation resources and guidance, while the institution coordinates participation and department-specific training.

Goal: Ensure faculty, advisors, and students understand how to use Assessdo with minimal disruption to their existing routines.

Assessdo supports the organization beyond the initial launch through available resources such as:

  • Scheduled office hours for questions and assistance
  • Live webinars and administrator training
  • Self-paced training resources
  • Strategic meetings to review adoption and usage
  • Guidance on using qualitative insights to strengthen participant engagement and support

Goal: Help institutions move beyond simply using the technology to consistently applying insights that support better student outcomes.