As we talked about in a previous post, just setting up a Lunch and Learn isn't going to guarantee you an effective Salesforce implementation. You need to make plans to address 4 areas:
- Introduce Salesforce
- Remind team members about what they learned
- Absorb new members of the team
- Adapt to changes in how your organization uses Salesforce
To help you plan how you are going to attack these four areas, we prepared a sample spreadsheet you can download and fill out. The spreadsheet helps you identify the following aspects:
Download the Salesforce_Adoption_Worksheet, and plan a lunch and learn that is impactful, and effectively does what you set out to do - improve your team's use of Salesforce.