Successfully Implementing Leapsome | Checklist
This checklist will help you to successfully implement, roll out and communicate Leapsome into your organization. You'll find information about onboarding, platform setup, communication, and success factors of the implementation.
1 Prior to the implementation
- Define requirements and use cases
The requirements and use cases that the Leapsome platform will support you with are defined prior to the implementation process. All further steps during the implementation process rest upon these.
- Fill out onboarding questionnaire
The Leapsome team will provide you with an onboarding questionnaire. Kindly fill out the questionnaire and send it back to us prior to the onboarding call.
- Onboarding call
In a joint onboarding call, you and the Leapsome team will set up your account together. As part of the call we will define basic account settings, answer your questions and provide clarity about the next implementation steps.
- Platform setup
If you haven’t already done so during the onboarding call, define the following settings, and import all required user and skil data etc.
- Enable/disable features
Disable or enable all relevant modules in the admin settings. (Help Center: Enable/disable features)
- Define permissions
In the admin settings, set permissions for specific user groups. (Help Center: Managing user permissions)
- Remove dummy data
In the admin settings, remove the dummy data that was used to demonstrate some of the Leapsome features. If required, also delete review cycles, surveys or goals that you created during the trial phase for testing purposes. (Help Center: Removing dummy data)
- Import users
Import your employees to Leapsome either via an integration with an HR Information System (HRIS) or other systems (such as Active Directory) or via the Excel/CSV upload. After having imported the users, carefully check if all manager and team relations are correct. (Help Center: User provisioning)
- Further integrations & single sign-on (if applicable)
If required, set up additional integrations, such as with Gmail or Slack, and single sign-on. (Help Center: Integrations)
- Skill/value framework (if applicable)
Add your company and/or team skills and/or values (Help Center: Skill framework)
- Define review scale (if applicable)
Define your default scale for reviews by deciding on the number of points and on the label captions in the admin settings. (Help Center: Changing the default question scale)
- Invite users
If you haven’t done so during the user upload, invite your colleagues to Leapsome.
- Set up the first review cycle or survey (if applicable)
Set up the first review cycle or survey according to your defined use cases. Before confirming and kicking off the review cycle or survey, please check carefully if all users have been invited to Leapsome, if the default review scale has been defined in the admin settings (for reviews), if your skill/value framework is complete (for reviews) and if you set up the review cycle or survey correctly. (Help Center: Reviews, surveys)
You’ll find detailed information on setting up the platform in the Leapsome Help Center. There are also a number of introductory videos available here. If required, our Customer Success Team will gladly assist you with further onboarding steps and adapting the platform to your requirements and use cases.
- Plan & prepare rollout communication
Plan & prepare rollout communication that fits your organizational context. Our Customer Success Team can support you with best practices and provide communication documents/manuals.
- Communicate Leapsome rollout
Communicate the Leapsome rollout into the organization. Usually, the managers and executives are the first to be informed (e.g., during a management meeting), followed by the rest of the company (e.g., during an all-hands meeting, via intranet, via an email from the CEO/top management).
- Drivers for success
- C-Level support
In our experience the implementation of Leapsome is particularly successful if the top management visibly supports and clearly communicates the rollout.
- Appoint “ambassadors”
Appoint Leapsome "ambassadors" who act as multipliers and actively use and promote the tool internally during the first weeks.
- Conduct feedback workshops (if applicable)
If required, conduct feedback workshops in which employees are trained on how to give and receive feedback, how to use the review scale, etc. The Leapsome Customer Success Team can introduce you to experienced trainers and coaches.
If you have any questions on the implementation and rollout of Leapsome, please contact our Customer Success Team.