1. Has internal comms been sent to staff?  Did it include the following?

• Instructions on how the users will access the platform;
• What sender address to expect notification emails from;
• Have expectations been set on the type of content they will receive, and how often they will be targeted?

Note: Examples of internal comms methods include Teams, Yammer, Slack, Email, Webinars/Video Meeting and Blog post.

2. Has the target audience been identified?  Target audience examples are:

• New Starters;
• Departmental, e.g. Finance, Senior Executives etc;
• All Staff;
• At Risk Users/Phish victims.

3. How often do you plan to target users with content?

• Monthly
• Bi-monthly
• Quarterly

Note: Shorter eLearning courses can be targeted more frequently, while targeting users on a Quarterly basis can allow for longer eLearning courses with more content.

4. Has allowlisting been completed?  Have content notification emails been customised?

• Allowlisting requirements can be sent by either the Onboarding or Customer Success Managers.

5. Has the content been decided/approved?

• Have you included your Fusion Intro video?
• Is there any custom content that needs to be uploaded?

6. Is a Pilot required before going live?

• Who is the Pilot group?
• What is the Pilot content?
• When is the Pilot to be published/completed by?

7. When is the official Launch Date?

• Set expectations to ensure the above steps are completed before this date.
• Ensure users are aware or are reminded that content will be arriving on a chosen date.
• Ensure users understand where to direct any queries on issues, e.g. IT Support.
• Add any deadlines/consequences of noncompliance to notification emails.
• Add weekly reminders (optional).

Related Articles:

• What is a 'Campaign'?
• How Do I Create a Campaign?
• What Kind of Campaign Should I Run?
• Top-level Buy-in for Your Awareness Campaigns