Lattice Rollout Guide

If you want to set your team up for success, it's important to get leadership buy-in and set clear expectations for employees. Here is a success plan you can refer to for rolling out Lattice at your organization.

First: Familiarize yourself with the platform

1. Read the Getting Started Guide for Admins and complete the Getting Started with Lattice for Admins: How To course in Lattice University to learn all about the different tools in Lattice. You will need to sign up for an account to access Lattice University. 
2. Determine which tools you want to launch first:
   • Reviews
   • Goals
   • Manager Tools (1:1s and Updates)
   • Feedback
   • Engagement Surveys and Pulse Surveys
   • Grow
   • Compensation

Second: Plan your launch approach

There are many different approaches to launching Lattice. Here are a couple of our favorites:

• The "Phased" rollout approach: This method is perfect for companies new to formalized Performance Management. Choose 2-3 of your favorite tools (think "What did I buy Lattice for?" or "What am I most excited by?") and roll these out first. After your team is comfortable with those tools, slowly roll out the rest. Typically, each rollout phase takes 1-2 months.
• The "All out" rollout approach: This method will work if your company is familiar with a formalized Performance Management system and already has processes for most of the tools Lattice offers. By rolling out all tools at once, employees can quickly get started and gain value from the complete system.

Third: Set up your Lattice system

• Create or Import your Users.
• Set up your SSO and Slack Integration.
• Set up your Company Page.
• Add your Company Values to Lattice.
• Set up Departments and Department Heads.
• Set up Custom Fields and Permissions
• Add Employee Pay information

Fourth: Configure your Lattice tools

Add company-specific tool content such as:

• Company and Department Goals.
• Company-wide 1:1 talking points.
• Custom Update Questions.
• Review Templates and Scores.
• Review Cycles and Question Bank.
• Competencies and Job Tracks.
• Create Compensation Bands

Lastly, invite your employees into the system

• Send your employees an invitation to join Lattice.
• Send an email introduction to Lattice to your organization with our Getting Started Guide for Employees and our Getting Started Guide for Managers.

For an example of an introduction email, see our Sample Email Guide.