If you want to set your team up for success, getting leadership buy-in and setting clear expectations for employees will be important. Here is a success plan you can refer to for rolling out Lattice at your organization.
First: Familiarize yourself with the platform
- Complete the Getting Started Guide for Admins and the "Welcome to Lattice" course in Lattice University to learn all about the different tools in Lattice.
- Determine which tools you want to start with!
- Manager Tools (1:1s and Updates)
- Engagement Surveys and Pulse Surveys
Second: Plan your launch approach
There are many different approaches to launching Lattice to your company. 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 Attributes and Permissions
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.
Lastly, invite your employees into the system!
- Send your employees an invitation to join Lattice.
- Send an introduction to Lattice via email to your org 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.