User Adoption Toolkit

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Confer with analysts, and others to design usable technical solutions for end user adoption and productivity improvement and to obtain information on product limitations and capabilities, Performance Requirements and interfaces.

More Uses of the User Adoption Toolkit:

  • Ensure user adoption of new processes by creating training materials and providing mentorship, guidance, support, and Performance Feedback to front end users of your systems.

  • Be accountable for reviewing user adoption for product deliverables and acceptance testing combining data, analysis, and creative Design Thinking.

  • Ensure you generate; recommend business best practices from a user adoption, training and Business Management perspective.

  • Initiate: review user adoption for product deliverables and acceptance testing combining data, analysis, and creative Design Thinking.

  • Provide on going post implementation support to optimize user adoption and configuration.

  • Oversee user adoption/training programs for technology implementation initiatives.

  • Identify Change Management and user adoption related business issues/risks and recommend options and plans to remediate.

  • Develop and deploy user adoption/training programs around your technology solution.

  • Develop and deploy user adoption programs for digitalization and emerging technology initiatives.

  • Organize: partner with Customer Success Project Managers and functional consultants to develop and deliver user adoption and Training Plans for customer implementations.

  • Clarify develop and deploy user adoption/training programs for Enterprise Resource Planning (ERP) implementation initiatives.

  • Measure end user adoption at various levels of the implementation (beginning, middle, and end) tracked against the clients change curve.

  • Confirm your organization oversees governance and Project Management activities for the ERP and Business Applications space to ensure user adoption, while simultaneously providing standardization necessary for security, compliance and discoverability.

  • Drive the data/reporting strategy and roadmap with the focus of driving user adoption of BI solutions.

  • Drive user adoption of analytical tools and methods in order to embrace data in strategic business decisions.

  • Be accountable for designing and implementing new processes and facilitating user adoption.

  • Be accountable for testing and promoting user adoption through user training and support.

  • Analyze and monitor key customer deployment and success metrics to ensure timely user adoption and productive long term client relationships.

  • Warrant that your organization provides leadership and insight for SharePoint topology, site structure, security, and end user adoption.

  • Develop and deploy user adoption/training programs for Enterprise Resource Planning (ERP) implementation initiatives.

  • Ensure you expand; lead and manage large scale projects through planning, development, launch, stabilization, and user adoption.

  • Facilitate end user training sessions, Knowledge Transfer, and user adoption of Systems And Processes.

  • Increase Customer Engagement and user adoption as measured by core customer metrics.

  • Drive user adoption of newly implemented features and functionality.


Save time, empower your teams and effectively upgrade your processes with access to this practical User Adoption Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any User Adoption related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated User Adoption specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the User Adoption Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 964 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which User Adoption improvements can be made.

Examples; 10 of the 964 standard requirements:

  1. Considerations should include target user groups to evaluate functionality, ease of use, Business Process change and user acceptance. How does the solution in use handle core Business Processes?

  2. How do you prepare your organization for the transition from your current Systems And Processes into this new technology without grinding everyone to a halt or impacting end-user adoption rates?

  3. How does commerce take place and what does it imply for providing goods and services (elements of an exchange economy, role of communities and market places, access to other goods and services)?

  4. Is a test version of the monitoring solution available that, in a best-case scenario, can be adopted directly into productive operation after a successful test period without reinstallation?

  5. Do you share examples of how an account manager or other staff have worked with your organization to set and meet goals for user adoption, compliance and/or savings?

  6. How can user motivation be measured prior to organizational implementation in order to evaluate the relative likelihood of user acceptance for proposed new systems?

  7. Does the legal framework promote content creation and dissemination by protecting freedom of expression, and using technology to promote openness and transparency?

  8. How is the end-user to balance the costs associated with first adopter technologies, with the necessities of protecting Personally Identifiable Information (PII)?

  9. What are most effective user engagement strategies which can strengthen the feedback loop to motivate greater adoption and use of open data to solve problems?

  10. How are manufacturers creating Change Management plans that work hand-in-hand with technology implementations to increase user adoption and overall success?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the User Adoption book in PDF containing 964 requirements, which criteria correspond to the criteria in...

Your User Adoption self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the User Adoption Self-Assessment and Scorecard you will develop a clear picture of which User Adoption areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough User Adoption Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage User Adoption projects with the 62 implementation resources:

  • 62 step-by-step User Adoption Project Management Form Templates covering over 1500 User Adoption project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are there cosmetic errors that hinder readability and comprehension?

  2. Project Charter: Does the User Adoption project need to consider any special capacity or capability issues?

  3. Executing Process Group: Just how important is your work to the overall success of the User Adoption project?

  4. WBS Dictionary: Intermediate schedules, as required, which provide a logical sequence from the master schedule to the control account level?

  5. Stakeholder Analysis Matrix: Participatory approach: how will Key Stakeholders participate in the User Adoption project?

  6. Procurement Management Plan: Have the procedures for identifying budget variances been followed?

  7. Decision Log: Decision-making process; how will the team make decisions?

  8. Schedule Management Plan: Who is responsible for estimating the activity resources?

  9. Scope Management Plan: Does the implementation plan have an appropriate division of responsibilities?

  10. Activity Duration Estimates: Are steps identified by which User Adoption project documents may be changed?

Step-by-step and complete User Adoption Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 User Adoption project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 User Adoption project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any User Adoption project with this in-depth User Adoption Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose User Adoption projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in User Adoption and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make User Adoption investments work better.

This User Adoption All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.