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The onboarding implementation plan template in Teamwork helps you roll out Teamwork to your organisation in a controlled, predictable way. Instead of ad hoc training and scattered tasks, you guide setup, configuration, and onboarding through a single organised project.
Managers and project leads use this template to plan phases, assign responsibilities, and track adoption. You map key milestones, capture decisions, and keep follow up actions visible so teams get value from Teamwork quickly without disruption.
What does the onboarding implementation plan template include in Teamwork?
The onboarding implementation plan template includes task lists for planning, configuration, rollout, and optimisation. Each list holds tasks for activities such as account setup, project structures, permissions, integrations, and training sessions.
You assign owners, due dates, and dependencies so that technical setup, process design, and user enablement move forward together. Notes and links in tasks keep documentation close to the work so nothing is lost.
Who is the onboarding implementation plan template designed for?
This template is designed for managers and implementation leads responsible for introducing Teamwork to new teams or entire organisations. It suits both new customers and internal champions who are standardising how their company uses Teamwork.
It also works for partners or consultants who help clients adopt Teamwork. Everyone works from the same structured plan, which makes expectations and responsibilities clear from the start.
How does this template help me roll out Teamwork smoothly?
The template helps you roll out Teamwork smoothly by turning your implementation into a sequenced plan instead of a one time launch. You define phases, set realistic timelines, and track dependencies so teams are not overwhelmed.
As you complete setup tasks and early pilot projects, you update statuses and capture feedback. This lets you adjust the plan before wider rollout and ensures new teams join with a refined, proven approach.
How does the template support communication and training?
The template supports communication by giving you tasks for announcements, demos, and check ins with key stakeholders. You schedule training sessions, record attendees, and attach resources such as guides or recordings so people can revisit them later.
You can also create tasks for champions in each team with clear expectations about support and feedback. This helps keep communication consistent and avoids mixed messages about how and when to use Teamwork.
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