Launch Playbook

The Implementation Playbook includes everything you need to consider and perform to successfully launch ScreenSteps in your organization. This is considered a living document and can be modified/customized to your organization's needs.

List of Responsibilities

Account Owner:
Billing Contact:
Admin:
Content Manager:
Author:
Author:
Author:
Reviewer:

Billing Tasks

Create ScreenSteps as a vendor

Set up payment details

Admin Tasks

Customize Site

Create host mapping

Set up Single Sign-on/Create user accounts

Content Manager

Create site organization (manuals, chapters, articles)

Determine style guide for different types of procedures

Determine which procedures will be migrated into ScreenSteps

Procedure name	Type of document	Date migrated into ScreenSteps?	Reviewed/Approved by:

Determine which procedures will be created from scratch

Procedure name	Article/Checklist/Workflow?	Date create in ScreenSteps?	Reviewed/Approved by:

Author assignments

Procedure name	Author responsible	Due Date	Link to article	Reviewed/Approved by:

Rollout training

Email announcements

Email	Audience	Message	Delivery date

Course

Live training

Follow-up

Launch Specifics

Determine when you plan to launch ScreenSteps and include the information below.

Planned

Audience/Department	Planned Launch Date	Metric being measured

Actual

Audience/Department	Actual Launch Date	Change in metric

You are done. Great job!

Implementation Guides

Other Resources

Setting Up ScreenSteps

Using ScreenSteps

Additional Help Resources

Recently Updated Articles