Onboarding Kit
Welcome
The purpose of this overview is provide you with access to the tools, resources, best practices, and materials that will serve as a fulcrum allowing us to co-design a cohesive plan and direction with you for ensuring your success.
We are committed to your success and we are excited to have you fully vested in this journey of engagement and collaboration with your stakeholders!
Sincerely,
Evan St. Lifer, CEO
Joey Halpern, COO
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Familiarize you and your team with the onboarding process.
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Establish and then successfully execute best practices.
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Provide a go-to place with all of the resources you will need through-out the year as we partner with you to execute the year-long plan we've established and confirmed with you.
How to use this kit:
Our 5-Step Process
Step 1: Your Yearlong Planning Session
This annual meeting can take place as early as June and no later than September with the client. Every attempt should be made to schedule this meeting immediately following the contract renewal and in advance of the start of the school year.
Step 2:
Leadership Launch with Innovate K12
You receive an introductory workshop to build expectations, set realistic parameters, and establish a rapport for work that will follow.
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Products and services onboarding for internal leadership
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Research background and the Top 5 Best Practices
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Explore other Use Cases
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Yearlong Planning Meeting: Controlling the rhythm of engagement to reach your goals
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What is a challenge event?
How does it work from start to end?
What to expect and what is the role of the district team vs role of IK12 team?
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Overview of our platform: Links, login, participation activities.
We ensure smooth access:
Testing websites and whitelisting as necessary
Establishing Single Sign On Capability for Students or Staff
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What will it look like?
How do we talk about it?
What We Cover:
Step 3:
Planning for the Year
You’ll develop your Annual Planning Calendar with our Annual Planning Template
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Set expectations for the year with event timing
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Identify the overall event list including the audience, time of year, and any reporting guidelines (internal vs social sharing vs public board report)
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Establish clear expectations for which client team member will be the point of contact for each event (if different from one event to the next)
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If possible, schedule Event Planning Session meetings for each event for the year
Goals:
Step 4:
Individual Event Planning Session
Plan your event using our Event Planning Template
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Who is the event host?
Who is responsible for decisions during planning? (Partner needs, IK12 needs, HelloIgnite needs)
Who is responsible for decisions during the event?
Who are the participants?
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What are the stated goals?
What do you hope to accomplish?
What assets will be used or needed to fulfill the communication expectations?
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When will the event occur?
When is information post-event expected?
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How will communication be sent?
Planning Questions:
Step 5:
Post-Event Data Mining and Reporting
Glean key insights through carefully calibrated engagement initiatives to create a better-shared vision
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Receive a data-driven reports with recommendations based on ideation and collaboration efforts across all stakeholder groups as well as broken down by individual stakeholder groups driven by your core questions.
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We support you in analyzing insights to ensure your purpose-driven engagement leads to innovative solutions.
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Receive top Key Insights summaries and personalized next steps
The Outcomes:
Tools & Resources
Technology Integration
Hosted meeting specifically with the technology and communication team about the partner needs for a smooth event.
Resources
Templates for you to leverage your marketing, communications, and planning initiatives.