Version 5

    “Design is communication. And you can’t communicate if you don’t know what you want to say.”
    - Why content comes first - InVision Blog

     

    We use a content-first approach which helps us to deliver a deeper, more valuable user experience based on your business' primary objectives. Content creation is a big job, using these worksheets will help plan, prioritize, and execute a successful launch. Use this worksheet as a jump start to your strategic content workflow. Try aligning user activities with your strategic use cases.

     

     

    QuestionsAnswersExamples

    Roles

    Who is the target audience?New hires in the Sales organization
    Who is the the primary stake holder?Kathryn Bruce, Vice President Sales
    Who will be the primary asset owner or copy writer?Nathan Hansen, Sales Support and Training

    Purpose

    What are the top high-level three activities you'd like the user to do when they come to this page? (Please prioritize)

    1. Create their own new hire checklist
    2. Access key Sales Onboarding docs
    3. Get answers to new hire questions
    Any other objectives? (Please prioritize)
    1. Self education through finding out what questions other new hires have
    2. Allow Place stake-holders to see what questions have not been answered yet.

    Content / Editorial Copy

    Please provide copy and links. Copy should be close to final, but we understand if there are minor changes. Just be aware if there are major changes in the amount of copy, this may call for a different graphic design solution. If links are in in progress use the underline style in the RTE. If you need to add editorial notes to help with content audit/management use braces. Image assets can be attached or provided in a separate asset document.

    Activity #1

    Hello New Hire!

    To start you off on the right foot, create your own personal onboarding checklist. Post any questions you may have to this Sales Onboarding group and we’ll be help to get you answers!

    Create Your Sales Onboarding Checklist {Link to Forms App}

     

    Example sales onboarding checklist

    [view doc widget of Forms App template doc]

    Activity #2

    [Featured content widget]

    Activity #3

    Onboarding Contact

    Nathan Hansen {link to user}

    Nathan is a Sales Support trainer and will be able to answer all of your Sales Questions

     

     

    [Ask a Quesiton widget]

    Other objectives

    [Answered Questions widget]

     

    [Unanswered Questions widget]