Use this checklist to prepare for your Peerbie launch.
1. Get Your Execs Ready
Get the backing of executives early and involve them in the launch.
Hold a Peerbie training session with executives and leadership teams.
Get buy-in from your CEO to send a pre-launch and launch day email to encourage colleagues to claim their Peerbie account.
Pro-tip: Share the Peerbie Executive Guide with the executive team to help them prepare for Peerbie.
2. Get Technical
Whitelist emails and domains.
Add people to Peerbie using Google G Suite, Active Directory, or spreadsheet.
Set your authentication method — single sign-on if linking with your identity provider, and username and password if not.
Live training: Get all your Peerbie Admins to attend the free live training “Peerbie Admin Fundamentals”.
3. Get Your Champions Ready
Add 5–10% of your company early as “Champions” to set the foundations.
Identify 5 key use cases for your organization that your Champions can put into practice on Peerbie.
Check out the Ways to Work for inspiration. Encourage Champions to create Teams and add descriptions and content to set the tone and purpose.
Pro-tip: For the best results, diversify your champions and include employees from all areas and levels.
Live training: Get all your Champions to attend the free live training “Peerbie Basics: How to Work in Peerbie”.
4. Set Up Your Teams
Set up teams based on distribution lists, teams, departments, and locations.
Assign at least 2 admins for each team who can act as team owners.
Pre-add people to Teams using People Sets, manual CSV, or default Teams.
Pro-tip: Add staff to at least 6 Teams before sending them a Peerbie invitation.
5. Build Momentum
Prepare a pre-launch comms campaign to highlight the benefits of Peerbie. Use the template Launch Communication Plan as your blueprint.
Tell people about content and events exclusively on Peerbie.
Have executives send communications announcing the launch.
Pro-tip: Tailor messaging to different audiences. For example, highlight Peerbie’s mobile-first approach to appeal to executives and deskless workers.
Live training: Join the Strategic Communications live training to learn best practices for connecting and engaging employees with Peerbie.