Getting your team comfortable with Desktop is essential for adoption.
Week 1: Admin setup
Add all staff as users
Assign roles correctly
Configure rooms
Upload or link your key policies
Week 2: Introduce PolicyDesk
Show team where policies are (My Library)
Demonstrate how to access policies
Assign first attestations
Answer questions
Week 3: Introduce Tasks
Create the first few tasks
Show Kanban vs Table view
Assign tasks to staff
Check they know how to complete them
Week 4: Full rollout
QIP (for leadership team)
Lesson Plans (for educators)
Parent Portal (share with families)
Training tips:
✅ Short sessions (15-20 min)
✅ Hands-on (have staff try it themselves)
✅ Role-specific (show educators what they need, admins what they need)
✅ Provide quick reference guides
Common questions to address:
How do I log in?
Where do I find policies?
How do I complete an attestation?
How do I see my tasks?
Support during onboarding:
Use the help icon to chat with Desktop support
Share knowledge base articles
Nominate a "Desktop champion" on your team