ResourcesGuidesOnboarding your team

Onboarding your team

5 minute read

Any new software takes some time to get the hang of, so to help you and your team make the most of Range, we’ve put together this guide. We’ll cover recommended ways to invite your team, develop an adoption plan, and how to approach developing team best practices.

We’ve designed it for people who have been trying out Range. If you haven’t set your Workspace up yet up, we recommend taking a look at:

Our aim is to get you the resources you need to get everyone up and running in short order, but if you ever have any questions or would like a customized onboarding program, just reach out to us at hello@range.co

Invite a few teammates

Once you’ve gotten familiar with the basics of Range — how Check-ins, Objectives, and Meetings work — it’s time to start connecting with you team. Range is built for teams, so you won’t really get a sense of what it can do until you start using it with other people, so now’s the time to start inviting a few members of your team.

If your team is already committed and ready to go, then bringing everyone onboard at the same time can be a great learning experience and a quick way to demonstrate value.

But if you’re starting to test it out and making a case on your own, it often makes sense to try it first with a few teammates so you can get a feel for it together. With the shared experience and demonstrated results, it’s easier to build a case for your entire team or organization.

Send out invites from Range…

It’s easy to invite them within Range. Go to the bottom left on the nav bar, and you’ll see the avatar icon with a “+” sign. It’s right above Settings. It’s also helpful to schedule time with them to go through the app together.

Invite people in Range

You’ll then see see a dialog box asking you to add the email addresses of the people you want to invite. Hit send, and your teammates will receive an email invitation.

...or send out your own email Below is a template you can use to notify them you’ll be sending them an invitation:

Hi [team],

I’ve recently started using Range, a team success app, and thought you would be a great group to help determine if it’s a good fit. Range allows us all to know what each other are working on, focus on what matters, and build our culture. I thought it would be really good for [e.g. running meetings, setting objectives, keeping us each in the loop on our work].

I’m already using it to [set up my daily to-do list, define my objectives]. I’ll send you an invitation, and here’s an intro video that shows how it works.

Once you sign up, let’s try using it for two weeks on a daily basis. I’m excited for us explore how it can help our team work better together.

[More useful info]

[Closing greeting and your name]

Create a Range adoption plan

If you’re ready to get your whole team up and running on Range, we’ve learned as we’ve worked with customers that a clear plan goes a long way to ensuring a successful rollout. Patience and persistence helps too.

Help them understand “why Range?”

Trying new things can be tricky. Before you invite your whole team, it pays to have the “whys” clarified. This will help both your team and each individual understand the value Range will bring.

What does success look like?

We’ve put together a worksheet for you to capture the answers to your why questions.

The best way to start is think about what success looks like — how will your team change for the better by using Range. Questions like:

  • What goals will Range help us achieve? e.g. Run efficient stand ups, reduce meetings; Keep everyone more in sync
  • How will Range change our work day-today? e.g. Clarify the most important tasks for the day; Easily know what everyone else is working on without more meetings
  • How will Range help us get more done? e.g. Fewer meetings, better meetings; Know who needs help faster; Better map our progress to objectives
  • How will Range help us focus on what matters? e.g. Align on objectives and connect them to our day-to-day work; Better track progress
  • How can Range help us build a stronger team culture? e.g. Build up trust and team insight through shared questions; Know how everyone is doing even if we aren’t all in the same place

It’s also helpful to map the pain points you sense your team’s facing to ways Range can help you solve them. Here are some examples:

Pain felt Result
Team is not in sync Everyone’s unclear how the work is progressing, what others are prioritizing, and how they should prioritize their day
Visibility into work is limited Useful information is siloed and sprinkled across emails, files, and apps
Too many meetings Status meetings are eating into work time, making everyone less productive

Write out goals that make sense for your team to clarify to everyone what success will look like. Here’s an example:

  • Our engineering team wants to run standups asynchronously using one tool, so we can make sure everyone in every office can take part and have a clear understanding of what each of us is working on. We know when won’t have to use email or spreadsheets to chase down what happened and what’s next anymore, especially if someone can’t make a meeting, and everyone will be clear on progress.

You’ve mapped the ingredients of your plan — now it’s time to deploy it. You can set up your plan as an Objective in Range using #Adoption as the name so everyone understands how it’s progressing, and to get the hang of connect your Check-ins to Objectives using the hashtag.

Pieces of the plan

Your plan is unique to you, but here are some recommendations of what to include:

  • Picking a feature you want to start putting into practice. We recommend Check-ins, but some start with Objectives or Meetings
  • Get support from your fellow testers and and other stakeholders that can help support the roll out, such as team leads.
  • Invite teammates. You can send out an email using the template and then invite them from the app.
  • Set up a Range kickoff session. Use it to align on expectations, answer questions, and perhaps try doing a Check-in all together. If you need help or would like a customized onboarding program, just reach out us at hello@range.co
  • Figure out what commitments and milestones make sense, such as everyone does at least three check-ins a week in the first month.

Get off to a great start

Hopefully you’ve had a chance to test out Range with a few teammates first. It’s helpful to clarify features you want people to focus on. That way, when you invite more teammates, they can easily see how your information is organized in Range.

Check-ins are a good place to start, and here’s a recommended feature path to try:

  1. Write your first Check-in
  2. Build the habit — use daily Check-ins, Answer Team Questions, and Moods
  3. Level up with Tags and Flags
  4. Start developing Objectives and put power of the hashtag system to work
  5. Streamline meetings and use Range to create accountability loops

It’s usually best to start using it collectively. At your kickoff meeting you can walk through the guide with the whole team from from the beginning, and you can share How to get the most out of Range with them.

Remember, teams use Range in different ways, so there’s no right or wrong way. Some start with Objectives or Meetings — whatever works best for your team.

Craft your own best practices and habits

The more people use Range, as your team builds up a powerful and useful set of shared data, it gets easier to use. It’s built to be flexible, but most teams find it useful to commit to a set of practices and habits to make sure the team collectively gets the most out of using Range.

Start to figure out the right cadence of actions for the team (e.g. If someone doesn’t update an objective, what should happen?).

When you do this, everyone has a much better sense of how to use it, and what they can expect from their teammates. You’ll start using more features and building on each practice.

Here are 5 Tips to get more value from Range to help you go a bit deeper.

As you’re setting up the best practices, here are a few tips to help the team get the hang of the habits:

  • Have someone be the sherpa — a guide who can reinforce the practices and to whom the team can turn to with questions
  • Range integrates with Slack, but you can also develop a Slack channel specific to Range questions and highlights
  • Develop some unique incentives for learning and using Range — kudos, traditions (Park Ranger hat?), or awards
  • Encourage people to try to different parts of the product out, from Thanks to Flags, and reinforce there’s no right or wrong way to use Range (they won’t break anything!).

Keep it up and expand use

Well done getting your team on the on ramp to Range. It can be helpful to take a look at what you set out to do at the beginning of the plan to gauge progress. Are things running well? Are you getting the feedback your need to be successful? Are some features working well for the team, but others haven’t stuck yet? How well is everything working out relative to your expectations?

If things aren’t going as well as plans, please don’t hesitate to reach out to us at hello@range.co. If things are going well, be sure to let you stakeholders know.

As the team continues to use it, you’ll have more and more examples of how Range can help everyone work better together.

Once the first teams have been using Range for 2-3 weeks, you can start onboarding additional teams. We typically start with teams that work closely with the initial team, so they get the benefits of shared information.

Our Help Center has guide to help you get the most out of Range, and we’re always adding new articles to our blog, from tips on developing great cultures to setting OKRs and managing remote teams.

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