Team Training Script - Approach 1

Training your team on monday.com when they already learned the basics on their own

Your team should have watched the Platform demo before joining the training.
Now is the time for you to open the account and use this script to demo your team's workflow and train them
on it.

EXPLAINING YOUR BOARDS

● Review Slides 1-4, then open your monday.com account
● Account Structure: Explain the Workspaces & Folders you have created
○ Do you expect your team to create new workspaces and folders?
● Building Blocks:
○ The Purpose of this board is to ________.
○ The items represent _________,
○ They are grouped by _________.
○ We use these columns to track x,y,z. [Go through each of the major columns, especially those
which users will need to edit or to use].
● Prompts to support you explain your Workflow:
○ How will the information get on this board?
○ What are we tracking?
○ What actions do team members need to make on this board?
○ How will this benefit you?
○ What are the Integrations / Automations being used?
○ What were your previous pain points that are now resolved?
○ Will there be cross-functional collaboration on this board?

EXPLAINING YOUR DASHBOARDS

● Prompts to support you explain your Dashboard:
○ What boards are being pulled into this dashboard?
○ Explain the Widgets created on the dashboard
○ Who will be looking / using this dashboard?
○ How will this benefit your team?
○ How will you be expected to interact?

NEXT STEPS
● Go back to deck to review next steps
● Review where the team can access resources
● How will you be collecting feedback?
● What is your timeline for next steps? What date would you like to stop using previous processes?