Best Practices when Getting Started with Connect

Connect has the potential to revolutionize the way your team communicates internally and address many of the drawbacks of email and other chat alternatives.  Mainly:

  1. Not communicating in context of your goals and teams
  2. Not collaborating enough in general and having too many 1:1 conversations where great ideas get lost between two peoples inboxes and then forgotten 

This article is meant to guide your through some of the best practices your team may want to consider when transitioning to Connect.

How to position the value to your team

  1. Connect allows you to collaborate and get responses much faster than email because you're communicating as a team and not waiting for a message to get forwarded around to the right person 
  2. Connect will allow you to elevate visibility into what you're working on because all of the communication and work you've been doing will be right there next to your goals and projects for you Manager to see 

Best Practices when Launching Groups

Out of the box, Connect will allow you to have conversations around the teams and goals that exist in your RESULTS dashboard as well as 1:1 conversations with a specific user.

There may be times when you want to have conversations around topics that don't specifically relate to a Team or a Goal but that require several people to be involved.  Groups are a great way to have these ad hoc conversations.  Below are some of of our best practice examples of how your team can leverage Groups to collaborate: 

  1. Create Groups for your Sub-Departments.  For example, you likely already have a Sales Team Connection since you're tracking sales on your RESULTS Dashboard.  From within sales you may have sub-departments such as sales-ops, sales-inbound, sales-outbound that may need to have more specific conversations.  In cases where it doesn't make sense to create a new team in RESULTS because there are no specific goals being measured or goals are already being displayed on the Sales Dashboard you may want to create a group to have these conversations. 
  2. Make your groups easy to find by coming up with a naming convention.  For example, you may want to create groups where your employees can come to find help on specific topics, in this case you could use the naming convention help-(topic name) like help-finance.
  3. Create Groups to have conversations around specific customers.  We are RESULTS work at a lot of customers, when we need to discuss specific issues around a customer as a team, we'll create a group in Connect so everyone who is involved with that customer can receive updates and provide input. 
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