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Rollout Strategy

Planning full deployment of new technology across your organization.

With pilot testing complete, now plan how to roll out the technology to everyone. A phased approach minimizes disruption.

Rollout Approaches

Big Bang (All at Once)

How: Everyone switches on same day Best for: Solo businesses, very small teams (2-3 people), simple tools Risk: High—if problems occur, affects everyone

Phased (Gradual)

How: Roll out to groups over weeks/months Best for: Larger teams, complex tools, mission-critical systems Risk: Lower—problems contained to each phase

Recommendation for most businesses: Phased approach

Phased Rollout Plan

Phase 1: Early Adopters (Week 1-2)

Who: Pilot users + enthusiastic volunteers (10-20% of team)

Why First:

  • Already trained from pilot
  • Can help others
  • Identify any remaining issues
  • Build success stories

Activities:

  • Activate accounts
  • Provide refresher training
  • Monitor closely
  • Document quick wins

Phase 2: Core Team (Week 3-4)

Who: Employees who use tool most (30-40% of team)

Why Next:

  • Critical mass of users
  • Tool becomes valuable (network effect)
  • Processes can be fully tested
  • Support load manageable

Activities:

  • Group training sessions
  • One-on-one assistance
  • Daily office hours
  • Collect feedback

Phase 3: Remaining Users (Week 5-6)

Who: Everyone else

Why Last:

  • Most issues resolved
  • Training refined
  • Champions available to help
  • Processes proven

Activities:

  • Standard training
  • Self-service resources
  • Buddy system with early adopters
  • Monitor adoption

Phase 4: Decommission Old System (Week 7+)

When: 80%+ using new system comfortably

Activities:

  • Export data from old system
  • Archive for reference
  • Turn off/cancel old system
  • Celebrate transition!

Timeline Examples

Solo Business:

  • Day 1: Switch
  • Week 1: Learn and adjust
  • Done

Small Team (5-10 people):

  • Week 1: Half the team
  • Week 2: Other half
  • Week 3: Full adoption
  • Week 4: Old system off

Growing Business (10-25 people):

  • Week 1-2: Pilot group
  • Week 3-4: Department 1
  • Week 5-6: Department 2
  • Week 7-8: Everyone else
  • Week 9: Old system off

Communication Plan

Before Rollout

Announce (2 weeks ahead):

Subject: New [Tool Name] Coming Soon

Team,

Starting [date], we're introducing [tool] to improve [benefit].

Why: [problem it solves]
When: [your group's date]
Training: [session info]
Support: [how to get help]

We've tested this with [pilot group] and results are great. 
Questions? Contact [person]

Thanks,
[Name]

During Rollout

Weekly Updates:

  • Progress report
  • Success stories
  • Common questions answered
  • Reminder of support options

After Rollout

Retrospective:

  • What went well
  • Lessons learned
  • Thanks to team
  • Next steps

Training Approach

Group Sessions

Format: 60-90 minutes, hands-on Content:

  • Why we're using it
  • Core features (20%)
  • Practice exercises (60%)
  • Q&A (20%)

Frequency: Once per phase

Office Hours

Format: Drop-in help, 1-hour blocks Frequency: Daily first week, 3x/week second week, then as-needed

Self-Service Resources

  • Quick start guide (2 pages)
  • Video tutorials (5-10 minutes each)
  • FAQ document
  • Cheat sheet (1 page)

Buddy System

Pair new users with someone from earlier phase:

  • Answer questions
  • Share tips
  • Provide moral support

Support Structure

Tier 1: Self-Service

  • Documentation
  • Video tutorials
  • FAQ
  • Internal knowledge base

Tier 2: Internal Support

  • Champion from each phase
  • Office hours for questions
  • Slack/WhatsApp channel for quick questions

Tier 3: IT/Admin

  • Complex technical issues
  • Configuration changes
  • Integration problems

Tier 4: Vendor Support

  • Software bugs
  • Platform issues
  • Feature questions

Escalation: Users try Tier 1, then 2, then 3, then 4.

Managing Resistance

Common Objections

"I don't have time to learn this" Response: "We've streamlined training to 1 hour, plus you'll save [X] hours/week once learned."

"The old way worked fine" Response: "Old way is good, but [specific pain point] will be solved by new tool."

"This seems complicated" Response: "Pilot users thought so too at first, but after a day of use found it intuitive. Give it a fair try."

"Why are we changing?" Response: "[Specific problem] costs us [time/money]. New tool solves this."

Strategies

  1. Early communication - No surprises
  2. Explain the 'why' - Don't just mandate
  3. Show quick wins - Immediate benefits
  4. Provide excellent support - Make it easy
  5. Celebrate adopters - Positive reinforcement
  6. Listen to feedback - Adjust if needed

Measuring Success

Adoption Metrics

  • % users with accounts
  • % users logging in daily/weekly
  • % completing key workflows
  • % using vs old system

Goal: 80% active use within 4 weeks of their rollout

Satisfaction Metrics

  • User satisfaction surveys (weekly)
  • Support ticket volume (decreasing trend)
  • Training completion rates
  • Net Promoter Score (would you recommend?)

Goal: 7+/10 satisfaction, NPS > 0

Business Impact

  • Time savings per user
  • Error reduction
  • Process improvements
  • ROI calculation

Goal: Measurable improvement in efficiency

Contingency Planning

If Issues Arise

Minor Issues:

  • Document workarounds
  • Schedule fix with vendor
  • Continue rollout

Major Issues:

  • Pause rollout
  • Fix critical problems
  • Resume when stable

Critical Failures:

  • Rollback to old system (if possible)
  • Reassess solution
  • May need different vendor

Have Backup Plan:

  • Keep old system running until new system proven
  • Export data regularly
  • Document rollback procedure

Rollout Checklist

2 Weeks Before:

  • Pilot test complete and issues resolved
  • Training materials finalized
  • Support structure established
  • Communication sent to all users
  • Accounts created for first phase
  • Old system backup completed

1 Week Before:

  • Training sessions scheduled
  • Office hours planned
  • Support channels ready
  • Quick reference guides printed
  • Reminder sent to first phase
  • IT/admin ready for issues

Day of Launch:

  • Welcome email sent
  • Accounts activated
  • Support standing by
  • Progress monitored
  • Quick wins documented
  • Issues logged

First Week:

  • Daily check-ins
  • Issues addressed promptly
  • User feedback collected
  • Adjustments made
  • Successes shared
  • Next phase prepared

Each Week After:

  • New phase launched
  • Previous phase monitored
  • Metrics tracked
  • Communication maintained
  • Support continued
  • Problems resolved

Regional Considerations

Suriname-Specific

  • Internet reliability: Have offline plan for internet outages
  • Mobile data: Ensure mobile apps don't consume excessive data
  • Language: Provide support in Dutch and English
  • Payment: May need to pay vendor in USD (budget for exchange rate)

Multi-Location

  • Time zones: Schedule training across CARICOM time zones
  • Local champions: One per location to provide in-person support
  • Internet variations: Some locations may have better connectivity

Post-Rollout

Week 1 After Complete Rollout

  • Celebrate success
  • Thank champions and early adopters
  • Collect final feedback
  • Document lessons learned

Month 1

  • Measure metrics vs baseline
  • Conduct satisfaction survey
  • Identify ongoing training needs
  • Optimize workflows

Month 3

  • ROI calculation
  • Process improvements identified
  • Consider advanced features
  • Plan for continuous improvement

Next Steps

After rollout is complete:

→ User Onboarding - Ongoing training approach → Documentation & Handover - Create lasting guides


A well-planned rollout turns potential chaos into smooth transition. Take time to plan, communicate, and support.