Post Activation Essential Training
campusM Essential Training Agenda
Post Activation Phase
Introduction
The purpose of the post activation services phase is to empower and educate stakeholders to use campusM and deploy a range of Product Integrations and features to continue to add value to users’ daily experiences.
The focus shifts from identifying the app stakeholders, knowledge transfer, and utilizing product features to successfully manage the app. The aim is to complete this phase with app administrators feeling confident and knowledgeable about the product and service owners with a roadmap for future app enrichment.
The duration of the post activation services phase is three months.
Methodology
To accomplish the objectives of the post activation services phase, a thorough training methodology is developed for the appropriate target audience and skill sets. Meeting topics are divided based on the common interest of the expected audience; this ensures the meetings are productive.
The meetings consist of a one-hour online meeting with a campusM Project manager. Training materials include a PowerPoint presentation, Knowledge Articles, and recorded training sessions.
Environment: Microsoft Teams
Ex Libris uses Microsoft Teams for all online meetings and training offerings. Additionally, we recommend that customers have the following equipment available:
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A monitor for individual viewing and the ability to project on a large screen for group viewing.
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Speakers and a microphone or telephone with conference call or hands-free capability for audio participation
Recommended Resources on the Customer Side
- Product Sponsor — Interact with the project team, stakeholders (executive and senior management), and employees. In charge of change management and sponsorship of the app. Acquires the necessary resources.
- Product Owner — Manages the process steps, which include creating and managing the app road map, planning new deployments and releases, and monitoring progress to completion, manages customer internal communications, and is the executive decision maker.
- App Administrator — Initial and ongoing responsibility for the configuration and maintenance of the apps and their content.
- Content/Marketing Teams — Involvement in app internal communication regarding the deployment and promotion of the app, content management, notification, news, and events.
- Service Managers/System Experts — Customer systems expert(s) who understand the institution data structures and functional requirements for the integration points to be delivered by the app.
- Key University Stakeholders
Post Activation Services Meeting Schedule
This is our recommended agenda; however, it can be modified based on the institution’s requirements. The agenda includes an opening meeting of 30 minutes, six one-hour sessions, and a wrap-up Switch To Support (STS) meeting. The session period is for two-three months, so we highly recommend a hands-on self-practice.
POST-ACTIVATION CALL (30 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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APP ENRICHMENT AND USERS ENGAGEMENT (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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APP MANAGER OVERVIEW (TECHNICAL SESSION)
| Description | Customer Side Audience | Ex Libris Side Audience |
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MARKETING, COMMUNICATION, AND CONTENT (TECHNICAL SESSION) (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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PRODUCT INTEGRATIONS (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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PRODUCT FEATURES (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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POST ACTIVATION SERVICES PHASE SUMMARY AND NEXT STEPS (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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SWITCH TO SUPPORT MEETING (60 Min)
| Description | Customer Side Audience | Ex Libris Side Audience |
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