Communications PlanHow to Roll Out Cornerstone Growth EditionContentsCreate a Communications Plan . 2Four Fundamental Needs. 2Growth Edition Email Management . 2Welcome Email . 3How to Build an Effective Communications Plan . 3Identify Each Group . 3Timing your Communications . 4Purpose of the Testing and Optimizing (Recommended) . 4Plan the Messages and Product Training . 4Upload Employees into the System . 4Product Training for Managers. 4Product Training for Employees . 8Product Training for Learning Module (for Managers and Employees) . 10Encourage Feedback . 12Additional Support and Ways to Connect . 12Growth Edition Success Center . 12Client Engagement Events . 12Growth Edition Support . 121

Rollout Strategy for Cornerstone Growth EditionCommunications PlanYour communications plan is integral to the success of any new initiative. As you prepare to rolloutGrowth Edition, conducting a well-planned communications strategy and preparing good training cansignificantly improve the adoption of Growth Edition across your organization. To instill confidence andfoster raving fans, you’ll want the central focus and goal to be that your users have a positive experienceright away.Create a Communications PlanWith setup and implementation underway, you’ll want to have a communications plan and providegood training. Before rolling out Growth Edition, you’ll also want to explain to your executives,managers, and employees how it will help make their jobs easier and empower them to reachorganizational and career development objectives. Having an answer to “what’s in it for me?” and beingable to explain why the new technology is an improvement will help encourage early and rapid adoptionof the system. Users will likely have questions: How will these new initiatives impact us? What changeswill we see in the coming months? How will these processes support us achieving our goals?Having a good communications plan will ensure no one is taken by surprise when using the new systembecomes mandatory. By the time you roll out Growth Edition, everyone in your organization will alreadyunderstand and anticipate the benefits of using Growth Edition.Four Fundamental NeedsHave you reflected on any other recent rollouts? There are four fundamental needs to think about whenrolling out any new company initiative:1)2)3)4)Knowledge: What people need to knowSkills: What people need to doStructure: What people need to be accountableMotivation: What people need to believeWe’ll provide you with information and knowledge, so after reading this resource, you’ll be prepared todiscuss any of these four needs. For easy-to-digest information, email templates, and tips about how toprepare for and implement a new company initiative, check out Change Management.Before we talk about how to build out your communications plan, we’ll first touch on EmailManagement.Growth Edition Email ManagementThe Email Management section allows administrators to enable email notifications, which providesadmins with the ability to turn system-generated emails on/off. By default, all emails are turned off.2

Click on the settings iconin the upper right corner of your screen to view and modify email settings.Welcome EmailIf you turn on the Welcome Email feature, then every time a new user is added into the system, they’llautomatically receive an email with a link to set their password. After creating it, they will be able to login to Growth Edition and see the main dashboard, including the following widgets: My Self-Reviews,Browse Training, and My Learning. Note that if you’ve created a review cycle in the Scheduling sectionand locked the Self-Assessment phase, the user will only be able to view the self-assessment as readonly.How to Build an Effective Communications PlanWe’ll cover the following four points and provide tips, including product training guidance, for buildingan effective communications plan:1)2)3)4)Identifying each group impacted by your organization’s adoption of Growth Edition.Deciding when to start communicating with each group.Planning the messages you will send each group, as well as any relevant product training.Making sure to encourage feedback throughout the rollout process.Identify Each GroupYou’ll want to identify each group impacted by your organization’s adoption of Growth Edition. Thesemay include: ExecutivesDirect employee supervisors (managers)Employees3

HR team (depending on size of team and/or distributed locations)Members of the IT teamUnion leadershipExternal vendors and/or partnersThe core - and largest - user groups you’ll need to consider in your communications plan will be yourmanagers and employees.Timing your CommunicationsYou’ll want to thoughtfully decide when to start communicating with each group. As the administrator,before you roll out Growth Edition, it is important to be familiar with the product’s features andfunctionality. We encourage all brand new users to examine the tool carefully and suggest using analternate email address (such as a personal one) so you can go in as different users to get the fullexperience. If you have another colleague or stakeholder who is open to exploring the tool with you,you can use their email address as well.Purpose of the Testing and Optimizing (Recommended)The purpose is for you to examine the Content Templates and try different Role, Goal, and Competencyscenarios. This way, you will become more familiar with the system and be able to create relevantcontent before rolling out Growth Edition to your organization. During this time, you can create a testperson, a non-live review round, and perform Goal Setting and Team Reviews to review content andconfirm the Goals and Competencies are a good fit for your organization.All help documentation and instructions are available in the Help Center here.After you’ve completed a non-live review round, you can continue setting up your system. Adding tags(optional) and adding people are the final two steps to complete before you are ready to schedule andgo live with your first performance review.Plan the Messages and Product TrainingYou’ll need to plan the messages and relevant product training to send each group. With any newinitiative, you’ll need to provide good training; otherwise, users won’t adopt the software. Once loggedin, all users will have access to a dashboard specific to their user profile. The intuitive layout providesgreater visibility of the performance review activities.You’ll want to allocate time to getting accustomed to Growth Edition and learning the new system soyou can provide customized training to your organization.Upload Employees into the SystemAs the administrator, when you’re ready, you’ll upload employee data into Growth Edition. If you wantusers to get a system-generated email, you’ll go to the Settings page and click on Email to enable theWelcome Email. If the email is turned on, all users added into the system will get a system-generatedemail and can use the following login credentials to gain access to the system: Training for ManagersGrowth Edition automates reviews and gives managers practical tips and guidance to develop theiremployees and make smarter business decisions. We suggest you try to organize a manager trainingsession for your managers. Refer to the Manager Instructions for more detailed instructions and help.4

Managers can assign individual goals and track their team’s completion progress throughout the reviewcycle. They have insights on the review data through analytics and reports.Managers will be responsible for the following (product screenshots provided below): Setting Goals for their TeamManaging 360 FeedbackPerforming Manager ReviewsPerforming Self-ReviewsViewing 9-Box Talent Matrix Analytics (9-Box User Guide)Viewing ReportsSetting Goals for their TeamEvery employee will get default goals based on your selected Content Template. Navigate to the maindashboard, locate the Team Goal Settings widget and click “Assign Goals.” The Team Goal Settingswidget displays “1/3” and the Assign Goals button is active. This is where managers can tailor the goalsto make them unique to each employee by editing, adding, or deleting sub-goals. Note that the abilityfor employee goal setting is on the product roadmap.5

Managing 360 Feedback360 Feedback enables managers to gain a comprehensive view of their employees, allowing for moreaccurate reviews and meaningful development conversations. From the main dashboard, click the Team360 Feedback widget. Click here for instructions. Note that Administrators have to turn on 360 Feedbackin the Scheduling section under Performance Review SettingsPerforming Manager ReviewsOnce your employee submits their self-assessment, you’ll begin the manager review. Navigate to themain dashboard, locate the Team Reviews widget, and click “Complete Manager Reviews.” The TeamReviews widget displays “0/3” and the Complete Manager Reviews button is active.Performing Self-ReviewsNavigate to the main dashboard, locate the My Self-Reviews widget, and click “Complete Self Review”.The performance review form will open and display the goals and competencies you’re rated on.6

You can expand the left sidebar to view and navigate to the various goals and competencies on yourperformance review form.Viewing 9-Box Talent Matrix9-Box gives managers a 2-dimensional matrix view with performance and competency ratings on thetwo axes.7

Viewing ReportsNavigate to the main dashboard, located the Reports widget where you can click to view the EmployeeList and Scores or the Completion Progress Report.Product Training for EmployeesGrowth Edition not only allows employees to easily access their goals and performance reviews, but alsoempowers employees to engage in meaningful conversations with their manager. We suggest you try toorganize an employee training session for your end users (employees). Refer to the EmployeeInstructions for more detailed instructions and help.Employees can view the goals assigned to them by their managers, track and monitor completionprogress, browse for trainings, and update their universal profile.Employees will be able to do the following (product screenshots provided below):8

View GoalsPerform Self-ReviewsSearch for Colleagues in the SystemView GoalsEmployees can view their assigned goals by clicking the “My Goals” button; however, the goals are readonly.Perform Self-ReviewsNavigate to the main dashboard, locate the My Self-Reviews widget, and click “Complete Self Review”.The performance review form will open displaying the goals and competencies you’re rated on.9

Search for Colleagues in the SystemIt’s easy to find your colleagues by typing their name in the Search bar. After selecting the employee,you’ll be taken to their Universal Profile.Product Training for Learning Module (for Managers and Employees)As the administrator, you’ll be responsible for initializing Growth Edition Learning. For instructions ontopics such as how to add courses to your users’ Library, review the Growth Edition LearningInstructions. Let’s explore some of the core features of Learning that are relevant to your managers andemployees.Managers and employees will be able to do the following (product screenshots provided below): Register for a CourseLaunch a CourseView their TranscriptRegister for a CourseNavigate to the main dashboard, locate the Browse Training widget and click “Browse.” Register for acourse by clicking the “Register” button.This will bring up a confirmation message asking you to confirm if you would like to register to thiscourse and add it to your transcript. Clicking confirm adds the course to your transcript immediately and10

presents you with a link to your transcript. Clicking on the ‘Go’ button will take the user through to theUser’s Active courses in the My Learning section, whereupon they may launch the course. You can alsonavigate to your transcript by going back to the homepage and selecting “My Learning.”Launch a CourseClicking on the “launch” or “continue” icon either on the course card or the sidebar launches a course.Please note, if you have a popup blocker installed, you may have to turn it off to access a course.After a course has been started, the play button icon will change from “Launch” to “Continue”.View their TranscriptNavigate to the main dashboard, locate the My Learning widget and click on the “View” button, whichtakes you to your active transcript. If no courses are currently registered, a message will appear on thispage asking you to register for a course in the Library with a link to the Library. Once you register for acourse, it will show up in the ‘Active’ tab in your transcript.11

Encourage FeedbackDuring rollout, and even beyond, it is important to encourage open and continuous feedback. Discussthe benefits of the new procedure and to the company's success overall. Encourage your employees'feedback and highlight quick wins. Get your most influential employees on board early in the process.Your managers and employees will be performing functions online that may have otherwise been doneon paper. Monitor progress and get input from your early adopters who are using the software. Arethere any metrics that speak to its success?Additional Support and Ways to ConnectGrowth Edition Success CenterLeverage the Growth Edition Success Center (GESC) and stay committed to learning, understanding, andmaximizing the impact of your Growth Edition solution. Accessible to administrators and managers, theclient success center is a 24/7 resource and tool to help you see what’s new and to get product releaseupdates, webinars, roadmap, best practices and adoption resources. More info about the GESC here. Ifyou haven’t registered, you can sign up at Engagement EventsGrowth Edition Office Hours Q&AOffice Hours allow you to connect with members of the Support, Product, and Client Success teams forguidance on best practices, application, and process-related questions. Growth Edition product expertsjoin the session and are available to answer your questions. Check out upcoming Office Hours sessionsand recordings available here.Growth Edition Admin 101 TrainingAttend our interactive Admin 101 webinar to learn the essentials for configuring Growth Edition and askquestions about system setup. Also, we introduce clients to the Growth Edition Success Center, ourrelease schedule, and client social engagement events. Check out upcoming Admin 101 Training sessionsavailable here.Growth Edition SupportOur Growth Edition Support Team is responsive and will provide help and support with any of yourtechnical product related questions. You can send an email to [email protected]

Rollout Strategy for Cornerstone Growth Edition Communications Plan Your communications plan is integral to the success of any new initiative. As you prepare to rollout Growth Edition, conducting a well-planned communications strategy and preparing good training can significantly improve