We are pleased to provide you with our adoption kit, which contains all the necessary training materials to launch Teamflect within your organization. We understand that adopting a new product can be challenging, and that is why we have created this kit to make the process as smooth as possible.
Below, you will find a short video about the comprehensive guide our team has put together.
1. Admin Onboarding & Deployment Support
This section provides the core resources administrators need to plan, configure, and launch Teamflect successfully, from deployment guidance to onboarding materials and training assets.
Please either click on the inserted links or scroll down to the attachments section to view and/or download the resources.
1.1. Implementation Project Charter & Checklist
This document details the project's purpose, objectives, scope, and deliverables, timeline, and risk mitigation strategies.
Click here to view the Teamflect Implementation Project Charter, Checklist, Owners, and Estimated Efforts.
1.2. Admin & IT Onboarding Handbook
This guide is designed to help admins and HR teams roll out Teamflect smoothly across their organization.
It includes technical setup instructions, admin and end-user training plans, best practices for each module, real-life use cases, and practical checklists to ensure nothing is missed during implementation.
Click here to view the onboarding handbook.
1.3. Teamflect Rollout Plan
This document provides a step-by-step guide to launching Teamflect within your organization, including tips for engaging employees and ensuring a smooth transition.
Click here to view the Teamflect roll-out plan for a successful launch.
1.4. Deployment Planning Guide
This resource is filled with guiding questions and recommended best practices to help teams plan their deployment effectively. This supports decision-making around timing, communication, training, and module rollout to ensure a smooth and well-structured implementation.
Click here to review questions and learn best practices.
2. Employee & Manager Onboarding Materials
This section provides quick-start materials designed to help employees and managers understand how to use Teamflect from day one. These resources support smooth onboarding, consistent adoption, and practical guidance on day-to-day usage.
2.1. Live Weekly End-User Training Webinar
In addition to self-serve materials below, employees can join our live weekly end-user training webinars for a guided walkthrough of Teamflect’s core features. These sessions are ideal for new users who prefer a live explanation and the opportunity to ask questions in real time.
The webinars are open to all users and are held regularly, free of charge, with no prior preparation required.
See all sessions and share the registration link: https://teamflect.com/product-webinar
2.2. Teamflect Quick Start Guide
Share a simple, easy-to-read guide that walks new users through the essentials of getting started with Teamflect, including how to log in, navigate the platform, and access core features. This ensures employees have a clear reference as they begin using the tool.
Click here to view and share it with your people.
2.3. Tutorial Videos
Share links to short tutorial videos that walk employees through key Teamflect features such as navigation, goals, meetings, reviews, and feedback. These videos help users quickly understand core workflows and support a smoother rollout.
Click here to view module-specific tutorial videos.
2.4. Interactive Module-Specific Tours
Interactive, guided walkthroughs provide users with step-by-step, click-through tours of specific Teamflect modules.
Teamflect Overview
Module-Specific Tours
These tours can also be accessed at any time by clicking the '?' (Help & Resources) icon within each module as shown below.
2.5. Presentation & Videos on Beneficial Use-Case Scenarios
Provide a short presentation highlighting practical use-case examples for each Teamflect module. This helps employees understand how the tools apply to their day-to-day work and encourages them to adopt the platform with clearer context and relevance.
Click here to view the presentation and share it with your people managers.
You will also find a collection of short, real-world video examples here showing how other organizations put Teamflect into practice.
2.6. End-User Training Agenda (Sample)
This is a sample training session agenda for Teamflect admins to customize with their assigned Customer Success Manager.
Click here to view the detailed agenda for both people managers and individual contributors.
3. Intranet & Internal Communication Materials
This section includes ready-to-use communication assets you can share internally to promote Teamflect during your rollout. These materials help you build awareness, drive engagement, and ensure employees know what’s coming.
3.1. Teamflect Banner
A banner image you can add to your company’s intranet to announce the Teamflect launch and increase visibility.
Feel free to save the image below to your device by right-clicking on it, or scroll down to the attachments section to download and print it right away.
3.2. The Introducing Teamflect Poster
A printable poster designed to help you promote Teamflect within your office and encourage employee engagement.
Scroll down to the attachments section to download it or see the digital and print versions below:
3.3. Teamflect Logo Pack
Download the .zip file in the attachments section below to access Teamflect logos in various sizes and formats for internal communications and branding needs.
3.4. Teamflect Announcement Email Templates
Three customizable Outlook templates to support your internal launch communication, including introduction, countdown, and tips-and-tricks announcements.
After downloading the email templates from the attachments at the bottom of the page, they should automatically open in your Outlook desktop app.
If you experience any issues, please contact support@teamflect.com
As you begin rolling out Teamflect, our team is here to support you at every stage, from configuration and training to organization-wide adoption.
If you need assistance or would like guidance tailored to your rollout, don't hesitate to contact us at support@teamflect.com.
Attachments
The following materials are attached below for your reference: poster, banner, logos, a use cases presentation, and announcement email templates in .msg format.