Guide: TextExpander Rollout Checklist

Here’s a handy guide to help you take the steps needed to successfully bring TextExpander to your teams.

Pre-Rollout

• Create a Planning Team for the rollout. A larger company may need several Planning Teams, one for each department coming onboard.
  • Decide who will be departmental / team leads and put them on the Planning Team.
  • Each team lead should locate the key power users and stake holders in their department and add them to the Planning Team.
• The Planning Team needs to determine the best ways to use TextExpander on that team.
  • Determine what content, in the form of Snippet groups, needs to be shared with whom.
  • Review good Snippet sharing practices in our guide: How do I set up Snippet groups for sharing.
  • Create reference documentation for how TextExpander is used on your team.
  • Add our TextExpander FAQ to your internal wiki.
  • Build a training on the best ways to use TextExpander.

Rollout

• Create a TextExpander Organization, follow our guide for details.
  • Select whether to set up Single Sign-On (SSO).
• Choose your Organization admin and billing admin.
  • Make the team leads organization admin so they have access to the organization settings and can manage their own team’s needs.
• Team leads set up Teams in the organization settings.
• Install TextExpander on everyone’s devices if your company is set up for push install.
• Team leads invite their teams to join the TextExpander Organization.
  • If Organization Domain is On: Inform your team to create a TextExpander account with their company email address.
  • If SSO is on: Inform your team to join TextExpander through their SSO dashboard.
• Schedule a TextExpander Training.
• Invite your team to a Training session.
• Run a Training session.
• Check in with the team to see how the rollout is going.
• Let the team know how to get help.

On-Going

• Team leads review Snippets periodically to ensure teams are following naming standards and ensure accuracy and quality.
• Encourage team to add/edit Snippets as new information/techniques come to light. Or, encourage the team to submit proposed changes to the Group admin and team leads.
• Solicit input from team on how to improve the rollout.
• Review Snippet statistics to see how the team is using TextExpander.
• Incorporate TextExpander into new hire training.