Create a rollout plan

Create a rollout plan
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Create a rollout plan

As with any project, it's good to plan ahead—define success, find who your champions are, and create a framework for getting the entire team on board.


Key components of a rollout plan:

Deployment phase 1Pre-deployment


Form a rollout team & set up team workspace and workflows—the key to success starts with defining your team's goals, setting up shared spaces that are consistent with how your team works and what they want to achieve.



✔ Get clear on goals for using Evernote Business

✔ Decide who your account admins will be

✔ Decide who will be departmental or team leads

✔ Determine what content needs to be shared with which teams

✔ Set up company-wide spaces and create naming standards

✔ Fill spaces with notes and share in the Space Directory

✔ Create reference documentation for how Evernote Business is used on your team


Deployment phase 2Deployment


Communicate, launch, train, and support—let the team know they'll get to start using Evernote Business, invite them to the company account, train them, and help them be successful.



✔ Determine what to cover during Evernote Business training

✔ Schedule training

✔ Invite your team to an Evernote Business training session

✔ Add users

✔ Install Evernote on everyone’s devices

✔ Check in with team to see how deployment is going

✔ Let the team know how to get help


Deployment phase 3Maintenance


Monitor effectiveness, make improvements, and provide support—track progress regularly to measure success, tweak and improve workflows, and offer ongoing support to the team.



✔ Review Space Directory, tags, and notes periodically to ensure teams are following naming standards

✔ Solicit input from team on how to improve your deployment

✔ Onboard new team members





  • evernote business
  • deployment