Create a rollout plan

Create a rollout plan

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 your workspace, and creating some key use cases and workflows.



✔ Get clear on goals for using Evernote Business

✔ Decide who will be admins

✔ Decide who will be departmental or team leads

✔ Determine structure for setting up notebooks, tags, and notes

✔ Set up notebooks, tags, and notes

✔ Add starter content

✔ 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

✔ Deliver training

✔ 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 notebook, tag, and note structure periodically

✔ Edit notes as needed to maintain adherence to the structure

✔ Solicit input from team on how to improve your deployment

✔ Train new team members





  • evernote business
  • deployment
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