What to Expect from the Setup Meeting? (2-4 Hours)

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  4. What to Expect from the Setup Meeting? (2-4 Hours)
  • A hands-on coaching session in the use of the online tool. GSI will ask you to ‘drive’ the tool on your own desktop or laptop and you may wish to use a projector for easier viewing.
  • This session will showcase every area of the online tool and provide an opportunity to navigate and enter actual information into the tool, e.g. incorporate organisation profile setup, enter lead/lag indicators, set up a new user, etc.
  • We will commence the Organisation Segmentation set-up process referred to above. Critical in this is to understand your organisational structure and discuss options in how to capture desired data by having organisation mapping and filters working together.
  • We will showcase the survey setup process including setting up of custom questions and filters (need to ensure some organisation mapping has been completed)