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Share Your Vision

Share Your Vision

One of the most important roles you have in a successful ÃÛ¶¹ÊÓƵ Workfront rollout is communicating the why.

Why did you decide to purchase Workfront? What outcomes are you envisioning?

When your team knows the primary objective, it will guide many of their implementation decisions, and later it will guide their adoption and usage.

Messaging should be kept simple and should go out on a regular cadence. Make sure it communicates to users, teams, and departments what the goals and expected outcomes for implementing Workfront are, how individuals will benefit, and why it's important to not just you but to the entire organization. These communication efforts create awareness among users and provide the framework for a plan to connect work back to strategy, ensuring shared understanding across the team about how Workfront supports the overall vision and mission of the organization is critical to success.

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ACTION: Create two to four sentences about "Why Workfront" and communicate it during departmental and staff meetings. Share it with your peers and your direct reports. Reinforce it regularly.

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Examples to get you started:

• "Our organization has invested in ÃÛ¶¹ÊÓƵ Workfront to manage employer-based requests via intakes and project assignments and validating employee data to increase operating efficiencies and to minimize redundancies across teams through intelligent automations."
• "Our organization plans to transform our marketing processes with the goal of accelerating creative delivery using ÃÛ¶¹ÊÓƵ Workfront. By shifting our digital engagement strategy through our partnership with ÃÛ¶¹ÊÓƵ, we could increase revenue by as much as $1 billion."
• "By embracing Lean methodologies and using ÃÛ¶¹ÊÓƵ Workfront to reduce paper and connect siloed teams, we are continuously transforming manual processes into more efficient and productive ways to work. Our goal is to reduce ergonomic assessment process time from weeks to hours, improve purchasing's ability to deliver on service-level agreements by 500%, and increase marketing's efficiencies by 15-20%."

The Right People Resources

The Right People Resources

The most successful ÃÛ¶¹ÊÓƵ Workfront customers have at least one strong System Administrator. We recommend that this person be dedicated full-time to this role. Why? Being a System Administrator is not only about ongoing technical maintenance of the application, but also about facilitating the ecosystem of people, process, and technology to enable operational excellence. Their role includes, but is not limited to:

• Ongoing optimization of the application
• Participating in or owning the Governance Committee (see next section)
• Regularly reiterating the goal of using a work management application
• Onboarding new teams or groups into Workfront
• Encouraging (or mandating) training and enablement for end users

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ACTION: Identify one of your current employees to be your full-time Workfront System Administrator. Send them to the Workfront System Administrator Boot Camp training class to set them up for success in their new role.

TIP: Successful System Administrators tend to have a natural curiosity and a desire to learn and connect. Previous experience in project management or an understanding of process flows is very helpful, but not required. Be sure to communicate your long-term strategy to your System Administrator and keep them informed of any changes to it as time goes on.

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Operational Excellence

Operational Excellence

Having a cross-functional working group, or "governance committee", for your ÃÛ¶¹ÊÓƵ Workfront solution is essential to success.

When all teams are following the same set of standards it results in operational excellence and impactful cross-org work management reporting. These standards are set by the governance committee - all of whom have a voice at the table, understand the strategic initiatives of the company, and can participate in working toward common goals.

Often the committee will consist of:

• Workfront system administrators
• Workfront group administrators
• Workfront power users
• Departmental 'champions' responsible for executing strategy

Each committee member should be assigned a role and given responsibilities that help oversee key infrastructure practices like communication, education, process improvement, or reporting.

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ACTION: Ask your internal Workfront owner/champion about their plans for creating and maintaining a governance committee. Reinforce your support for this concept and ask to attend a committee meeting to share your vision (the "why") for work management success in your organization.

TIP: We encourage you to choose a create name for your governance committee. Here are a few ideas from our customers:

• Workfront Core Team
• Workfront Champions
• The Lion's Den

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Your Role in Success

Your Role In Success

One of the keys to getting the most value out of your ÃÛ¶¹ÊÓƵ Workfront investment lies with you. The ultimate value of any work management system is in the data and insights it reveals. When you as a leader begin to regularly make use of that data your team will see the value of using Workfront on a regular basis. That's when the flywheel really starts spinning: more inputs drive more insights.

Your use of Workfront data also drives employee engagement and satisfaction. When team members understand how their work rolls up to strategic company initiatives, they're more invested and connected.

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ACTION: Highlight Workfront-generated data and celebrate successes in staff and team meetings. Encourage managers on your team to do the same in their own team gatherings as well as in one-on-one meetings.

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