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Walkthrough Overview

What is a walkthrough?

Primarily used as a kickoff to user acceptance testing (UAT), a walkthrough is a demonstration of how Workfront will be used at your organization. A walkthrough happens after Workfront has been customized for your organization by your Admin team. This will provide non-Core Team user their first look at the platform prior to beginning training. The sessions are customized by the Workfront Admin team to fit their process needs.

What value does it bring?

A walkthrough provides an opportunity for the Workfront team to demonstrate the Workfront functionality that has been configured for their organization. It also provides the initial opportunity for the internal core team to personally introduce Workfront to its users. They will have the chance to explain the "why," of Workfront and show how it will improve their workday.

What types of walkthroughs should I conduct?

Workfront provides examples of walkthroughs that are basic functions of the platform. The administrator should conduct these walkthroughs and any others specific to the needs of the company.

  • Collaborator Walkthrough
  • Worker Walkthrough
  • Planner Walkthrough

Who should I invite to the Walkthrough?

We recommend discussing this with your consultant before your 2nd and 3rd validation sessions. The internal core team, as well as representatives from each impacted group, should be present at the walkthrough.

 

How to Conduct a Successful Walkthrough

Preparation

  1. The Workfront administrator should complete their assigned training and be able to answer questions about the basic functions of Workfront. The administrator should review the walkthrough steps periodically and practice with their Workfront consultant.
  2. The admin should also set clear expectations. Let the team know when Workfront is coming, what they're supposed to do, and when they need to do it.
  3. Set clear expectations of what the walkthrough is and what it is not: Example: It is an introduction to Workfront to get the team excited about their upcoming new process. It is not training.

Populate Test Data

This data should be populated with specific examples for your company. 

Create an agenda

Creating an agenda is not required but it can help as a guide when giving the walkthrough. The following guidelines are to help the Workfront administrator create an agenda.

  • Choose what tool to use to create your agenda: Google Docs, Google Sheets, PPT, etc.
  • Create your agenda: Figure out what you want your audience to get out of the walkthrough.
  • Ask yourself these questions: Why Workfront? What process are we following now, if any? How will Workfront solve the current pain points we're having? How will it improve our users' daily lives?

Practice your agenda

Do a practice of your walkthrough and have someone ask you practice questions so you feel prepared.

 

Top 5 Tips for Conducting walkthroughs

  1. Show role specific examples that help each user understand their part.
  2. When doing more advanced walkthroughs (planner walkthrough) open three separate instances of Chrome, and log in to each of the test accounts in each instance of Chrome, (test planner, test worker, test requestor) so you can jump between the personas immediately.
  3. If attendees are in separate locations, ask for people to join the call/screen share from their desks, so that the audio quality is better. This helps each person have their own voice and hear more clearly.
  4. Understand your audience by tailoring your presentation. If you’re presenting to a marketing department then create a diagram. If you’re presenting to an IT/PMO department than walk through each step of a project.
  5. Figure out the “why” of using Workfront and have confidence in showing how it makes your work day easier. Then telling the “why” of Workfront to the walkthrough attendees and showing how it’ll make their workday easier.

 

Next Steps Guidelines

  • Inform walkthrough attendees that they’ll receive access to their account within a day.
  • Inform attendees to go to training.workfront.com and select their role to take their training.
  • If applicable, assign them training tasks in a training project with clear due dates.
  • Tell them when they need to have training done by and if/when all their test data will be deleted for launch.
  • Plan a Launch Party/event to generate more excitement -- announce that also at the walkthrough. 

Collect feedback

Instant feedback: Ask for feedback during the walkthrough.

Workfront Request Queue: Have attendees send feedback through the Workfront request queue.

Sample Project: A project given to Workfront administrators to help attendees of the walkthrough practice the basic functions of Workfront.

Survey: Create a survey and ask for feedback about the walkthrough.

What to do with the feedback?

Discuss this feedback with the consultant. This feedback should not be used to completely change the configuration of Workfront. Small things can be tweaked, but larger items are to be added to the roadmap and future training topics.

 

Example Walkthroughs

 

1. Core Team to Populate Test Data, Use Attached Template to Create Script, and Conduct Requestor/Reviewer Walkthrough

 

AGENDA: Do a brief, high-level walkthrough of the user persona's process and how it ties in with the people they work with the most.

    1. How to submit a request
    2. How to effectively collaborate (My Updates page and the updates stream)
    3. How to comfortably navigate Workfront (global navigation bar)

 

2. Core Team to Populate Test Data, Use Attached Template to Create Script, and Conduct Worker Walkthrough

 

AGENDA: Do a brief, high-level walkthrough of the user persona's process and how it ties in with the people they work with the most.

    1. How to seamlessly access work that's been assigned to you (my task dashboards, my work)
    2. How to get work done (updating status, uploading documentation, completing out work that's been assigned to you)
    3. How to effectively collaborate (my updates, updates)
    4. How to comfortably navigate Workfront (global navigation bar) 

 

3. Core Team to Populate Test Data, Use Attached Template to Create Script, and Conduct Planner Walkthrough

 

AGENDA: Do a brief, high-level walkthrough of the user persona's process and how it ties in with the people they work with the most.

    1. How to successfully enter and set-up projects in Workfront
    2. How to seamlessly monitor the work that's been entered (walk-through base-level reports/dashboards)
    3. How to effectively collaborate (my updates, updates)
    4. How to comfortably navigate Workfront (global navigation bar, reporting)
This article last updated on 2019-03-10 21:44:05 UTC