Welcome to the Steppingblocks family! We are honored that you have chosen to work with us. Our priority is to give you an excellent experience with our solutions and our team from day one. The articles in this section walk you through implementation, from your first call through launch.
The Kickoff Call
Onboarding starts with a Kickoff Call, where you meet your Steppingblocks Partner Success contacts: your Partner Implementation Manager and your Partner Success Associate. On the call we cover every part of onboarding, including your goals and priorities, what we need from you, the overall timeline and a few best practices.
What we need from you
A list of your majors, with degree titles. We will go over this in detail on the Kickoff Call. See Catalog / Data Setup for the template and tips.
An IT contact to help us set up single sign-on (SSO). This is only needed for Digital Career Counselor. See Digital Career Counselor SSO.
Your goals and priorities for the data and platforms, so we can support you.
What we will be doing
Aligning our data with your majors once we receive your catalog
Setting up your platforms
Working with you on a rollout plan to maximize usage across campus
Sample onboarding timeline
Milestone | Timing |
Kickoff Call | Week 0 |
Strategy Session #1 | 1 week after Kickoff |
List of majors due | 2 weeks after Kickoff |
Handoff Call | 4 weeks after we receive your list of majors |
Ongoing check-ins | Every 2 to 4 weeks after the Handoff Call |
Strategy Sessions
We usually hold one or two Strategy Sessions during onboarding. We use them to give you updates, answer questions, and help you plan the rollout across campus.
Next article: Your Onboarding Team