Use this checklist to guide you through each phase of your program setup for BetterUp Lead™.
1. Technical Preparation
Get your systems and permissions in place to ensure a smooth launch experience.
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Submit Firewall, Email, & Video configuration request to your IT department
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(Optional) Set up Single Sign-On (SSO)
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(Optional) Enable available platform integrations (e.g. Slack, Teams, Workday, SAP)
2. Program Configurations
Define your program's structure, goals, and required settings.
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Provide emails for admin access to the People Analytics Dashboard (PAD)
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Confirm program name(s)
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Confirm program launch date
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Complete the Coach Brief
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Confirm coaching languages and number of members (If applicable)
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Compile member list and waitlist
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Confirm any optional features (e.g., Manager Feedback or 360)
3. Recommended Launch Preparation
Optional but powerful steps to build excitement and prepare members to engage.
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Decide on content and timing for your member engagement strategy
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Draft and schedule pre-launch communications
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Plan and schedule a launch day event
4. Launch Activation
Take the final, required steps to invite members and go live.
5. Member Engagement
Recommended actions to sustain success with ongoing engagement and member management.
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Send Launch Day communications
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Swap out inactive members
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Send post-launch communications