START YOUR JOURNEY

Welcome to OpenSesame!

To help you succeed, we created the following process using our experience supporting hundreds of organizations. It has three phases: 1) Plan & Curate, 2) Configure & Test, and 3) Launch. Join an upcoming webinar to cover the essentials, and use the free resources in this guide to begin your journey with confidence. If you have a Customer Success Manager, they’re here to support you throughout.

Join our next onboarding webinar

For live guidance on everything you need for a successful launch, including tips and best practices, system requirements and testing guidance, a walkthrough of course delivery, available resources, and more.

 
PHASE ONE

Plan & Curate

A smooth and successful launch starts with planning. Decide what success looks like for your organization and set a timeline to achieve it. Next, create the foundation of your training program by selecting courses that resonate with your audience.

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Set goals and a timeline

Create a clear picture of what needs to happen for launch and how long each item will take.

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Decide on delivery

Determine how you’ll deliver courses to your learners. To check integration eligibility, contact your OpenSesame sales representative.

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Connect with IT

Share system requirements with your IT team to confirm compatibility.

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Curate courses

Explore the OpenSesame marketplace and create Smart Lists of potential courses.

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Collaborate and refine

Collect feedback from stakeholders and select the courses that best meet your organization’s needs.

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Example project timeline

A model to follow or adapt.

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Goal-setting worksheet

Identify key outcomes and how you’ll measure success.

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System requirements

Technical details to keep everything working smoothly.

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PHASE TWO

Configure & Test

Prepare the technical pieces needed to achieve your plan: set up the systems you’ll use to deliver OpenSesame courses to your learners, then test to ensure everything works well. To check integration eligibility or request implementation services, contact your OpenSesame sales representative.

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Configure your platform

If you’ll use an OpenSesame integration, set it up. If not, review your platform’s file requirements.

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Review delivery steps

Get familiar with the process for sending courses from the marketplace to your learning platform.

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Ensure courses run well

Obtain test course packages and test them in your learning platform.

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Prepare for launch

Finish curating your first courses—you’re almost ready to launch!

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OpenSesame integrations

A list of all the learning platforms that integrate with OpenSesame.

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Testing best practices

Step-by-step instructions for quality assurance.

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Set a default delivery method

Save time with this helpful trick.

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PHASE THREE

Launch

Add your curated courses to your learning platform, create a communication plan, and introduce your training program to learners. Finally, know where to find resources when training needs evolve and you want to refresh your program.

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Deliver courses

Add your curated courses to your learning platform, then deliver them to learners.

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Tell your learners

Promote your training program and encourage participation.

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Celebrate

You’ve launched! Take a moment to appreciate your hard work.

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Communication strategy

Make a plan to promote your training program.

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Promotional resources

Toolkits, templates, and training calendars to help increase engagement across your organization.

Browse resources
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Monthly conversation

Learn about new releases and upcoming features, share feedback, and connect on this monthly webinar.

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For more details and guides, visit our knowledge base.

STAY UP TO DATE

Join our Customer Conversations

Hear about OpenSesame product updates, our future roadmap, how we are addressing customer feedback, and more in this recurring webinar series. We look forward to learning with you!

BOOST LEARNER ENGAGEMENT

Promote your training program

Online training isn’t a “if you build it, they will come” scenario. Browse more resources, best practices, templates, and tips designed to help you increase learner engagement across your entire organization.