Staff transitions happen in every organization. Whether a staff transition has already happened or you have one coming up, complete this quick checklist to ensure your L4G project stays on track.
For Departing Staff
Follow the steps below to transfer L4G responsibilities and key information to someone else at your organization.
- Inform your coach of the upcoming staff transition (if you have an assigned coach)
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Using this checklist, organize the following information for the next staff member managing this work:
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Make sure new staff have your existing L4G web app login credentials. They can always change the credentials if needed after they join.
- L4G web app login email: ________________
- L4G web app password: _________________
- If you have an assigned coach, share their coach's email (________@listen4good.org)
- Share with new staff where you currently are in the feedback loop (e.g., in between survey cycles or in the middle of one) and include relevant documentation for each step.
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Make sure new staff have your existing L4G web app login credentials. They can always change the credentials if needed after they join.
- Ask the new staff to review the steps below
For Staff New to L4G
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Schedule a Staff Transition Call. During this call, the coach will learn what background information you have on L4G and provide resources to help you continue implementation.
- If you have an assigned coach, email them directly to schedule this call.
- If you don't have an assigned coach, sign up for a call
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Review any documentation provided by the previous staff that was implementing L4G before you (see checklist) and/or identify other staff members who have been involved with L4G administration or responding to client feedback in the past to gather as much information as possible about the status of your feedback loop(s).
- Feedback looks different in each organization, so talking to both leadership and program staff about how feedback loops have gone at your organization will be useful.
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Bookmark these links for easy reference:
- listen4good.org to get familiar with the work you will be doing (you can also share this brochure to give a quick overview of what working with L4G in our Premium and Online+ programs entails). These sections may be particularly useful:
- L4G web app to login into your L4G account (refer to this article if you need to change your login credentials)
- Help Center to access articles on each of the 5 step feedback process
- Information about how to schedule a coach call (by program)
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