QUICK START
1. QUICK START PACKAGE INTRODUCTION
Wrike Customer Education (“Wrike CSED”) and Professional Services (“Wrike PS”) offers online learning modules whereby Customer, specifically the Deployment Lead and, if applicable, Additional Champions, may take various courses to facilitate a more detailed understanding on how to setup Wrike for their organization and how to effectively use Wrike functionality to align with their own business objectives.These training courses are a pre-cursor of, and in addition to, general User training offered separately as Wrike Discover Sessions.Wrike CSED will provide Customer with access to online training, hosted via a third-party Learning Management System, to allow the Deployment Lead to engage in self-guided learning at their own pace.
2. QUICK START SCOPE OF SERVICES
Quick Start consists of 6 (six) online self-led modules (“Champion Training”) that train Customer’s Wrike Deployment Lead (defined in Section 5 below) on Wrike functionality and change management techniques geared towards efficiently setting up Wrike for different User-types within their organization.Each module contains interactive exercises where the User can setup real Wrike features and functionality within their own Wrike account as well as homework exercises to complete after the module, which are intended to reiterate and put into practice what the Deployment Lead learned during the Champion Training.
3. QUICK START CHAMPION TRAINING MODULES DESCRIPTION
Champion Training is the online, self-led portion of the Quick Start deployment. It consists of 6 (six) online modules (outlined below) that cover important topics related to the Wrike implementation. Modules contain courses, homework, and practical exercises, which are to be completed by the Deployment Lead and up to four (4) Additional Users if the Deployment Lead so chooses to extend the Champion Training to any Additional Users.
Table 2 – Champion Training Modules
|
Module Name |
Description |
|
Introduction and Outcomes |
A module that introduces the Quick Start Deployment, which provides an overview of the deployment, topics to be covered, expectations of Customer, suggested timing, as well as the first homework of the Champion Training. |
|
Get Started with Wrike |
This module focuses on projects in Wrike: how to create, manage and complete a project in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Prepare Your Workspace |
This module focuses on organizing the Wrike workspace and sharing and permissions in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Map Your Processes |
This module focuses on identifying Customers’ existing workflow(s) and processes and carrying them over to Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Monitor Work |
This module outlines the type of information needed to set up monitoring tools in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Team Onboarding & Change Management |
This module is designed to introduce Customer to organizational change management techniques that train Deployment Lead and any Additional Champions on how to get end-User buy-in to implement Wrike successfully. This module also includes a downloadable toolkit covering potential success blockers and how to fight them. |
4. QUICK START ACTIVITIES
Table 3 – Quick Start Activities
|
Deployment Step |
Mode of Delivery |
Delivery Due Date |
Customer Attendees |
Activities Involved |
|
1. Champion Training |
Self-led online training / 12-18 hours total. |
Customer must complete the Champion Training within 46 days after the Effective Date of the applicable Order Form. |
Available to up to one (1) Deployment Lead within Customer’s Account |
The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:
|
5. QUICK START ROLES AND RESPONSIBILITIES
The following personnel are required to complete the scope of services:
- Customer Personnel
- Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team. The Deployment Lead is responsible for completing the Champion Training and then coordinating and facilitating the Review Call. Generally, the Deployment Lead is Customer’s User assuming the role of administrator of the Wrike tool for other Users in its organization.
- Wrike Personnel (Not applicable: on-demand self-training only.
SMART START
1. SMART START PACKAGE INTRODUCTION
Wrike Customer Education (“Wrike CSED”) and Professional Services (“Wrike PS”) offers online learning modules whereby Customer, specifically the Deployment Lead and, if applicable, Additional Champions, may take various courses to facilitate a more detailed understanding on how to setup Wrike for their organization and how to effectively use Wrike functionality to align with their own business objectives. These training courses are a pre-cursor of, and in addition to, general User training offered separately as Wrike Discover Sessions. Wrike CSED will provide Customer with access to online training, hosted via a third-party Learning Management System, to allow User(s) to engage in self-guided learning at their own pace. In addition, Wrike PS makes itself available for a Kick-off and follow-up Review Call.
2. SMART START SCOPE OF SERVICES
Smart Start consists of 6 (six) online self-led modules (“Champion Training”) that train Customer’s Wrike Deployment Lead (defined in Section 5 below) on Wrike functionality and change management techniques geared towards efficiently setting up Wrike for different User-types within their organization. Each module contains interactive exercises where the User can setup real Wrike features and functionality within their own Wrike account as well as homework exercises to complete after the module, which are intended to reiterate and put into practice what the User learned during the Champion Training. Prior to the Champion Training, Customer will have access to 1 (one) 20-minute kick-off call with a Wrike Professional Services Consultant (defined in Section 5 below) outlining the Champion Training (“Kick-off Call”). Once Customer has completed the online, self-guided Champion Training, the Deployment Lead will have the opportunity to schedule 1 (one) 60-minute call with a Wrike Professional Services Consultant (defined in Section 5 below) and any other Additional Champions (defined in Section 5 below) the Deployment Lead wishes to have attend (“Review Call”). The Champion Training and Review Call shall together be defined this Smart Start offering as “Deployment”.
Table 1 – Smart Start Overview
|
Wrike Account Size |
Smart Start is offered to the Deployment Lead of Wrike Account IDs containing no more than 15 Users. |
|
Mode of Delivery |
*the amount of training hours is approximate and depends on how quickly Customer completes practical exercises and homework |
|
Kickoff Call |
1 (One) Session; 20-Minutes |
|
Review Call |
1 (One) Session; 1-Hour |
|
Timeline for Deployment |
Customer is required to complete the Kickoff Call within 14 days of purchasing Smart Start, complete Champion Training within 46 days of purchasing Smart Start and complete the Review Call within 60 days of purchasing Smart Start. While Deployment activities will expire after 60 days, Customer’s Deployment Lead and Additional Champions, if applicable, will have access to the online modules for the duration of Customer’s Wrike Subscription Term. |
3. SMART START CHAMPION TRAINING MODULES DESCRIPTION
Champion Training is the online, self-led portion of the Smart Start deployment. It consists of 6 (six) online modules (outlined below) that cover important topics related to the Wrike implementation. Modules contain courses, homework, and practical exercises, which are to be completed by the Deployment Lead and up to four (4) Additional Users if the Deployment Lead so chooses to extend the Champion Training to any Additional Users.
Table 2 – Champion Training Modules
|
Module Name |
Description |
|
Introduction and Outcomes |
A module that introduces the Smart Start Deployment, which provides an overview of the deployment, topics to be covered, expectations of Customer, suggested timing, as well as the first homework of the Champion Training. |
|
Get Started with Wrike |
This module focuses on projects in Wrike: how to create, manage and complete a project in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Prepare Your Workspace |
This module focuses on organizing the Wrike workspace and sharing and permissions in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Map Your Processes |
This module focuses on identifying Customers’ existing workflow(s) and processes and carrying them over to Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Monitor Work |
This module outlines the type of information needed to set up monitoring tools in Wrike. This module also contains homework, practical exercises, and the following courses:
|
|
Team Onboarding & Change Management |
This module is designed to introduce Customer to organizational change management techniques that train Deployment Lead and any Additional Champions on how to get end-User buy-in to implement Wrike successfully. This module also includes a downloadable toolkit covering potential success blockers and how to fight them. |
4. SMART START ACTIVITIES
Table 3 – Smart Start Activities
|
Deployment Step |
Mode of Delivery |
Delivery Due Date |
Customer Attendees |
Activities Involved |
Customer Action Items |
|
1. Kickoff Call |
Remote, 20 minutes. |
Customer must schedule the Kickoff Call within 14 days of the Effective Date of the applicable Order Form. |
Deployment Lead and Additional Champions, if applicable. |
Wrike will outline the Champion Training the Deployment Lead will need to complete and enroll the Deployment Lead and Additional Champions, if applicable, to the Champion Training |
N/A |
|
2. Champion Training |
Self-led online training / 12-18 hours total. |
Customer must complete the Champion Training within 46 days after the Effective Date of the applicable Order Form. |
Deployment Lead and Additional Champions, if applicable. |
The following activities are to be completed by Customer as part of the self-led portion of the Champion Training:
|
Pre-Training:
Post-Training:
|
|
3. Review Call |
Remote, 1-hour. |
The Review Call must be completed no later than 60 days after the Effective Date of the applicable Order Form. |
Deployment Lead and Additional Champions, if applicable. |
|
Pre-Session:
|
5. SMART START ROLES AND RESPONSIBILITIES
The following personnel are required to complete the scope of services:
- Customer Personnel
- Deployment Lead: Customer’s project leader and point of contact for communications with the Wrike team. The Deployment Lead is responsible for completing the Champion Training and then coordinating and facilitating the Review Call. Generally, the Deployment Lead is Customer’s User assuming the role of administrator of the Wrike tool for other Users in its organization.
- Additional Champion(s):Up to four (4) additional Users from other User-types such as team leaders, process owners or Wrike administrators that have the proper authority and knowledge to define Customer’s workflow(s) and processes complete Champion Training.
- Wrike Personnel
- Professional Services Consultant: Point of contact responsible for Participating in the Review Call with Customer’s Deployment Lead.
PROFESSIONAL SERVICES TERMS & CONDITIONS
Professional services terms & conditions can be found here.
For Discover & Training packages purchased prior to March 5, 2021, the terms and conditions for those packages can be found here.
Last update: July 1, 2021. Wrike, Inc.
