Welcome to cove.tool!
As we get to know each other and build this working relationship, the cove.tool team has developed an on-boarding process to help shorten the learning curve and ensure that your team can take full advantage of your membership. This introduction covers...
Goals & Expectations
A Typical Meeting Agenda
1. On-Boarding Overview
We've helped many non-experts in building science quickly get up to speed on leveraging cove.tool to benefit their design workflow. Over the next few weeks, you will meet with one of our technical experts for four 30-minute sessions.
The weekly/monthly rhythm provides a good amount of time to learn, integrate, and leverage cove.tool into your firm's workflow. You will work on running your first project, navigating the resource libraries, perform cost v. optimization comparisons, and more. Teams will also receive a recording of each training session after the call as well as meeting notes and help articles.
2. Goals & Expectations
The goal of the onboarding sessions is to identify the key areas where cove.tool can best integrate into your team's workflow early-on and stay relevant months & years after purchase. Every firm has a specific design process, expertise, set of tools, and sustainability goals. Without careful planning and active engagement, new software can become quickly irrelevant and all early excitement and intentions for the transformation of the teams process, forgotten.
To ensure success and lay the groundwork for an eventual firmwide adoption of early-stage building analysis, we must make sure the rollout is tailored to fit within an existing structure and have the room to grow. We do this by identify key team members who will lead their own teams and training session once the onboarding ends, offer weekly webinars so everyone can quick learn about the latest updates, identify key projects which will be the first of many to sent through the cove.tool process, and collect feedback and case studies to share what we have learned about the team and celebrate what was accomplished in a short amount of time.
What to Prepare?
3. A Typical Meeting Agenda
To make the most of your 30-minute check-in, let's make sure you can go into the meeting prepared. The first check-in session helps set the course for all upcoming meetings. To help with getting prepared, here is the rough agenda that every check-in meeting is based on:
Introductions (2 minutes)
List of troubleshooting questions (20 Minutes)
Introduction to new features (3 minutes)
Celebrate wins and overall feedback (5 minutes)
As we progress through the 4 sessions, we want to dive deeper into the topics most relevant to your team. Our support team is always happy and well-prepared to cater the sessions to any of your specific building analysis needs. Requests training sessions dedicated towards making a custom template for the Hospitality Studio, or if this is your first year reporting to the 2030 DDx let us dedicate time to the ins-and-outs of rapid modeling and pEUI.
The agenda above is a general guide, but more importantly we need to make sure the tool has the expectation and engagement to make the biggest impact.
You can benefit most by coming to each session prepared with questions and challenges!
4. Scheduling Details
Keep an eye out for invitations from our awesome customer service manager, Kamey Yavari. You will be asked to schedule each training as the time approaches using our Calendly platform as shown below. Select the date and time available that best fits your team's schedule and confirm. The person scheduling will receive an email invite to save on their calendar that includes a Zoom link and instructions to log in. Share the invite with all appropriate members of the team to be included in the onboarding training.
The day before the meeting we suggest confirming that all attendees can attend. If it needs to be re-schedule please let us know as soon as possible so we get a new time slot on the books. Remember, we're giving you the same attention we're also giving to our other awesome members and schedules fill up quickly.
One last thing
We're excited to work with you. Thank you for being part of the solution for advancing the AEC industry for a healthier and ecologically conscious future. Keep in mind that any feedback for us is helpful. We tend to develop our next features to meet the needs of our clients.