Define Your Why

  • What needs & opportunities brought you to Bit?
  • Why now?
  • What are your measures of success?
  • Who will be leading the charge?
  • Convene your Bit Adoption Alliance
  • Establish goals + success metrics
  • Write your 'Why Bit?' statement

Discover Your Now

  • Go through the Bit Academy (mini video series)
  • Where does Bit sit within your technology stack?
  • Review existing processes, documentation & project samples
  • Implement a team structure in Bit

Design Your First Workflow

  • Identify your first work workflow.
  • Conventions for your first workflow
  • Build your Bit workflow
  • Send kickoff email to your team
  • Survey your team to develop a baseline

Enable Your Team & Celebrate WIns

  • Invite team members to Bit
  • Post conversations to confirm team success & provide training overview
  • Host a kickoff meeting introducing your team to Bit
  • Assign self-serve introductory training to all team members
  • Conduct a live training on team-specific workflows
  • Send conversations to your team celebrating the launch of Bit
  • Celebrate your wins!

Ensure Future Success

  • Reinforce your conventions
  • Ensure that Bit is your single source of truth
  • Document a learning plan for new team members

Measure & Expand Your Use

  • Survey your team
  • Review progress towards success metrics
  • Communicate wins and progress to executive sponsors & stakeholders.

Next Steps

  • Become a Bit Ambassador

Tools & Resources

  • Bit Academy
  • Bit Help Center
  • Bit On-demand Webinars
  • Bit Intro Deck
  • Customizable Kickoff Deck

🎙 If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar and select chat with us) or email us at

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