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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