L&D Best Practices

Digital Learning: a step-by-step guide to a successful rollout

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A guide to successful rollout

A new digital learning solution can take several months to put in place. This is a key period that determines the success of your platform. During this time, companies, L&D departments, and learners alike need expert support. But what are the steps you need to take and how can you guarantee a seamless rollout? Marie-Loup Baron, Client Success Team Manager at CrossKnowledge, gives you an inside look.

Roll out training: What are the Key steps and the resources ?

When Marie-Loup is rolling out a solution that is equal parts technology and training, there are three main steps: kick off, build, and launch. Different specialists come on board at different times throughout the project to offer expert support, so timings and team structures may vary depending on the complexity of the project and your IT set-up.

I always tell my teams that salespeople hold the keys to accounts, but project managers hold the keys to projects. They are the ones who make sure that everything runs smoothly.

Marie-Loup Baron, Client Success Team Manager at CrossKnowledge

Key contacts and roles

Depending on what the project needs, we also sometimes call on professionals from two complementary areas of expertise:

Step 1: Kick off

Every project starts with a kick off meeting, a key opportunity to discuss strategy for the coming months and years. During this meeting, experts can suggest the right actions to fulfill your goals.

The kick off meeting is also when you meet the teams running the project and decide on the methodology you will be using, as well as discussing the different deployment phases, what they involve, and the schedule.

Just as importantly, a kick off meeting also helps you establish the project framework and set out governing principles:

A kick off meeting is a key way to build trust among all project stakeholders. It ensures that the teams have fully understood and taken on board your needs and project objectives.

Step 2: Build (design, production, and transition)

During this step, different experts join the team to put the package together, focusing on the platform, learning pathway(s), and a communication campaign.

During this step, you can expect to interact with many different experts:


At the end of step 2, CrossKnowledge runs a series of tests with you to confirm that the digital learning platform rollout  is ready  for the whole company.

Step 3: Launch

We have liftoff! Throughout the project, our teams regularly analyze the performance indicators defined at the kick off meeting. They tweak the platform in line with the results to make sure it fulfills your expectations.

We also use project meetings to identify any potential needs, such as developing new pathways or targeting new audiences.

Your main objective with a Digital learning platform rollout : happy learners!

A successful project is all about learner satisfaction.

Marie-Loup Baron, Client Success Team Manager at CrossKnowledge

Learner satisfaction means identifying and fulfilling target-audience expectations. At CrossKnowledge, we strongly recommend that L&D managers measure learner satisfaction as a KPI. For example, you can use the net promoter score (NPS), which is a popular tool for gauging client satisfaction.

As Marie-Loup has demonstrated, rolling out a digital learning plan, whatever your objectives, requires expertise and skills. To ensure success, our deployment teams leave no stone unturned. We look at everything, including technology, pedagogy, strategy, company culture, and design ergonomics. Our teams are experts in their fields and work every day to make sure our clients’ projects fulfill their needs. Get in touch for more information and a demonstration.