Unit 4: Solution Delivery

Solution Delivery解決方案交付

Lead change that sticks. Guide teams through Notion adoption with a clear change plan, a targeted communications strategy, and training that drives real usage. 帶領持久的改變。透過清晰的變革計畫、有針對性的溝通策略和能驅動實際使用的培訓,引導團隊採用 Notion。

After this lesson, you will be able to...完成本課後,你將能夠...

  1. Explain why change management matters, interpret the Notion Change Curve, and outline the core elements of a change plan tailored to a client scenario.
  2. Draft a communications strategy that defines audiences, messages, channels, cadence, and owners, then map an engagement plan with touchpoints and success measures.
  3. Build a training plan with goals, audience segments, formats, and materials, and facilitate an effective session using clear demos and practice activities.
  1. 解釋變革管理的重要性、解讀 Notion 變革曲線(Change Curve),並根據客戶情境擬定變革計畫的核心要素。
  2. 擬定一份溝通策略,涵蓋受眾、訊息、管道、頻率與負責人,並規劃包含接觸點與成效衡量的互動計畫。
  3. 建立一份包含目標、受眾分群、形式與教材的培訓計畫,並運用清晰的示範與實作活動引導有效的培訓課程。
Project milestones — currently at Solution Delivery

You've done your due diligence and know how to build Notion for your customer. But how do you ensure you maintain that trusting relationship for the rest of the project's lifecycle? It's all about following a change management plan and setting your customer up for success with training. 你已經完成了前期調查,知道如何為客戶建構 Notion。但如何確保在專案剩餘的生命週期中維持信任關係?關鍵在於遵循變革管理計畫,並透過培訓讓客戶邁向成功。

Change Management變革管理

In this section, we'll cover the importance of change management, walk through the Notion Change Curve, and introduce the essentials of a change plan. 在本節中,我們將介紹變革管理的重要性、Notion 變革曲線,以及變革計畫的核心要素。

Change management is the structured way organizations help people adopt a new tool, process, or behavior. It blends communication, training, and leadership support so change feels clear, doable, and worth it.

變革管理是組織幫助人們採用新工具、流程或行為的結構化方法。它融合溝通、培訓和管理層支持,讓變革變得清晰、可行且值得。

Why it's Important為什麼重要

People know what's changing, why it matters, and how to do it.

人們清楚什麼在改變、為什麼重要、以及該怎麼做。

Habits stick, so teams don't backslide to old tools.

新習慣穩固了,團隊就不會退回舊工具。

Faster time to impact, better data hygiene, and measurable ROI.

更快產生影響、更好的資料品質,以及可衡量的投資回報率。

Satisfied teams ask for more -- new use cases, seats, and upgrades.

滿意的團隊會要求更多——新的使用案例、席位和升級。

The Notion Change CurveNotion 變革曲線

Change management curve: Awareness > Desire > Knowledge > Ability > Ownership

A strong change management plan takes users up the change curve from Awareness to Ownership, driving long-term adoption and success on Notion.

一份完善的變革管理計畫會引導使用者沿著變革曲線,從意識(Awareness)一路提升到自主掌握(Ownership),推動 Notion 的長期採用與成功。

Core Elements of a Change Management Plan變革管理計畫的核心要素

Here are the core elements that make change feel clear, stickier, and worth it from day one.

以下是讓變革從第一天起就清晰、持久且值得的核心要素。

Have a clear "why" that ties to real pain points or a vision statement in plain language so it's easy to understand. When the why is compelling and repeated often, it aligns teams and lowers resistance. Build a clear and targeted messaging strategy off of this to engage stakeholders and drive awareness.

用簡單的語言清楚闡述「為什麼」——連結到真實的痛點或願景聲明,讓人容易理解。當「為什麼」具說服力且經常重複,就能統一團隊並降低阻力。在此基礎上建立清晰且有針對性的訊息策略,以吸引利害關係人並提升認知。

Foster excitement through champions, interactive launch events, and ongoing advocacy. Celebrate small wins publicly and track simple adoption metrics to show progress. Recognition and accountability make the new way stick.

透過種子使用者、互動式上線活動和持續推廣來激發熱情。公開慶祝小勝利,追蹤簡單的採用指標來展示進度。認可與問責讓新方式真正扎根。

Provide learning tailored to different roles and needs to ensure users know how to adopt and be successful on Notion.

提供針對不同角色與需求量身打造的學習,確保使用者知道如何採用 Notion 並取得成功。

Collect input via surveys, office hours, and embedded forms to spot friction early. Close the loop by sharing what you changed, which boosts participation the next time.

透過問卷、辦公時間和嵌入式表單收集回饋,及早發現摩擦點。分享你做了哪些改進來閉合循環,這會提升下次的參與度。

Reflection: Explaining Change反思:解釋變革

In one sentence, describe the "why" behind the change for Milestone Mint. Who benefits, and how will you prove it in 30 days?

用一句話描述 Milestone Mint 變革背後的「為什麼」。誰能從中受益?你如何在 30 天內證明?

Communication Planning溝通規劃

In this section, you'll outline the building blocks of your communication strategy and map the plan for stakeholder engagement. 在本節中,你將規劃溝通策略的組成要素,並擬定利害關係人參與計畫。

Communication is at the heart of all change management efforts and not only drives awareness and engagement through clear and targeted messaging but also ensures adoption and engagement from different groups in the rollout process.

溝通是所有變革管理的核心——不僅透過清晰、有針對性的訊息驅動認知與參與,還能確保推行過程中不同群體的採用與投入。

Key Components of a Comms Strategy溝通策略的關鍵要素

Sample Executive Launch Communication

Engagement Planning互動參與規劃

A targeted engagement plan drives adoption, reduces resistance, and empowers champions. Get creative with onsite launches or virtual events to drive excitement and create Notion champions to help make adoption stick.

有針對性的互動參與計畫能驅動採用、減少阻力並賦能種子使用者。用創意的實體上線活動或線上活動激發熱情,培養 Notion 種子使用者讓採用真正持續。

Host interactive sessions with leadership and champions to showcase Notion's value and answer questions in real time.

與管理層和種子使用者一起舉辦互動式會議,即時展示 Notion 的價值並回答問題。

Drum up excitement with Notion launch activities such as a Genius bar where users can drop in for hands-on help, best practices, and troubleshooting.

透過 Notion 上線活動來營造興奮感,例如設立 Genius Bar,讓使用者可以隨時來獲得實作協助、最佳實務和問題排解。

Create adoption incentives through Notion challenges or achievement milestones with rewards or recognition.

透過 Notion 挑戰賽或成就里程碑搭配獎勵或表揚,創造採用的動力。

Empower early adopters to advocate for Notion, provide peer support, and share success stories within teams.

賦能早期採用者成為 Notion 的推廣者,提供同儕支援,並在團隊內分享成功案例。

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TIP: Create your comms & engagement plan in a Notion database and share with your customers!

小提示:在 Notion 資料庫中建立你的溝通與互動計畫,然後分享給你的客戶!

Example of building comms plan in Notion

Training Planning & Delivery培訓規劃與交付

In this section, you'll learn the key components of a training plan and how to deliver effective training sessions. 在本節中,你將學習培訓計畫的關鍵要素,以及如何進行有效的培訓課程。

A clear learning plan gives people confidence, speeds up adoption, and makes Notion feel like second nature in everyday work.

一份清晰的學習計畫能給予人們信心、加速採用,並讓 Notion 在日常工作中成為第二本能。

Key Components of a Training Plan培訓計畫的關鍵要素

How to Deliver Effective Training Sessions如何進行有效的培訓課程

Active learning builds confidence, accelerates adoption, and helps users retain knowledge by applying concepts in real time.

主動學習能建立信心、加速採用,並透過即時應用概念幫助使用者記住所學。

Show real Notion use cases to illustrate best practices.

展示真實的 Notion 使用案例(Use Case)來說明最佳實務。

Set up a sandbox and design using best-in-class templates and practices.

建立沙盒環境,使用一流的模版與實務進行設計。

Walk users through key actions step by step.

一步步帶領使用者完成關鍵操作。

Alternate between demos and user practice to reinforce learning.

在示範與使用者實作之間交替,強化學習效果。

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TIP: Create a learning hub for your customer on Notion which users can access for self-service learning.

小提示:在 Notion 上為客戶建立學習中心,讓使用者可以自助學習。

Example of learning hub in Notion