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Integrating Pilot into Your Team's Workflow
Integrating Pilot into Your Team's Workflow

How to get your team onboard

Spencer Ririe avatar
Written by Spencer Ririe
Updated over a week ago

Introducing a new tool like Pilot into your team's workflow presents unique challenges and opportunities. This guide is designed to facilitate a smooth transition and ensure your team fully embraces Pilot.
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Charting the Course: Understanding the 'Why' of Pilot

Before introducing Pilot, clearly communicate its purpose. Highlight the problems it solves, such as time spent searching for information, lost track of decisions, operational silos, slow onboarding, and delayed execution.

Address these questions to clarify the mission:

  • Are we spending too much time searching for information?

  • Do we often revisit the same discussions due to lost decisions?

  • Is our team's lack of transparency leading to siloed operations and duplicated efforts?

  • Are new employees struggling to acclimate due to slow onboarding processes?

  • Is our execution speed hampered by unclear communication?

Gaining Altitude: Creating a Desire for Pilot

Understanding the need for a knowledge management tool is one thing, but to truly engage your team, they need to see the personal benefits. Consider conducting a survey to identify specific needs and questions such as:

  • What essential information do you need for your role?

  • What information takes up most of your time to gather?

  • What company or team updates are you missing?

  • Which outdated information should be prioritized for updates?

Pre-Flight Check: Developing Knowledge about Pilot

Pilot is designed with a user-friendly interface, making the learning curve as smooth as a takeoff. Utilize our comprehensive template to guide your team in using Pilot effectively:


[Coming Soon] Template: How to Use Pilot?


Encourage your team to explore and create their own private wikis as part of the learning process.
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Taking Flight: Fostering Ability with Pilot

Once your team understands the basics of Pilot, encourage them to start with simple yet impactful tasks. For inspiration, refer to our Template library for ready-to-use examples and best practices.
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Maintaining Altitude: Reinforcing Changes with Pilot

A knowledge base like Pilot is a living entity, growing with your team's contributions. Regular feedback from users, either informally or through surveys, can provide valuable insights for continuous improvement.

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