Implementation Overview

You will need to review this document prior to meeting with the Implementation Specialist: . New Link2Feed Users FAQarchived
See below for a sample onboarding timeline table. Your implementation specialist will work with you to create a tailored one specific to your organization’s size and needs.
See below to learn more about field customization:

US Organizations Case Management Fields & Considerations 2022 (U.S. Networks)archived
Canadian Organizations Case Management Fields & Considerations 2022 (Canada Networks)archived

4. Browse and Bookmark our Youtube page and User Manual to learn more about how to use our programs.

Event	Description	Included For	Responsible	Timeline	Duration

Event	Description	Included For	Responsible	Timeline	Duration
Discovery Call	Sales team meets for 15 min with key stakeholders from the organization to determine if L2F is the right fit	Small networks Large networks	Organization & Link2Feed	Booked by organization via Calendly appointment	15 min
Demo	During Discovery, if deemed a right fit, a 1-hour Zoom demo is scheduled and key stakeholders are invited	Small networks Large networks	Organization & Link2Feed	Within 2-3 weeks of Discovery Call	1 hour
Post-Demo	During demo, sales team sets up a 30 min call to review proposal after Post-Demo Questionnaire is completed by organization	Large networks	Organization & Link2Feed	Within 2 weeks of Demo
Proposal-Issued	Sales team email proposal	Small networks Large networks	Sales Link2Feed	Within 3 days of Post-Demo call
Proposal-Signed	During Post-Demo call, Link2Feed sales and organization have agreed upon a timeframe in which the proposal is expected to be signed.	Large networks	Organization & Link2Feed	Within 1 month of Post-Demo call
Introduction to CSM	Once proposal is signed the CSM is introduced to the organization and timeline is provided. From there, the sales team passes on the organization and the timeline is reviewed and confirmed with CSM.	Small networks Large networks	Organization & Link2Feed	Within 2-3 days of Proposal-Signing
Kickoff Meeting	Initial 1 hour call to review rollout goals, decide on programs, and schedule the trainings	Small networks Large networks	Organization & Link2Feed	Booked within 1 week of Introduction to Implementation Specialist	1 hour for small networks 2 hours for large networks
System Preview Videos	Super Users at the organization watches short overview videos to review system capabilities ahead of the trainings	Small networks Large networks	Organization	Prior to the Super User Training #1	No more than 30 minutes
Test Site Setup	Link2Feed sets up the test site for the network	Large Networks	Link2Feed	Within 10 business days of the Kickoff Meeting and prior to the Super User Training #1	N/A
Live Site Setup	Link2Feed sets up the live site for the network	Small networks Large networks	Link2Feed	Within 10 business days of the Kickoff Meeting and prior to the Super User Training #1	N/A
Super User Training #1 (Admin/Settings)	This is a 1 hour technical training for 1-3 Network Admin “Super Users” at the organization This training will walk through administrative features and settings that allow you to customize your site	Small networks Large networks	Organization & Link2Feed	Within 10 business days of the Kickoff Meeting	1.5 hours
Settings Homework	The organization updates the fields and settings options reviewed in Training #1	Small networks Large networks	Organization	Within 10 business days of Training #1 and ahead of Training #2	Varies depending on organization’s decision-making process
Super User Training #2 (Client Intake)	This is the practical training for 1-3 Network Admin “Super Users” that reviews all of the client intake processes This portion of the training is what the Super Users will need to become proficient on in order to train their end users (intake workers)	Small networks Large networks	Organization & Link2Feed	Within 10 business days of Training #2	2 hours
Site Review	This is time for the Super Users to practice and get comfortable with the system before training their end users and going live	Small networks Large networks	Organization	After Trainings #1 and #2 and prior to going live	2 hours total
Live Site Updates	Large networks have both test sites and live sites Since initial training for large networks is conducted on the test sites, they will need to make sure the settings on the live site are updated and accurate	Large networks	Organization	After Trainings #1 and #2 and prior to going live	2 hours total
Training Practice Session	Optional opportunity to train a Link2Feed Implementation Specialist for practice and feedback before training their end users	Large networks	Organization & Link2Feed	As soon as site review/site updates are complete and prior to going live	1 hour
Go Live!	This is when the organization begins recording real client visit data in the live site	Small networks Large networks	Organization	Varies depending on food bank readiness, but may be shortly after the training practice session	N/A
Super User Training #3 (Reports)	Training for 1-3 Super Users on the reporting suite in Link2Feed	Small networks Large networks	Organization & Link2Feed	This training session can be offered at an earlier stage, but many organizations prefer to wait until they have real client data after “Go Live” to do this final training	1 hour