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📋 Super User Program Planning Worksheet

Section 1: Structure & Incentives

Step 1: Define Super User Criteria & Tiers

What qualities make an ideal super user? (e.g., engagement, expertise, tenure)

______________________________________________________________________________

Will your program have tiers? If so, define them below:
Tier 1 Name & Requirements: __________________________________
Tier 2 Name & Requirements: __________________________________
Tier 3 Name & Requirements: __________________________________

Step 2: Define Super User Roles & Responsibilities

What are the key expectations for your super users? (Check all that apply)

______________________________________________________________________________

Step 3: Design Incentives & Recognition

What rewards will super users receive?

______________________________________________________________________________

Step 4: Recruitment & Onboarding Process

How will super users be invited or selected? (e.g., application, nomination, direct invite)

______________________________________________________________________________

What onboarding materials will they receive?

______________________________________________________________________________

Section 2: Support & Enablement

Step 1: Training & Onboarding Plan

What training resources will you provide?

______________________________________________________________________________

Who will be responsible for training super users?

______________________________________________________________________________

Step 2: Provide Tools & Access

What special permissions or tools will super users receive?

______________________________________________________________________________

Will they have access to a private communication channel? (e.g., Slack, private forum)

______________________________________________________________________________

Step 3: Ongoing Communication & Engagement

How will you stay in touch with super users? (Check all that apply)

______________________________________________________________________________

Will there be a mentorship system within the super user program?

______________________________________________________________________________

Section 3: Measurement & Evolution

Step 1: Define Success Metrics

What KPIs will you track?

______________________________________________________________________________

Step 2: Gather Feedback & Optimize

How will you collect feedback from super users?

______________________________________________________________________________

How often will you review and refine the program?

______________________________________________________________________________

Step 3: Celebrate & Showcase Super Users

How will you recognize and celebrate super users?

______________________________________________________________________________

Will you feature them in newsletters, case studies, spotlight, and/or social media?

______________________________________________________________________________

Final Action Plan

Launch Date for Super User Program: ___________________________
Key Stakeholders Responsible for Management: __________________
Next Steps & Immediate Actions: