The Success Plan will guide you through the PagerDuty onboarding experience from planning to launch. We've identified key milestones in each phase to make sure you're set up for success. Be sure to reference the links and set clear dates to keep you on track along the way!
*To download a copy and fill it out on your own, click here.
The Planning Phase
Define Goals: Defining Goals and Success Metrics
Establish User Roles: User Roles in Your Account
Outline Desired Workflow: Sample Workflows
The Configuration Phase
Onboard managers: Training Resources for Admins
Create naming standards: Use Namespacing
Add/import users: Adding and Inviting Users and Adding multiple users at once
Create schedules, escalation policies, services, integrations
Test configuration: Troubleshooting help? Contact firstname.lastname@example.org
The Launch Phase
Publish internal wiki pages: Sample Wiki Pages
Onboard Responder: Training Resources for Responders
Official Launch: Congrats! You're almost there!
Click here to download