Workfront Virtual Leap 2020 Post Conference Report Lunch

Workfront Virtual Leap 2020 -- Post Conference Report Lunch & Learn Template 1

As promised, I’m sharing a full post-conference report (or Lunch & Learn presentation) with major takeaways, tips, and recommendations on how we can further maximize our investment with Workfront. I will also make sure other colleagues benefit from my attendance by meeting with them and sharing relevant insight from the conference. This conference gave me the opportunity to learn best practices from experts in work management, meet one-on-one with Workfront consultants, network with users from around the world, take education courses, and hear about new innovations. Virtual Leap 2020 was a very cost-effective way to maximize our Workfront investment. So far, I’ve found solutions and/ or recommendations that directly impact the following projects/ initiatives within our team/ department/ organization: • [Project/Initiative 1] • [Project/Initiative 2] • [Project/Initiative 3] Please note: the virtual conference, this year, was of no cost for attendance and required no travel or other expenses, yet provided an invaluable learning experience. 2

Summary of Learning and Experience AREA People Process Technology Business Results 3 GOALS WHAT I ACHIEVED LESSONS LEARNED IDEAS FOR FUTURE

Break-out sessions I found most helpful • List the sessions you attended and found most helpful and provide access to others in your organization to share in that experience. You may also want to highlight the customer use cases and stories of success you enjoyed. 4

Best practices I learned • 5 List your top learned best practices from the keynote presentation, customer speaker presentations, networking opportunities and/ or break-out learning sessions.

I recommend these immediate next steps • Identify your best next actions for creating value, driving adoption and increasing engagement in your overall work management environment. 6

Transition to the new Workfront experience Ask the Expert – Champion the new Workfront experience – Including a demonstration from product management. Workfront Wednesday – 3 Key initiatives to Ensure a Successful Rollout of the new Workfront experience – Including an example project template to get you started. Workfront Wednesday – Resources to Help Transition Users from Classic to the new Workfront experience – Including a full list of available resources directly from our training team. 7

Leap Session Q&A Dive deeper into Leap! 8 • Over the coming weeks many of our fantastic Leap speakers will be starting a thread on the Community where you can ask them any questions about their sessions. • To see the schedule of upcoming Q&A opportunities visit this post on Workfront One. • Visit the All Discussions group regularly over the coming weeks to see that latest conversations!

Continue the conversation on Workfront One • NEW: Workfront for the • NEW: Workfront for IT 9 Marketing If you’re in IT and you use Enterprise If you’re in Marketing and Workfront, this brand new If you’re managing work you use Workfront, this group is for you. Join across departments and brand new group is for you. today. teams, this brand new group Join today. is for you. Join today.

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