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Create a Journey for someone else
Create a Journey for someone else

Journey creation is restricted to Team Owners and Team Trainers

Bryan Watson avatar
Written by Bryan Watson
Updated over a week ago

Access to the Journeys feature

The Journeys feature is enabled at the Team level. So, if you are a member of a team (or teams) with the Journeys feature, you will have access to Journeys.

In the current beta phase, Journey access is restricted to a select group of customers. To secure access, please contact us on support@ovida.org.


Understand Journey roles

Journey Creator: The user who created the Journey.

Journey Participant: The user for whom the Journey is created - the person who will go on the Journey.

Journey Facilitator: Other team members to whom the Journey is shared.

Role

Create Journey

Create post

Edit own post

Comment

Edit own Comment

Mark Journey complete

Creator

Participant

Facilitator


Create a Journey

Before creating a Journey, you should decide how you want to structure it. As a guide:

  1. Each Journey should encompass a single, distinct skill that a trainee is working on. Putting more than 1 skill in a Journey creates complexity for all participants. "Be a good coach" is a vast topic, too big for a Journey. "Master the art of asking provocative questions" is more suitable for the Journey format. Creating, sharing and acting on Journeys is simple - rather create many clearly defined Journeys than one overly complex one.

  2. Set a clear objective. Vaguely defined Journeys don't achieve real transformation. Everyone should know when a Journey is complete, because a clearly defined objective has been achieved.

Now that you know what the objective of the Journey is, creating it is simple:

  1. Navigate to the Journeys page

  2. Click on "Create new journey"

  3. Give the Journey a title, brief description and allocate it to a team to be able to share it with members of that team.

Now you have a Journey and you're ready to populate it with content.

Click on the Journey name to start editing it.

Notes:

  • you can create a Journey only for a team that has this feature enabled and of which you are a member

  • only Team Owners and Team Trainers can create Journeys


Build a Journey with Posts

Journeys are composed of a series of posts, keeping the structure simple and easy to navigate for expert trainers and novice trainees alike.

To build your journey, simply create a series of posts that represent a logical sequence or series of steps to help your trainee transform a key communication skill. As an experienced trainer, you will already know this process well, and will probably have done it hundreds of times.

To create an impactful Journey, follow these tips:

  1. Make each step in the process a separate post.

  2. The best posts have a clearly defined objectives, so it's clear to everyone when it is complete and you can move on to the next step.

  3. Use posts to share relevant content from your LMS, curriculum or training materials. You can easily embed links in posts.

    Note: To create a hyperlink, click on the desired text in the post, then select the ellipsis menu in the upper right corner and choose "Link."

    To embed a video, simply paste the video link directly into the post, and it will automatically appear. If you prefer to create a hyperlink instead of embedding the video, press the backspace button once

  4. Give your trainee clear action steps in the Journey. Asking them to share their learnings, progress and insights in the post comments is a powerful tool to drive engagement and generate momentum.

Note:

  • Journey members can create posts at any time after sharing the Journey.


Assign a Participant and Facilitators

Now that you have built the Journey, you can share it with the Participant and Facilitator(s). To do, simply click on the "Assign" button, and select members of your team.

Once you click on these fields, the list of Participants/Facilitators from this team will be shown.

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