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CMS Training

Phase Four: Deployment

CMS Training Overview

Your content, and technical leads will lead two in-depth training sessions designed to give you the confidence and skills to successfully manage your new website. Each session covers distinct topics, so attending both is essential to get the full benefit of the training.

Who’s Involved?

To ensure the most effective experience, training sessions are conducted in small groups of up to five participants. We recommend including team members who will be regularly working in the backend or managing content, such as:

  • IT
  • Department managers
  • Communication staff
  • Department managers
  • HR
  • Customer service facing staff

In the first of the two training sessions, our staff will focus on the fundamentals of your new CMS. By the end of this session the attendees should be confident:

  • Logging in
  • Differentiating between the frontend/backend, and navigating between the two comfortably
  • Locating items within the backend
  • Understanding the difference between a templated page and a pagebuilder page
  • Uploading, organizing, replacing and indexing media
  • Searching for pages, news, reports

Additionally, attendees will be set up with backend user accounts and are expected to engage with the site prior to the second training session.

In the second training, our staff will dig deeper into the practical, every day “how-tos”. You can expect to learn such things as:

  • Creating new pages
  • Working with pagebuilder blocks; settings, tips
  • Best practices for content editing
  • Keeping your site ADA compliant
  • Working with the calendar
  • Adding, replacing, editing imagery

In addition to the first two training sessions, you’ll have access to the full expertise of Planeteria’s Support team, who are available to offer additional guidance and more advanced training as your familiarity with the site grows.

Beyond the two pre-launch trainings, you’ll receive additional resources, including an image maintenance guide, a support portal with articles and site-specific guidance, and training recordings and agendas of those trainings..