K12 Customer Lifecycle and Annual Success Strategies

[AnneliseGoodman]

At Instructure, we believe that learning never ends! As your Customer Success team, we want to help you stay organized and on track with our newly updated Field Guide for Admins. This guide provides a clear roadmap for managing the Instructure Learning Platform, ensuring that important deadlines and tasks never slip through the cracks.

Purpose & Goals

This document is designed to support Admins by outlining best practices, key resources, and essential workflows throughout the Instructure Learning Platform Customer Lifecycle. Whether you're preparing to roll out the platform for the first time or refining your ongoing implementation, this guide serves as a structured reference to keep you on track.

Below, you'll find a breakdown of focus areas and timelines to help guide your planning and execution. We recommend making a copy of this document, customizing it based on your district's strategic goals, and sharing it with relevant internal teams.

Key Focus Areas

• Training & Professional Development
• Instructure Learning Platform Vision, Goals, Adoption & Strategic Planning
• Content Creation & Distribution
• SIS Integration: Resources & Best Practices
• Administrative Tasks: Best Practices & Key Resources

Timeline Overview

Note: The suggested timeline follows common academic start and end dates in North America. Please adjust as needed for your institution.

• 6-9 Months Before School Start | January - March (Q1)
• 3-6 Months Before School Start | April - June (Q2)
• 0-3 Months Before School Start | July - September (Q3)
• 0-3 Months After School Start | October - December (Q4)

Your Success is Our Priority

Above all, our goal is to make this guide your go-to resource—minimizing the time spent searching for deadlines by consolidating everything in one place. If you have any questions or need further clarification, please don’t hesitate to reach out to your Customer Success Manager (CSM) or CSM team.