Communications Toolkit

Stay Informed

There are mutliple ways to stay informed:

  1. Subscribe to the Compass Users ListServ. Click here for instructions on how to subscribe.
  2. Visit the website to stay up-to-date with the project progress & stay informed about how the transition will impact you.
  3. Join our Yammer Group for real-time updates and collaboration in a social setting. Click here for instructions on how to create a Yammer account and follow our Compass Upgrade Group.

Communications Toolkit

The Communication Toolkit provides you with a variety of communication materials to help you share information with staff and colleagues regarding the Compass (PeopleSoft 9.2) Upgrade. Help prepare your teams for the change by using these tools in your meetings and events. 

Click on each type of communication below to access the downloadable files.

Posters

Website Launch Poster

This poster provides information on the launch of the Compass Upgrade website. You can use this to place in common areas to help spread the word and drive people to one source of truth for all Compass updates.

 

poster

PowerPoint Presentations

Compass Transition Training Plan

This presentation was updated on March 10, 2016. It includes information on training strategies and methods for different audiences.  Included as well is a list of courses and a timeline for module training.

ppt

Compass Awareness PowerPoint Presentation


This presentation provides a high-level overview of the Compass upgrade project including history, timeline, governance, guiding principles as well as a list of the business cases approved and for the modules that have been covered in Compass Outreach Sessions to date.  Last Updated: February 2, 2016

ppt

Compass Cliff Notes (One-Pagers)

Cliff Notes: Key Module Changes

This seven-page brief provides high-level information on the key changes by module in the 9.2 Compass Upgrade.This can be used as a speaking guide for internal presentations or meetings. You can also print this out and circulate to those who want to know what changes are taking place.

Cliff Notes: Compass Upgrade Overview 

This one-page brief provides high-level information on the Compass Upgrade including key benefits. This can be used as a speaking guide for your presentations during meetings or events. You can also print this out and circulate to those unfamiliar with the upgrade.

Cliff Notes: SmartKey Moving to SpeedType

This one-page brief provides high-level information regarding the move from SmartKey to PeopleSoft 'delivered/out-of-the-box'' functionality called SpeedType. This can be used as a speaking guide for presentations during meetings or events. You can also print this out and circulate to provide some foundational information on the rationale and decision making process for the new schema.

Cliff Notes: Unified Workflow

This one-page brief provides high-level information regarding the new Unified Workflow within PeopleSoft 9.2. This can be used as a speaking guide for presentations during meetings or events. You can also print this out and circulate to provide some foundational information regarding changes to workflow.

Newsletters and T Minus Checklists

T Minus - Compass Readiness Checklists

In response to requests to reduce the number of emails related to the upgrade, we will consolidate the various communication streams into one weekly email called ‘The Compass Readiness Checklist’.  

This checklist will be sent weekly as we start the countdown to Go-Live.  The various work streams will be in highlighted sections and the content will be limited to important information and action items.  Review the Audience Impacted column to see which areas pertain to you. 

Compass Readiness Checklist - T Minus 14 Weeks -August 10, 2016
Compass Readiness Checklist - T Minus 13 Weeks - August 19, 2016
Compass Readiness Checklist- T Minus 12 Weeks - August 26, 2016
Compass Readiness Checklist - T Minus 11 Weeks - September 2, 2016
Compass Readiness Checklist - T Minus 10 Weeks - September 9, 2016
Compass Readiness Checkist - T Minus 9 Weeks - September 16, 2016
Compass Readiness Checklist - T Minus 8 Weeks - September 23, 2016
Compass Readiness Checklist - T Minus 7 Weeks - September 30, 2016
Compass Readiness Checklist - T Minus 6 Weeks - October 7, 2016
Compass Readiness Checklist - T Minus 5 Weeks - October 13, 2016
Compass Readiness Checklist - T Minus 15 Days - October 24, 2016
Compass Readiness Checklist - T Minus 10 Days -  October 31, 2016
Compass Readiness Checklist - T Minus 5 Days - November 4, 2016
Compass Readiness Checklist - T Minus 1 Day - November 11, 2016
 
Newsletter June 2016    
Focus on Training Registration
This newsletter was distributed in June of 2016 and provides readers with key information about User Acceptance Testing, Learning Plans and Training Registration. Links to job aids, registration site and Frequently Asked Questions are provided.
Newsletter March 2016    
Focus on Training
This newsletter was distributed in March of 2016 and covers key training topics including: go-live date, timeline, required training and training methods. Additional topics include: Client Support Center and Peer Experts. There are links within the newsletter to pages on the website.
Newsletter February 2015
This newsletter covers the what and why of the approved Compass Upgrade and provides readers with a sense of what they need to do right now. Also included are the results of the Compass User Survey which indicate the business, communications and training & preparation needs for a successful upgrade.
Newsletter May 2015
This newsletter was distributed in May of 2015 and covers key Compass focus modules: Accounts Payable and Travel & Expense.
Newsletter July 2015
This newsletter was distributed in July of 2015 and covers results of the SmarkKey/SpeedType Interactive labs and the key Compass Outreach Session focus modules: SpeedType, General Ledger and Reporting.
Newsletter September 2015
This newsletter was distributed in September of 2015 and includes prize opportunites for completing surveys.  Also included is a Spotlight on the Client Support Services team and an introduction to the Communications Council.
Newsletter December 2015
This newsletter was distributed in December of 2015 and includes updated project timelines, information on Expense types and a Spotlight on the 3 Project Team members.