Smiling woman in a white blouse holding a tablet, with an orange abstract background.
START YOUR JOURNEY

Welcome to OpenSesame!

To help you succeed, we created the following process using our experience supporting hundreds of organizations. It has three phases: 1) Plan & Curate, 2) Configure & Test, and 3) Launch. Join an upcoming webinar to cover the essentials, and use the free resources in this guide to begin your journey with confidence. If you have a Customer Success Manager, they’re here to support you throughout.

Join our next onboarding webinar

For live guidance on everything you need for a successful launch, including tips and best practices, system requirements and testing guidance, a walkthrough of course delivery, available resources, and more.

Group of four professionals collaborating around a laptop and documents with digital charts and checklists overlay.

PHASE ONE

Plan & Curate

A smooth and successful launch starts with planning. Decide what success looks like for your organization and set a timeline to achieve it. Next, create the foundation of your training program by selecting courses that resonate with your audience.

Dart hitting the center of a target bullseye.
Set goals and a timeline
Create a clear picture of what needs to happen for launch and how long each item will take.
Simple paper airplane icon tilted upward.
Decide on delivery
Determine how you’ll deliver courses to your learners. To check integration eligibility, contact your OpenSesame sales representative.
Globe icon with connected points representing global network connectivity.
Connect with IT
Share system requirements with your IT team to confirm compatibility.
White computer cursor arrow with black outline and small black lines indicating a click action.
Curate courses
Explore the OpenSesame marketplace and create Smart Lists of potential courses.
Four hands stacked in a circle symbolizing teamwork and collaboration.
Collaborate and refine
Collect feedback from stakeholders and select the courses that best meet your organization’s needs.
Horizontal timeline with orange numbered markers 1, 2, and 3 on a beige background.

Example project timeline

A model to follow or adapt.
Download Now
Resources
data-industry
data-date
Illustration of a dart hitting the bullseye on a target over a piece of paper, symbolizing goal setting.

Goal-setting worksheet

Identify key outcomes and how you’ll measure success.
Download Now
Resources
data-industry
data-date
Illustration of a computer monitor with two interlocking orange gears on the screen.

System requirements

Technical details to keep everything working smoothly.
Learn more
Resources
data-industry
data-date
Orange stylized web browser window with play button icon in the center against a spiked orange burst background.

Get more out of every course

Start your learners here to turn required training into growth, not just a to-do.
Learn more
Resources
data-industry
data-date

PHASE TWO

Configure & Test

Prepare the technical pieces needed to achieve your plan: set up the systems you’ll use to deliver OpenSesame courses to your learners, then test to ensure everything works well. To check integration eligibility or request implementation services, contact your OpenSesame sales representative.

Icon of a newspaper with multiple overlaying text boxes.
Configure your platform
If you’ll use an OpenSesame integration, set it up. If not, review your platform’s file requirements.
Document with text lines and a magnifying glass highlighting a user profile icon.
Review delivery steps
Get familiar with the process for sending courses from the marketplace to your learning platform.
White thumbs-up icon with a gray cuff, symbolizing approval or like.
Ensure your setup is good to go
Run the Test Course to check 150+ technical touchpoints in just five minutes to see what needs fixing.
Icon of a rocket ship launching with smoke at the base.
Prepare for launch
Finish curating your first courses—you’re almost ready to launch!
Two pastel orange puzzle pieces about to connect, one with a small four-petal flower-like pattern inside a circle.

OpenSesame integrations

A list of all the learning platforms that integrate with OpenSesame.
Learn More
Resources
data-industry
data-date
Three pairs of orange checkboxes with two pairs checked and one unchecked on a light background.

Testing best practices

Step-by-step instructions for quality assurance.
Learn More
Resources
data-industry
data-date
Browser window illustration with three vertical slider controls in orange.

Set a default delivery method

Save time with this helpful trick.
Learn more
Resources
data-industry
data-date

Phase three

Launch

Add your curated courses to your learning platform, create a communication plan, and introduce your training program to learners. Finally, know where to find resources when training needs evolve and you want to refresh your program.

Simple paper airplane icon tilted upward.
Deliver courses
Add your curated courses to your learning platform, then deliver them to learners.
Laptop displaying a user profile icon with a speech bubble and wireless signal waves.
Tell your learners
Promote your training program and encourage participation.
Icon of three stylized human figures arranged in a circle representing teamwork or community.
Celebrate
You’ve launched! Take a moment to appreciate your hard work.

For more details and guides, visit our knowledge base.

Smiling man holding a laptop and woman with a cup having a conversation against an orange background.

Stay up to date

Join our Customer Conversations

Hear about OpenSesame product updates, our future roadmap, how we are addressing customer feedback, and more in this recurring webinar series. We look forward to learning with you!

Boost learner Engagement

Promote your training program

Online training isn’t a “if you build it, they will come” scenario. Browse more resources, best practices, templates, and tips designed to help you increase learner engagement across your entire organization.

Smiling man wearing glasses and a light blue shirt holding a smartphone with an open laptop in front of him.