Internal Approval Process for Guides
Question. Our CEO is very hands-on with UX design. As part of that, he's requested for me to come up with a process for approving a guide after I've created it. Safe to say, his schedule is jam packed all the time, so I need to figure out another way.
If you have an internal process for approvals, can I ask what it is? I have come up with the following "ideas." I would like it to be at least 2 of the following:
- UX Design lead, or
- My manager (VP level). Also hard to get time with, or
- Another VP, or (
- Senior Product Manager on my team that's in charge of the specific topic the tour is for, or
- "Communications" Manager, or
- Customer Support Manager
Any ideas or comments would help. I appreciate it.
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We are a Microsoft-software based company, so we send guides for review asynchronously using Approvals in Teams and Outlook. The approvals include a screenshot, all the details from the request about segment, dates, objective, location, links/button actions, etc. and it's sent to the requestor. Then from there we may send it to others, and we could build out a whole chain of approvals if needed.
We try to involve product ahead of any building if we know or suspect the requested guide should actually be something else not Pendo, like using existing product functionality.
We also announce upcoming guides in a really big Teams team so there is more visibility ahead of any guide going live, in case others have questions or concerns.
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