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Team Onboarding Guide

Successfully onboarding your engineering team with AI coding agent observability ensures maximum adoption and ROI. This guide provides a structured approach for teams of all sizes.

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Onboarding Timeline

1

Week 1: Foundation (Admin Setup)

Set up organization infrastructure and prepare for team rollout
2

Week 2: Pilot Program

Launch with a small pilot team to validate setup
3

Week 3-4: Team Rollout

Expand to full team with structured support
4

Week 5+: Optimization

Iterate based on feedback and optimize workflows

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Week 1: Foundation

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Administrative Setup

Tasks:
  • Create organization account at app.a24z.ai
  • Configure organization settings
  • Set up billing and budgets
  • Define access roles and permissions
Owner: CTO/Engineering Manager Time: 30 minutes
Tasks:
  • Identify pilot team (3-5 engineers)
  • Schedule kickoff meeting
  • Prepare internal documentation
  • Set success criteria
Owner: Engineering Manager Time: 2 hours
Tasks:
  • Announce initiative to engineering team
  • Explain benefits and expectations
  • Address privacy and security concerns
  • Share timeline and support resources
Owner: Engineering Leadership Time: 1 hour

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Success Criteria

Define what success looks like: 
Week 1 Goals:
  Admin Setup:
    - ✅ Organization configured
    - ✅ Billing active
    - ✅ Pilot team selected
  
  Communication:
    - ✅ Team announcement sent
    - ✅ FAQ document created
    - ✅ Support channels established

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Week 2: Pilot Program

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Pilot Team Selection

Ideal Pilot Team Characteristics:
  • Early adopters (enthusiastic about AI tools)
  • Mix of experience levels (junior, mid, senior)
  • Diverse project types (frontend, backend, full-stack)
  • Good communicators (will provide feedback)
Size: 3-5 engineers (20% of team)

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Installation & Setup

1

Scheduled Setup Session

Format: 30-minute Zoom/in-person sessionAgenda:
  1. Quick overview (5 min)
  2. Live installation (10 min)
  3. Verification (5 min)
  4. Q&A (10 min)
2

Installation Steps

Walk through together:
# 1. Install CLI
npm install -g a24z

# 2. Authenticate
a24z login

# 3. Install hooks for Claude Code
a24z install claude-code

# 4. Verify
a24z status
3

First Session

Have engineers use AI tools for a real task immediatelyBest Practice: Start with something small and familiar
4

Dashboard Tour

Show key dashboard features:
  • Sessions view
  • Tools metrics
  • Personal success rate
  • Cost tracking

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Daily Check-ins (Days 1-5)

Format: 10-minute standup addition Questions:
  1. Did A24Z capture your sessions?
  2. Any issues with installation/setup?
  3. What insights have you noticed?
  4. Any blockers or questions?

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Week 2 Success Metrics

Pilot Goals:
  Adoption:
    target: 100% (all pilot members using daily)
    
  Technical:
    - All installations successful
    - Data flowing to dashboard
    - No critical issues
    
  Feedback:
    - Collect initial impressions
    - Document pain points
    - Identify quick wins

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Week 3-4: Team Rollout

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Rollout Strategy

Option A: All-at-Once (Small Teams <15)
  • Schedule single team-wide setup session
  • Provide live support during installation
  • Monitor adoption closely first week
Option B: Cohort Rollout (Larger Teams >15)
  • Roll out to teams/squads sequentially
  • Use pilot members as peer mentors
  • Space cohorts 3-5 days apart

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Team-Wide Installation

Setup Session

90-minute team meeting
  • Overview & benefits (15 min)
  • Live installation demo (20 min)
  • Hands-on installation (30 min)
  • Dashboard walkthrough (15 min)
  • Q&A (10 min)

Support Resources

Available resources
  • Installation docs
  • Troubleshooting guide
  • Slack support channel
  • Office hours (daily 30 min)

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Training Program

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Day 1: Getting Started

  • ✅ Installation complete
  • ✅ First session captured
  • ✅ Dashboard familiarity

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Day 3: Understanding Metrics

  • 📊 Success rate interpretation
  • 📊 Tool usage patterns
  • 📊 Token consumption tracking

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Day 7: Optimization

  • 🎯 Prompt engineering basics
  • 🎯 Session management
  • 🎯 Cost optimization

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Day 14: Advanced Usage

  • 🚀 Team collaboration
  • 🚀 Metric analysis
  • 🚀 Best practice sharing

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First Two Weeks Support

Daily Office Hours:
  • Time: 30 minutes daily
  • Format: Drop-in Zoom/Slack
  • Focus: Troubleshooting & questions
Weekly Review:
  • Review team metrics
  • Share success stories
  • Address common issues
  • Adjust training as needed

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Week 5+: Optimization Phase

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Establishing Routines

Daily (5 minutes):
  • Check personal dashboard
  • Review yesterday’s metrics
  • Note successful patterns
Weekly (15 minutes):
  • Analyze weekly trends
  • Compare to team averages
  • Set improvement goals
Daily (10 minutes):
  • Monitor team health metrics
  • Check for blockers
  • Respond to questions
Weekly (30 minutes):
  • Review team performance
  • Share insights with team
  • Identify coaching opportunities
  • Plan improvements
Weekly (15 minutes):
  • Review adoption metrics
  • Monitor costs vs budget
  • Track ROI indicators
Monthly (1 hour):
  • Executive summary review
  • Team comparisons
  • Strategic planning
  • Budget adjustments

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Continuous Improvement

Monthly Workshops (60 minutes):
  1. Month 1: Fundamentals
    • Metric interpretation
    • Basic optimization
    • Q&A session
  2. Month 2: Advanced Techniques
    • Prompt engineering
    • Tool selection strategies
    • Cost optimization
  3. Month 3: Team Collaboration
    • Sharing best practices
    • Team metrics review
    • Benchmarking
  4. Month 4: Mastery
    • Custom workflows
    • Advanced analytics
    • Future planning

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Knowledge Sharing

Create a Shared Repository: 
# Team AI Tools Wiki

## Best Practices
- Successful prompt patterns
- Tool selection guide
- Common pitfalls to avoid

## Templates
- Feature development workflow
- Bug fixing workflow
- Code review workflow

## Metrics
- Team benchmarks
- Success criteria
- Improvement goals

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Measuring Onboarding Success

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Key Performance Indicators

Adoption Rate

Week 2: 100% pilot team Week 4: 80% full team Week 8: 95% full team

Proficiency

Week 2: >70% success rate Week 4: >80% success rate Week 8: >85% success rate

Value Realization

Week 4: 10% velocity increase Week 8: 20% velocity increase Week 12: 25%+ velocity increase

Satisfaction

Week 2: Initial survey Week 4: Mid-point check Week 8: Full assessment

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Tracking Dashboard

Monitor these metrics during onboarding:
MetricWeek 2Week 4Week 8Target
Active Users5202890%
Daily Usage60%75%90%85%+
Avg Success Rate75%82%87%85%+
Cost/Engineer$125$135$140<$150
Support Tickets1582<5/week

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Overcoming Common Challenges

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Challenge 1: Low Initial Adoption

Symptoms:
  • <50% of team using tools daily
  • Many uninstalled after setup
  • Low engagement in training
Solutions:
  1. Make it easier: Provide 1-on-1 setup help
  2. Show value: Share success metrics from pilot
  3. Leadership support: Have leaders use and promote
  4. Peer pressure: Gamification and leaderboards

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Challenge 2: Technical Issues

Symptoms:
  • Installation failures
  • Data not appearing in dashboard
  • Integration conflicts
Solutions:
  1. Pre-flight checks: Verify prerequisites
  2. Common environments: Test on team’s actual setup
  3. Quick response: Dedicated support during rollout
  4. Documentation: Troubleshooting guide for common issues

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Challenge 3: Privacy Concerns

Symptoms:
  • Engineers hesitant to install
  • Questions about data collection
  • Concerns about monitoring
Solutions:
  1. Transparency: Clear documentation on what’s collected
  2. Control: Let engineers see their own data first
  3. Security: Share security certifications
  4. Use case: Focus on productivity, not surveillance

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Challenge 4: Value Not Clear

Symptoms:
  • Engineers don’t check dashboard
  • Metrics not used for improvement
  • Seen as “just another tool”
Solutions:
  1. Concrete examples: Show how metrics led to improvements
  2. Quick wins: Highlight early successes
  3. Personal relevance: Connect to individual goals
  4. Manager support: Have managers use metrics in 1-on-1s

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Onboarding Checklist

Use this checklist to ensure successful onboarding:

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Pre-Onboarding

  • Organization account created
  • Billing configured
  • Pilot team selected (3-5 people)
  • Kickoff meeting scheduled
  • Internal documentation prepared
  • Support channels established

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Week 1-2: Pilot

  • Pilot team setup session completed
  • All pilot members installed successfully
  • Data flowing to dashboard
  • Daily check-ins conducted
  • Initial feedback collected
  • Issues documented and resolved

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Week 3-4: Rollout

  • Team-wide setup session completed
  • >80% of team installed
  • Training materials shared
  • Office hours scheduled
  • Support channel active
  • Weekly metrics review started

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Week 5-8: Optimization

  • >90% team adoption
  • Monthly workshop scheduled
  • Knowledge base created
  • Best practices documented
  • Team routines established
  • ROI metrics tracked

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Ongoing

  • Monthly workshops held
  • Knowledge base updated
  • Metrics reviewed regularly
  • Success stories shared
  • Continuous improvement cycle active

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Next Steps

Quick Start Guide

Technical setup instructions

Engineers Playbook

Help engineers optimize their workflow

Managers Playbook

Track and improve team performance

Metrics Guide

Understand key metrics

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Resources

  • Onboarding Presentation Template: Ready-to-use slides for team meetings
  • Setup Checklist: Printable checklist for engineers
  • FAQ Document: Common questions and answers
  • Success Metrics Template: Track onboarding progress
  • Communication Templates: Email templates for announcements