Launch and setup

How launch works

Your organization is either preparing, started, or already active. A new organization starts in preparation. When you choose Start Stride, Evolvers can begin their learning dashboard and activities, and Stride records the actual start time. The target start date never starts Stride by itself.

• While your organization prepares, Evolvers see a page that says Stride has not started yet. They can still finish onboarding and their assessment.
• Admin pages stay available during preparation, and so do the Manager and Executive dashboards. The wait applies to the Evolver dashboard and the first challenge.
• An organization that was already active before launch preparation existed stays live. Its setup card says so, and you can prepare a new launch from the planned start date control, unless your organization already has a recorded actual pilot start. Preparing a new launch pauses Evolver access until you start Stride again.

The Admin setup guide

The Admin setup guide is a checklist of 20 steps in four phases. The Admin home page shows a progress card with your count, and Open full checklist lists every step with a link to the page where you make the change.

Setup in the Admin sidebar is a different page. It holds your AI connectors and skill packages.

• Organization (4 steps): Launch plan, Organization structure, Regions and sub-orgs, and Roles and visibility.
• Settings (9 steps): Privacy and retention, Reporting privacy, AI tools, BYTE configuration, Framing and tone, Gamification, Rewards and incentives, Pilot measurement, and Surveys.
• Content (5 steps): Shared Stride content, Organization content, Content review, Content coverage, and Challenge schedule.
• People (2 steps): Managers and Evolvers.

What each step covers

Each step names the page it uses. Where a step offers Use defaults or Not needed, the line says so.

• Launch plan: save a target start date under Settings > Pilot Targets. The step cannot be completed until a date is saved.
• Organization structure: add at least one active organization unit on the Organization page.
• Regions and sub-orgs: add an active region on the Organization page, or choose Not needed.
• Roles and visibility: review role groups on the Roles page and keep at least one role visible.
• Privacy and retention: review Settings > Privacy. You can choose Use defaults.
• Reporting privacy: review the Reporting privacy floor on the Organization page. You can choose Use defaults.
• AI tools: save at least one AI provider under Settings > AI Providers and Tools, then confirm the selection.
• BYTE configuration: review Settings > BYTE Configuration. You can choose Use defaults.
• Framing and tone: review Settings > Framing & Tone. You can choose Use defaults.
• Gamification: review Settings > Gamification and Settings > XP & BUX Boosts. You can choose Use defaults.
• Rewards and incentives: review Settings > Marketplace, Settings > wAIger, and Rewards & Badges under Content. You can choose Use defaults.
• Pilot measurement: review Settings > ROI Assumptions and Settings > Team Health. You can choose Use defaults.
• Surveys: when your organization has turned on monthly surveys, review the Surveys page. You can choose Use defaults or Not needed.
• Shared Stride content: choose which shared content groups stay visible on the Content page. At least one usable content item must be available.
• Organization content: upload your own content on the Data page, or choose Not needed if you will use shared content only.
• Content review: review import results and publication status on the Content page, and resolve content that is waiting for review before you invite Evolvers.
• Content coverage: check content readiness on the Content page for the roles and AI tools you selected.
• Challenge schedule: prepare your first challenge schedule on the Release Timeline tab of Challenge Ops, or choose Not needed.
• Managers: assign at least one active manager to an organization unit or region, or choose Not needed. Invitations do not all need to be accepted.
• Evolvers: confirm your plan to add or invite Evolvers. You do not need to wait for every invitation to be accepted.

Complete a step

1. Open the Admin home page and choose Open full checklist, or choose Resume setup to jump to your next unfinished step.
2. Use the link on the step to open the page where you make the change, and save your change there.
3. Return to the guide and check the step. Where the step allows it, choose Use defaults to keep your current settings, or Not needed to record that the step does not apply.
4. Choose Refresh setup if the card does not show your latest changes.

Set the target start date

• Evolvers see the target date on the waiting page. The Launch plan step in the Admin setup guide shows the same card.
• The date is a target only. Stride starts only when you choose Start Stride, and the date is locked after Stride has started.
• If your organization is already active, the card offers Prepare organization launch instead. It asks you to confirm before it pauses Evolver access. Stride refuses to prepare a new launch when Pilot Targets already shows an Actual pilot start.

1. Open Settings and choose Pilot Targets.
2. In the Planned Stride start date card, choose a date under Target start date.
3. Choose Save target date.

Start Stride

Start Stride becomes available when all 20 setup steps are complete and Stride's launch checks pass.

• The launch checks are: an active organization unit, an active region or Not needed, roles reviewed, an assigned manager or Not needed, a saved start date, at least one saved AI tool that you confirmed, at least one visible role, and reviewed shared content with at least one usable item.

1. Open the full checklist and finish every step.
2. Choose Start Stride at the bottom of the page.
3. Read the confirmation, then choose Start Stride again. Choose Keep preparing if you are not ready.
4. Check that the card now says Stride started, with the start time.

What Evolvers see before launch

An Evolver who opens the learning dashboard or the first challenge before launch sees the page Stride has not started yet. It explains that your organization is preparing Stride and shows your target start date when you saved one.

• Complete onboarding takes the person to onboarding.
• Profile and assessments opens their Profile on the Assessments tab.
• Open preparation dashboard appears for Managers, Executives, and Admins who also take part as Evolvers, and takes them to their own dashboard.
• Check launch status refreshes the page. The page also refreshes by itself every 30 seconds and when the person returns to the tab.
• Without a saved date, the page says your administrator will share the target start date.

If Start Stride is unavailable

1. Choose Refresh setup to load the latest progress.
2. Look for a red message under the step you just checked. Keep at least one role visible, then confirm roles again, or save at least one available AI tool, then confirm the selection again.
3. Open any step that is still unchecked and finish what it needs. A step tied to real data stays unavailable until the data exists, for example a saved start date.
4. When all 20 steps show complete, Start Stride becomes available.

Check what needs attention

Open Status in the Admin sidebar to see everything in your organization that currently needs Admin attention. The number next to Status in the sidebar counts open items.

• Content status: quests, challenges, and learning modules that are currently unreadable or blocked for learners.
• Pending user approvals: people with a role change waiting for your decision.
• Creator content awaiting approval: items submitted by Creators that wait for review.
• Use the All, Content, User, and Creator Content tabs to narrow the list. Each row shows a severity (Broken, Warning, or Info), a detail, when it started, and an Open action.
• A section that says Nothing open here has no open items. A section that cannot load shows an error with a Retry action instead of a zero.