Best Practices to Drive Internal Adoption: Building Habits that Stick

Driving Organization-Wide Adoption of The Guard

Rolling out The Guard is only the beginning — true compliance success comes when everyone, not just admins, is actively engaged. This article outlines best practices to build habits, connect compliance to daily work, empower managers, and measure success. Use these proven tactics to turn The Guard into a living part of your culture, not just a one-time setup.

1. Normalize Regular Usage

Consistency builds comfort. People are more likely to stay engaged when The Guard becomes part of their regular workflow.

• Send weekly nudges: Use automated emails or Slack messages to remind staff about upcoming tasks or overdue items.

• Add it to onboarding: Make The Guard a standard part of how new hires get set up, trained, and assigned policies or training.

• Celebrate completions: Recognize teams or individuals who complete training or policy acknowledgments on time.

2. Tie Compliance to Their Day Jobs

If compliance feels disconnected from their roles, users tune out. Instead, help people see how The Guard supports their day-to-day responsibilities.

• Customize content: Tailor training and policies by department to ensure relevance.

• Use real-world examples: Explain how security and privacy risks affect their roles (e.g., what a phishing attack could mean for Sales or HR).

• Avoid overload: Keep it simple. A few focused tasks are more effective than dumping everything in at once.

3. Get Managers Involved Early

Employees take cues from their leaders. When managers are involved in compliance, their teams follow.

• Include managers in rollouts: Use your kickoffs to align managers first — they’ll help reinforce expectations.

• Share reporting: Show managers who’s on track and who might need a nudge.

• Provide scripts or email templates: Make it easy for leaders to communicate with their teams about compliance expectations.

4. Use The Guard’s Built-In Tools

Leverage the features in The Guard that make engagement easier:

• Automated reminders to keep users on track

• Tags and filters to group users and tailor messaging

• Completion reports to track progress at a glance

• In-app prompts to guide users toward next steps

5. Define Success — and Measure It

Driving adoption doesn’t stop at sending invites. Set goals and track them.

• Adoption KPIs: Monitor logins, task completion rates, and training participation

• Pulse checks: Ask managers or team leads how it’s going — they’ll flag issues early

• Adjust based on data: Use what you learn to adjust rollout pacing, content, or communication styles

Final Tip: Make It Ongoing, Not One-and-Done

Adoption isn’t a checkbox. It’s a habit — and habits need reinforcement.

Use quarterly reviews to refresh your strategy, archive old content, and spotlight new tools. Keep it fresh, and your team will keep coming back.