Steps:
Establish your Beamible account: https://auth.beamible.com/oauth/account/sign-up
Gather leader criteria (with all key parties) - informs tags, comms, survey design via a meeting with the leadership of the group you’re collecting data from. During this meeting, you will create (or confirm) a hypothesis about the group you’ll be collecting data from. In order to create a hypothesis about where to find capacity within this group - be it for workload/wellbeing, efficiency, org re-design, op model changes or other, you can use this document to help with questions Beamible Group Scoping Document. By the end of this meeting, you should have agreed on a hypothesis, tags, properties, and a timeline for launch. Here is a project planning document to guide you through the steps: Beamible Project Plan and onboarding to share
Import your current state structure into Beamible. Use this import template Copy of Beamible - Workforce Import Template (2025)
Establish job templates for the survey (does this list describe the work you do in your role?)
Establish work categories / process headings for each job type (add tags)
Establish activities for each work category / process (add activities)
For this, you can use job descriptions or AI in the Beamible app to create activities within each role. You may want to consult with a person doing this role to validate the activities or establish a working group for a more consultative process.
Outcomes
People & work data imported
Survey / job architecture designed:
Hypothesis, tags and properties agreed
Job templates set up
Key stakeholder support and buy-in
KPIs established
Project meeting cadence established and locked in