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Databricks Apps Adoption Playbook

Field vs Product framework for driving adoption

Operating Cadence

Owner: Adoption Architect

Weekly Cadence

Apps Adoption Council

Element Design
Frequency Weekly (30-45 min)
Day/Time [TBD]
Participants PM lead, FE vertical reps, Adoption Architect, Enablement
Format Virtual with shared doc

Standing Agenda

Time Topic Lead
5 min Strategic wins update AA
10 min Blocker triage All
10 min Enablement gaps Enablement
10 min PM feedback queue AA + PM
5 min Actions + owners AA

Outputs

  • Weekly summary to FE leadership
  • Updated blocker log
  • PM feedback synthesis

Monthly Cadence

BU+1 Newsletter

Element Design
Frequency Monthly
Audience SVPs, VPs of Field Engineering
Format Email newsletter
Owner Adoption Architect

Newsletter Template

Section Content
Strategic Wins 1-2 wins with business value narrative
Metrics Update Attach rate, coverage, pipeline
Product Update Roadmap progress, gap resolution
Enablement Update Training completion, new content
Ask Specific request of leadership

Loss Analysis Review

Element Design
Frequency Monthly
Participants Adoption Architect, PM, Sales Ops
Format Working session
Output Updated loss log, PM feedback

Quarterly Cadence

Exec Readout

Element Design
Frequency Quarterly
Audience SVP/VP Field Engineering
Format 30-min presentation
Owner Adoption Architect

Readout Template

Section Time Content
Strategic Wins 5 min Highlight 2-3 wins with attach narrative
Metrics 5 min North star progress by phase
Hypothesis Status 5 min What we’ve learned, pivots made
Gaps + Blockers 5 min Top blockers, PM feedback status
Ask 5 min Specific support needed
Q&A 5 min Discussion

PM Feedback Synthesis

Element Design
Frequency Quarterly
Audience Product Management
Format Structured document
Owner Adoption Architect

PM Feedback Template

Section Content
Top 5 Blockers Prioritized by deal impact
Field Signal Summary Customer quotes, use case attribution
Loss Analysis Deals lost to product gaps
Competitive Intel What competitors are doing
Recommendations Prioritized PM actions

Annual Cadence

FY Planning

Element Design
Timing Month 11-12
Output FY27 Apps Adoption Plan
Owner Adoption Architect

Planning Process

  1. Annual Retrospective: What worked, what didn’t
  2. Hypothesis Review: Validated/invalidated, new hypotheses
  3. Metrics Review: Actuals vs. targets
  4. Gap Assessment: What’s still blocking adoption
  5. FY27 Plan: New objectives, key results, actions

Existing Forums to Leverage

Forum Frequency Participants Purpose Your Role
Cross-functional sync Weekly PM + Field + Specialists Adoption signals, blockers Contribute, escalate
Leadership briefing Regular Product + Field leaders Metrics, loss analysis Present, influence

Meeting Hygiene

Before Meetings

  • Agenda shared 24 hours in advance
  • Pre-read materials linked
  • Action items from last meeting reviewed

During Meetings

  • Start on time
  • Assign note-taker
  • Capture decisions and actions

After Meetings

  • Notes shared within 24 hours
  • Action items tracked in shared system
  • Follow-up scheduled if needed

Calendar Template

Day Morning Afternoon
Monday Week planning Lighthouse account work
Tuesday Apps Adoption Council Enablement development
Wednesday Account deep-dives PM sync
Thursday Field enablement Industry lead alignment
Friday Admin, content creation Weekly summary

Communication Channels

Channel Purpose Frequency
Slack: #apps-adoption Real-time signal, questions Daily
Email: Newsletter Formal updates to leadership Monthly
Confluence: Playbooks Documentation, best practices As needed
SFDC Opportunity tracking, signal capture Continuous

Last Updated: January 2026

Related: Action Plan Signal Capture