Adoption checklist

Use this checklist to help drive adoption, ensuring ongoing engagement of Bitwarden beyond initial implementation.

Drive ongoing visibility and awareness of Bitwarden value

• Send Bitwarden monthly/quarterly newsletters with tips, reminders, and updates

• Use email, intranet, or collaboration platforms

• Plan regular communication about Bitwarden and password security

• Conduct periodic awareness campaigns on password security best practices via email, posters, intranet, or videos

• Highlight risks of password reuse and weak passwords

• Encourage C-suite leaders to promote use of Bitwarden to their direct reports or in larger-audience newsletters

Support links:

• Customer activation kit

• Bitwarden posters

• Bitwarden brand materials

• Onboarding email templates

Equip users with the knowledge they need to succeed

• Conduct Bitwarden-led training for all users

• Schedule in-person/virtual sessions with Bitwarden training team

• Different sessions across roles and departments

• Leverage Bitwarden training materials and FAQs with solutions

• Host user guides and training materials on internal knowledge base or shared repositories

Support links:

• Disabling browser autofill

• Import data from Chome or Edge

Ensure users are supported and feel empowered throughout their journey

• Offer ongoing support channels for users (support email, chat, or office hours)

• Ensure clear access for questions/assistance

• Identify and empower Bitwarden champions within teams or departments

• Provide these individuals with extra training and resources

• Encourage sharing experiences and helping colleagues

• Design user adoption incentives and success metrics

Support links:

• Identifying your Bitwarden Champion

Build internal momentum and trust through proven impact

• Highlight success stories and benefits for all users

• Share examples of improved security and workflows

Support links:

• Bitwarden case studies

Track progress and gather feedback to refine your strategy

• Track the number of active Bitwarden users in the organization

• Use admin console to monitor active user logins

• Track over time to assess adoption strategies

• Monitor and track feedback on key features (autofill, password saving, password sharing)

• Check indicators of usage such as stored credentials in organization vaults

• Conduct periodic user experience surveys

• Identify roadblocks and suggestions for improvement

Support links:

• Member access reports

Address common challenges and iterate on user experience

• Monitor support requests for recurring issues (eg. vault confusion, extension issues)

• Identify common challenges users face during onboarding and usage

• Leverage Bitwarden training materials and FAQs

Support links:

• Member access reports

Position Bitwarden as a key pillar in your security strategy

• Emphasize Bitwarden in improving organizational security posture

• Explain how Bitwarden reduces breach risks, aids compliance, and promotes safe practices

• Position as key security strategy component

• Highlight value beyond password management (Bitwarden Send, storing sensitive information such as credit cards, identities, notes, and more)

• Quantify Bitwarden security gains

• Use testimonials from early adoptors