Blueprint for Success Phase 1 Action Items

Before moving into the Launch phase, ensure your community has a strong foundation by completing the following Phase 1 action items. These steps will help optimize your platform for success!

Strategic Planning

1. Review your organization’s strategic plan. If one doesn’t exist, use the guiding questions in the Making a Plan section to draft one.
2. Define the intended use of each platform feature and document your decisions.
3. Develop a roadmap outlining how your organization will utilize the community site in its first year.

Stakeholder Engagement

4. Identify key stakeholders who may play a role in your community.
5. Determine if any stakeholders should be included in training sessions with the 360Alumni team.
6. Plan a stakeholder engagement date to align with your community launch.

Platform Configuration

7. Complete and submit the New Client Setup Form 1.
8. Review available profile fields and determine how you’ll use associations, custom fields, and tags.
9. Prepare a list of options for each selected field and provide them to the Client Success Team for review.
10. Draft custom welcome messages for new members.
11. Choose which homepage properties to enable or disable.
12. Decide which optional platform features your organization will use.
13. Review default notification and privacy settings.

Administrative Setup

14. Assign any additional administrators to manage the platform.
15. Add administrators to Emma and complete the required setup information.

Branding & Design

16. Provide the Client Success Team with your branding guidelines, including:

• Logo and color specifications
• Preferred HEX color codes
• A rectangular community logo
• A square community logo
• A landing page logo

By completing these steps, you'll set the stage for a successful and engaging community launch! 🚀

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