Onboarding: Kickoff Meeting
Estimated Meeting Duration: 15-30 minutes
During this zoom meeting we will:
- Complete administrative introductions
- Learn about your organization's mission, goals and priorities
- Review your timeline for community launch
- Review deliverable and steps to get your community configured
- Review the materials and documents provided in the Pre Onboarding To Dos section (W9, ACH Transfer Form, New Client Set Up Form 1)
- Assign the New Client Set Up Form 2: Data Decisions and Delivery document to be completed prior to the following onboarding session
- Schedule the remaining onboarding meetings
Cultivate an Engaged and Successful Alumni Community Program
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