Onboarding: Kickoff Meeting

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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