Onboarding Checklist

Use this to get set up quickly and consistently before you start a project.

Organization setup

• Confirm organization name and branding
• Add key team members
• Assign admin ownership
• Review organization settings and defaults

User profile

• Set your name, role, and preferences
• Confirm notification settings

Context resources

• Upload key strategies and plans
• Add reference docs and frameworks
• Verify resources are current

Project setup

• Create your first project
• Define the engagement objective
• Add stakeholders and roles
• Choose the initial playbook

Delivery flow

• Set project milestones
• Define reporting outputs
• Agree on review cadence