Implementation & Onboarding Checklist
Complete 5-week implementation plan with all activities and data elements needed
Overall Progress
0%Phase 1: Initial Setup & Configuration
Week 1
0/24
Phase 2: Team Setup
Week 1
0/12
Phase 3: Core Data Setup
Week 2
0/10
Phase 4: Campaign & Fundraising Setup
Week 2-3
0/16
Phase 5: Participant & Event Setup
Week 3
0/6
Phase 6: Advanced Features Setup
Week 3-4
0/13
Phase 7: Testing & Validation
Week 4
0/8
Phase 8: Training & Documentation
Week 4
0/10
Phase 9: Soft Launch & Monitoring
Week 5
0/5
Data Elements to Gather from Client
Organization Information
- Legal name
- EIN/Tax ID
- Logo files
- Color preferences
- Website URL
- Social media accounts
- Mission statement
Contact & Banking
- Primary contact email
- Organization phone
- Mailing address
- Bank account info
- Authorized signatories
Payment Processing
- Stripe API keys
- PayPal credentials
- Square credentials
- Sandbox credentials
Team Information
- Team member names/emails
- Role assignments
- Permission requirements
Donor Data
- Donor list (CSV)
- Donation history
- Donor preferences
- Segment definitions
- Major donor criteria
Campaign Information
- Campaign goals/timelines
- Event details
- Ticket pricing
- Sponsorship tier definitions
Content Needed
- Thank you templates
- Receipt copy
- Event invitation copy
- Brand guidelines
- Impact data
- Success stories
Key Success Factors
✓ Clear Communication: Keep client informed throughout each phase. Weekly check-ins recommended.
✓ Data Quality: Garbage in = garbage out. Spend time cleaning donor data before import.
✓ Template Testing: Test all email templates thoroughly before going live.
✓ Team Training: Allocate sufficient time for staff training. Invest in documentation.
✓ Sandbox Testing: Never skip sandbox testing. Always test with real payment processors first.
✓ Soft Launch: Start with limited users. Gather feedback before full rollout.
✓ Ongoing Support: Plan for post-launch support. Document common issues and solutions.