June 2021 Onboarding Checklist

[gsoybel]

• [x] Update registration form | 4/16 | @hhanfi

• [x] Set up meeting with TechChange | Week of 4/26 | @kkale25

• [x] Finalize agenda |Week of 4/26 | @kkale25

• [x] Double check that content for MER 2.5 is updated / Week of 4/26/ @kkale25

• [x] Send out registration email | 5/10 Registration will end on 5/14 | @HoustonJamie @kkale25

• [x] Create Sharepoint folder for training 5/12 @gsoybel

• [x] Create registrations List in Excel| 5/17 | @gsoybel

• [x] Send Specific Session Save the Dates | Week of 5/17 | @hhanfi

• [x] Confirm office hours on June 8th works with all POCs | Week of 5/17 | @kkale25

• [x] Finalize Attendee List | 5/21 | @HoustonJamie and Leads

• [x] Kick-off Meeting to POCs and facilitators | Meeting week of 5/24 | @HoustonJamie

• [x] Enroll Attendees in PVA | 5/24 | @hhanfi

• [x] Send Attendees Welcome Email | no later than 5/25 | @HoustonJamie @kkale25

• [ ] Send Save-the-Date to Attendees | 5/25 | @HoustonJamie

• [ ] -Send office hours invite to Attendees and Facilitators | invite sent by 5/25 for June 8 from 8-10AM EST | @HoustonJamie

• [x] Update Day 1-2 Feedback Survey | Week of 5/24 | @gsoybel @hhanfi

• [x] Update Day 3-5 Feedback Survey | Week of 5/24 | @gsoybel @hhanfi

• [ ] Finalize Run of Show documents |June 4| Facilitators

• [ ] Feedback Survey PowerPoint | post-training | @gsoybel @jordanadeleon @ikabore

• [ ] Send final email with resources and thanks to participants - Tuesday after training - @jordanadeleon

[gsoybel]

Hey all - just created the checklist for the upcoming onboarding. Kashmira - please feel free to edit dates where needed.

Many thanks, Geoff