Checklist

Community Getting Started Checklist

A first-week checklist for reviewing dashboard prompts, notifications, profile context, groups, discussions, shared resources, events, and organization spaces.

Printable checklistCommunity onboarding and first-week participationPublic Documents
CommunityNew membersOrg adminsKickoff

Resource Fit

Who this is for

New members deciding how to introduce themselves, find the right spaces, and participate in the first week

Best Use

Where it helps most

Use this immediately after Community Foundations to choose one useful Community action.

Included

What is inside

  • - First-day checklist
  • - Member pathway matrix
  • - First Community action prompts

Quick Start

How to use it well

  • - Open the resource and scan the structure before you try to customize it.
  • - Use it in one real meeting, site visit, or planning conversation right away.
  • - Bring the follow-up questions back into training or the community once you see where the tool needs support.

Access

Open resource

Open the starter document in a new tab, use what is helpful, and bring the questions back into the community if you want a second set of eyes.

Keep Going

Suggested next step

Pair this resource with a course, a conversation, or an event so it turns into action instead of stopping at a download.

Related area: Community onboarding and first-week participation

Best used with: training, peer discussion, and real project work.