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Onboarding Activity Checklist

A simple checklist that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the activities that need to be undertaken during the onboarding process, and which can then be used as a project management tool during the onboarding implementation Download

Onboarding Project Plan

A tool that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the core details for an onboarding project plan, plus the specific activities to be undertaken either in its entirety or (if multi-phased) during each separate phase of the onboarding process, which can be referred to at all stages during [...]

Onboarding Requirements Checklist

A short series of checklists for documenting research undertaken during Practical CSM Framework Phase Three: Onboarding. Includes a checklist for documenting information pertaining to all onboarding situations and a checklist for documenting additional information that might be required for a custom or bespoke onboarding service Download

Customized Onboarding and Full Adoption Services

An explanation of the differences and similarities between customized onboarding and full adoption services and a review of the three choices for onboarding: generic, customized or fully bespoke. Customized Onboarding and Full Adoption Services Three Choices for Onboarding: Generic, Customized or Fully Bespoke