loader image
We will be closed on Dec 24, 2024, and will reopen on Jan 6, 2025. A skeleton support crew will be available during this period.

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