Board Evaluation: Onboarding Checklist
|
Milestone |
Context |
Owner |
|
| Preparation |
User set up |
Add participants to the BoardOutlook platform |
Consultant team |
|
IT allowlisting |
Request that your client’s IT team allowlist the BoardOutlook domain |
Consultant team |
|
|
Question framework |
Confirm final version of the question framework BoardOutlook to support with customisation |
Consultant team in collaboration with BoardOutlook |
|
| Diagnostic phase |
Pre-process comms |
Communication sent to all participants advising of incoming process |
Consultant team |
|
Diagnostic launch |
Diagnostic launch accompanied by invitation email |
BoardOutlook |
|
|
Reminder to complete |
Reminder to participants that process is due to close soon |
BoardOutlook |
|
|
Close date |
Confirm that all submissions have been received (note: the process will not automatically close) |
BoardOutlook |
|
|
Debrief meeting |
Meeting to debrief the output of the diagnostic and explore reporting options |
BoardOutlook / Consultant team |