Onboarding a new staff member in under a week
Start with three live workflows instead of a tour of every screen: send one broadcast email, register a walk in for an event, and pull a membership summary for the ED. Confidence builds when people ship small wins early.
Keep a living checklist
- Accounts, groups, and who approves what
- Where templates live and which ones are approved this quarter
- Who answers member questions when the usual owner is out
End with a thirty minute retro
Ask what felt unclear and fix the doc, not the person. Short onboarding stays short when you treat friction as a bug in the system.
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