Yes! You can really do this worksheet and develop an initial 3-step onboarding flow for new community members in only half an hour using five simple prompts. You can use this worksheet for ALL new community members, or when you’re think about onboarding current members into a new program, cohort, or space.

Part 1

1. What happens in this community (or this space they’re now joining)?

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1. How does the above support, inspire, positively impact a new member?

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1. At what moment do most new members really feel and understand the above?

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1. What are the 3 smaller actions that the new member needs to take to make it possible for that above moment to happen?

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1. When will members understand that other members are like them in some way (shared values, experiences, interests)?

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Part 2

From the brainstorming above, plot the 3 smaller steps from prompt #4 that lead to the big a-ha moment in prompt #3? Put those in the first column. Fill out the rest of the table to come up with the tactics to create your first 3-step onboarding strategy.

| | What will inspire your new member to take this step? Look to prompt #2 for inspiration here. | How can other members support the new member taking this step? Look to prompt #5 for inspiration here. | How will your new member know to take this step? | How will you acknowledge or reward your new member for taking this step? | What tools/programming are needed for this step to happen (and for you to know it has happened)? | | --- | --- | --- | --- | --- | --- | | Step 1: | | | | | | | Step 2: | | | | | | | Step 3: | | | | | |

Notes

Now you should have a good idea of how to support new community members in their first 30-days. Some things to note: