Kickoff Session

What Does “Ready to Launch” mean for you?

The right setup now prevents confusion later.

Today’s Kickoff

Introductions and roles
What onboarding actually involves
Where teams typically get stuck
How we work together
What happens next

Team Roles

Member365 Team
Guides onboarding and structure
Provides best practices
Helps configure your system
Supports your team throughout
Your Team
Owns decisions around structure
Prepares and validates data
Confirms workflows before launch

Where Teams Get Stuck

Common Challenges
Data issues (duplicates, gaps, inconsistencies)
Unclear membership rules
Too many stakeholders
Trying to configure everything at once
How We Manage This
Focus on what must be correct for launch
Guide decisions step-by-step
Support phased rollout

Your Onboarding Journey

Phase 1 – Project Alignment
Kickoff and planning
Phase 2 – Membership Structure
Categories, renewals, workflows
Phase 3 – System Configuration
Payments, portal, setup
Phase 4 – Migration & Launch
Testing and go-live
Most organizations start with the foundation, then expand over time.

Timeline

Typical Duration
60-90 Days
Time Commitment
10-20 Hours
A faster launch comes from clarity, not speed.

What We Focus On First

Core Focus
Membership structure
Renewals and billing
Core member data
Essential workflows
What Can Wait
Advanced configurations
Edge cases
Expanded features

Next Steps

1. Complete Membership Planning Worksheet
2. Start organizing your member data
3. If you haven’t already, Identify stakeholders
The goal is not to move fast.
The goal is to build a system your team can trust long-term.