Checklists¶
Reusable checklists for client and internal onboarding
Overview¶
Checklist templates for standardized onboarding processes across client engagements and internal team member orientation.
Checklist Types¶
Client Onboarding Checklists¶
| Checklist | Purpose | Owner |
|---|---|---|
| Pre-kickoff | Data gathering before start | Delivery lead |
| Kickoff | Meeting preparation and execution | Engagement lead |
| Technical setup | System access and tools | Technical lead |
| Compliance documentation | Required client docs | Project manager |
Service-Specific Checklists¶
| Service | Key Items |
|---|---|
| vCISO/vCTO | Executive access, reporting cadence, escalation paths |
| Compliance | Framework selection, scope definition, timeline |
| Assessment | Data collection, interview scheduling, tool access |
| Managed Services | Monitoring setup, alert routing, SLA confirmation |
Checklist Template¶
# [Checklist Name]
**Engagement**: [Client/Internal]
**Owner**: [Role]
**Due**: [Timing relative to start]
## Pre-Start
- [ ] [Item 1]
- [ ] [Item 2]
## Day 1
- [ ] [Item 1]
- [ ] [Item 2]
## Week 1
- [ ] [Item 1]
- [ ] [Item 2]
## Sign-off
- [ ] All items complete
- [ ] Client/stakeholder confirmation