Onboarding Guide

This section outlines strategies on how to adopt and implement CiviForm to meet your organization's needs.

• Plan: Map the needs of your organization and programs in detail to understand where CiviForm can help.

  • Organization assessment

  • Program assessment

• Implement: Work with program administrators to create a better experience for applicants and staff.

  • Getting started with service design

  • Journey mapping

  • Discovery, eligibility, and intake

  • Consolidating questions across programs

  • Working with existing tools and processes

  • Working across jurisdictions

  • Data reporting and other integrations

  • Security and privacy considerations

• Pilot: Test applications and processes to refine your approach.

  • Piloting with staff

  • Piloting with CBOs

  • Piloting with residents

• Launch: Put your new applications out into the world.

• Grow: Leverage CiviForm to continue to expand access to programs.

  • Onboarding new programs

  • Resources for community outreach

• Sustain: Ensure that this work can continue over time.

  • Staffing overview

  • Impact measurement and reporting