> For the complete documentation index, see [llms.txt](https://docs.civiform.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.civiform.us/user-manual/onboarding-guide.md).

# 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](/user-manual/onboarding-guide/organization-assessment.md)
  * [Program assessment](/user-manual/onboarding-guide/program-assessment.md)
* **Implement**: Work with program administrators to create a better experience for applicants and staff.
  * [Getting started with service design](/user-manual/onboarding-guide/service-design.md)
  * [Journey mapping](/user-manual/onboarding-guide/journey-mapping.md)
  * [Discovery, eligibility, and intake](/user-manual/onboarding-guide/discovery-eligibility-intake.md)
  * [Consolidating questions across programs](/user-manual/onboarding-guide/consolidating-programs.md)
  * [Working with existing tools and processes](/user-manual/onboarding-guide/existing-processes.md)
  * [Working across jurisdictions](/user-manual/onboarding-guide/working-across-jurisdictions.md)
  * [Data reporting and other integrations](/user-manual/onboarding-guide/reporting-and-integrations.md)
  * [Security and privacy considerations](/user-manual/onboarding-guide/security-and-privacy.md)
* **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](/user-manual/onboarding-guide/civic-entity-staffing-overview.md)
  * Impact measurement and reporting