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
Apply to a program
Organization assessment
Last modified 4mo ago