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General → Onboarding - Everyone

Onboarding Questionnaries & Care feeding boards (EA033)


Description
In this course we will explain you how our care feeding boards work and the importance of the onboarding questionaires.
Content
  • Overall Learning Objectives
  • Onboarding Questionaires
  • Data Onboarding
  • User Onboarding Questionaire
  • Portfolio Onboarding Questionaire
  • Care Feeding Boards
  • How Our Trello Care & Feeding Boards Work
  • Other supporting tools
  • Client Dashboard
  • Weekly Reports (Incomplete)
Completion rules
  • All units must be completed
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