Board Evaluation: Onboarding Checklist

	Milestone	Context	Owner
Preparation	User set up	Add participants to the BoardOutlook platform	EZ
	IT allowlisting	Request that your client’s IT team allowlist the BoardOutlook domain	EZ
	Question framework	Confirm final version of the question framework BoardOutlook to support with customisation	EZ
BER Diagnostic phase	Pre-process comms	Communication sent to all participants advising of incoming process	EZ
	Diagnostic launch	Diagnostic launch accompanied by invitation email	BoardOutlook
	Reminder to complete	Reminder to participants that process is due to close soon	BoardOutlook
	Close date	Confirm that all submissions have been received (note: the process will not automatically close)	BoardOutlook
	Debrief meeting	Meeting to debrief the output of the diagnostic and explore reporting options	BoardOutlook / EZ