juma-onboarding-checklist

What problem does it solve?

Onboard new clients with a comprehensive, standardized 30-day onboarding workflow that ensures nothing falls through during the critical first month.

Core Features & Use Cases

• End-to-end onboarding workflow covering access provisioning, Juma project setup, kickoff meeting execution, initial audit scheduling, communication cadence, reporting configuration, stakeholder mapping, and 30-day milestones.
• Prerequisite alignment and onboarding readiness checks for new engagements, handoffs, and re-onboarding.
• Use Case: A new client signs a SOW; the team runs the onboarding playbook to deliver a fully provisioned environment, kickoff, and audit plan within the first 30 days.

Quick Start

Create a new onboarding project, populate juma-client-context with client details, provision access, set up the Juma project, schedule and run the kickoff meeting, plan the initial audits, and establish the first 30 days milestones.