Resource
Member portal launch checklist
A practical checklist for launching a member portal without overwhelming volunteer officers.
Checklist
- Confirm the member groups and admin roles that need access.
- Gather member names, emails, phone numbers, member numbers, and status fields.
- List the recurring events, meetings, committees, newsletters, and documents members expect.
- Decide which workflows launch first and which can follow after members are signed in.
- Prepare a short member announcement explaining the new portal and where to get help.
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