This checklist will help you implement all of the features of OurGroupOnline.

Download This Checklist as Excel Spreadsheet

Step #	Depends On Step #	Task		Assigned To	Target Date	Date Completed
1		PLANNING
			Meet with leadership team to establish goals, responsibilities and schedule
			Determine best sources of data for membership, advancement, participation, leadership, training & account balances
			Decide whether the site will accept credit card payments and, if so, who will pay the credit card fees
			Decide whether to allow adults to request expense reimbursements through the website
			Fill out this checklist and send to all leaders
2	1	INITIAL ROSTER
			Set up Membership Types
			A) If a data source exists, upload membership data for all members
			B) Otherwise, enter membership data for leaders who will be helping set up the site
3	2	SECURITY
			Assign User Roles to leaders, giving them access to the functions they will need
			Send user IDs and passwords to leaders who are helping set up the site
4	3	ROSTER
			If not possible to upload membership data, manually enter membership records for everyone
			Scouting Units: set age level for all youth members
			Set up Committees and their members
			Set up Leadership Positions and assign to current leaders
			Upload or enter leadership training
			Create dynamic subgroups
			Ask all leaders to enter their "About Me" section and upload a photo under My Contact Information
5	3	PUBLIC PAGES
			Review and update Site Appearance options
			Create banner image (optional)
			Edit the Home page and About Us pages
			Create additional custom pages as needed
			Create announcements
			Upload forms and documents
			Create links to other sites on the Web Links page
6	3	CALENDAR
			Review and revise Event Types
			Enter event locations
			Enter past events for which you plan to upload photos or enter monetary transactions
			Enter upcoming events. Use the "copy event" functions to set up meetings or other recurring events.
			Cub Scouts ONLY: Train leaders to use mobile app to take attendance at events.
7	6	PHOTO GALLERY / VIDEO GALLERY
			Upload photos from past events
			Upload videos to YouTube and create links from Video Gallery
8	4	ADVANCEMENT (Cub Scouts ONLY)
			Upload advancement data from Scoutbook
			Train leaders how to sign off on requirements on the website and the app
9	3	INVENTORY/LIBRARY
			Enter all library materials into inventory
			Enter all shared equipment into inventory
			Check out items to members who currently have them
			Cub Scouts ONLY: Train leaders to use mobile app to check out and return library materials and troop equipment
10	4	ACCOUNTING
			Set up group checking account and enter starting balance
			A) If data source is available, upload member balances
			B) Otherwise, enter starting balances for each troop member
			Set up credit card interface using Square or PayPal
			Review and update expense reimbursement settings
			Train leaders to use website to request expense reimbursements
			Begin monthly statement reconciliation process
11	4	FUNDRAISERS
			Set up next fundraiser, including merchandise and sales prizes
			Train members how to enter orders and sell on-line via ScoutSales.org
			Train fundraising leaders how to use Booth Sales to run in-person fundraiser events
12	4	ROLL OUT
			Send user ID's and passwords to all members
			Demonstrate/discuss new website at group meeting
			Cub Scouts ONLY: Train scouts and parents to use mobile app to sign up for events and give permission
			Set up automated electronic newsletter
			Plan on-going site operation at leadership meeting