What is StarChapter's Starter Plan Setup Process?
Welcome to StarChapter! Over the next three (3) weeks, you will be setting up your StarChapter service. StarChapter has a wide variety of tools to effectively and efficiently manage your association. A Project Manager will guide you through choosing the best set-up for you.
StarChapter’s Starter Plan includes three (3) hours of project time. The Starter Plan does require self-setup. The three (3) hours of project time focuses on training and guiding you through the setup.
So, let’s get started with the breakdown of the three hours!
Kick-Off/Hour 1
After signing up for StarChapter plan, your primary contact at StarChapter transitions from your Account Executive to your Project Manager. Within two (2) business days of signing up, your assigned Project Manager will reach out to you to schedule a Kick-Off Meeting/Training.
Complete and return the Starter Kick-off Worksheet. The Worksheet provides some initial information about your chapter and your needs, so it must be returned prior to the meeting. Also, provide your organization’s logo and a full member roster to your Project Manager before the meeting.
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Tip: The purpose of the Kick-Off Meeting/Training is to start the set-up and configuration of your system while providing training to your team. We encourage anyone who will be administering your system (up to three (3) people) to attend. |
Hour 2
The Starter Plan includes an additional hour that you can use for additional training or content and data migration.
Additional Training
You may choose to use your second hour with your Project Manager for a webinar training. This training is driven by your questions about the system as well as any questions
Content and Data Migration
You may choose to use your second hour to have your Project Manager assist with certain tasks. This may include importing member and non-member data, setting up a membership application and dues, or migrating page content.
Your Additional Tasks For The Project
Training
Starter projects are self-setup, so training is particularly important. In addition to the initial training hour with your Project Manager, you have access to StarChapter’s live board trainings.
Please find the upcoming schedule and call-in details here. Additional video and written training materials can be found in the knowledgebase.
Content and Data Migration
Since Starter projects are self-setup, your team is responsible for migration of content and data into your StarChapter system. Your Project Manager will be available for three (3) weeks to guide you through that migration.
Hour 3
This time is used for additional system configuration, project management, and communications tasks. This is time that your Project Manager will support you that may not be directly visible to you.
Launch
When you have completed your content and data migration, reach out to your Project Manager or open a Support Ticket to start the launch process. This means pointing your domain to your StarChapter system and welcoming your members via email to log in to their member accounts.
If this is within your three (3) week setup period, then reach out to your Project Manager. If you have transitioned out of the setup process, then your Project Manager is no longer your primary contact at StarChapter and you will reach out to the StarChapter Support Team for assistance.
