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Onboarding Checklist

Name:
Primary role(s):
Mentor:
Start date:

Admin

  • Conversation with Director
  • Church requirements (membership/attendance) satisfied per policy
  • Protection policy received; designated reporter’s name/number given
  • Background check / protection training as the church requires (blocking if minors serve)
  • Planning tool account
  • Team chat added
  • Emergency contact captured in the appropriate private system (not this repo)
  • First-week logistics explained: parking, entry, who to text if the building is locked

Assessment

  • Assessment done; outcome recorded on Assessment Notes: provisional / shadow more / not this season

Petra reading

  • Mission & Vision and Values (00-foundation/)
  • Own role charter in 01-roles/ and the matching quick-reference handout
  • Scheduling + communication norms
  • Platform etiquette
  • Safety & protection

Training

  • Shadow date: __
  • First serve date (supported slot): __
  • 2-week check-in: __
  • 30-day review: __
  • Qualified for solo serve — shadow steps complete; signed off by (Worship Lead / Tech Lead): __

Notes

https://theonize.github.io/petra/10-templates/onboarding-checklist/
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