🔲

Complete all technical getting started items.

🔲

Provision user accounts for Fundamentals course attendees.

🔲

Users self-register for and complete the Fundamentals course in Learning Lab.

🔲

Attend the Getting Started with Slate Community Conversation.

🔲

Assign Slate Captains.

🔲

Define project scope and catalog your processes, needs, expected integrations, and deadlines.

🔲

Develop a detailed project plan.

🔲

Develop project team and assign responsibilities.

🔲

Schedule regular team meetings.

🔲

Initiate conversations with IT about integration with SIS.

🔲

Initiate conversations with academic departments and other campus stakeholders.

🔲

Add PING code to institutional web pages.

🔲

Review Configuration Keys for high-level settings for your instance.

🔲

Consider how you will collect Payments through Slate: using Slate Payments or a third-party provider.

🔲

Create additional users as necessary.

🔲

TIP: Build in Production! Then re-provision the test production to iterate on transactional work.

🔲

Attend Community Conversations weekly.  

🔲

Explore available resources.

🔲

Customize your default branding.

🔲

Change "Message Group" name from Slate University to your institution name.

🔲

Create a spreadsheet of Fields and Prompts

🔲

Create (or import) custom fields.

🔲

Add (or import) custom prompts.

🔲

"Refresh the Quartet": refresh the cache on Fields, Prompts, Slate Template Library, and Configurable Joins Library each time you create new entries.

🔲

Create a Request for Information (RFI) Form.

🔲

Create RFI Form Communications.

🔲

Have each user create a test record.

🔲

Have each user begin to explore the Query tool.

🔲

Create Custom Tab(s) to display custom fields.

🔲

Create a Custom Dashboard for the Person record.

🔲

Create custom Tags as necessary.

🔲

Add Test Types from the Slate Template Library.

🔲

Create Custom Interactions and/or Activities.

🔲

Create any necessary fields of other scopes, such as Relationship or School.

🔲

Begin to consider Origin Sources.

🔲

Adjust Person Status rules (optional).

🔲

Automate Staff Assignment via rules.

🔲

Add a list of applicants to the Organization record.

🔲

Finalize configuration of Organization Contacts dataset.

🔲

Consider creating a custom dataset such as CBO, Volunteers, or Churches.

🔲

Design email template(s) with responsive design.

🔲

Purchase deliver credits and provision service accounts.

🔲

Develop a Communication Plan outside of Slate.

🔲

Create Drip Marketing communication in Slate.

🔲

Create additional mailings as necessary.

🔲

Utilize Liquid Markup and mailing Content Blocks as necessary.

🔲

Develop a process for getting incoming email messages into Slate.

🔲

Configure Mobile SMS Inbox.

🔲

Consider enrolling in Slate Print.

🔲

Develop a calling campaign.

🔲

Configure Slate Voice.

🔲

Consider Projects/Tasks.

🔲

Consider implementing Inbox.

🔲

Create Event and Scheduler Templates.

🔲

Create Event and Scheduler Communications.

🔲

Add individual events and slots.

🔲

Configure Event Landing Pages/Portals.

🔲

Consider additional event options.

🔲

Create Trips.

🔲

Add standard source formats from Slate Template Library.

🔲

Create service accounts for integrations access.

🔲

Create custom source formats as necessary.

🔲

Import Current Prospects.

🔲

Import Applicants.

🔲

Import documents.

🔲

Develop Process for Consolidate Records.

🔲

Develop Process for Batch Acquire.

🔲

Configure bi-directional integration with SIS.

🔲

Configure Slate Payments.

🔲

Configure a third-party payment processor (if necessary).

🔲

Create Application Period(s).

🔲

Create Application Round(s).

🔲

Create Application-scoped fields and prompts.

🔲

Map fields and values for imported applications.

🔲

Configure additional related source formats.

🔲

Verify source format mappings with live test records in Test. 

🔲

Create new source format(s) as necessary.

🔲

Add Application Base File from Slate Template Library and follow Application Building Checklist.

🔲

Customize standard application pages.

🔲

Create custom application pages.

🔲

Create page keys to show/hide application pages.

🔲

Configure hard/soft fails in application logic.

🔲

Create a custom recommendation form.

🔲

Automate application fee requirements via rules.

🔲

Consider application creation forms and/or direct round URLs.

🔲

Test the entire application.

🔲

Automate the application status via rules.

🔲

Configure additional application automation.

🔲

Create a custom application dashboard.

🔲

Add application status portal from Showcase.

🔲

Create System Emails.

🔲

Configure application sharing via Slate.org

🔲

Create materials collected as part of the application.

🔲

Create checklist items.

🔲

Automate checklist assignment via rules.

🔲

Consider missing checklist item recurring email.

🔲

Consider importing Financial Aid Checklist items.

🔲

Configure Reader Bins.

🔲

Automate bin movement via rules.

🔲

Configure Reader Tab Groups and Materials.

🔲

Create Reader Review Forms.

🔲

Configure Reader Dashboard.

🔲

Customize the Reader.

🔲

Configure Reader permissions.

🔲

Consider additional workflows (as necessary).

🔲

Create Decision Codes.

🔲

Create Decision Reasons.

🔲

Design Letter Templates.

🔲

Create Decision Reply Form.

🔲

Decision System Email.

🔲

Configure Decision Release Automation.

🔲

Develop a process for printing decisions, if applicable.

🔲

Configure payment account for Enrollment Deposit.

🔲

Consider importing Financial Aid Decision Letters.

🔲

Test Decision Release Process.

🔲

Create roles, permissions, and exclusive permissions.

🔲

Population-based permissions.

🔲

Realms.

🔲

Import users.

🔲

Multi-Factor Authentication.

🔲

Conduct Training for end-users.

🔲

Document your process.

🔲

Prep for "go-live."

🔲

Finalize Origin Sources.

🔲

Create homepage widgets.

🔲

Create reports.

🔲

Think about Cycle Prep.