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It covers assigning a lead, forming a support committee, setting a cadence for pulling member lists and sending welcome letters, and reviewing relevant join/return reports. The guide explains how to customize welcome messages by membership type and context, establish follow-up responsibilities, and optionally extend onboarding with meet-and-greet activities, buddy systems, unit events, and networking opportunities.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/developing-and-executing-your-welcome-and-onboarding-plan-steps/279424/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/developing-and-executing-your-welcome-and-onboarding-plan-steps/279424.png","ImageObject",442,249,{"name":88,"@type":89},"McGucket","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"How do you choose who should lead the welcome and onboarding process?","Question",{"text":108,"@type":109},"Identify a lead responsible for executing welcome and additional onboarding steps. If more support is needed, use a committee, membership chair, or additional support from non-board members.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How often should welcome letters be sent and reports pulled?",{"text":113,"@type":109},"Set a cadence such as monthly or bimonthly, based on how frequently members join and whether recruitment events make certain seasons busier.",{"name":115,"@type":106,"acceptedAnswer":116},"Which member lists should be pulled and reviewed for welcoming?",{"text":117,"@type":109},"Pull the members list for the unit and send welcome letters to those from the “CEC Individuals that have Joined” report. Consider also reviewing the “CEC Individuals that have Returned” report to offer a connection opportunity.",{"name":119,"@type":106,"acceptedAnswer":120},"What follow-up steps should be included after the initial welcome letter?",{"text":121,"@type":109},"Include contact information for the person best suited for questions, provide a way to ask questions (for example, a form), and follow up at least once after sending the letter to address lingering questions and help new members ease in.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},279424,1791726003,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":4},1236954412713,"https://us-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","DEVELOPING AND EXECUTING YOUR WELCOME AND ONBOARDING PLAN  \n1  \nIdentify your Lead  \nWho will handle executing the welcome and additional onboarding steps for your new members?  \nWill your Unit require more than one individual to execute this process?  \nConsider having your membership chair run this process or using a new member support committee!  \nWhen the lead for this initiative is named, they should move forward with the following steps, creating a committee or welcoming added support from non-board members as necessary.  \nTIP: This is a great opportunity to tap into Volunteer Square to involve individuals who have already expressed interest in volunteering!  \n3  \nHow often will reports be pulled and welcome letters be sent? Monthly? Bimonthly?  \nBe sure to:  \nEstablish dates by which welcome messages will be sent out.  \nConsider how often members are joining and any programs or recruitment initiatives that may make particular seasons busier. For example, if you are hosting a recruitment event, you may want to do these weekly for the month so as to not overwhelm yourselves if 25+ members join at once.  \n4  \nPull and Review List of Members  \nA list of members should be pulled for your unit (officers can pull this from their member profile) .  \nAt minimum, your Unit should send a welcome letter to those pulled from the “CEC Individuals that have Joined” report; your Unit should also consider pulling the “CEC Individuals that have Returned” report and offering a connection opportunity with those individuals to welcome them back.  \nTIP: Can’t pull your list of members? Email dwieczorek@exceptionalchildren.org with your updated officer roster ( name, position and term dates) . Once updated, officers can pull your membership list!  \n5  \nCustomize Welcome  \nElements of your welcome letter can be matched to the membership type, membership description, and/or if you know they joined because of an upcoming/recent program or event hosted by your unit.  \nSolicit programs, initiatives or volunteer opportunities from your peers on the Unit’s board to highlight in your welcome letter so it stays relevant and is collaborative!  \nTIP: Wondering where to start? Check out our sample Welcome Letter Template, available in Unit Resources!  \n6  \nFollow Up  \nBe sure to include the contact information of the person best suited for follow-up questions in your welcome letter.  \nConsider offering a additional space to ask questions or share areas of interest with you such as a Google Form. Then, use the form to identify follow-up responsibilities within your\"welcome committee\" or board meeting  \nFollowing their welcome, be sure to follow up with the new member at least once after sending your initial letter to answer lingering questions and ease into their me  \nTake it a Step Further!  \nOnce the welcome process is solidified and smooth-running, consider adding new elements to your onboarding process such as:  \nNew member meet and greet opportunities  \n—these can be with each other and/or members of your board! These can be held quarterly or twice a year based on the number of new members joining at any given time.  \nBuddy systems—pairing new members with another member of CEC who is wellconnected, engaged and willing to assist in helping a new member navigate:  \nCEC platforms such as CECommunities, CEC Learning Library, Exceptional Teacher Resources Repository, etc.  \nUnit events/programs such as book clubs or committee meetings  \nSocial gathering or networking event Offer a guest pass to one of the events above to empower new members to recruit their own friends and colleagues  \n2  \nEstablish Cadence of Welcome Messages  \nEstablish dates by which these reports will be pulled.  \n[exceptionalchildren.org](exceptionalchildren.org)  \nData Tracking Tips  \nTo best inform your onboarding and welcome practices, keep track of:  \nHow many new members joined each month, and how many renew the next year The efforts a part of their welcome and onboarding proces","cbCaioYI91v79UHV","https://ap.wps.com/l/cbCaioYI91v79UHV","pdf",201841,"English","# Developing and Executing Your Welcome and Onboarding Plan\n## Identify your Lead\n## Establish Cadence of Welcome Messages\n## Pull and Review List of Members\n## Customize Welcome\n## Follow Up\n## Take it a Step Further: Onboarding Enhancements","[{\"question\":\"How do you choose who should lead the welcome and onboarding process?\",\"answer\":\"Identify a lead responsible for executing welcome and additional onboarding steps. If more support is needed, use a committee, membership chair, or additional support from non-board members.\"},{\"question\":\"How often should welcome letters be sent and reports pulled?\",\"answer\":\"Set a cadence such as monthly or bimonthly, based on how frequently members join and whether recruitment events make certain seasons busier.\"},{\"question\":\"Which member lists should be pulled and reviewed for welcoming?\",\"answer\":\"Pull the members list for the unit and send welcome letters to those from the “CEC Individuals that have Joined” report. Consider also reviewing the “CEC Individuals that have Returned” report to offer a connection opportunity.\"},{\"question\":\"What follow-up steps should be included after the initial welcome letter?\",\"answer\":\"Include contact information for the person best suited for questions, provide a way to ask questions (for example, a form), and follow up at least once after sending the letter to address lingering questions and help new members ease in.\"}]","Developing and Executing Your Welcome and Onboarding Plan - Steps | PDF",1789520505]