Launch Checklist

Framework for all the steps to consider completing for a successful launch.

 

Attached is a Launch Planning Guide to assist you in thinking through how to plan for implementing ShelbyNext Giving.

□          Define your “Why” for launching digital giving. This will be helpful as you begin to communicate with your congregation

□          Determine if you have specific goals you hope to reach with this launch

□          Set your Launch Date. This will be helpful as you begin to set timelines for task completion

□          Assign your project manager/point person

□          Have your point person (and decision makers) review the Essentials Setup Guide

□          Determine which giving options will you utilize (and when do you want to roll those out)

□          Decide what funds will you want visible online to which donors can give

□          Evaluate if the default giving form will meet your needs and what other forms you may need at time of launch

□          Evaluate design of giving page and determine edits to be made

□          Choose appropriate settings for your organization within the Organization Menu > Settings

□          Determine who needs access to the administration portal and what permissions they will need

□          Have additional users review educational topics such as Essentials Set-up Guide and/or the Daily Operations 

□          Evaluate the need for multi-campus set-up

□          Determine the need for a Giving Landing Page on your website

□          Set your Text Giving phone number, if applicable, using the Organization Menu > Text option

□          Integrate Giving with your ChMS

□          Complete Fund Mapping to ChMS

□          Determine if Virtual Terminal should be turned on

□          Create a Soft Launch Plan

□          Create a Communication Plan

□          Connect your your new giving portal to your website using the embed code from Organization Menu > Design

□          Verify all Giving links on your church website are functioning properly

□          Execute your Soft Launch Plan

□          Gather feedback and make necessary adjustments

□          Enact your Communication Plan

□          If moving from different digital giving solution, review recurring donations that will need to be addressed

□          Welcome your congregation to Digital Giving! (Make launch day fun)

□          Disable previous processor, if applicable

□          If moving from a different digital giving solution, recurring donations that have not been addressed by the donor may have to be manually disabled by staff

□          Discuss internal procedures that may be affected by ShelbyNext Giving capabilities