Onboarding Checklist
A quick-reference checklist for new administrators setting up Ministry Steward.
Use this checklist to make sure you've completed all the essential setup steps. Each item links to the relevant guide or feature documentation.
Organization Setup
- Created your team account and organization name
- Reviewed your account settings and profile
Ministries
- Created ministries for each service area (e.g., Worship, Ushers, Greeters)
- Configured overflow assignment settings where appropriate
- Designated ministry leads for each ministry
Volunteers
- Invited team members via email
- Created managed accounts for dependents (if applicable)
- Qualified volunteers for their respective ministries
- Set up family groups for guardians and dependents
Events
- Created events with correct dates, times, and recurrence
- Added ministry requirements to each event (how many volunteers per ministry)
- Set up standing assignments for recurring volunteers (if applicable)
Scheduling
- Asked volunteers to set their availability and event preferences
- Generated a schedule using the Scheduler
- Reviewed the preview and made any manual adjustments
- Published the schedule
Communication
- Shared volunteer guides with your team so they know how to use the app
- Sent an announcement introducing the platform