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@@ -27,18 +27,19 @@ When a new e-board takes over, follow this strict countdown to ensure a smooth t
3. ***Documentation***: Collect the prospect's ACRA details, the interview form from the interviewers, and a recommendation letter from the referrer. 3. ***Documentation***: Collect the prospect's ACRA details, the interview form from the interviewers, and a recommendation letter from the referrer.
4. ***Submission***: Submit the application via the official portal and send the text form/letter to the International Membership Chair. ``[Link BELOW] 4. ***Submission***: Submit the application via the official portal and send the text form/letter to the International Membership Chair. ``[Link BELOW]
5. ***Approval***: Await local SG voting completion (min. 50% vote) and international approval. 5. ***Approval***: Await local SG voting completion (min. 50% vote) and international approval.
#### Onboarding & Fee Collection #### Onboarding & Fee Collection
Once a prospect is approved, the following steps must be taken to officially "plug them in": Once a prospect is approved, the following steps must be taken to officially "plug them in":
***Fee Collection*** ##### Fee Collection
- Notify SG Finance to collect the membership fee. - Notify SG Finance to collect the membership fee.
- Best Practice: Provide a one-sheet renewal/payment form with a clear QR PayNow code. - Best Practice: Provide a one-sheet renewal/payment form with a clear QR PayNow code.
***Onboarding Steps*** ##### Onboarding Steps
1. *Group Access*: Once Finance confirms payment, notify Intl. Secretary to add the prospect to the WeChat and SEA WhatsApp groups. 1. ***Group Access***: Once Finance confirms payment, notify Intl. Secretary to add the prospect to the WeChat and SEA WhatsApp groups.
2. *YEN SG Google Calendar Sync*: Add their birthday to the YEN SG calendar (set to "Repeat Annually") and liaise with prospect for their Gmail to the shared Google Calendar (Ensure they can see full year of YEN SG events) ``[Link BELOW] 2. ***YEN SG Google Calendar Sync***: Add their birthday to the YEN SG calendar (set to "Repeat Annually") and liaise with prospect for their Gmail to the shared Google Calendar (Ensure they can see full year of YEN SG events) ``[Link BELOW]
3. *Directory*: Add the prospect’s information to the Membership Directory. ``[Link BELOW] 3. ***Directory***: Add the prospect’s information to the Membership Directory. ``[Link BELOW]
4. *Integration*: 4. ***Integration***:
- Assign a Buddy to the prospect. - Assign a Buddy to the prospect.
- Add them to the Onboarding Chat Group (Managed by both Integration + Forum Chair). - Add them to the Onboarding Chat Group (Managed by both Integration + Forum Chair).
- Coordinate with the Integration Chair for an Onboarding session and the Forum Chair for a Forum Briefing. - Coordinate with the Integration Chair for an Onboarding session and the Forum Chair for a Forum Briefing.
# Ground Rules & Best Practices # Ground Rules & Best Practices