--- title: ORGANIZATION ONBOARDING PROCESS description: How Luceo handles the required steps for a successful onboarding of a large organization with multiple member teams. --- [Skip to content](https://solutions.luceosports.com/yorganization-onboarding-process#main-content) [Sign in](https://solutions.luceosports.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsolutions.luceosports.com%2Fyorganization-onboarding-process&hsLang=en) [![LuceoSports Logo - Full word white.png\]](https://solutions.luceosports.com/hs-fs/hubfs/Luceo%20Sports/LuceoSports%20Logo%20-%20Full%20word%20white.png?width=93&height=35&name=LuceoSports%20Logo%20-%20Full%20word%20white.png)](https://solutions.luceosports.com/?hsLang=en) - [Solutions Center](https://solutions.luceosports.com/) - [Go to Luceo Sports](https://www.luceosports.com) - [Contact Us](https://solutions.luceosports.com/kb-tickets/new) Open main navigation Close main navigation - [Solutions Center](https://solutions.luceosports.com/) - [Go to Luceo Sports](https://www.luceosports.com) - [Contact Us](https://solutions.luceosports.com/kb-tickets/new) - [Sign in](https://solutions.luceosports.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsolutions.luceosports.com%2Fyorganization-onboarding-process) Hello. 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[Success Operations](https://solutions.luceosports.com/team-luceo?hsLang=en#success-operations) # ORGANIZATION ONBOARDING PROCESS ## How Luceo handles the required steps for a successful onboarding of a large organization with multiple member teams. ### LUCEO ORGANIZATION ONBOARDING PROCESS **Purpose:** To guide a large organization with multiple teams through a seamless transition onto the Luceo platform — including user account migration, content setup, calendar integration, and member onboarding. **Core Teams:** - **Customer Success:** John & Eric - **Operations:** Thom & Andy --- #### PHASE 1: KICK-OFF & DISCOVERY ### Objective Establish alignment with the client, confirm objectives, identify key stakeholders, and define next steps. ### Pre-Call Preparation - Schedule **Kick-Off Call** with all client stakeholders. - Share agenda and calendar invite. - Request client to come prepared with: - Their intended use cases for Luceo - Any current materials they’d like migrated - A list of key personnel for each team ### Kick-Off Call Agenda 1. **Introductions** – Introduce Luceo & Client Team Members 2. **Use Case Alignment** – Discuss goals and success metrics 3. **Materials Overview** – Identify content for migration 4. **Action Steps & Ownership** – Assign responsibilities 5. **Training Setup** – Schedule Live Admin Training (calendar link provided) ### Follow-Up Email - Summarize **Action Steps**, **Owners**, and **Deadlines** - CC all stakeholders - Include links to: - Admin Guide PDF - Training Session Calendar Link - Support Form / FAQ --- #### PHASE 2: USER CONTENT MIGRATION (LIVE TRAINING CALL) ### Objective Provide admins with a hands-on walkthrough of the Luceo CMS and help structure initial content. ### Session Outline 1. **Admin CMS Walkthrough** (folders, naming, tags) 2. **Content Structure Form** (build folder hierarchy + content plan) 3. **Sample Uploads** (1–2 assets live) 4. **Q&A + Next Steps** --- #### PHASE 3: CALENDAR EVENT MIGRATION ### Objective Import and automate all practice and game schedules. ### Data Requirements **Practice Schedule:** Team, Days, Time, Location, Start/End Dates **Game Schedule:** Team, Opponent, Date, Time, Location ✅ Use automated form (e.g., Google Form/Airtable) ✅ Integrate into platform calendar ✅ Provide external sync instructions (Google/Outlook) --- #### PHASE 4: USER ACCOUNT MIGRATION ### Objective Ensure accurate user setup for staff, parents, and players. ### Required Data Forms (To be completed **after calendar migration** for accurate team association) #### **Organization Data Form** - Staff: First, Last, Email - Parents: First, Last, Email - Teams: Team Names - Players: Player Names (no email required) #### **Staff Registration Form** - Team (Dropdown), Player Names (Dropdown) - Used for training sign-ups #### **Parent Registration Form** - Child Name (Dropdown), Parent Email (Unique) - Include Gmail creation instructions (if needed) --- #### PHASE 5: TEAM MEMBER ONBOARDING ### Coach Onboarding 1. Verify roster accuracy 2. Confirm player registration 3. Complete basic library training 4. Send **Team Announcement** to players ### Player Onboarding 1. Watch **“Start Here”** orientation video 2. Log in and explore platform 3. Confirm completion (via usage dashboard) --- ### FINAL DELIVERABLES SUMMARY (Updated Order) | Deliverable | Owner | Due Date | Status | | --- | --- | --- | --- | | Kick-off Call | Customer Success | Week 1 | ✅ | | Action Item Recap Email | Customer Success | Week 1 | ✅ | | Live Admin Training | Success Team | Week 2 | ⏳ | | Content Migration | Client Admin + Ops | Week 2–3 | ⏳ | | Calendar Migration | Client Admin + Ops | Week 2–3 | ⏳ | | **User Forms Completed** | Client Admin | Week 3 | ⏳ | | Coach & Player Onboarding | Client Admin | Week 4 | ⏳ | - [Getting Started & Setup](https://solutions.luceosports.com/getting-started-setup?hsLang=en#main-content) - [Account Setup](https://solutions.luceosports.com/getting-started-setup?hsLang=en#account-setup) - [Getting Started w/LUCEO.APP](https://solutions.luceosports.com/getting-started-setup?hsLang=en#getting-started-w-luceo-app) - [Getting Started w/ASSIST Mobile App](https://solutions.luceosports.com/getting-started-setup?hsLang=en#getting-started-w-assist-mobile-app) - [Templates](https://solutions.luceosports.com/getting-started-setup?hsLang=en#templates) - [Workflow Walkthroughs](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#main-content) - [Draw Animated Diagrams](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#draw-animated-diagrams) - [Record, Save, & Share Coaching Moments](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#record-save-share-coaching-moments) - [Brain Games](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#brain-games) - [Tech on the Bench](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#tech-on-the-bench) - [Team Identity](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#team-identity) - [Tracking Workouts & Development Sessions](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#tracking-workouts-development-sessions) - [GamePlans & Reports](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#gameplans-reports) - [Playbook Installs](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#playbook-installs) - [Opponent Scouts](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#opponent-scouts) - [Teaching the Playbook](https://solutions.luceosports.com/workflow-walkthroughs?hsLang=en#teaching-the-playbook) - [FAQs & Troubleshooting](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#main-content) - [Assist app Tips & Tricks](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#assist-app-tips-tricks) - [Animation Playback](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#animation-playback) - [Organizing Your Library](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#organizing-your-library) - [Whiteboard & NHSBCA Playbook Troubleshooting](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#whiteboard-nhsbca-playbook-troubleshooting) - [Subscription & Payment](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#subscription-payment) - [Other Common Questions](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#other-common-questions) - [Team Setup & Settings Controls](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#team-setup-settings-controls) - [Play Drawing](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#play-drawing) - [Buttons & Functions](https://solutions.luceosports.com/faqs-troubleshooting?hsLang=en#buttons-functions) - [What's New](https://solutions.luceosports.com/whats-new?hsLang=en) - [TEAM LUCEO](https://solutions.luceosports.com/team-luceo?hsLang=en#main-content) - [Success Operations](https://solutions.luceosports.com/team-luceo?hsLang=en#success-operations) [![Chill listening crop-3](https://solutions.luceosports.com/hs-fs/hubfs/Company%20Logo/LuceoSports%20Logo%20@3x.png?width=63&height=24&name=LuceoSports%20Logo%20@3x.png "Chill listening crop-3")](https://solutions.luceosports.com?hsLang=en) Solutions Center Copyright © 2026, Luceo Sports