Starting Momentum is a guided process, not something you're left to figure out alone. You'll work closely with your Implementation Manager from kickoff through your first live action, with dedicated time for configuration and team training along the way. Here's what to expect at each stage, and who's involved.
Step 1: Kickoff
You will be receive a communication from the Virtuous team prompting you to schedule time with your Implementation Manager. During the kickoff call, we will review your goals, walk through the process ahead with your implementation, and schedule what's next.
Who attends: Your Momentum Adoption Champion, Database Administrator, and other team members who will be working in Momentum after implementation
Step 2: Configuration
Your Implementation Manager will guide your Database Admin and IT team through configuration, connecting email and your CRM to Momentum. Every user account is created, configured, and tested to confirm successful syncing of your fundraisers' portfolios.
Step 3: Training
Your team works through self-guided lessons in the Virtuous Academy. After your team completes this course work, they will participate in a live, 1-hour Adoption Workshop and Q&A to review key functionality and prepare you to take your first action(s) in Momentum.
Step 4: Live in Momentum
Once your team has logged a first action and training is complete, you're live! About one to two weeks later, we hold a 30-minute check-in to answer questions and talk about how the Virtuous team will continue supporting you.