Onboarding Risk Assessment Checklist

A

Aisha Bello

@aisha-bello

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Constrained checklist for evaluating onboarding risk factors early in implementation.

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As VP Customer Success, I need to assess risk factors for a new customer onboarding.

Customer Information:
- Company: {{company_name}}
- Implementation Complexity: {{complexity_level}}
- Stakeholder Engagement: {{engagement_notes}}
- Timeline Expectations: {{timeline}}

Constraints:
- Assessment must complete in 30 minutes
- Maximum 20 risk factors evaluated
- Each factor scored 1-5
- Must identify top 3 priority risks
- Must include mitigation for each priority risk

Risk Assessment Categories:

1. Stakeholder Risks - max 5 factors:
- Executive sponsor engagement
- Project owner availability
- Technical resource allocation
- Change management readiness
- Decision-making clarity

2. Technical Risks - max 5 factors:
- Data quality and availability
- Integration complexity
- System dependencies
- Security requirements
- Performance expectations

3. Process Risks - max 5 factors:
- Timeline realism
- Scope clarity
- Resource commitments
- Training capacity
- Go-live criteria

4. Organizational Risks - max 5 factors:
- Competing priorities
- Budget stability
- Organizational changes
- Prior implementation trauma
- Success definition alignment

Output risk scorecard with priority mitigations.

Details

Category

Business

Use Cases

onboarding risk assessmentimplementation risk scoringearly warning identification

Works Best With

gpt-4oclaude-sonnet-4-20250514
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