BCMC TRAINING PROGRAM

MODULE 6: New Member Onboarding

STUDENT INFORMATION

Student Name

PART 1: New Member Onboarding Framework and Touchpoint Schedule

Activity 1: Chamber Essentials Activity

Review the material and answer the questions based on your understanding.

List 3 things a chamber should include in a Chamber 101 or new member orientation session.

PART 2: Chamber 101, Orientation, and Early Member Guidance

Activity 2: Board Priority Analysis

Read the material about the Part 2: Reboot Your Board. Then complete the tasks below in your own words. Be clear, thoughtful, and concise.

From the 10 Ways to Reboot Your Board, which area do you think is the most urgent for a chamber and explain why.

SUPPLEMENTAL GOVERNANCE TOOLKIT

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 3: Governance Reflection

Which governance mode is most needed in your chamber? Choose one from the following choices below and explain why.
Fiduciary, Strategic, or Generative

VOCABULARY BUILDER

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 4: Define the Terms

Write a simple meaning for each.

Onboarding
Touchpoint
Orientation
Early Member Experience
Member Success
Navigator
Engagement
Welcome Packet
Expectation Setting
90-Day Checklist

KNOWLEDGE CHECK

Answer the following questions based on your understanding.

Activity 5: Short Answer

Write a brief answer for each.

Why is onboarding more than a welcome packet?
Why do first-year members need more structured support?
What kinds of actions should happen during the first week of onboarding?
Why is Chamber 101 or a new member orientation valuable?
How can chambers reduce social discomfort for new members?
Why should chambers ask members why they joined?
What are the benefits of using a 90-day checklist?

REFLECTION ACTIVITY

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 6: Personal Reflection

Answer in your own words:

What do you think new members most need during their first month?
Why do some chambers treat onboarding too lightly?
What part of this module feels most practical for your chamber right now? Why?
In your opinion, what is the difference between a chamber that welcomes members and a chamber that truly onboards them?
If your chamber could improve one early-member experience practice immediately, what would it be?

APPLICATION EXERCISES

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 7: Situational Analysis

Answer each situation clearly:

Problem 1 : A new member receives a welcome email and invoice receipt but no personal contact for 45 days.
Explain what is missing from the chamber’s onboarding process and what should happen earlier.
Problem 2: A new member attends a large mixer once, feels awkward, and never returns
Using Module 6 ideas, explain how the chamber could have reduced that outcome.
Problem 3: A chamber has an orientation program, but it mostly talks about the chamber’s history and accomplishments
What should be added or changed to make the orientation more useful for new members?
Problem 4: A new member says, “I’m getting your emails, but I still don’t really know where I fit.”
What does this tell you about the chamber’s onboarding system, and how should the chamber respond?
Problem 5: A chamber wants to improve first-year engagement but has no checklist, no assigned owner, and no onboarding calendar.
Explain why those missing pieces matter and what the chamber should build first.

PERSONAL COMMITMENT

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 8

Complete the sentence below.

After finishing Module 6, I will remember that strong new member onboarding depends on

QUOTE REFLECTION

Complete the tasks below in your own words. Be clear, thoughtful, and concise.

Activity 9

Choose ONE quote and explain.

Write your interpretation in 2–3 sentences.
“Onboarding is a process.” – ChamberMaster / GrowthZone material” or “Members often leave because they felt lost.” – Nikki Anderson / ACCE example”

VISIT COFACC.ORG FOR MORE INFO

The Coalition of Filipino American Chambers of Commerce (COFACC) was established in 2018 to serve as a central national hub to provide collaboration, best practices, and coordination channels for the various Fil Am Chambers of Commerce nationwide.