This checklist will help you implement all of the features of TroopWebHost.

Download This Checklist as Excel Spreadsheet

Step #	Depends On Step #	Task		Assigned To	Target Date	Date Completed
1		PLANNING
			Meet with Troop Committee to establish goals, responsibilities and schedule
			Determine best sources of data for membership, advancement, participation, leadership, training & account balances
			Decide whether to allow scouts to request sign off on requirements through the website and app
			Decide whether the site will accept credit card payments and, if so, who will pay the credit card fees
			Decide whether to allow adults to request expense reimbursements through the website
			If you have both a girl troop and boy troop, decide whether to share one site or have separate sites (possibly linked)
			Fill out this checklist and send to all committee members
2	1	INITIAL ROSTER
			A) If a data source exists, upload membership data for all scouts and adults
			B) Otherwise, enter membership data for adult leaders who will be helping set up the site
3	2	SECURITY
			Assign additional user roles to user IDs of adult leaders
			Send user IDs and passwords to leaders who are helping set up the site
4	3	ROSTER
			If not possible to upload membership data, manually enter membership records for everyone else using New Scout Registration page
			Set up patrols and update patrol membership
			Upload or enter current scout leaders
			Enter current adult leaders
			Upload or enter adult training
			Create dynamic subgroups
			Ask all adult leaders to enter their "About Me" section and upload a photo under My Contact Information
5	3	PUBLIC PAGES
			Create banner image (optional)
			Edit the Home page and About Our Troop pages
			Create additional custom pages as needed
			Create announcements
			Upload troop forms and documents
			Create resource links
6	3	CALENDAR
			Customize event types as needed
			Enter event locations
			Enter past events for which you plan to upload photos or enter monetary transactions
			Enter upcoming events.  Use the "Copy Event" functions to set up meetings and other recurring events.
			Train leaders to use mobile app to take attendance at events.
7	6	PHOTO GALLERY / VIDEO GALLERY
			Upload photos from past events
			Upload videos to YouTube and create links from Video Gallery
8	4	ADVANCEMENT
			A) If a data source exists, upload advancement data for all scouts
			B) Otherwise, enter advancement data for all scouts
			Upload or enter participation history for past camping nights, service hours, hiking miles, etc.
			Review and update advancement settings
			Enter merit badge counselor assignments
			Train adult leaders how to sign off on requirements on the website and the app
9	3	INVENTORY/LIBRARY
			Enter all library materials into troop inventory
			Enter all troop equipment into troop inventory
			Check out items to troop members who currently have them
			Train leaders to use mobile app to check out and return library materials and troop equipment
10	4	ACCOUNTING
			Set up troop accounts and enter starting balances
			Set up personal subaccounts for reserve accounts and fundraising proceeds
			A) If data source is available, upload Adult and Scout balances
			B) Otherwise, enter starting balances for each troop member
			Set up credit card interface using Square or PayPal
			Review and update expense reimbursement settings
			Train leaders to use website to request expense reimbursements
			Begin monthly statement reconciliation process
11	4	FUNDRAISERS
			Set up sales campaign for next fundraiser, including merchandise and sales prizes
			Train scouts how to enter orders and sell on-line via ScoutSales.org
			Train fundraising leaders how to use Booth Sales to run in-person fundraiser event
12	4	TROOP MERCHANDISE
			Set up sales campaign for sales of troop merchandise, like troop t-shirts
			Train scouts and adults how to "buy stuff from troop"
13	4	ROLL OUT
			Send user ID's and passwords to all troop members
			Demonstrate/discuss new website and mobile app at troop meetings
			Train scouts and parents to use mobile app to sign up for events and give permission
			Train scouts to use mobile app to request sign off on requirements
			Plan on-going site operation at committee meeting