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05 editable documentsOffline browser workbookOne-time no subscription

Online Community Welcome Kit / Action kit

Online community welcome & onboarding templates

Help new members understand the purpose, norms, and first useful action in a community.

Made for hosts of small learning or interest communities.

Price and availability

Catalog price: $9 USD

One-time purchase · No subscription

  • FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
  • To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
  • LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
  • SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
Read the free worksheet

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The task

What you'll make

A first-week member journey that explains contribution and help routes.

Gather before you start

  • Community purpose
  • Participation norms
  • Support contact

Mark missing information so you can check it before using your work.

When to skip this kit

  • You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
  • You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
  • You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

  1. 01Member journey
  2. 02Welcome message
  3. 03Participation norms
  4. 04First-week activity
  5. 05Onboarding review

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

Your completion check

A new member can find the rules, ask for help, and complete the first activity without private coaching.

Before you finish

Check this before you use it

A long welcome message overwhelms people before their first action.

Lead with one safe, optional participation step and link to the rest.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy
WORKSHEET 01 / 05
Download worksheet

Member journey

Jump to a section

Worksheet 1 of 5. Member journey Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}

Instructions

Map invitation, entry, orientation, first contribution, and first useful response.

Worked example, fictional

Context: A writing group wants newcomers to post a short introduction and join a weekly critique without feeling lost. Completed response: New writer reads the welcome note, introduces a project, and chooses a critique slot.

Your decision

What is the smallest meaningful first contribution? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before moving on

[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.

Next worksheet: Welcome message.

Before you start

  • Community purpose: [Source or notes]
  • Participation norms: [Source or notes]
  • Support contact: [Source or notes]

What you will make

A first-week member journey that explains contribution and help routes.

View plain worksheet text
Worksheet 1 of 5. Member journey
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
Map invitation, entry, orientation, first contribution, and first useful response.

Worked example, fictional
Context: A writing group wants newcomers to post a short introduction and join a weekly critique without feeling lost.
Completed response: New writer reads the welcome note, introduces a project, and chooses a critique slot.

Your decision
What is the smallest meaningful first contribution?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Welcome message.

Before you start
- Community purpose: [Source or notes]
- Participation norms: [Source or notes]
- Support contact: [Source or notes]

What you will make
A first-week member journey that explains contribution and help routes.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.

Before you choose

What should I have ready for this kit?

Bring community purpose, participation norms, support contact. Mark anything you still need to check.

How do I know the work is finished?

A first-week member journey that explains contribution and help routes. Check your answers against the original records and note anything unresolved before sharing your work.

Does it include a spreadsheet or native app template?

No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.