Getting Started

New advisor and not sure where to start? Review the guides and resources below or contact us at notifications@sigmanudavis.com.

Advisor onboarding checklist

We've created a full onboarding deck that you can review, the Welcome Advisors! Getting Started Guide and the Google Workspace technical guide, in case you need it but all you need is to follow the steps below.

1. Wait to be added to your officer's Advisory Board Google Group
   The Chapter Advisor will add you or you can follow the instructions on this page to add yourself. This will be our main method of communication and collaboration. You can view your Google Groups here [BOOKMARK]: https://groups.google.com/my-groups
   
   

2. Subscribe to the ZX Calendars
   Follow the instructions here to add our Google Calendars to your calendar. We use calendars for notifications, alerts, and reminders. We will be adding Google Groups to these calendars as well. They will be filled in over summer as we plan farther in advance.

   1. ZX Operations Calendar

   2. ZX Alumni Calendar

   3. UCD Academic Calendar
      
      

3. Upload the alumni & officer contacts to your Contacts (attached)
   Make sure you're never looking for the right email and automatically load the most current names, emails, roles, and google group / distribution emails (full list of download methods here and instructions here).

   1. Download by vCard - All contacts (recommended)

   2. Download by CSV for Outlook

   3. Download by CSV for Google
      
      

4. Review your Pursuit of Excellence requirements and their Nationals manual to understand what we need to report on in April of every year and what needs to be in quarterly plans. Any documents password protected can be viewed with the pw: 4242

   1. Pursuit of Excellence program and officer requirements

   2. Sigma Nu Nationals Officer Manuals & Resource Library

Once you are completed with this checklist, send an email to your new Google Group email and introduce yourself if you haven't been already. Accept any calendar invites and bookmark any shared links sent once you are part of the Google Group. You will want to join any previously scheduled or schedule a bi-monthly meeting with your Officer ASAP on the ZX Operations Calendar.