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What do you have in mind?
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Build your perfect workflow on Makerble
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Use Makerble to manage every journey a participant takes through your organisation, from their initial signup through to their eventual completion of your programme.
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STAGES OF THE JOURNEY
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SIGN UP
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2 ARRANGE support
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3 PROVIDE support
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4 TRACK the progress
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5 ACHIEVE the goal
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PARTS OF THE PROCESS
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How do clients sign up?
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Initial Assessment (Triage)
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Assign that person to one or more types of support (Projects)
Provide Details
Communicate to the participate WHEN, WHERE and from WHOM they will receive support
E.g. assigning to one or more Events
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Baseline survey to participants
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Participate in activities
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Follow-up communications
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Surveys at different intervals e.g. midway, on completion, some time afterwards, etc
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Participants achieve desired outcomes
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WHAT THE PARTICIPANT EXPERIENCE IS
They fill in the Signup Page on your website
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How a client fills in one of your Signup Pages
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They receive a phone call, email or SMS from you to attend the Initial Assessment.
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They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon
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Automate sending an SMS to a contact
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They along with everyone in their cohort could receive an automatically personalised email (e.g. personalised with their name) that provides the details of the upcoming course or service they’re now enrolled on
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They receive a QR code, SMS or Email with a link to the survey
What a survey looks like to a respondent
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They arrive at the event
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If you want you can share a Check-in page with them that lets them check themselves in to the event Self Check-in Page: see how event guests use Self Check-in
They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon
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Automate sending an SMS to a contact
They will receive a QR code, email or SMS with the link to their followup survey
They could also receive a link to their own private Progress Board that shows them the progress they’ve made over time How to use a Board as an Active Participant
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HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE
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They receive a notification Receive notifications of new referrals
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Staff can see all of the people whom they need to do an Initial Assessment with by going to the Waiting List of their project
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Staff on those projects get a notification to say that a new person has been added to their project
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Staff can see that clients have been sent an Email by
either looking up the individual Conversation History of that client
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or by looking at the history of bulk messages sent
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See your Sent SMS and Email Messages
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Staff can
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See the response rate of surveys Response Rate tab on the Survey Campaign page
See survey results Analyse survey results
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Staff can see who attended previous events by going to the Attendance Report: Report on Event Attendance
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Staff can be notified whenever an outcome is achieved See and respond to an In-App Alert
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HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE
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Staff can also register a new client directly by filling in a form to make a new Contact
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Go to the client’s profile page and choose the Initial Assessment contact form to fill in with them
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Add an additional Contact Form to an existing contact
Link to GIF: https://drive.google.com/drive/folders/1kbBQ5a0b_3K0fYERjFtqUOlLwxvokPGT
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Click the Add/Remove Projects button on the contact’s profile page
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Add them to events and these will automatically appear in their Google Calendar.
Sync your Makerble Events with Google Calendar
Also turn on automated Event Messaging so they receive details of the events they’re due to attend via SMS or Email before each event
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Staff can
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See the upcoming events that they are assigned to work or volunteer at Events widget: Upcoming Events on the Homepage
Record attendance of the people who turned up Record attendance and notes during or after an event
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Staff can send a message to the event attendees after the event: Broadcast an SMS to an event's guests
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Staff can see the survey results for the individual survey Analyse survey results but also seeing the change over time
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Staff can record that directly on the client’s profile Add progress towards metrics while posting a Timeline Update from a contact's profile page
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HOW YOU REPORT RESULTS ON MAKERBLE
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See the number of signups you’re receiving each month and from which referral partners Report on the number of referrals
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See the number of people on your Waiting List each month Productivity tab on the Manage Contacts page
See the number of people enrolled on each project each month
See the demographic characteristics of your clients Report the demographics of contacts who have achieved particular outcomes
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See the number of events you’re providing per month Choose the activity tracker that records the number of events in the project
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See survey results Analyse survey results
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See the attendance rate Analyse data from Attendance Trackers using a Board
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See the amount of interactions your organisation has had with clients per month Contacts Interacted With per Project
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See the improvement over time Calculate Distance Travelled
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See the impact of your project Analyse data using Boards
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WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE
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To receive referrals: simply design a Signup Page: Create a Signup Page (to receive inbound referrals from anyone with the link) which involves
Creating a project for that type of support
Creating one or more Contact Forms to register the details of
The person needing support
Their emergency contact (if appropriate)
Their next of kin (if appropriate)
Turning on the Waiting List for that project
Creating a Signup Page which uses those 3 forms and adds a person to the Waiting List of that project
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Choose how you will do the assessment e.g. phone call, in-person visit
Choose your assessment questions
What is your criteria to work with someone
Where do you record the results of the Initial Assessment
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Create a project for each type of activity or service you provide. Design the Projects per Project Template
For reporting purposes, you can quickly group several projects into an album. And a single project can be part of many albums.
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Choose which projects you want to have Events within Turn on Events within a project
Choose which staff are allowed to create events Give other users permission to create Events within a project
Create repeating and one-off events Create an Event
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Choose which surveys you want to use on which projects Add a survey template to a project (Create a survey campaign)
Create those surveys if they don’t already exist in the Makerble library Quick Guides: How to create a new survey template
Choose how you want to send the survey e.g. via SMS, Email or fill it in with the client face to face
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Decide if and how you want to record people’s attendance, late attendance and/or any observations about them at the event Design the Event Attendance form
Decide if and how you want clients to be able to check themselves in to an event Design the Self Check-in Form for Event Guests
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You simply need to turn on SMS and Email Messaging Turn on SMS Messages
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Add a 12 month wave and a 24 month wave to the survey that you used at the baseline Personalise the Wording of Survey Questions based on the Wave and Respondent Type
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You can create Outcomes on Makerble and Indicators Create an Outcome
which you can then assign to different projects you provide Add a Metric to a project from the Metric profile page
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HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)
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Use Personalised Signup Pages that allow you to add multiple dependents within a family
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Assign flags to a client to highlight important traits, e.g. Allergies, Prone to Violence, Safeguarding Concerns
Use a formula to automatically calculate a verdict based on a client’s answers to your Initial Assessment
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Create a case for that client. (Cases sit within projects but are linked to a single client and can have several staff assigned as case workers)
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Assign staff and volunteers to events in bulk either by doing it manually or by setting a rota
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Also get the perspectives of their friends, family members or colleagues by doing a 360° survey and comparing what they say about themselves with what their observers say about them
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Assign individual staff or volunteers to specific clients on an event-by-event basis
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Create an automation rule to automatically send our post-event information
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Also get the perspectives of their friends, family members or colleagues by doing a 360° survey and comparing what they say about themselves with what their observers say about them
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Each of your projects on Makerble is capable of handling an entire Participant Journey
Stage | How to manage it on Makerble |
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Get more guidance: 1. SIGNUP part of your Participant Journey |
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 Get more guidance: 2a. ASSESS: part of your Participant Journey |
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Get more guidance: 3. ASSIGN: plan your Participant Journey |
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Get more guidance: 4. INFORM: plan your Participant Journey |
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Get more guidance: 5. PROVIDE: part of your Participant Journey |
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 Get more guidance: 6. RE-ASSESS: part of your Participant Journey |
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 Get more guidance: 7. COMPLETE: part of your Participant Journey |
Get more guidance
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