You can follow this Detailed Setup process use this Onboarding Kit whether you are setting up Makerble yourself or working with one of our Onboarding Specialists.
An overview of your Onboarding Process
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There are Your Onboarding Kit covers the 4 stages to the of your onboarding process:
Design - thinking through how your platform will be setup
Build - adding your forms, projects, surveys, metrics and more to your platform
Import - adding your historical data to your platform (e.g. contact records and survey responses)
Embed - training your team to use your platform
What your Onboarding Kit contains
Templates
Decision Guides
Step-by-step Instructions
Templates
Your templates are saved in a spreadsheet called your Blueprints
Watch this video introduction to your Blueprints: https://www.loom.com/share/ff384dae3ff64c318b1ffe07cfc3f351
If you’re working with one of our Onboarding Specialists, we’ll send you your Blueprints and together we’ll work through them during your onboarding process.
If you’re setting up Makerble yourself, you can
downloadcreate your own set of Blueprints here.
What are your Blueprints?
Watch this introduction to your Blueprints: https://www.loom.com/share/ff384dae3ff64c318b1ffe07cfc3f351
Resources
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Stage in the process
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Resource
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What it is
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Design
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https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Kacpo8WUvTotU267gQKj_s/edit
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Use this meeting agenda when discussing with your colleagues how you will use Makerble
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Build
(They are saved as a Google Sheet so you can either download it to Excel or create a Copy of the Google Sheet: https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZCfRfKV5w7FRT_7ZuiVT59tos/edit#gid=879783313
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Create your own copy of this Blueprints pack. It’s available as a Google Sheet (spreadsheet)
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Import
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Step by step guidance to import your existing contacts and survey responses into Makerble
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Embed
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https://makerble.atlassian.net/wiki/spaces/MCPD/pages/999522305/Crib+Sheet+checklist
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Create your own copy of this crib sheet that details all the ways that you and your colleagues will use Makerble
Steps in your onboarding process
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Step
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Decision Guides and Step-by-step Instructions
Topic | How to Design it Decision Guides | How to Build it | Organisation | N/AStep-by-step Instructions |
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Organisation | https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Kacpo8WUvTotU267gQKj_s/edit | |||
Projects | ||||
Participant Journeys | ||||
Projects per Project Category | ||||
Project Setup | Add additional states to a project, e.g. Waiting List, Alumni, Declined | |||
Workflows per User Group (for each Project Category) | N/A https://makerble.atlassian.net/wiki/spaces/MCPD/pages/999522305/Crib+Sheet+checklist | |||
Platform Outline | N/A | |||
Workflows Crib Sheet | N/A | |||
Makerble Format per Form | N/A | |||
Makerble Format per Reporting Stat | N/A | |||
Organisation Glossary | N/A | |||
Data Collection per Platform | ||||
DATA COLLECTION | ||||
Fields per Project Category | ||||
Fields per Form | Create a Progress Tracker (quantitative survey question) Add an indicative Progress Tracker to an Outcome https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158040077/Create+a+new+survey | |||
Survey Question Adjustments per Wave and Respondent Type | Design the Survey Question Adjustments per Wave and Respondent Type | |||
Forms per Referral Journey | Create a Signup Page (to receive inbound referrals from anyone with the link) | |||
Forms per Project | Add a contact form and states to a project Assign a Case Form to a project Add a survey template to a project (Create a survey campaign) | |||
Fields per Custom Table | ||||
Contact Groups | ||||
Relationship Categories | ||||
Contact Roles | ||||
Skills | ||||
Progress Trackers per Outcome | ||||
Progress Trackers per Strategy | ||||
Strategies per Project | ||||
REPORTING | ||||
KPIs per Grant | N/A | |||
Projects per Album | ||||
Progress Trackers per Progress Board | ||||
Targets per Project Progress Tracker | ||||
Financial Values per Project Progress Tracker | ||||
IMPORTS & INTEGRATIONS | ||||
Routes per Dataset | ||||
CSV Import Instructions per Dataset | ||||
Status per CSV Import | ||||
API Import Settings per Dataset | ||||
API Exports from Makerble | ||||
USER SETUP | ||||
Role per User per Project | ||||
Role per User per Album | ||||
Role per User per Board | ||||
Purpose per Card per Board | ||||
Permitted Apps per User Group | ||||
Organisation Preferences | ||||
Recommended User Settings | ||||
Launch Activities per User Group | ||||
User Acceptance Testing | ||||
Technical customisations | ||||