Title: Onboarding Kit | for a thorough setup process  
Owner: Matt Kepple
Creator: Matt Kepple May 09, 2021
Last Changed by: Matt Kepple Feb 11, 2024
Tiny Link: (useful for email) https://makerble.atlassian.net/wiki/x/HIAvLw
Export As: Word · PDF  
Makerble User Guide (7)
    Page: Design - let's imagine how your platform's going to work
    Page: Design the Platform Outline
    Page: Design the Projects per Album
    Page: Design the Projects per Project Template
    Page: Design the Settings per Project
    Page: Onboarding
    Page: Organisations
Hierarchy
Children (5)
    Page: An overview of your onboarding process
    Page: Design - let's imagine how your platform's going to work
    Page: Platform Builder's Playbook
    Page: Import phase
    Page: Embed phase
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Time Editor  
Feb 11, 2024 19:09 Matt Kepple View Changes
Feb 10, 2024 12:10 Matt Kepple View Changes
Feb 10, 2024 12:09 Matt Kepple View Changes
Feb 09, 2024 17:35 Matt Kepple View Changes
Feb 09, 2024 16:33 Matt Kepple  
Outgoing Links
External Links (7)
    https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Ka…
    https://makerble.atlassian.net/wiki/spaces/MCPD/pages/99952…
    https://www.loom.com/share/ff384dae3ff64c318b1ffe07cfc3f351
    https://docs.google.com/presentation/d/1UOtpyU9WaQ9xX3Z8lCD…
    https://makerble.atlassian.net/wiki/spaces/MCPD/pages/15804…
    https://docs.google.com/presentation/d/1ALO-ybC_2m_Kv70T7aQ…
    https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZ…
Makerble User Guide (55)     Page: Create an album
    Page: Project Preferences
    Page: Create a Skill
    Page: Add a Relationship to a Contact
    Page: Design the Workflows per User Group
    Page: Assign a Case Form to a project
    Page: Design the Progress Trackers per Progress Board
    Page: Types of form on Makerble
    Page: Add a survey template to a project (Create a survey campaign)
    Page: Create a Custom Table to view contacts
    Page: Create an Outcome
    Page: Create a Crib Sheet
    Page: Types of field on Makerble
    Page: Design your Change Strategy
    Page: Create a Managed Progress Board
    Page: Create a Project
    Page: Create a Contact Form
    Page: Decide which Forms to use on each Project
    Page: Edit a Project Form
    Page: Create an Event Category
    Page: Import phase
    Page: Set project targets
    Page: Design the Makerble Format per Reporting Stat
    Page: User Roles
    Page: Add a Strategy template to a project
    Page: Design your hierarchy of projects and albums
    Page: Manage the notifications you receive
    Page: Turn on Events within a project
    Page: Design the Settings per Project
    Page: Create a Progress Tracker (quantitative survey question)
    Page: Customise a project
    Page: Add an indicative Progress Tracker to an Outcome
    Page: Design the KPIs per Grant
    Page: Survey Versions - Tailor the survey's appearance
    Page: Create a Contact Group
    Page: Create a strategy template
    Page: Organisation Preferences
    Page: Signup Pages (external referral forms)
    Page: Manage your User Account Settings
    Page: Create an Organisation
    Page: Create a Signup Page (to receive inbound referrals from anyone with the link)
    Page: Add and remove colleagues across multiple projects at once
    Page: Create a Contact Role
    Page: Design the Role per User per Album
    Page: Create a Project Form
    Page: Design the Survey Question Adjustments per Wave and Respondent Type
    Page: Design the Financial Values per Project Progress Tracker
    Page: Add additional states to a project, e.g. Waiting List, Alumni, Declined
    Page: Design the Platform Outline
    Page: Skills
    Page: Design your Participant Journeys
    Page: Design the Projects per Project Template
    Page: Create a Relationship Category
    Page: Design the Projects per Album
    Page: Create a new Case Form (aka a Custom Form for Cases)