You can follow this Detailed Setup process whether you are setting up Makerble yourself or working with one of our Onboarding Specialists.
There are 4 stages to the 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
We recommend using a set of Blueprints to organise the 4 stages of your onboarding process
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 download your own set of Blueprints here.
What are your Blueprints?
Watch this introduction to your Blueprints: https://www.loom.com/share/ff384dae3ff64c318b1ffe07cfc3f351
Resources
Stage in the process | Resource | What it is |
|---|---|---|
Design | https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Kacpo8WUvTotU267gQKj_s/edit | Use this meeting agenda when discussing with your colleagues how you will use Makerble |
Build | Create your own copy of this Blueprints pack. It’s available as a Google Sheet (spreadsheet) | |
Import | Step by step guidance to import your existing contacts and survey responses into Makerble | |
Embed | https://makerble.atlassian.net/wiki/spaces/MCPD/pages/999522305/Crib+Sheet+checklist | 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
Step | How to Design it | How to Build it |
|---|---|---|
Organisation | N/A | |
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 | |
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 | ||