2. INITIAL ASSESSMENT: plan your Participant Journey

You can use Makerble to manage the journeys your participants take through your organisation, from their initial signup through to their eventual completion of your programme.

STAGES OF THE JOURNEY					Arrange
PARTS OF THE PROCESS					INITIAL ASSESSMENT (Triage)
WHAT THE PARTICIPANT EXPERIENCE IS					They receive a phone call, email or SMS from you to attend the Initial Assessment.
HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE					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 See the contacts who are on your Waiting List(s)
HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE					Go to the client’s profile page and choose the Initial Assessment contact form to fill in with them Add an additional Contact Form to an existing contact Link to GIF: https://drive.google.com/drive/folders/1kbBQ5a0b_3K0fYERjFtqUOlLwxvokPGT
HOW YOU REPORT RESULTS ON MAKERBLE					See the number of people on your Waiting List each month Productivity tab on the Manage Contacts page
WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE					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
HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)					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