PROJECTS

What are the different projects, services and types of support that you provide? If you do the same work but in different locations (the assumption being that there are different people at each location), then the work in each location should be considered as a different project for Makerble purposes.

Considerations

Projects and Albums

On Makerble your work is organised into projects. Projects are grouped into albums. The best part? A single project can be part of an unlimited number of albums. This is designed to give you the best of both worlds - whenever your frontline staff use Makerble, they will only see information relating to the specific project(s) they work on. But when your managers or people responsible for reporting use Makerble, they can see the big picture by going to an album that summarises information from across several projects. 

Because a single project can be part of as many albums as you need it to be part of, you aren’t limited when it comes to organising your projects into albums that fit your reporting and management requirements. 

Let’s look at an example. You provide counselling services in 3 towns. Each town’s counselling service will be a project, e.g. Counselling in Town 1, Counselling in Town 2 and Counselling in Town 3. You will also create an album called Counselling and that album will contain your three counselling projects. Your staff and volunteers who work on Counselling in Town 1 will only be added to that project; they won’t see information about your other counselling projects. But whenever managers or people responsible for reporting to funders need to see results or information from across all of your counselling services, they can simply go to the Counselling album. 

The key is to keep your projects small and specific. Whenever you need to see the big picture, you can look at the Album containing the relevant group of projects. And remember that a project can be part of many albums which means there are no restrictions to the number of ways you can report on the progress of a project.

Interactions that are outside a conventional project

On Makerble, everything you post is saved to a project. This means that if you receive enquiries and need to track your engagement with people before they are linked to one of your services, you should create a project to store this type of information. E.g. a project called “General”.

Impact and Progress Dashboards that are not linked to individual participants

On Makerble you can record Anonymous Progress. This means you can record progress that is not linked to individual participants. This can be used when there are more abstract metrics you need to track such as Revenue Generated, e.g. from your social enterprise. Anonymous Progress is saved in a post (story), so you should make a project for the one or more areas of your work where you would want to record Anonymous Progress. However, you can record Anonymous Progress within the same post as progress that is tagged to individual participants, so you don’t need to create a separate project if you don’t want to. 

Partners project

To store referral agencies and organisation you signpost to. You can store both the organisation and the individuals who work there.