Onboarding Kit | for a thorough setup process

Onboarding Kit | for a thorough setup process

You can 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

  • Your Onboarding Kit covers the 4 stages 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

Decision Guides and Step-by-step Instructions

 

Topic

How to Design it

Decision Guides

How to Build it

Step-by-step Instructions

 

Topic

How to Design it

Decision Guides

How to Build it

Step-by-step Instructions

Organisation

https://docs.google.com/document/d/1sYn9-MPQtuIoEVphwGBI2Kacpo8WUvTotU267gQKj_s/edit

Create a new Organisation Account

Projects

Design your hierarchy of projects and albums

Create a Project

Participant Journeys

Design your Participant Journeys

Customise a project

Projects per Project Category

Design the Projects per Project Template

Create a Project Form

Project Setup

Design the Settings per Project (using your Blueprints)

Add additional states to a project, e.g. Waiting List, Alumni, Declined

Project Preferences

Workflows per User Group (for each Project Category)

Design the Workflows per User Group

Create a Crib Sheet

Platform Outline

Design the Platform Outline

N/A

Workflows Crib Sheet

N/A

Create a Crib Sheet

Makerble Format per Form

Types of form on Makerble

N/A

Makerble Format per Reporting Stat

Design the Makerble Format per Reporting Stat

N/A

Organisation Glossary

 

N/A

Data Collection per Platform

 

 

DATA COLLECTION

Fields per Project Category

 

Create a Project Form

Edit a Project Form

Fields per Form

Types of form on Makerble

Types of field on Makerble

Create an Outcome

Create a Progress Tracker (quantitative survey question) | Metric

Add an indicative Progress Tracker to an Outcome

Quick Guides: How to create a new Master Survey

Create an Event Category

Create a new Case Form (aka a Custom Form for Cases)

Create a Contact Bio Form

Survey Question Adjustments per Wave and Respondent Type

Design the Survey Question Adjustments per Wave and Respondent Type

Survey Versions - create several versions of the same survey

Forms per Referral Journey

Signup Pages (external referral forms)

Create a Signup Page (to receive inbound referrals from anyone with the link)

Forms per Project

Decide which forms to use per project

Add a contact form and states to a projectarchived

Assign a Case Form to a project

Add a Master Survey to a project (Create a survey campaign)

Turn on Events within a project

Fields per Custom Table

 

Create a Custom Table

Contact Groups

 

Create a Contact Group

Relationship Categories

 

Create a Relationship Category

Create a Relationship between a Contact and another contact (or a colleague, i.e. a user)

Contact Roles

 

Create an Audience (Contact Role)

Skills

Skills

Create a Skill

Progress Trackers per Outcome

 

Create an Outcome

Progress Trackers per Strategy

Design your Change Strategy

Create a strategy template

Strategies per Project

 

Add a Strategy template to a project

REPORTING

KPIs per Grant

Design the KPIs per Grant

N/A

Projects per Album

Design the Projects per Project Template

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/837812225

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/810287183

Progress Trackers per Progress Board

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/805110234

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/79822851

Targets per Project Progress Tracker

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/79561153

Financial Values per Project Progress Tracker

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/837713929

 

IMPORTS & INTEGRATIONS

Routes per Dataset

 

 

CSV Import Instructions per Dataset

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/816185368

 

Status per CSV Import

 

 

API Import Settings per Dataset

 

 

API Exports from Makerble

 

 

USER SETUP

Role per User per Project

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/40271887

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/79429679

Role per User per Album

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/837746701

 

Role per User per Board

 

 

Purpose per Card per Board

 

 

Permitted Apps per User Group

 

 

Organisation Preferences

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/105840661

Recommended User Settings

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/816709633

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/802226215

Launch Activities per User Group

https://docs.google.com/presentation/d/1UOtpyU9WaQ9xX3Z8lCDchdVbmoHHw-oSxswv5WnWPl0/edit#slide=id.ga08efa1c7b_0_45

 

User Acceptance Testing

https://docs.google.com/presentation/d/1ALO-ybC_2m_Kv70T7aQ3KI0qPYEo8h1AsN0TgkWyDq0/edit#slide=id.gb40acd5b1a_0_176

 

Technical customisations