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

Watch this video introduction to your Blueprints: https://www.loom.com/share/ff384dae3ff64c318b1ffe07cfc3f351
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 create your own set of Blueprints here. (They are saved as a Google Sheet so you can either download it to Excel or create a Copy of the Google Sheet: https://docs.google.com/spreadsheets/d/1CoP0dsnqQNTgCqxB1pZCfRfKV5w7FRT_7ZuiVT59tos/edit#gid=879783313)

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

Onboarding Kit | for a thorough setup process

An overview of your Onboarding Process

What your Onboarding Kit contains

Templates

Decision Guides and Step-by-step Instructions