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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 an Organisation

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

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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/876544001

N/A

Workflows Crib Sheet

N/A

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/999522305

Makerble Format per Form

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/791412742

N/A

Makerble Format per Reporting Stat

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1211006993

N/A

Organisation Glossary

 

N/A

Data Collection per Platform

 

 

DATA COLLECTION

Fields per Project Category

 

Create a Project Form

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/79790127

Fields per Form

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/791412742

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/791904294

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/50430010

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/843972615

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/75432197

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158040077/Create+a+new+survey

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/802423002

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/639795214

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/279412737

Survey Question Adjustments per Wave and Respondent Type

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/900333747

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/900333638

Forms per Referral Journey

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1059520518

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1076789274

Forms per Project

Decide which forms to use per project

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/802226511

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/816250901

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/158859319

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/802226497

Fields per Custom Table

 

Create a Custom Table

Contact Groups

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/810287241

Relationship Categories

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/786890759

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/784728084

Contact Roles

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1122598913

Skills

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/802226518

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/848986153

Progress Trackers per Outcome

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/50430010

Progress Trackers per Strategy

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1201963048

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/810287272

Strategies per Project

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/816185514

REPORTING

KPIs per Grant

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/816185382

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

 

 

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