By designing your Workflows per User Group you will:

• Enable managers to see, discuss and agree the ways you’re intending to use your new platform

• Reduce the time you need to spend training your users

• Provide your users with a helpful resource that they can return to once they start using Makerble

  Open

  

What are User Groups?

• Your user groups are the sets of people with a login to your platform

• In many organisations the user groups broadly split into

  • Managers

  • Administrators

  • Frontline Workers

  • Fundraising / Development

  • Communications

• In your Blueprints: create a column for each User Group

What are Workflows?

• Your workflows are the sequences of actions that your users do on your platform

• For example

  • How to process an inbound referral

  • How to record attendance

  • How to set up a report for a new funder or stakeholder 

• In your Blueprints: create a row for each Workflow

Record each workflow

• Use a screen recorder (for example www.loom.com which is free to use and/or www.scribehow.com) to record yourself doing each workflow from the perspective of the User Groups that need to do it. Tips:

  • Talk through what you are doing

  • Keep each video short and focused on a single workflow

• In your Blueprints: add the link to that video or scribe in the cell(s) for that workflow for that user group