Proposal for Onboarding Feature in Collaborative Nonprofit Network Platform

[mufniarz]

Hello Team,

As we continue to grow and welcome new members into our Collaborative Nonprofit Network platform, it's crucial to ensure they are integrated effectively into our community. To this end, I'm proposing a new onboarding feature that will not only streamline the process of joining the platform but also provide clear guidance and support through an established team structure.

Feature Overview

The proposed onboarding feature will encompass the following elements:

1. Team Assignment: New users will be assigned to specific teams, either automatically based on their interests and skills or manually by an admin.

2. Onboarding Steps: A series of introductory steps including informational content and actionable items to familiarize new users with the platform and their team.

3. Content Types:

   • Text: Concise written content introducing the platform and team.
   • Video: Engaging video content for a more dynamic introduction.
   • Forms: Essential forms for gathering user information, skills, and preferences.

4. Introduction to Team and Tools: Detailed information about the team, including roles of team members, and an overview of the tools available on the platform.

5. Responsibilities and Tasks: Clear outline of the expectations and initial tasks for new members.

Team Structure for Support and Queries

To ensure that new members have clear points of contact for support and queries, we will introduce a structured team hierarchy:

• Team Leads: Each team will have a designated Team Lead. This person is responsible for overseeing the team's operations, providing strategic direction, and being the first point of contact for new members.

• Associate Leads: Supporting the Team Lead, there will be one or more Associate Leads. These individuals are responsible for specific areas within the team (e.g., training, project management, technical support) and will be available to answer specific questions related to their area of expertise.

• Team Member Profiles: As part of the onboarding process, new users will receive a directory of their team, including names, roles, and contact information for all Team Leads and Associate Leads. This directory will help new members understand who to reach out to for specific inquiries and support.

Goals of the Onboarding Feature

• Streamline Integration: Facilitate a smooth transition for new users into their teams.
• Enhance User Experience: Provide a welcoming and informative introduction to the platform.
• Promote Engagement and Clarity: Encourage active participation by clearly outlining team structures and points of contact.
• Support Team Integration: Help new members feel connected and supported from the outset.

Seeking Input and Collaboration

I invite your feedback on this proposal, particularly regarding:

• The proposed onboarding process and content.
• The outlined team structure and roles.
• Suggestions for improving the support system for new members.
• Technical considerations for integrating this feature with our existing platform.

Next Steps

Based on your input, we will refine this proposal and develop a detailed implementation plan. We will also identify individuals for the roles of Team Leads and Associate Leads.

Thank you for considering this proposal. Your insights and suggestions are invaluable as we work towards creating a supportive and welcoming environment for all members of our community.

Best regards,
Marcin
Board Member