New Activist Onboarding
This section covers what the onboarding process looks like for new activists, how to opt in to taking onboarding calls, and how to run them. Not all organizers need to opt in to this role.
Table of Contents
Running Onboarding Calls
Once someone fills out the volunteer interest form, they will be prompted to schedule a time for their onboarding. The onboarding will be virtual via Zoom, and is booked with whichever organizer’s availability matches the scheduled time. If you have opted in to taking onboarding calls, this might be you! If so, below is an overview of what to cover during the onboarding call.
Onboarding agenda
Introductions
Spend a few minutes at the beginning of the call introducing yourself, describing how you got involved in the campaign, and whatever other personal details you’re willing to share. Ask them a few questions about themselves before diving in (e.g. How did you find out about the campaign? Favorite hobby? Any pets?).
Campaign overview
Provide an overview of the campaign, where we’re at and what our goals are, the primary campaign activities currently happening, and the different types of events and shifts they can join.
Review resources
Walk them through the campaign’s resources, including the Pro-Animal Colorado main page and contents, and the PAF Handbook which houses a variety of guides for activists.
Slack setup
Guide them in joining our Pro-Animal Future Slack channel, explaining that this is the primary form of communication for our activist community. Have them download the Slack app on their computer and/or phone. Direct them to begin with the #welcome-start-here channel. Provide a brief overview of the different Slack channels, and share our Slack moderation guidelines.
Stampede overview & tutorial
Ask if they have logged into Stampede yet after initially filling out their sign-up form. If not, walk them through finding the Stampede email prompting a password reset, and helping them sign in. Give them a brief overview of the platform, including where to find upcoming events and shifts, notifications, the learning portal, and the leaderboard. While in Stampede, locate their profile under the “Organizing” tab, and upgrade their profile to a “Prospect”.
Share next steps
Help them sign up for their first shift or the next upcoming social event. Walk them through how to do this live as needed, and go over what to expect at their first shift/event.
Updating Stampede Profile Statuses
In order to track activist engagement, each activist is assigned a ladder status in Stampede. To indicate that an activist has completed their onboarding, you’ll need to upgrade their status to ‘Prospect’ using the steps below.
From the Stampede ‘Organizing’ page, you’ll search the activists’ name
Click on the arrow to the right of their name, and select “Promote to Prospect”
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