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.
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Opting in to Onboarding Calls
This section is for organizers who wish to opt in to taking onboarding calls with new activists. The steps below detail how to get set up on the PAF onboarding calendar so that you can begin leading these calls. Please note that by taking the steps below, you are committing to being available for onboardings during the times that you specify. It’s very important that organizers never fail to show up to a call.
Go to cal.proanimal.org and create an account.
You will need to use a Google account. If you do not have one, you can set one up for free by following these steps.
Connect your Google Calendar so that you can use Google Meet for these calls and set Google Meet as your default option.
The invite link will bring you to a page where you can connect all the calendars you use. If Google isn’t your preferred calendar, you’ll also need to connect the one that you use so the app can see your availability.
Select the “Connect” button next to Google Calendar at the top, as well as any others you use.
You’ll be prompted to log in to your calendar and authorize the app to connect to it.
On the “Connect your calendar” screen, toggle on any calendars you want to sync to. These will be the calendars that the app pulls your availability from, so make sure to select all that apply.
On the “Connect your video apps” screen, select Google Meet.
On the “Set your availability” screen, set the days and time ranges you are available.
Add a profile photo and a short bio about yourself! Then select “Finish”.
Set Google Meet as your default conferencing option.
From the home screen, click on your name in the top left corner.
Select “My Settings”, followed by “Conferencing”.
Click the ellipsis (...) next to Google Meet, then select “Set as default”.
You’ll get a link via email. Once you accept, you are ready to begin taking onboarding calls! No additional action is required, as scheduled calls will automatically begin to appear on your calendar.
Make sure to check regularly for any calls that pop up.
You’ll be notified of any bookings via email. You can also view upcoming, unconfirmed, and canceled events by clicking “Bookings” in the left-hand menu bar on the home page.
If plans change and you are unable to make the call for any reason, it’s your responsibility to find another organizer to take your place or reschedule.
To make changes…
To your settings: Click your name in the upper-left corner of the home page, then “My Settings”. You’ll see options to update your profile, general settings, calendars, etc. in the left-hand menu.
To your availability: From the home page, select “Availability” from the left-hand menu bar. Click into the “Working Hours” box, then adjust your availability as needed.
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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