> For the complete documentation index, see [llms.txt](https://handbook.proanimal.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://handbook.proanimal.org/other/archived-pages/archive-activist-steward-guide/archive-new-activist-onboarding.md).

# \[ARCHIVE] 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

[**Opting in to Onboarding Calls**](#opting-in-to-onboarding-calls)

[**Running Onboarding Calls**](#running-onboarding-calls)

<figure><img src="https://3924097834-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqiecUFVRIWxSM26fTp3K%2Fuploads%2FAVzx8voOwQx4z7zjDoUR%2FCream%20Professional%205%20Steps%20Digital%20Marketing%20Strategy%20Instagram%20Post%20(1).png?alt=media&amp;token=61a9af30-a251-4ccc-b612-c8f365172761" alt="" width="563"><figcaption></figcaption></figure>

## 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**&#x20;

1. **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?).

2. **Campaign overview**&#x20;

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.

3. **Review resources**

Walk them through the campaign’s resources, including the [Pro-Animal Colorado](https://solo.to/proanimalcolorado) main page and contents, and the [PAF Handbook](https://handbook.proanimal.org/overview/master) which houses a variety of guides for activists.

4. **Slack setup**&#x20;

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](https://handbook.proanimal.org/overview/paf-wide-policies/slack-moderation).

5. **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](#updating-stampede-profile-statuses) to a “Prospect”.

6. **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](/for-organizers/organizer-guide/engaging-activists.md#tracking-activist-engagement), each activist is assigned a ladder status in [Stampede](https://stampede.proanimal.org/organizing). To indicate that an activist has completed their onboarding, you’ll need to upgrade their status to ‘Prospect’ using the steps below.&#x20;

1. From the [Stampede](https://stampede.proanimal.org/organizing) ‘Organizing’ page, you’ll search the activists’ name
2. Click on the arrow to the right of their name, and select “Promote to Prospect”

<figure><img src="https://lh7-us.googleusercontent.com/hVfPupgadCGAjK3pVsfBTd0ZH0h5BF2UkGuD4acQbwZFZheEH44v5-oAvRpK0piysAuLukcefa6TjjcJGgMC8eUk8fdO-1HLxithaRrpTRbM1t1RpHWMDOND9e1BIW7YxDg516kD3RwaUlxF5mRAAaA" alt=""><figcaption></figcaption></figure>


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