diff --git a/DSPs/006-Onboarding-&-Engagement.md b/DSPs/006-Onboarding-&-Engagement.md new file mode 100644 index 0000000..3bf27f9 --- /dev/null +++ b/DSPs/006-Onboarding-&-Engagement.md @@ -0,0 +1,68 @@ +# Onboarding & Engagement Q1 2021 + +**Author(s)**: @steffbrowne, @orishim + +## Summary + +This proposal establishes a new workstream focused on improving the quality of builder engagement across the DAO. We’ll guide this work stream by +- Facilitating effective & ongoing collaboration +- Coordinating work bins to achieve measurable outcomes +- Analyzing and reporting our progress to the DAO +- Unifying work bins into learning milestones, so that we can evolve & iterate + +## Why should we fund this? + +We need to continue to have dedicated people maintaining and improving our processes as we continue to take on on a higher volume of projects and builders. + +## Anything else you'd like to add? + +This workstream covers the quality of engagement with and within the DAO at any of these stages: +- Discovering the DAO +- Onboarding +- Project enrollment +- Ongoing empowerment +- Builder referrals & client sourcing + +Sample tasks will likely include these and more... +- Map the [Member Journey](https://docs.google.com/document/d/1z47NnQ91T0OvlHFYXhwEY9SSEmz1Tj0MpNeT695XKJE/edit) +- Gather feedback about builder experiences through focus group surveys +- Iterate on the website redesign +- Redesign client proposal template +- Migrate CRM from Airtable to HubSpot + +This workstream will lead to new initiatives as well as build off of existing ones, such as: +- [DSP 2: Q4 2020 Ops Roles](https://github.com/dOrgTech/Ops/blob/master/DSPs/002-Ops-Roles.md) +- [DSP 4: Landing Page Redesign](https://github.com/dOrgTech/Ops/blob/master/DSPs/004-Landing-Page.md) +- [DSP 5: Builder Referrals](https://github.com/dOrgTech/Ops/blob/master/DSPs/005-Builder-Referrals.md) +- [Issue 70 Gamifying QA](https://github.com/dOrgTech/Ops/issues/72) +- [Issue 72 Improve activation/onboarding funnel](https://github.com/dOrgTech/Ops/issues/70) + +## Cost x Timeframe + +Time: 12 Weeks (Jan 4 - Mar 29, 2021) + +| Item | Description | Hours/wk | $/hr |Cost | +|-|-|-|-|-| +| *Systems Building* | Research, design, and build processes for engagement and onboarding | 20 | $75 | $18,000 | +| *Engagement* | Ongoing meetings, emails, chats, and follow-ups | 8 | $60 | $4,800 | +| | Total | 336 | | $22,800 | + +Payment proposals will be broken down into four 3-week periods. + +| Date | Amount | +|-|-| +| Jan 25 | $5,700 | +| Feb 15 | $5,700 | +| Mar 8 | $5,700 | +| Mar 29 | $5,700 | + +## Accountability +- Lead: Steff +- Hour Commitments: + - Steff: 12 hrs/week + - Ori: 5-6 hrs/week + - Rob: 3-6 hrs/week + - Bernie: 1-2 hrs/week +- Weekly Syncs: Tuesdays @ 10am EDT +- [Task Board](https://github.com/orgs/dOrgTech/projects/9) +- [Budget spreadsheet](https://docs.google.com/spreadsheets/d/1mwYhzTNXSytzVtACZLu1V_EVTfjPKhGfHu-KhnBFESk/edit#gid=32799193)