DSP 006: Onboarding & Engagement

DSPs/006-Onboarding-&-Engagement.md

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+# 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)