Organization Onboarding Form v1.0

What is this?

This repository embodies the onboarding process we're using at Civic Data Alliance. It works pretty well for us, so we felt it was worth sharing with the network.

Civic Data Alliance's Onboarding Goals:

• Be able to measure retention of volunteers who stop by Civic Data Alliance
• Create a feedback mechanism in case a newcomer feels unwelcome for any reason
• Acknowledge the volunteer's time contribution by thanking them for attending the next day
• Develop an understanding of how new volunteers connect (or don't connect) with projects.

Read on to learn about what is included here, and how to get set up!

Features

1. Onboarding Form - During Hack Night, collect new members' names, emails, and whatever else. Here is Civic Data Alliance's.
2. Slack Invitation - Send members an invitation to your Slack workspace immediately after completing the Onboarding Form.
3. Follow-up Email - For members who give permission, send a follow-up email the next day thanking them for attending.
4. Follow-up Survey - Collect information on if the person expects to return and feedback about how their first Hack Night experience was. Here is Civic Data Alliance's.

Setup Instructions

1. Create a customized Onboarding Form.

   First, Make a copy of the template, and then customize the questions to suit your Organization.

2. Create a customized Follow-up Survey.

   First, Make a copy of the template, and customize the questions to suit your Organization.

3. Configure both your Onboarding Form and Follow-Up Survey to output responses into the same spreadsheet.

   

   Here is what it should look like in the corresponding sheet:

   

4. Open the Tools > Script Editor for the combined spreadsheet.

   

5. Into the Script Editor, copy-paste the contents of the Code.gs file.

6. Customize the variables at the top of the Code.gs file.

   

7. Run the install function by selecting it from the dropdown and clicking the "play" icon.

   

8. (Optional) Test the script by running the "testEmail" and "testInviteToSlack" methods.

Development Note

This repo is maintained by @tdooner in his volunteer capacity with Civic Data Alliance. It's not an official Code for America recommendation or anything, just something useful that came out of Civic Data Alliance and he feels is worth trying to organically scale.