Onboarding - from petition signature through onboarded as a DC

The focus is the onboarding process, both the document and the supporting actions outside the CitizenBuilder system. However, the video also covers all of the interactions of CoS systems with a new petition signer from signing, to alternative event petitions entries, to confirming an account, to applying to be a volunteer activist and the limited onboarding process of a VA. We looked at the e-mails that the signer receives at each stage, the links that are clicked, and what pages the user sees along the way.

I discovered a few details through this process. Thus, don't believe everything that you hear until you watch the video through to the end. There are also opinions and ideas. I tried to present some of the variations of which I have heard on how different state teams use processes and tools differently. Some things are just how the computer system behaves. Other things are human preferences in the very human process of interacting within a volunteer organization.

After our test user became a VA, we looked at what was visible in COS University and that the VA role can be a path to prepare to become a DC later or as part of an intentional path from the beginning to build someone up into a DC. The test user then also applied to become a DC and was onboarded including a little Slack, mostly the invitation process. In preparation for the class, I polled my Regional Director team to see if there was a newer version of the onboarding instruction document and where the most current document is stored. After a response that a member of the RD team was searching, there were no further responses. I actually mostly expected this. "v30" is used in this training. I still don't know where the latest version is supposed to be posted. It seems to be passed person to person when requested so there are probably many versions currently in use. The version mainly matters as CitizenBuilder continues to be updated, to keep the process document in line with the computer system.

Please do send comments and suggestions to christopher.nelson@cosaction.com or Chris Nelson - AR SIA in the Arkansas, Passed States, or SIA slack workspaces.