Onboarding: Define the Partner/Sponsor Onboarding Experience

[Steven-Birkinbine]

What is the impact of the Project or Proposal?
Do they have a quick reference guide they can use for PR and drive engagement?

[Steven-Birkinbine]

Personas:

• Active Partner: A Company/Individual who wants to be heavily involved and engaged in the project, contributing hours and resources
• Passive Sponsor: A Company/Individual who wants to be aware of and passively engaged with the project, contributing resources and awareness/publicity

Principles:

• Thorough Education
• Structured Communication
• Tailored Onboarding
• Strong Support Systems

Requirements:

• Detailed Project Briefing (what)
• Historical Context & Expected Impact (why)
• Identify Integration Points to get involved (where)
• Provide Targeted Training Sessions to get them up to speed (how)
• Designate a Point of Contact (POC) for them to liaise (who)
• Align them to clear milestones with tollgates and check-ins (when)

Core Documentation attached to each project:

• Communication strategy that defines communication protocols and decision-making hierarchy
• A Project Lead / Moderator as the primary POC for Partners/Sponsors and can provide access to resources for the Partner/Sponsor
• A detailed Project Briefing that explains what each project proposal and its anticipated impact (see Issue 52)
• A Quick Reference Guide that provides clear PR impact assessed for any additional Sponsors to show near-instant value in their association
• Project timeline with milestones that clearly outlines ongoing activities with help wanted flagged to seamlessly integrate Active Partners. These need to clearly define how the partner contributions impact the larger picture
• Project KPIs, with transparent calculations & data source(s)