This page includes guidance for Tech Liaisons and Tech Trainees. Liaison resources are listed first. As with all Tech Services, they include a guide, a request form, and a Work Order document which serves as a collaborative "wiki" between Liaison and assigned Trainee.
The video at left is provided by NationBuilder and NB's workflow guidance page are not customized for our uses. Email techvol@350mass.org with suggestions for improvements or additions to this process. You may also use Slack and enter a #Comms_Request.
LIAISON REQUEST IS MADE: The Tech Liaison, following an appropriate Guidance Doc they are trained to use, completes a request form. The Liaison gets a copy of their request in their email. This submission is added to our requests sheet and merges to a Work Order Doc located in our Event Requests folder.
TRAINEE IS CONTACTED: The techvol@350mass.org dispatcher shares the Work Order with the next "Trainee on rotation" messaging in Slack and email that it is their turn and this is the task. Liaison contact info and deadline is on the Work Order.
TRAINEE ACCEPTS REQUEST: Trainee acknowledges and accepts the task, look over Work Order and emails the Liaison to introduce themselves as the Trainee for this task, along with any clarification questions, e.g. about the selection of targets and how many are expected.
TRAINEE DRAFTS THE WEB PAGE: Within a few days, the Trainee logs into NationBuilder and performs the operations listed in Task Outline.
TRAINEE SHARES DRAFT: Share with specified testers in the Work Order, get feedback, wait for the green light from the chief reviewer (if not Liaison).
TRAINEE PUBLISHES PAGE: When the specified chief reviewer gives the green light, the Trainee publishes the page, and circles back to the liaison.
TRAINEE & LIAISON DO QUALITY ASSURANCE: Trainee makes a date with the liaison to test any page actions and check statistics.
This training was recorded on June 24, 2024. The task outline was created by Bob Wald and Matt Webb. Evan Bell delivered the training with Rand Barthel's help.
If your visitors still have questions, provide contact information or another resource for more help.