Create template checklist of onboarding steps

garethrees commented 8 years ago

Create a template checklist that we can paste in to issue 1 for new partner setups.

crowbot commented 8 years ago

Here's a starter:

Set up and get to know the site

[ ] Get an uncustomised version of the site running (mySociety)
[ ] Give mySociety a list of email addresses to be used for support mail - so when someone using the site needs help and mails team@[sitename], who should receive the emails? (partner)
[ ] Create accounts on the site for partner team (partner)
[ ] Set up admin accounts for the partner team (mySociety)
[ ] Add email override for authorities so that all emails go to team@ address (mySociety)
[ ] Play with the site to see how it works as a user, as an administrator, and as a public authority (partner)
[ ] Add some authorities the site using the admin interface (partner)

Gather public authority information

[ ] Gather authority email addresses (partner) - format template and format help.

Customize the site

[ ] Create a logo for the site (partner)
[ ] Set up social media accounts for the site, tell mySociety what they are (partner)
[ ] Configure social media accounts for the site (mySociety)
[ ] Buy domain name (partner)
[ ] Send information on how to point the DNS for this domain name to our servers (mySociety)
[ ] Point DNS for domain name to our servers (partner)
[ ] Tell mySociety how many days should pass before a request is classified as 'late' (documentation) (partner)
[ ] Set up a google analytics account and share the information with mySociety (partner)
[ ] Configure the analytics account on the site and in ProjectDB (mySociety)
[ ] Acquire and install an SSL certificate for the site (mySociety)
[ ] Add public holidays to the site using the admin interface (partner)

Translate the site

[ ] Translate the texts in transifex (partner)
[ ] Write the help pages for the site (partner)

Launch the site

[ ] Remove test data (mySociety)
[ ] Remove email override for authorities

Market the site

[ ] Apply for an adwords grant (partner)

Maintain the site

JenMysoc commented 8 years ago

I think we should also add in things like

"Think about launch event (partner) Consider press releases to relevant organisations (partner) Think about audience and how to engage them in the platform before and after launch - for example; workshops with NGOs about how the site can help them get info for their work etc (partner) Watch for interesting or high traffic requests/responses and consider how to market them (partner)

and of course: Ask if they will share google analytics data with us (mySociety)"

There are probably more :)

garethrees commented 8 years ago

Notes from the Onboarding Partners retreat session https://gist.github.com/garethrees/39216350fae352cfd834

crowbot commented 8 years ago

Closing this as we are piloting an initial checklist with the changes @JenMysoc suggests here with our Colombian partners.

garethrees commented 2 years ago

Just noting that this is now at https://github.com/mysociety/alaveteli/wiki/Checklist-for-setting-up-a-site-hosted-by-mySociety

mysociety / alaveteli

Create template checklist of onboarding steps #2960