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OSP Checklist, Get Involved - Coggle Diagram
OSP Checklist
First IPS
PC assigns OSP
1. Handover to OSP
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Send an initial email
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See template, for examples
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Receive handover info
Find out what the newcomer has been told already / about their prev history with original contact person (PC probably)
To avoid repetition, and make them feel seen
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2. PP stage starts
First post PP contact
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Check newcomers user account has the persons full name, town, state, country and timezone fields populated correctly
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More contacts: Info
Seek some verbal feedback about the website, and how they found the process of joining
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This is important source of feedback, because they are motivated
Discuss the VB, and PPPs
There is a tendency for people to skip reading, so dont assume its all read and agreed with
Not so much a quiz, but a conversation about areas of alignment, unclearness, questions etc. Feedback.
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