Reviewer Onboarding Process

If people respond to the survey offering to help, send them an email with a link to the further questions:

https://docs.google.com/forms/d/1xhqVc7Wkod7PKfHARkrVvWlD1N7LRLGLOJo11EpqPnI/edit

Initial Email Template:

Hi XXX,

Thanks so much for responding to our request for help to update the materials.

Could you please provide some further information by filling out this form:

https://docs.google.com/forms/d/1xhqVc7Wkod7PKfHARkrVvWlD1N7LRLGLOJo11EpqPnI/

Thanks very much.

We look forward to hearing from you and will get back to you once you have reviewed your responses.

Regards

0. Filter out anyone that has a low standard of english, less than 5 hours a week or doesn't have the desired certs

1. Send Initial email to confirm interest and hours available using 1st email template

1.1 Arrange time for skype call to explain process

2. Allocate card in Trello by prefixing the name of the person in the card description

3. Ensure Google doc is shared publicly

4. Send 2nd Email template with Link to Google Doc

5. Followup via email if not completed within 3 days

6. If update never completed, remove from Trello card and add comment

7. Check update against guidelines and checklist

8. Email back findings from check and ask to revise

9. If 1st update is completed successfully, ask to create Trello username and provide, along with Paypal email

10. Create Trello board, and allocate topic

11. Add to Onboarding Trello board, Send Work for Hire agreement

12. Remove public sharing from Google doc

1st Email Template:

Hi XXX,

Thanks so much for responding to our request for help! 

I see that you are well qualified with XXX certifications!

Just to confirm, you mentioned you would have XXX hours a week to help with study guide and practice exam updates and reviews?

To get started, we would give you one topic to work on (along with clear guidelines on how to review etc), and when that is completed successfully, we will set you up in our project management tool (Trello) to continue.

How does that sound?

Regards

2nd Email Template:

Hi XXX,

Thanks for getting back to me quickly. 

We currently need to update the Admin Study Guide for XXX e.g. Winter 18

OR

We are currently creating content for XXX (e.g. Community Cloud)

We update / create the study guide on a topic objective basis, for example for the Admin Study Guide, a review of one objective maybe:

Sales and Marketing Applications -> Describe the capability of Salesforce Content

The topic objective for you to update is:

Topic

• Objective Text

Some objectives are smaller and some larger.

To be clear on the process:

- Please complete this objective, read and follow the guidelines carefully, including the checklist at the end

- As this is the first topic for you to review and there is a learning curve to understand our process, we will pay a maximum of 2 hours for this objective. 

- After this review is completed successfully (e.g. the checklist items have been met) we will pay for the time of this review. If it is not completed successfully, there will not be a payment for your time.

- We will then move to Trello, which is used for workflow management, so that we can avoid emails and keep the status and updates together on cards

For create / update purposes, we use Google Docs. If it is an update, existing content is exported to the Google doc, and changes are highlighted within the document.  

Note that the formatting sometimes has not been retained, this will be fixed when it is updated back online, please focus on the content.

The instructions to create / update the Google Doc are in the guidelines below.

Please read carefully, including the checklist at the end as it is crucial that the updates are done consistently. 

https://docs.google.com/document/d/1sFmJBZKOCyyZQOnoGrde5pkRvoqXs9IWsZTaeu1E_tA/edit?usp=sharing

Here is the link to the first topic for you to work on:

XXX

Generally an update will take between 1 - 3 hours, depending on the size.

Please look over this information and me know if you have any questions.

Please complete this review within 3 days. If you are not able to complete it within 3 days, please let us know. 

Please let me know if you have any questions.

Thanks!

Unsuccessful Test Email Template:

Hi XXX,

Thanks for taking the time to apply to help us here at Focus on Force and complete the sample assignment. We have reviewed the questions submitted and at this time, we won't be moving forward. We have had a lot of interest and unfortunately cannot work with everyone. 

We thank you for your interest in Focus on Force and wish you all the best in your career.

Regards