Script and messaging to recruit donors in the interview process: HfLA website

[Basu3040]

Overview

We need script and the messaging, and tools to be able talk with donors.

Details: This is related to HfLA website redesign project where we are interviewing donors/financial partners to understand their motivations for donations of money, time, and/or services.

Action Items

• [x] Create a script
• [x] Edit the existing research plan to make it more directly targeted toward corporate donor research
• [ ] Get added to 1 password
• [ ] Talk with research lead to get access to [email protected] email
• [ ] Create a Calendly for [email protected] and update this messaging with current details.
• [x] Add calendly login info to 1password
• [ ] Review the messaging with Product
• [ ] Align script questions with research objectives using this spreadsheet
• [ ] Review the script with Product
• [ ] Email the donors to setup interviews
• [ ] Release dependency on #2704

Resources/Instructions

Messaging draft Existing research plan Script Draft Calendly Link

[Basu3040]

Progress: The script has been created with Calendely invite. Blockers: None ETA: 10/4/2021

[github-actions[bot]]

@ExperimentsInHonesty, @Basu3040

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[github-actions[bot]]

@ExperimentsInHonesty, @Basu3040

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[Basu3040]

Done!!

[github-actions[bot]]

@ExperimentsInHonesty, @Basu3040

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[github-actions[bot]]

@ExperimentsInHonesty, @Basu3040

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[github-actions[bot]]

@ExperimentsInHonesty, @Basu3040

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[sacamp]

Waiting for introduction to corporate donor representatives.

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Thursday, November 18, 2021 at 4:50 PM PST.}

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, November 22, 2021 at 11:19 PM PST.}

[sacamp]

Waiting for introduction to corporate donor representatives.

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, December 6, 2021 at 11:19 PM PST.}

[sacamp]

Waiting for introduction to corporate donor representatives.

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, December 20, 2021 at 11:19 PM PST.}

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, December 27, 2021 at 11:19 PM PST.}

[github-actions[bot]]

@ExperimentsInHonesty, @sacamp

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, January 3, 2022 at 11:19 PM PST.}

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@ExperimentsInHonesty

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, January 10, 2022 at 11:19 PM PST.}

[github-actions[bot]]

@ExperimentsInHonesty

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, January 17, 2022 at 11:18 PM PST.}

[github-actions[bot]]

@ExperimentsInHonesty

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Monday, January 24, 2022 at 11:18 PM PST.}

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@ExperimentsInHonesty

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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@tamalatrinh

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
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3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[tamalatrinh]

Progress: Was assigned issue 2 days ago (Feb 9) Blockers: Waiting for/to discuss next steps at this week's Sunday 2/13 meeting

• intros/ where to find interviewees
• agreeing on interview questions

Availability: Next 2 weeks? I created a calendly for 2/15 - 3/1 with openings Tues - Thurs. Here's the live link: https://calendly.com/siteresearch/45?month=2022-02 ETA: Not sure since everything is contingent on finding interviewees + scheduling etc.

[tamalatrinh]

The calendly in the messaging document needs to be changed to the current calendly

[tamalatrinh]

update messaging with time options

[sacamp]

Hi @tamalatrinh, please remove the "2 weeks inactive" label after updating your issue. Thanks!

[tamalatrinh]

• Messaging has been updated with time option (highlighted in yellow) -New link to calendly has been updated

• Script draft has been updated -'passionate' changed to 'care deeply about'

• Demographic questions will only be shared with individual donors

Waiting for product to review:

1. Messaging
2. Script

Next steps: Possibly test run interview script to see how long interview will take. Current estimate length is 45mins, but we think could be shorter. Shorter time could mean more people would be open to chatting.

[ExperimentsInHonesty]

@tamalatrinh We would like to try something new. Please put next to each question the number of each objective that it relates to.

Example:

• Script Section: Motivations for Giving
• Script Question: What information do you find most useful when learning about an organization you’re interested in?
• 3. Objectives b,ii

How we would want you to annotate the Script Question in the script document:

What information do you find most useful when learning about an organization you’re interested in? (3,b,ii)

Please use this spreadsheet to organize the questions:

[sacamp]

@tamalatrinh Please use this spreadsheet to organize the questions

[github-actions[bot]]

@tamalatrinh

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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[dionw412]

Availability for this week: Monday, Wednesday, Thursday My estimated ETA for completing this issue: March 21, 2022

[dionw412]

Progress: Revised research plan to target corporate donors ETA: March 30, 2022

[github-actions[bot]]

@dionw412

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

_{You are receiving this comment because your last comment was before Tuesday, April 19, 2022 at 12:20 AM PST.}

[github-actions[bot]]

@dionw412

Please add update using the below template (even if you have a pull request). Afterwards, remove the 'To Update !' label and add the 'Status: Updated' label.

1. Progress: "What is the current status of your project? What have you completed and what is left to do?"
2. Blockers: "Difficulties or errors encountered."
3. Availability: "How much time will you have this week to work on this issue?"
4. ETA: "When do you expect this issue to be completed?"
5. Pictures: "Add any pictures of the visual changes made to the site so far."

If you need help, be sure to either: 1) place your issue in the developer meeting discussion column and ask for help at your next meeting, 2) put a "Status: Help Wanted" label on your issue and pull request, or 3) put up a request for assistance on the #hfla-site channel.

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