Setting up a new group

I don't seem to have access to see these mockups buddy, point me in the right direction?

I've changed the privileges on the project. Try again now.

Had a good yarn with Jon on this one. Outlined the scope of the challenge. Getting this process right is pretty much the key to good engagement. Here's the elements we have to coordinate into a coherent flow:

1. Super-admin approves group request: creates a new group and sends the acceptance email to the group admin
2. Group admin receives acceptance email, clicks on invite token link
3. If admin is not logged in, take them to 'sign up or sign in' page
4. Go to Welcome page: intent is to convey 'successfully setting up a new Loomio group will require a concerted investment of your time'.
5. Set group settings (privacy + description)
6. Read example discussion
7. Start a new discussion or two
8. Pre-invite members: introduce Loomio to group participants before sending them the invite email.
9. Invite members

Point 5: group settings can potentially be included in the welcome page.
Point 6, 7: this is messy as hell, need to figure out a clean way to ensure admins start a good discussion.
Point 8: how do we ensure this step happens? Is there a workaround? How do we supply out pre-written template?

@Richard I really like that flow.

Point 6 could be simplified if we set up a dummy discussion in the Help subgroup.

A workaround for Point 8 might be to include some of the "How It Works" page so that each new member is introduced to loomio right from the invite?

I've updated the context with today's work. It's pretty wordy but I think it has to be - you want people to realise that setting up a successful group takes a bit of effort.

Please everybody jump in and cut it to shreds :)

@robertguthrie twisted my arm so I converted this into a proper balsamiq mockup. Go here for the first page of the wizard and click the little ▶ arrow on the top right to flick through all the steps of the wizard.

Really nice to see this in mockup form.

I found the "Invite Your Group" page a bit confusing. I think we should consider moving the form where you invite members to the top of that page. I also think we should consider putting the template email on the next screen and combine it with the advice to get in touch with the group after inviting them. Otherwise it seems like a bit of overkill telling the group admin to send their members two separate emails directly before and after they invite them.

Just my 2 cents...

I'm gonna stay out of this from now, sorry but I need some brain for other stuff. Nice one on the using good development process @richardd.bartlett

Okay I've taken on some feedback and done a new version of the mockup. Check it out and tell me what you think.

If you follow the wizard through you'll see it's quite opinionated, which I think it needs to be, but I'm not yet sure my opinions are the right ones to force on people :P

The main question I have at the moment is at Step 4: Invite Your Group. I've mocked it up with a default message that can't be edited. It would be nice to include a user-editable personal message somewhere but I'm not sure how to do that in a way that satisfies the criteria of a good invitation.

As I see it those criteria are something like:

1. has one big invite link at the top of the page
2. incentivises participation (i.e. 'this is the decision, sign up so you can have your say')
3. explains what Loomio is

I like! How feasible is it to build so that people can save their progress at each step? From experience people often have a really hard time thinking of their first discussion/decision (sometimes takes days to come up with something that makes any sense at all), so I can imagine extreme frustration without save points.
Thoughts?

I have put some further comments in the doc. I suspect it is not clear enough yet. I see earlier in the thread a comment about user testing. Have we run this past any new users? If not then I reckon that is the next step. I am happy to raise a proposal but just didnt ant to until I had checked out if it had already happened

This idea is in the very early formative stages Viv - will definitely be user tested before development starts

Hi everybody. A week and a half ago I put in a request for a new group, and after I submitted the request, I checked Loomio and my email every day to see if there had been any action. I was so excited when, two days ago, I got an email from Ben informing me that the group had been approved!

I just want to share the thought that it would probably be a nice thing, when people submit requests for a new group, to send them a quick email letting them know that the request is being reviewed and that they will receive an email with more information. I wasn't sure if I was going to find out on Loomio or via email.

Thanks for everything you are all doing to make the world a better place. I love Loomio!