US Black Heritage Funnel 2024

Date: [unknown] [unknown]
Location: [unknown]

Reasons people say they want to join USBH - taken from G2G 2023
Would You Like to Join the US Black Heritage Project?

Top requests from G2G since 2020

1. Profile Improvement: Christy leads and reviews
2. Heritage Exchange - Gina and Elaine lead and review
3. Challenges/ helping out - Emma and Christy
4. Interest in a specific Geographic Area - State team leaders lead and review
5. Transcribing documents and document processing - Gina leads and reviews
6. Notables - Kate and Katie lead and review
7. Checklist Team - Elaine reviews
8. Large document team - Confederate slave payrolls, ship manifests, plantations (advanced)
9. Categorization - Nat/Emma lead and review
10. Black Cemeteries and Churches - Denise leads
11. Family Builders - Emma leads
12. Military/War - Tuskeegee Airmen - Team reviews
13. New to WikiTree - WikiTree academy

What projects can people work on if new to WikiTree or without joining the project?
US Black Heritage Project Tasklist
All, except those doing black churches, will need to use the category: USBH needs first review

1. 1880 project - basic skills, follow directions, stub profiles
2. Challenges - basic skills, stub profiles, AA sticker
3. Data doctoring - AA stickers needed spreadsheet - just add the sticker, maybe a category
4. Profiles from FindAGrave memorials (Laurel Hill Cemetery and other large cemeteries) - profile creation, adding the memorial source citation, adding a category
5. Creating a list of black churches from a particular region, adding them to the space page - Research and adding info to an FSP

Funnel process Ideas

Idea for NEW to WikiTree'ers: When someone who is new to WikiTree and they have only one or two contributions, they are immediately sent to the WikiTree Academy from my PM to them. They are also told to add up to their great-grandparents and then reply to us again to join.

If they reply, it means they are committed. Review their contributions and send them the form to fill out minus the Welcome Mat. Once they fill out the form, onboard them and send them the funnel, directing them to the Basic Skills section. Keep it simple.

Idea for Advanced members of WT: When someone who is clearly experienced (by virtue of their history and contributions), and wants to join in a specific area, the onboarding could be swifter and include a review of their history, a badge, adding them to the new members list, etc... and then a direct introduction to the leader of that area, who takes them directly into the project. They would not fill out the form. This idea is based on the number of experienced Wikitree'ers who maybe lost their enthusiasm due to the wait or other obligations. Take the hoops out of the process for them.

Middle of the Roaders: These are the majority of people who request to join and are often all over the place with their experience and their enthusiasm. They get sent the Welcome Mat and are asked to fill out the form. They respond, they get onboarded and based on their contributions are sent the funnel with the suggested beginning point.

Who will Guide?

1. All leaders will need to be willing to take on a member to guide.
2. In the Path channel, when a beginner has added their family and has indicated the team they want to be on, that leader takes them on. Leader sends introduction email
3. In the Path channel, when a an advanced person has been onboarded, notify the appropriate guide per their team selection. Leader sends introduction email

Trello cards

1. Onboard as we do for all members.
2. Archive all the previous graduates, and lost on the Path folks. Start New.
3. Train all leaders on the use of Trello cards, emphasize note taking!
4. Question: can a Trello card be linked into a discord chat?