Part One: How to build a Pathway in RiseKit
Why does it matter
Building an impactful and replicable program is founded upon having a process for delivering services each team member can do consistently. However, most programs do not either have documented processes or the processes are not being consistently followed by the team. RiseKit’s Pathways makes it easy to build a process for your team - and provide participants with tools to reduce the time program teams spend on documentation.
How does it work
Do you currently track the completion of important “tasks” in a spreadsheet, Google tasks or other document? If so - then skip down to Step Two to learn how to recreate it in RiseKit using our Pathway builder. If not - then start at Step One to learn how to facilitate a journey mapping exercise.
Step One: How to create a standard operating procedure
When to use: This exercise can be helpful for anytime, but particularly those without a standard process for tracking a clients progress through the program.
Journey mapping exercises are a great opportunity to bring your team together to share their best practices and perspective on how to deliver impactful services. How you facilitate the exercise depends on how easy it is to get everyone into one place with a white board. If it’s easier to facilitate the exercise virtually - we highly recommend using Google Jamboard.
Watch this video to understand how to facilitate the exercise:
- Expected session length:
60 Minutes for each Department
- Who should join the session - Program staff who…
Work directly with clients
Lead the staff who work directly with clients
- What the Team should start to collect (if they available):
Forms used for client intake and assessments
Documents used for tracking client progress through program(s)
Documents which outline program/grant requirements and expected program outputs
Step Two: Build the Pathway in a spreadsheet first
We create a simple to use resource to build a Pathway in a spreadsheet to review with a RiseKit team member before building it in RiseKit. You can reach out to our team at any time during this process to get support.
You can access the builder template by clicking here. Please make sure to create a copy first by going to File > Create a Copy.
Field explanation
- Pathway Name: Pathway name should be the name of the program. If you have a cohort model - you will include the name of the cohort too (e.g. Job Readiness - Spring 2022).
- Pathway Staff Description: Include a description for staff to know which program this pathway relates to at the organization.
- Milestone Name: Milestones break the experience into smaller steps. For example: If you have an intake process to start the program - you may create two milestones 1) Client Onboarding and 2) Program Tracker.
- Step Title: The step title will be the naming convention for the step, which is what your team and participants will see, so make sure they are understandable.
- Step Type: You have the option to choose four different types of steps:
Tasks: You want a Staff member to mark a task as completed or incomplete
Surveys: You want a participant to complete a survey (e.g. assessment, intake, etc).
Links: You want a participant to access another site (e.g. agreements, LMS videos, etc.)
Documents: You want a Participant or Staff member to upload a document.
- Participant Access: You can control what a participant can edit and view. You can mark each step as either edit/view or view. For example, you likely only want a staff member to mark a task as complete, but you want a participant to view their progress through a program.
NOTE: Don’t forget - participants can interact and view the Steps included in the Pathway.
Building an impactful and replicable program is founded upon having a process for delivering services each team member can do consistently. However, most programs do not either have documented processes or the processes are not being consistently followed by the team. RiseKit’s Pathways makes it easy to build a process for your team - and provide participants with tools to reduce the time program teams spend on documentation.
How does it work
Do you currently track the completion of important “tasks” in a spreadsheet, Google tasks or other document? If so - then skip down to Step Two to learn how to recreate it in RiseKit using our Pathway builder. If not - then start at Step One to learn how to facilitate a journey mapping exercise.
Step One: How to create a standard operating procedure
When to use: This exercise can be helpful for anytime, but particularly those without a standard process for tracking a clients progress through the program.
Journey mapping exercises are a great opportunity to bring your team together to share their best practices and perspective on how to deliver impactful services. How you facilitate the exercise depends on how easy it is to get everyone into one place with a white board. If it’s easier to facilitate the exercise virtually - we highly recommend using Google Jamboard.
Watch this video to understand how to facilitate the exercise:
- Expected session length:
60 Minutes for each Department
- Who should join the session - Program staff who…
Work directly with clients
Lead the staff who work directly with clients
- What the Team should start to collect (if they available):
Forms used for client intake and assessments
Documents used for tracking client progress through program(s)
Documents which outline program/grant requirements and expected program outputs
Step Two: Build the Pathway in a spreadsheet first
We create a simple to use resource to build a Pathway in a spreadsheet to review with a RiseKit team member before building it in RiseKit. You can reach out to our team at any time during this process to get support.
You can access the builder template by clicking here. Please make sure to create a copy first by going to File > Create a Copy.
Field explanation
- Pathway Name: Pathway name should be the name of the program. If you have a cohort model - you will include the name of the cohort too (e.g. Job Readiness - Spring 2022).
- Pathway Staff Description: Include a description for staff to know which program this pathway relates to at the organization.
- Milestone Name: Milestones break the experience into smaller steps. For example: If you have an intake process to start the program - you may create two milestones 1) Client Onboarding and 2) Program Tracker.
- Step Title: The step title will be the naming convention for the step, which is what your team and participants will see, so make sure they are understandable.
- Step Type: You have the option to choose four different types of steps:
Tasks: You want a Staff member to mark a task as completed or incomplete
Surveys: You want a participant to complete a survey (e.g. assessment, intake, etc).
Links: You want a participant to access another site (e.g. agreements, LMS videos, etc.)
Documents: You want a Participant or Staff member to upload a document.
- Participant Access: You can control what a participant can edit and view. You can mark each step as either edit/view or view. For example, you likely only want a staff member to mark a task as complete, but you want a participant to view their progress through a program.
NOTE: Don’t forget - participants can interact and view the Steps included in the Pathway.
Updated on: 01/11/2022
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