Network Engagement Task List_Leave Resources

	A	B	C	D	E	F
1	Category	Key Tasks	What is it?	Key roles	Level of effort	How network participants can contribute

2	Engagement (inviting members to engage at different levels and at different spaces / times)
3		Member welcoming / orientation	Sharing core principles and ways of being with new engagers, while starting to build relationships	Network weaver	Medium	Referring suitable members and participating in buddy systems to make the new members feel welcomed
4		Crafting invitations	Carefully writing and designing group and individualized invitations	Communications coordinator	Low	Offering feedback on invitation content; referring connections to engage
5		Inviting to activities, and reminders	Sharing invitations to activities through diverse mediums, and at different times / cycles	Network weaver; Communications coordinator	Low	Suggesting activities they would like to participate in
6		Maintaining member database	Capturing key engagement levels, interests, and needs – and noticing gaps and opportunities to boost engagement	Network weaver; data manager	Medium	Communicating changes to their own information, e.g. evolving needs and offers
7		Checking in with members	1:1 or small group check-ins to hear needs and personally match to activities	Network weaver	Low	Participating in a buddy system
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9	Communications (sharing out information to boost awareness of opportunities and promote "light-touch" engagement)
10		Communications strategy	Developing a strategy to reach diverse people, and the overall benefits / approach, and updating periodically	Network weaver; Network coordinator; Fundraiser	High	Reviewing and validating the strategy, adding suggestions and ideas
11		Engagement in chat / network channels	Sending prompts and reminders, and sparking conversation and connection, in various chat mediums and network platforms	Network weaver; Network coordinator	Medium	Contributing to and sparking discussions, plus sharing opportunities, news, knowledge, etc.
12		Internal calendar / network offerings	Hosting an internal space for keeping track of network activities and offerings	Communications coordinator	Low	Sending offerings and activities to their connections
13		Publishing blogs / thought pieces	Writing pieces that share out key ideas and thinking relevant to the network's mission and purpose	Communications coordinator	Medium	Co-writing and/or contributing to brainstorming pieces
14		Sharing openly on social media	Schedule and share opportunities, activities, stories, etc. to broader engagement	Communications coordinator	Low	Sharing relevant materials for the network and tagging their own networks
15		Newsletter	Develop newsletter shared periodically (e.g. monthly, quarterly) with key insights, activities, offerings, etc.	Communications coordinator	Medium	Sending opportunities to include, forwarding the newsletter to their own communities / connections
16		Website maintenance	Draft website content and keep up to date, as well as SEO and other back-end	Communications coordinator	Medium	Offering feedback on website content
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18	Activities (designing, coordinating, and facilitating activities to deepen relationships, learning, and collective action)
19		Co-creating activities	Develop a list of activities, narrow down based on what is relevant and feasible to the network	Network coordinator, network weaver, facilitator, fundraiser	High	Participating in co-creation sessions, plus contributing to ideas asynchronously
20		Designing activities	Carefully create outlines for how each activity is formatted, run, and followed up by	Network coordinator, network weaver	High	Engaging in collaborative ideation and brainstorming; offering feedback on design
21		Curating groups	Mix and match people to engage in different activities, who would appreciate deeper connections	Network weaver	Medium	Offerings suggestions for grouping and clustering; sharing who they've connected with and who they haven't
22		Activities coordination	Scheduling, communicating, and follow-up	Network weaver	Medium	Often this is best done by a core team member
23		Facilitation of activities	Host inclusive spaces, facilitate dialogue, decisions, roles, and shared actions	Network weaver	Medium	Inviting network members to be co-facilitators, and to possibly host entire activities
24		Collating and documenting knowledge	Collect insights and knowledge shared by participants in activities – and collating into open documents and tools	Knowledge weaver	Medium	Taking up knowledge-harvester role in shared spaces
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26	Technology (practical systems and tools that support coordination, network weaving, engagement, communications)
27		Assessing systems and platforms	Analyzing different platforms, their value-added to participants, likelihood of use, and back-end maintenance	Network coordinator, network weaver, data manager, fundraiser	Medium	Offering feedback on user experience, sharing ideas of different tools and processes
28		Setting up systems and platforms	Adapting systems and platforms to be of maximum use to network participants and/or team	Network coordinator; Data manager	Medium	Offering feedback on user experience
29		Coordinating and managing systems and platforms	Overseeing activity, sparking engagement and use, creating technological adjustments as needed	Network coordinator; Data manager	Medium	Sparking activity and engagement through connections and clusters
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31	Impact and learning (collaborative evaluation of outcomes, stories, and effects from the network's work)
32		Assessing measurement and learning processes	Assessing what impact is relevant to collect, how others can be engaged in collecting and reflecting, and the most effective / efficient ways of doing so	Network coordinator, network weaver, data manager, fundraiser	High	Sharing ideas of different tools and processes
33		Developing impact processes and tools	Designing simple and collaborative tools for data collection and collective reflection	Network coordinator, network weaver, data manager, fundraiser	High	Participating in thought process, giving feedback
34		Gathering data	Collecting hard data (e.g. through surveys, check-ins) and soft data (e.g. stories and insights) from diverse sources	Network coordinator, Communications coordinator, data manager	Medium	Distributing surveys, interviewing each other for insights
35		Co-analyzing and sensemaking of data	Creating summaries of data, and engaging team and network leaders / participants in collective reflection and analysis	Network coordinator, Communications coordinator, network weaver, data manager	Medium	Participating in and co-facilitating spaces for reflection and co-creation
36		Packaging data and stories	Selecting key data and stories to share externally for awareness raising and engagement	Communications coordinator, data manager	High	Nominating or voting for stories/members to be highlighted publicly
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38	Fundraising (generating resources to support the network, either from funders or network members)
39		Designing financial models	Assessing different models and approaches for generating income streams, and designing strategies	Fundraiser	High	Getting feedback and advice from members
40		Funder and opportunity research	Find aligned opportunities through desk research, networking and events	Fundraiser	Medium	Adding opportunities and open grants
41		Designing systems to track opportunities and income	Designing pipelines to track various opportunities, including possible membership fees	Fundraiser	Medium	Usually, this is internal
42		Designing, delivering and refining pitches	Crafting a strong narrative, visual materials and engaging ways to share about network activities and goals	Fundraiser	High	Sharing network impact data and stories, giving feedback on pitch
43		Funder outreach, coordinating & preparing meetings	Developing relations with funders and developing steady flow of meetings and communications with them	Fundraiser	High	Creating connections with aligned opportunities
44		Proposal writing & negotiation	Writing conscise proposals that address the needs and goals for specific funders	Fundraiser	High	Offering feedback for proposals
45		Due diligence and contracting	Defining scopes of work, negotiationg contract terms, delivering key documents in due diligence process & closing deals	Fundraiser	Medium	Acting as references
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47	Operations (oversight of the network's administrative processes and finances)
48		Budgeting	Allocating financial and time resources across the network	Network coordinator	Medium	Participating in co-reviewing and making decisions around financial allocation
49		Financial tracking	Reviewing and tracking incoming and outgoing financial records	Network coordinator	Medium	Usually, this is internal
50		Legal	Overseeing legal structures, agreements, contracts, etc.	Network coordinator	Medium	Usually, this is internal
51		Hiring	Overseeing processes for search-and-select, interviewing, selection, and onboarding	Network coordinator	Medium	Co-interviewing and giving feedback, as well as offering recommendations for hires
52		Decision-making	Coordinating cycles of decision-making around network activities, principles, and processes	Network coordinator	Medium	Participating in in thought processes, online feedback, and group reflection sessions
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