Facilitator Guide

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1. Get set up

Accept your invitation and log in — see Getting Started.

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2. Set up a flow

Create a flow for the budget process you’re facilitating, in your county.

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3. Upload supporting documents

Upload the budget document, memo, or infopack so participants can review it.

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4. Bring in participation data

Set up KoboToolbox or Google Sheets connectors if you’re collecting feedback through those channels.

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5. Onboard Champions

Invite Champions (and other users at or below your level) to the flow.

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6. Run the flow

Update the flow stage as facilitation progresses.

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7. Review incoming feedback

Validate incoming feedback as it comes in. Note: approving or rejecting uploaded documents is a Coordinator/SuperAdmin action — see the Coordinator Guide.

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8. Analyze results

Run analysis and explore the dashboard once enough feedback has been collected.

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9. Close out

Once the public participation cycle is over, complete all the steps to complete the flow.

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Manage your team

Edit users and activate/deactivate accounts within your county.