Hi, Iâm Brooke! TLDR; Iâm interested in strategy, operations, or research in the context of consulting, agency, think tank, non-profit, or related work. I have a lot of experience with EA community organizing strategy and planning I can share and discuss. Currently co-organizer of EA Delft and in the second year of my Strategic Design masters at TU Delft.
Brooke O'Connell đ¸
Thank you James for your kind words!
You make an important point about success metrics. Iâve been exploring some ideas some basic data but havenât settled on which ones yet. Hereâs a few ideas Iâm looking at:
Adoption rate (% of fellowship graduates who create a workbook)
Completion rate (% who follow through on at least 3 activities they committed to)
Progression metrics (how many members move from one track to the next over time)
Qualitative satisfaction data from our check-in conversations
Iâd love to eventually track longer-term outcomes like career changes or impact-focused projects launched, but I expect that will take more time to materialize.
As for a how to guide, Iâm hoping this post is a good start, but it would be interesting to explore how to further operationalize this!
Thank you for the thoughtful feedback and suggestions, Alex! Great points about the ordering of the workbook, and the proposed implementation steps. Those resonate with me as well, and I think itâs likely Iâll actually try a couple of those ideas!
So far we have done the 1:1 chat at the end of the fellowship and this has felt useful for guiding members through using it, and helping them to further fill it out. I have also gotten feedback that sharing our own completed workbooks as examples has definitely helped make it a little less intimidating for members, so glad you pointed that out as well.
Regarding failure modes, itâs still early days for us trying it out, but thereâs a few ones I might expect could happen:
1. Timing issues: Introducing the workbook when members are overwhelmed (e.g., exam periods for students, etc.) might lead to low engagement. It could make more sense to prioritize the workbook at the beginning of the Introduction Fellowship or at the start of a new semester when people are naturally in a planning mindset.
2. Accountability gap: Not having a structured follow-up process could mean workbooks get filled out but not acted upon. Something like the 2-month and 4-month check-ins you suggested could be useful.
3. Excessive formality: The full workbook intimidating. It may be possible to create a âliteâ version for those who prefer a more casual approach, which might increase participation among less committed members.
4. Organizer bandwidth: Tracking and supporting every member could become overwhelming for a small team. Potential solutions could be:
- Creating peer accountability pairs/âgroups
- Training more experienced members to conduct some of the follow-up conversations
- Using a batch approach where we focus on helping 5-8 members at a time
To answer your question about presentationsâyes, I do have a deck that could be used (itâs actually where some of the images are from). It can be found here: https://ââwww.canva.com/ââdesign/ââDAGXSf3cBKc/ââIJQCkVazb5_vNzWbrHypPw/ââedit?utm_content=DAGXSf3cBKc&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
Thank you for your comment and taking the time to read the post! Iâm glad to hear that the three distinct paths resonated with you.
Iâve thought a little more about your question and finally have some thoughts. The TLDR is that your question is something Iâm considering myself and weâre exploring effective ways to track this this semester. Below are a few initial ideas:
What weâre already doingâ
1. Individual tracking: For those who have done their workbook online, weâve asked members to share them with us and we keep track of them in a central document (this if of course at their discretion). This allows us to refer back to them during one-on-one check-ins and help members update their plans as they progress.
What weâre considering to tryâ
2. Aggregated insights: Using a simple spreadsheet to track key data points across all workbooks, such as:
Which track each member selected
Their primary goals
Specific activities theyâve committed to
Progress updates from check-in conversations
3. Pattern identification: Every quarter, we could review the spreadsheet data to identify trends, such as:
- Common interest areas that might warrant dedicated programming
- Activities with high engagement/âcompletion rates
- Activities that members struggle to complete (which might need more support)
Iâll emphasis that these are work in progress ideas, and if you have additional ideas for how we can improve this or general feedback, Iâm definitely open to it!
Thanks for your comment Nina! Iâve definitely kept tabs on and been inspired by what you all are doing at HIP. In fact, we might be using some small pieces as inspiration for a revamp of our career fellowship later this year (more so tailored for current students or recent grads). Iâll definitely add a link to the IAP in the âActivitiesâ tab in the template.