Onboarded companies playbook
New funded companies, face accounting and community communication challenges to be aligned with their normal operation. Catalyst does not have an available/ relevant source of information about it.
エクスペリエンス
A very active team on Catalyst for the last 12 months: CC admin, funded proposers, PA-VPA, and community managers. Onboarded to Catalyst over 10 companies and more to come.
ソリューション
A playbook for funded companies that guide their various teams on how to best connect their operation with the Catalyst operation - payments, admin, communication
This proposal was approved and funded by the Cardano Community via Project F9: Legal & Financial Implementations Catalyst funding round.
コミュニティ・アドバイザー・レビュー
Impact / Alignment
Does the proposal effectively addresses the challenge?
コミュニティーレビュー (5)
The proposal gives a solution in the form of a playbook for funded companies to be informed about the operation of the Catalyst project. Clear guidelines are helpful for onboarding companies, projects, organizations to Catalyst and Cardano. Since the proposer has experience in onboarding these communities (provided with the name of projects they have successfully onboarded and the potential ones), it is valid that they develop a guidebook for onboarded companies on the next key steps, which are listed. Figuring out the know-how of how Catalyst works is a great way to facilitate progress and the effectiveness of a proposal. The solution to this stems from the frequently asked questions from other funded companies, so developing a playbook is a systematic way to tackle this problem. This play doesn’t stop at answering questions but will expand to making connections with ecosystems and community members as well as devising accounting and reporting processes. The proposer is able to highlight the impact of this playbook for the newly funded companies (how supporting these emerging companies will boost engagement). The clear operation of Cardano and Catalyst provided by the playbook is also a good way to encourage new companies to onboard. The proposer makes a good point of how funded companies will have a need to apply Cardano technology to conduct their proposal and a playbook will enhance this process and allow them to utilize Cardano technology to the fullest. High utilization rate of Cardano technology is highly positive for the growth of the Cardano community and paves the way for innovation. However, the proposal could specify in what form the playbook will be distributed (ebook, physical copies, …) or if it will be free of charge or come at a certain price. Little information is given on this so the proposer should elaborate more. The proposer is able to point out the main risks, being communication with many stakeholders and the fluidity of Catalyst’s operation, which can provoke reluctance for traditional organizations such as universities who require clear authentication. The proposer has given suitable mitigating measures for these risks.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_4055
- Total QA Ratings
- 5
- QA Rating Outcome
The proposal is about A playbook for financed businesses that instructs their various teams on how to connect with the Catalyst operation for the greatest results. The proposer is actively pursuing the onboarding of numerous additional businesses with Cardano & Catalyst. Among them are several more established institutions like colleges, not-for-profit organizations, and businesses unrelated to technology. The proposal identifies a challenge's underlying problem. The proposal clearly adds the value to the Cardano eco system . The plan can be scaled to deal with the problem. The Team appears to be quite skilled and have provided the relevant information their experience. I firmly agree, after evaluating this suggestion, that it does a good job of addressing the problem.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3521
- Total QA Ratings
- 5
- QA Rating Outcome
This proposal seeks to develop a roadmap to onboard traditional organizations and companies (such as universities and large NGOs) into the cardano ecosystem, and to help onboard newly funded proposals into the Catalyst system. This aligns perfectly with the challenge goal of helping to provide legal and financial frameworks for new projects and large organizations. The team working on this is well experienced with this very thing. They have already been in the process of investigating what kind of resources exist and discovered a hole. Large professional organizations desire to see evidence of progress and history of work from Cardano/Catalyst. There is no professional looking repository of success, instead we have a large pool of decentralized hubs and resources, including discord, telegram, google sheets, github, gitbooks, etc. What is needed is a singular professional process that is clear, streamlined, and targeted at stakeholders of larger organizations. If successful this proposal would make a significant impact on furthering the mission of catalyst by bringing in more professional and higher level orgs and corps who can provide staff, financial, and network resources.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3016
- Total QA Ratings
- 9
- QA Rating Outcome
There are lot of questions that will raised in the new proposer's once the funding is completed, it might be of how to use the wallet money efficiently, whether to convert wallet coins into liquid money or use the same coins to buy something from catalyst program where projects would have been already present, Hence to overcome these challenges the proposer wants to develop a book where they can get answer to all the questions , he wants to onboard companies and provide suggestions to such companies in all financial way , Hence the idea of playbook helps new funded projects as a manger guide to make their project go still more smooth fully, Hence this proposal effectively addresses the challenge.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3008
- Total QA Ratings
- 7
- QA Rating Outcome
The Onboarded companies playbook is a $13,500 proposal that directs its focus to the center of this Challenges Main Criteria. This experienced Catalyst and Cardano team, that are effectively - full time- have proposed to put together a Catalyst Playbook for newly funded companies. The Playbook will be constructed to first focus on the newly funded company; direct accounting and community Communication; offer post funding support with an additional benefit (other than just the funded company) to attract new companies and increase engagement with them. To paraphrase a strong observation by the proposal team, in their recent experiences with helping to onboard other projects into Cardano they noticed some World Class projects that came to offer their services but after kicking the tires decided to stay and propose. This team by the way has stated involvement with onboarding or helping to onboard a couple of companies like Seedstars, Goodwall and Digifarm.
Key areas to figure out once a Proposal is awarded, according to this proposal is how to manage funds, make connections to the community, figure out administration around Catalyst and learn how to use Cardano technology. Their 6 point key metric solution includes: 1. Develop a playbook for funded operations, 2. QA written, 3. Office hours for funded, 4. Intro docs about Cardano technology for business use, 5. Helping to make connections to relevent people in Cardano, and 6. Collaboration with the Treasury Guild for accounting specific processes.
Based on this very specific Proposal for a systematic playbook in helping to onboard new Proposal teams, this teams (Razil Samusudin; Nori Nishigaya; Yoram Ben-Zvi and Jo Allumin & colab with the Treasury Guild) past successes and their Impact statement my assessment is a 5 ( I strongly agree this proposal effectively addresses the challenge) star proposal.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_2671
- Total QA Ratings
- 6
- QA Rating Outcome
Feasibility
Given experience and plan presented is likely that this proposal will be implemented successfully?
コミュニティーレビュー (5)
The proposer is able to provide a pre-funding and post-funding timeline. Pre-funding stage already has some preparatory activities in helping companies to onboard and content development. The post-funding stage starts in September and stops in December. There are clear milestones of the activities that will take place for each period. Deliverables will be available in October. A budget breakdown is provided with a clear explanation for each expense where parts of the budget will be allocated to, which is good for feasibility and transparency. Preparation F10 is also mentioned. If it is possible, the proposer may specify the amount of money spent on the sub-items (ex: in “treasury guild” ($2500) with sub-items “wallet strategy” = ? usd, invoicing = ? usd…). Information about the team members is well-presented. The team is a gathering of dedicated community members Cardano and Catalyst who have funded proposals. The team members have diversity in their cultural backgrounds which can prove to be helpful for expanding the scale of the proposals. The team members have expertise in technology, entrepreneurship, blockchain, research,… which befits the nature of the proposal. Treasury Guild is also presented with details of its operation and how the wallet will be managed. The proposer will return for later funds as the project grows to contribute value to the community. However, the proposer should give some information about whether the overall project will reach a point of self-sustainability, to add more to feasibility and viability.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_4055
- Total QA Ratings
- 5
- QA Rating Outcome
The proposer have provided evidence of relevant skills experience required to carry out this proposal. A thorough explanation of the budget's breakdown is provided. The proposal provides a realistic schedule for finishing the project. The budget provided in the description is adequate to accomplish the objectives. By assessing this proposal i strongly agree that the proposal is likely to be implemented successfully
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3521
- Total QA Ratings
- 5
- QA Rating Outcome
This is completely feasible, as the team has the experience to carry this out. There is already a large body of information, so the team;s job is less about developing or creating anything new ,but in organizing existing info and putting it into a format that C-level execs, and Board members or trustees of large orgs can process. These docs need to layout a clear process for joining the Catalyst system in a visual and compelling way. The team here has a plan to accomplish their goals. The idea involves meeting with these companies to help set up accounting, and prepare for fund 10. They will also prepare a step by step guide, that includes the process of onboarding and setting up wallets. There will be recording, researching and more. The budget accurately reflects the amount of work to be done and the time it will take. The team is qualified and skilled. This is a fully feasible plan.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3016
- Total QA Ratings
- 9
- QA Rating Outcome
The guide book is not an easy task to achieve ,because they have to provide every financial aspects in detailed manner , so that fund proposer's can get to know how actually the project catalyst works, Since the team has already developed few books from fund 7 and fund 8 , with the experience provided already the task is achievable, The proposed solution even wants to onboard several companies and wants to act as manager to them by helping them to have QA session ,even this task can be achieved. since they have already onboarded few companies currently, where they can provide best solution and then use this to advertise, so that other companies can join this idea , Hence with given experience and plan presented it is highly likely this proposal will be implemented successfully.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3008
- Total QA Ratings
- 7
- QA Rating Outcome
This team has depth and experience both long term previous to Catalyst that is/was relevant and Full time Catalyst experience. They have listed and provided links to DoXX (which I did and was impressed by the qualifications) and see what they have been up to.
Their Risk Management is realistic and seemingly on-point with Mitigation strategies. One humerous but extremely relevant RM thinking was the proposal statement of "…challenging to streamline the onboarding with Traditional/Rigid organizations". Their mitigation thoughts rated a GREAT ANSWER from me. Additional feasibility notes for my assessment included explorations of their attachments, timetable (found to be realistic) and ultimately my assessment is that this Playbook can be a solution for onboarding funded teams into Cardano and Catalyst.
The budget is well laid out and clear. The only issue I had in my assessment of this proposal was some lack of clarity and detail in the budget notes. The budget is detailed to the hourly pay, number of hours, etc in the very first budget section, which I think should be defacto for all proposals and certainly set my expectations for the following three sections. However, the detail level was absent for these sections. One example is in the following section it lists: PLAYBOOK AND Q& A - $2,500. The explanation notes are generic "Collecting information… & preparing the documents…" While the dollar budgets are relatively modest and appear appropriate the detail provided in the first section would be better.
Based on all the information directly in the proposal, extraneous information, links and team strength my Assessment of this proposal is a 4(I Agree this proposal is likely to be successfully implemented) star.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_2671
- Total QA Ratings
- 6
- QA Rating Outcome
Auditability
Does the proposal provides sufficient information to assess and audit progress and completion?
コミュニティーレビュー (5)
The proposer is able to provide clear deliverables and key metrics to measure within a period of time (ex: 50 downloads of guidebooks in Q1 2023). The vision of success is closely related to this F9 and their other proposal. The success will be the utilization of the guidebooks for companies to establish “long-term collaboration” with Cardano by both offering services to Cardano while using other Cardano services to accomplish their project.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_4055
- Total QA Ratings
- 5
- QA Rating Outcome
By looking at the key metrices and the KPI's I can clearly say that the project can be successful. Once businesses start utilizing the service, are quickly onboarded with their admin, and engage with the community, success will be attained. The relevant issue has been described by the proposer in a way that is understandable. The proposer have also given the clear understandable solution to the challenge . By this i can assure that the proposal have given enough details to assess the progress of the proposal
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3521
- Total QA Ratings
- 5
- QA Rating Outcome
This proposal has provided excellent detail regarding the clarity and audibility. The plan has been laid out and clearly defined. The goal is SMART (specific, measurable, attainable, realistic, and timely). The measurables are specific and measurable. These metrics will provide Cardano with an excellent onboarding process that was developed through research and hands-on development. Overall this proposal should be voted for this fund.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3016
- Total QA Ratings
- 9
- QA Rating Outcome
The audit has presented us the clear goal that the team wants to achieve, where it wants to make new funded projects to get easy solution for barriers, that most of them might face, the audit has introduced all the team members and their expertise in preparing a book, the proposal has presented us the books the team has released since fund 7 ,and it has also onboarded 10 companies to continue with this project , this shows that the team has proven experience to work with. The proposed plan well structured timeline which includes work to be done before funding and later funding, the proposal even contains detailed timeline structure to complete the project . Hence, With the information provided is sufficient to audit the progress and the success of the proposal.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_3008
- Total QA Ratings
- 7
- QA Rating Outcome
The metrics provided in the first section of the Proposal were found to be straightforward , understandable and would have (in my opinion) been fine for accountability and for success measurement and audit purposes. However, the proposal team elevated the transparency and measurable milestones by further slicing the deliverables. Instead of "Office Hours" in the Solution Phase, the proposal injects the metric of "120 hours of..", which is a very specific and measurable goal.
The milestones are even added to in more measurable items, e.g. How many funded companies are using our solutions/services - we expect…. And, how many downloads of guidebooks… - with another metric. Perhaps the most step out of the box metric (but we believe in what were doing optimism)is their "expectation" metric of "We expect by Q1 2023 at least 5 new companies to develop solutions using the Cardano technology and not only offering their services". That is confidence in my assessment and provides a long term metric to audit.
My Assessment for the clarity and the auditability is that this is a 5(strongly agree that this proposal has milestones with KPIs and identifiable measurements of success) star Proposal.
Assessment Quality Assurance
Assessment Quality Assurance is an offered role to veteran in the Cardano Project Catalyst Community. The purpose is to review PA assessments of proposals, providing a second layer of Quality Assurance.
- Assessor ID
- z_assessor_2671
- Total QA Ratings
- 6
- QA Rating Outcome
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We have started the research and have been reaching out to Catalyst members to learn their pain points and troubles when being onboarded into Catalyst after getting a proposal funded. This will help us find the correct content we need to add into the playbook so it can cater to the everyday new Catalyst users.
We are finalizing the research and putting together a document to build out our impact onboarding playbook. We will be for next steps refining this and finalizing the onboarding book.
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