What comes after the Introduction Fellowship? A tool and approach for community organizers

By Brooke O'Connell šŸ”ø @ 2025-01-20T13:39 (+50)

Want to skip directly to the tool? Find it here.

TLDR;

Introduction

As a co-organizer of Effective Altruism Delft (EA Delft), Iā€™ve often grappled with a crucial question: What do we offer after the Introduction Fellowship? Our broader goal as a community is to support our membersā€™ journeys toward impactful action, but the responsibility of defining the next steps after introductory experiences has felt daunting.

I've found that EA communities are great at welcoming newcomers through fellowships and similar initiatives. However, the path beyond these initial steps often feels unclear. Many impactful opportunities are highly competitive, leaving others wondering, ā€œWhere do I fit?ā€ Add to that the abundance of EA resources, groups, and activities, and itā€™s easy to feel overwhelmed.

While I donā€™t mean to suggest thereā€™s a one-size-fits-all path for every member, Iā€™ve experienced a frustrating lack of guidance on how to make these transitions easier for both community organizers and members. I set out to address this challenge by designing a framework that operationalizes support while staying connected to our communityā€™s broader vision and strategy. 

Seeking a Potential Solution

In Spring 2024, I conducted one-on-one interviews with a sample of our members to get a baseline on their needs, challenges, and goals. Using my background in strategy and design, I applied aspects of design thinking and similar methodologies to identify recurring themes in their experiences:

  1. A desire to deepen familiarity with EA principles and community.
  2. Curiosity about specific topics or cause areas.
  3. Uncertainty about the next steps toward impactful action.
Illustration of the synthesized individual insights grouped into the three recurring themes in EA journeys.

From these insights, I hypothesized that creating structured yet flexible member journeys could address these challenges. Using inspiration from journey-mapping techniques, I prototyped a tool to help members navigate their EA experiences. Enter: The Impact Workbook.

Anatomy of an EA journey in the workbook includes key questions or assumption, SMART goals, space for chosen activities, and recommend activities.

Introducing the Impact Workbook

The Impact Workbook provides tailored, guided tracks for members to align their interests and goals with meaningful action. Developed through iteration, feedback, and experimentation over the past four months, the workbook currently includes three core tracks:

  1. Introduction Track: For newcomers, this offers an overview of EA principles and pathways to engage with the community.
  2. Topic or Cause Area Track: For members exploring specific areas of interest, this track equips them ways to gain relevant knowledge.
  3. Impact Action or Career Track: Designed for members ready to translate their skills and interests into impactful actions or careers.
Illustration of the three member journeys created for the workbook.

Additionally, a ā€œChoose Your Own Adventureā€ option allows for personalization beyond these predefined categories. To further inspire members, the workbook includes templates, a library of activities, SMART goal-setting guides, and more.

Illustration of the additional templates, libraries, and guides included in the workbook.

Why This Workbook Matters for Organizers

Over the past few months, Iā€™ve seen firsthand how this workbook benefits organizers and members alike. Here are four key ways I recommend for organizers to use it:

  1. Facilitate transitions after the Introduction Fellowship:
    1. Incorporate the workbook into the final week of your fellowship as a tool for members to explore their next steps.
    2. Use it during subsequent one-on-one conversations to provide structure and track progress over time.
  2. Strategically plan and sequence activities:
    1. Understanding membersā€™ goals allows you to design relevant programming. For example, if you learn that many members are seeking career opportunities, you could prioritize hosting a career speaker event or workshop.
    2. Spotting patterns can also help you better forecast membersā€™ needs and plan programming more efficiently. A side effect benefit of this is the potential to reduce the risk of organizer burnout.
  3. Track and increase your groupā€™s impact: The workbook serves as a structured pathway to help members achieve tangible results. By tracking progress through these workbooks, you can collect valuable data to define the impact your members have had and therefore your communityā€™s overall impact. These insights can also help you to refine your approach to amplify impact.
  4. Support your own development: Practicing what you preach sets a great example for members. By completing your own workbook, you can not only showcase its utility, but also make sure to avoid neglecting your own individual growth. To set an example, hereā€™s my own that I completed at the end of 2024.
Screenshot of a Google Sheet showing the tracks and categories of activities organized by quarter for strategic planning.
Example of how EA Delft has operationalized the Impact Workbook tracks to strategically plan activity programming.

Whatā€™s Next? Try It and Share Feedback!

The Impact Workbook is an experiment in fostering greater impact and initial results have been promising. We introduced the Workbook to a cohort of eight Introduction Fellowship participants this past Fall, and have continued to use it in subsequent one-on-ones. Qualitative feedback from our members has been positive, and I plan to continue to track the impact of the Workbook for our own group and goals throughout the rest of the school year. This will culminate in a follow-up post later in 2025 further reflecting on its impact over time. Weā€™re also excited that there will be a community group in our region that will adopt it in Q1 2025, and another who is considering doing so. 

Plus Iā€™m eager to see how it evolves with community input! Hereā€™s how you can get started:

Ready to give it a try? Access the Impact Workbook or reach out to me at hi@eadelft.org for support in getting started. 

Access the Impact Workbook

Have feedback? Fill out the survey or reach out to me at hi@eadelft.org.

Feedback Survey

Thanks in advance for the time you took to read this post, and any feedback you may share in the future!


James Herbert @ 2025-01-29T10:25 (+5)

I think this post exemplifies great community-building practice - identifying a real gap, testing a plausible intervention, and iterating based on feedback. The Impact Workbook is a thoughtful and structured way to help students move beyond the introductory stage, and itā€™s really impressive to see an MVP already in action. 

One thing that could make this even stronger is more explicit success metrics - this could be something relatively simple, e.g., usage stats. I also second Alex's comment - it would be great if you had more guidance on how organisers can implement this in their own groups, perhaps a short ā€˜How to Get Startedā€™?

Brooke O'Connell šŸ”ø @ 2025-03-01T20:04 (+1)

Thank you James for your kind words!

You make an important point about success metrics. Iā€™ve been exploring some ideas some basic data but haven't settled on which ones yet. Hereā€™s a few ideas Iā€™m 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

I'd 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, Iā€™m hoping this post is a good start, but it would be interesting to explore how to further operationalize this!

GV @ 2025-01-20T15:58 (+4)

This sounds like a nice, helpful tool that I intuitively think will be valuable to ensure people think clearly about how to make efforts in a concrete directions. I really like the 3 "paths" for this.

I don't understand this, though: how do you suggest tracking people's answers to this tool? How is the data consolidated?

Brooke O'Connell šŸ”ø @ 2025-03-01T18:51 (+1)

Thank you for your comment and taking the time to read the post! I'm glad to hear that the three distinct paths resonated with you.

Iā€™ve thought a little more about your question and finally have some thoughts. The TLDR is that your question is something Iā€™m considering myself and we're exploring effective ways to track this this semester. Below are a few initial ideas:

What we're already doingā€”

1. Individual tracking: For those who have done their workbook online, weā€™ve 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 we're considering to tryā€”

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 they've 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/completion rates

   - Activities that members struggle to complete (which might need more support)

Iā€™ll emphasis that these are work in progress ideas, and if you have additional ideas for how we can improve this or general feedback, Iā€™m definitely open to it!

Alex Dial @ 2025-01-20T22:56 (+3)

Excited to see this post! I really appreciated the slides you shared (so pretty!), and that the workbook includes a completed example, plus that you shared that copy that you yourself actually used.

In the workbook, I like that the order of prompting gets people to first reflect on their stage, uncertainties, and goals, before trying to select activities. I think getting people to actually chain backwards like this helps cut unnecessary steps and focus on what actually matters, and having that process be visible to group organizers so it can inform their programming & prioritization seems quite valuable.

I'm curious if you have a more step-by-step recommendation for how organizers should integrate this into their programming? One approach I imagine might work that organizers could consider:

  1. In the end-of-intro-fellowship survey or at the start of a new semester, organizers ask participants if they'd like to have a 1-1 chat with an organizer about their takeaways from the program and potential next steps.
  2. When booking these chats, organizers send participants this template and ask that they fill it out in advance of the meeting (if they're interested in discussing next steps).
    1. Ideally, the organizer also sends them a version of the workbook that they themselves have already filled out, as an example!
  3. Part of this chat is then spent reviewing the plan, and booking a 2 month and 4 month out 15 minute follow-up check-in to see how things are going.
    1. Organizer leaves the chat with notes about how they want to motivate & enable this group member to achieve their goals.
    2. Participant leaves the chat with a more refined plan that's been red teamed a bit, and they're feeling excited and well supported towards achieve their goals.

However I could also imagine it working well to use your slides to present to a bigger audience (do you have a full presentation people could use?), or just focusing on using this workbook for people in the leadership team, or making an group-wide shared Google Drive folder where everyone creates and shares a workbook.

Sounds like this tool is still in experimental development so I wouldn't expect a definitive recommendation - perhaps the more concise question I can ask is: "What seem to be (or have been) the most likely failure modes a group organizer may encounter when trying to implement this, and do you have any anecdotal advice or lessons-learned about overcoming these?"

Brooke O'Connell šŸ”ø @ 2025-03-01T19:40 (+2)

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 itā€™s likely Iā€™ll 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, itā€™s still early days for us trying it out, but thereā€™s 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 "lite" 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/groups

   - 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 presentations - yes, I do have a deck that could be used (itā€™s actually where some of the images are from). It can be found here: https://www.canva.com/design/DAGXSf3cBKc/IJQCkVazb5_vNzWbrHypPw/edit?utm_content=DAGXSf3cBKc&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

Nina FriedrichšŸ”ø @ 2025-02-06T14:59 (+2)

Great to see this initiative! From our work at High Impact Professionals (HIP), weā€™ve found that for experienced professionals, the barriers to translating initial EA knowledge into real career changes are often quite broad. These include feeling isolated in their impact-driven goals, lack of time and structure, uncertainty about relevant options, motivation and accountability challenges, and difficulty identifying concrete next steps.

To address this, our Impact Accelerator Program (IAP) helps professionals develop an impact plan and take meaningful steps towards high-impact career transitions. In 2024 alone, 30 participants successfully transitioned to impactful roles through the program.

This could be a valuable resource to add to your list for community members who are further along in their careers and looking for structured support in making a difference.

Brooke O'Connell šŸ”ø @ 2025-03-01T20:18 (+2)

Thanks for your comment Nina! I've 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). I'll definitely add a link to the IAP in the 'Activities' tab in the template. 

Nina FriedrichšŸ”ø @ 2025-03-05T23:39 (+1)

Aw, that's fantastic to hear!

Free to get in touch when the time comes - always happy to share some of our learnings!