The Challenge Posting Process Using the Loft Platform

All members sign up for Loft as a condition

for membership

Members receive and fill out a Google form

indicating interest in challenge

Accept invitation to join project team within

studio

One project team member accept

Challenge on behalf of team

Project team members use the project page to collaborate via message

board toolSend in policy for

editingRevise and send in

for approval

Receive request for a

national challenge

Contact members via

email to gauge interest

in challenge participation

Create studio for the overall

challenge including all instructions and

necessary materials

Use interest forms to create teams in Excel Document

and create project team pages in Loft

Receive policy version

Send back feedback and

revisions

Make final edits and send to

appropriate parties

Roosevelt Employees

Timeline of Roosevelt Institute’s Loft Use for Challenges

Roosevelt Members

Motivating Loft Usage

• All members will be required by chapter heads to create a Loft page– This will eliminate barriers to entry for accepting

challenges• The Loft site will host all guides for general

policy creation and challenge-specific information

Challenge Interest and Team Designation

• After receiving a request to put forth a national Challenge, the Roosevelt Institute will send an email to all applicable members requesting indication of interest– This will be done using Google Forms as it can

automatically be configured into an Excel Doc• The Roosevelt Institute will come up with project

teams based on an appropriate criteria, create a project in Loft and send each member an invitation to join his or her team’s project page

Team Collaboration

• The project team will use the “Member How-To Guide” to accept the challenge and navigate the studio

• Each project team member will have access to the project’s message board

• Using the ‘file upload’ function, members will be able to save various iterations of the policy draft

• With the development of the direct message function, members will be able to communicate one-on-one if there is an individual question or suggestion

Policy Completion

• Once the project team has finalized a draft, they will send it to the appropriate Roosevelt Institute counterpart

• Feedback will go in this cycle until the Roosevelt Institute deems the material to be finished

• If the policy is chosen to go further, the Roosevelt Institute will distribute the materials to the appropriate contact