We _invested_ in software (we call it Harlan) for just this purpose.
There are thousands of moving parts and options within every PowerCore system - let's play with a Visitor.
- They, or the Member inviting them, (or me!) can go to Find a Team https://powercore.net/find-a-team-to-visit
and select the days that work for them (maybe they have a weekly appointment on Tuesday - don't show them any Tuesday Teams)
enter their classification (since each Member's seat is protected, don't show them Teams where they can't join)
and zip codes for a traffic path (Harlan won't show Teams in Buford to someone who lives in Hiram.)
- They'll see two choices close to work, two close to home, and two other options -
and select two Teams to visit.
Then they'll enter the date for each visit, their contact info, give credit to the person who invited them, and
wham - confetti.
- The Visitor will get an email with an introduction to the VisitorCoOrdinator, and their phone number.
The VCO 2nd, TCO, and TCO 2nd will be copied in case the VCO is on vacation <grin>
- The person who invited them will get a thank you email, so they know which Teams their Visitor is checking out.
- The Visitor's name and contact info will show up for all Team Members on the dashboard card for that week's meeting.
This makes it easy for all Members to follow through - they have the contact info.
- The Visitor's name and contact info is added to the VisitorCoOrdinator's report, so the VCO doesn't have to type anything -- they just press the check mark, saying the Visitor attended,
- and the Team's records are updated,
- and a secure application is created for this Visitor,
- and the Visitor gets an email with information about joining a link to their personal application.
These things happen when I'm in the office, and when I'm not in the office. They aren't tasks on my list, they are a process that makes checking out a Team comfortable.
Of course there are things that have to change - I just got asked to change the way a name was spelled - easy. Sometimes they need to change the date of the visit - easy. Sometimes the classification they used could be more effetive - I can change that.
10. is when the application is submitted - and that starts a new process waterfall.
When the process is the same for everyone Members can tell Visitors what to expect. That makes them comfortable.
Harlan was an investment, and every day he's worth it.