Conduct member orientation
Give new members a practical, accessible introduction to the space, help routes, emergency information, community norms, privacy choices, and service constraints.
| Field | Value |
|---|---|
| Business area | member-service |
| Primary role | community-manager |
| Frequency | per-interaction |
| Privacy sensitivity | medium |
| Security sensitivity | high |
| Compliance review | needed |
Trigger and handoff
Trigger: A member begins service or needs orientation after a material site or policy change.
Inputs
- Current orientation guide
- Member product and access
- Accessibility or support requests
Outputs
- Completed orientation record
- Answered questions
- Assigned follow-up needs
Current manual methods
- Unstructured tour
- Emailed handbook
- Assumption that company admin briefed everyone
Human judgment and approvals
-
Adapt pace and format to the member
-
Notice confusion or an unmet accessibility need
-
Approval: Facilities or duty owner approves any alternate safety arrangement
Failure modes
- Emergency information is skipped
- Completion is recorded without understanding
Success metrics
- Members can identify help and emergency routes
- Follow-up needs receive an owner