Volunteer field guide. Use campaign-approved messaging. When in doubt, ask HQ before sharing process or legal details.
Field playbook · metrics/01-key-metrics.md
Key metrics & reporting
Metrics exist to help volunteers win, not to create spreadsheet theatre. Keep definitions stable for 30 days before changing.
Core set (from the originating playbook)
- Teams launched — new triads meeting weekly standard.
- Volunteers recruited — names with lane assignment or training path.
- Contacts made — intentional conversations or verified outreach touches (define locally).
- Events held — executed public or partner-hosted touches with documented outcomes.
- Social reach — use conservative platform metrics; prioritize inbound volunteer asks.
Definition discipline
For each metric, write down:
- What counts (example vs non-example)
- Who logs
- Where it lives
- How often it refreshes
Weekly report (5 bullets)
Recommended structure:
- Total teams active + new.
- Volunteers new + in training pipelines.
- Contacts vs plan.
- Events executed + next 14-day lookahead.
- Social highlights + questions needing HQ.
Avoid
- Vanity totals that confuse activity with results.
- Hidden shadow spreadsheets — one source of truth.
Redaction & safety
Public dashboards should not expose volunteer PII or sensitive relational maps. Share summaries, not raw lists, outside trusted ops.