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Work Plan

Learning Notion

Workspace

Workflows

We have three goals with this this summer project:

1. Prepare for the start of the next school year
2. Learn how Notion works and brings together in one place many of your operational functions
3. Set-up your Notion workspace and establish workflows and standard operating procedures for your center and Bonner Program

We will learn how Notion works by watching how-to videos and then creating actual pages and databases using data and documents from your center.

Phase 1 — Initial Set-up & Learning Notion

Step 1 — Get Notion account & workspace

Step 2 — Get Campus Center Dashboard Template

Step 3 — Creating & Editing & Publishing Pages

Step 4 — Setting Up the Directory Databases

Step 5 — Setting up Database Relations & Displaying Linked Views of Databases

Step 6 — Setting Up the Notes & Ideas Database & Using Templates

Step 7 — Setting Up Engagement Opportunities & Using Templates & Linked Database Views

Step 8 — Setting up Meetings database

Step 9 — Setting Up Action Items

Step 10 — Setting Up Projects Database

Phase 2 — A few bonus databases

Step 11 — Setting Up Articles, Book & Videos Database

Step 12 — Setting Up Key Documents Database

Step 13 — Setting Up Calendar & News Databases

Phase 3 — Integrations

Step 14 - Google Forms to Notion via Zapier

Step 15 - Workflows Using Integrations

Phase 4 — Managing in Notion

Step — Setting Up Workspaces & Permissions

Step — Setting Up Staff & Student Dashboards

Summer ‘24 Streamlining Teams