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LDA Support Materials
Guide about allocating members on EXPA
& filling the LDA
LDA
S Some Important Information:
The LDA, today, is the most effective way of measuring the
quality of our leadership experiences, when it comes to the 4
LDM qualities. Therefore, make sure to guarantee all members
will actually think about their answers, and have his/her Inner
Journey when answering.
The whole process will be done through the
Opportunities/EXPA system. Remember that, just like our EPs,
we have to register all members on the Opportunities website.
The difference is that, after we allocate them as members (you
will se how to do this), their login starts working on EXPA too.
*
The first step to allocate your members on EXPA, is to make sure
everybody has an account on Opportunities. For that, ask them to
access opportunities.aiesec.org and click on Sign Up
1 Creating account on Opportunities
They will have to fill in the boxes with Name, Surname, e-mail,
password, country, and LC. Remember to ask members to KEEP
their e-mail address , and send it to you.
1 Creating account on Opportunities
Creating account on Opportunities
After that, it is important that they fill their personal informations.
1
You will need to access https://experience-v1.aiesec.org (version
1 of EXPA) to allocate members. Enter your Login and Password.
After that, click in "My Comittee"
2 Creating Teams/Roles on EXPA
Now, click in “Teams”.
2 Creating Teams/Roles on EXPA
Change the year to “2016”.
2 Creating Teams/Roles on EXPA
This is the page where you are going to allocate all your teams.
First, go to the bottom of the page.
2 Creating Teams/Roles on EXPA
2
1. Directly (in this case, you need to
know their exact account name)
2. By e-mail (in that case, they have to
accept the invitation)
In that case, you can allocate them directly to
their roles. When it happens, an e-mail goes to
their E-mail inbox, asking them to fill the LDA
If you can't find the member and/or don't
know if he/she is the right one, you need to
invited them by e-mail.
Creating Teams/Roles on EXPA
In case your members already have an account on Opportunities, you can
invite them directly to the LC. For that, click in "+Invite new member, and
type his/her name in the blank field (exactly as it is in the account)
2.1
TIP: if the name of the member is common, ask him/her to add a middle
name and/or a period (.) in the name, just for you to know he/she is the
right one.
Creating Teams/Roles on EXPA
The first step is to click on "+ Invite new member". After that, click
on "invite by e-mail", and fill in the boxes with Name, Surname,
E-mail and LC. Ask them for the e-mail they registered when they
created the account on Opportunities.
2.2
1º 2º 3º
Creating Teams/Roles on EXPA
Now, refresh the page, and click in "ADD TEAM" in order to add
each team in your LC (one by one)
2 Creating Teams/Roles on EXPA
Fill in the "Team Details" fields with informations about each team. After
that, click on "SAVE TEAM"
Membros
convidados
pelo email
2 Creating Teams/Roles on EXPA
The next step is to add members. For that, click on the team you just created, and click
on "Add team members".
Fill in the "Position Details", remembering that the time between "START DATE" and
"END DATE" should be 6 months (as seen in the image). In "ASSIGN MEMBERS", look
for the member that fills the spot you are adding, and click on "SAVE POSITION"
6 MESES
2 Creating Teams/Roles on EXPA
Good. Now that the VP is allocated, pass the mouse over the green little "+"
button, to add more people to the team. Don't forget to fill the "Position
Details", and to "ASSIGN MEMBERS", just like you did with the vp
2 Creating Teams/Roles on EXPA
When the whole team is allocated (VPs, PMs, and members), it will look like
this:
2 Creating Teams/Roles on EXPA
From now on, the members are the ones responsible. The first
step is to ask them to access experience.aiesec.org, and log in with
the e-mail and password they created on Oppportunities.
3 Filling the LDA
Next step is to click on the photo (upper-right corner) and click on
"My Profile"
3 Filling the LDA
Next, click on the "LDA" tab, the one in the right
3 Filling the LDA
TIP 1: If the process does not work, try creating another account
and doing all steps again.
TIP 2: The EXPA system, sometimes, can be slow and/or stop
working. In case it happens, try closing your browser and trying
again after a few minutes
TIP 3: Count on your EB to help you communicate this message
to the LC. Teach them how to allocate, so they can help you
answer doubts that the members might have, and also track how
many members have filled the Assessment in their areas.
3 Filling the LDA
TIP 4: Ask members to guarantee the test has finished. It only
finishes when results for each LDM quality is shown.
TIP 5: You can have access to members' LDA score, if you are set
as their EP Manager (See slides about: How to allocate me as EP
Manager). Use this information to work with membership
development in conferences, team days etc. more effectively.
3 Filling the LDA
How to be EP Manager of your members
LDA
All your members will need an Opportunities account. You will be
responsible to be EP Manager of each one of them, Then, you will
need to go the EXPA and enter with your account.
1 All your members on Opportunities
2 My Committee’s EPs
Then, pass the mouse over the word “People”
as shown in the picture. Click on “My Committee’s Eps.
3 Find your members
Then will appears all your Committee’s EPs. You need to find your
members, one by one. Click on the name of your member.
4 Your member profile
When you click on the name of yours members, will appear their
profiles. Click on the box that is showing “0 EP Manager”.
Then will be option to add you as the EP Manager. Click on “ADD”
and then you will be EP Manager of your member.
5 Be EP Manager
How to track the
LDA?
[TM] National CRM1
Open the workspace [TM] National CRM and look for (Novo) CRM
(Novo) CRM2
When you open it, filter by your LC to make it easier
(Novo) CRM2
(Novo) CRM2
Select the member which you want to edit the informations
(Novo) CRM2
xxx xxxxxxxxx
xxxxxxxxxxx
xxx
*
Roll down the bar, and answer the question about LDA. If the member has
already answered the LDA, please insert the printscreen in files
LDA

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LDA

  • 2. Guide about allocating members on EXPA & filling the LDA LDA
  • 3. S Some Important Information: The LDA, today, is the most effective way of measuring the quality of our leadership experiences, when it comes to the 4 LDM qualities. Therefore, make sure to guarantee all members will actually think about their answers, and have his/her Inner Journey when answering. The whole process will be done through the Opportunities/EXPA system. Remember that, just like our EPs, we have to register all members on the Opportunities website. The difference is that, after we allocate them as members (you will se how to do this), their login starts working on EXPA too. *
  • 4. The first step to allocate your members on EXPA, is to make sure everybody has an account on Opportunities. For that, ask them to access opportunities.aiesec.org and click on Sign Up 1 Creating account on Opportunities
  • 5. They will have to fill in the boxes with Name, Surname, e-mail, password, country, and LC. Remember to ask members to KEEP their e-mail address , and send it to you. 1 Creating account on Opportunities
  • 6. Creating account on Opportunities After that, it is important that they fill their personal informations. 1
  • 7. You will need to access https://experience-v1.aiesec.org (version 1 of EXPA) to allocate members. Enter your Login and Password. After that, click in "My Comittee" 2 Creating Teams/Roles on EXPA
  • 8. Now, click in “Teams”. 2 Creating Teams/Roles on EXPA
  • 9. Change the year to “2016”. 2 Creating Teams/Roles on EXPA
  • 10. This is the page where you are going to allocate all your teams. First, go to the bottom of the page. 2 Creating Teams/Roles on EXPA
  • 11. 2 1. Directly (in this case, you need to know their exact account name) 2. By e-mail (in that case, they have to accept the invitation) In that case, you can allocate them directly to their roles. When it happens, an e-mail goes to their E-mail inbox, asking them to fill the LDA If you can't find the member and/or don't know if he/she is the right one, you need to invited them by e-mail. Creating Teams/Roles on EXPA
  • 12. In case your members already have an account on Opportunities, you can invite them directly to the LC. For that, click in "+Invite new member, and type his/her name in the blank field (exactly as it is in the account) 2.1 TIP: if the name of the member is common, ask him/her to add a middle name and/or a period (.) in the name, just for you to know he/she is the right one. Creating Teams/Roles on EXPA
  • 13. The first step is to click on "+ Invite new member". After that, click on "invite by e-mail", and fill in the boxes with Name, Surname, E-mail and LC. Ask them for the e-mail they registered when they created the account on Opportunities. 2.2 1º 2º 3º Creating Teams/Roles on EXPA
  • 14. Now, refresh the page, and click in "ADD TEAM" in order to add each team in your LC (one by one) 2 Creating Teams/Roles on EXPA
  • 15. Fill in the "Team Details" fields with informations about each team. After that, click on "SAVE TEAM" Membros convidados pelo email 2 Creating Teams/Roles on EXPA
  • 16. The next step is to add members. For that, click on the team you just created, and click on "Add team members". Fill in the "Position Details", remembering that the time between "START DATE" and "END DATE" should be 6 months (as seen in the image). In "ASSIGN MEMBERS", look for the member that fills the spot you are adding, and click on "SAVE POSITION" 6 MESES 2 Creating Teams/Roles on EXPA
  • 17. Good. Now that the VP is allocated, pass the mouse over the green little "+" button, to add more people to the team. Don't forget to fill the "Position Details", and to "ASSIGN MEMBERS", just like you did with the vp 2 Creating Teams/Roles on EXPA
  • 18. When the whole team is allocated (VPs, PMs, and members), it will look like this: 2 Creating Teams/Roles on EXPA
  • 19. From now on, the members are the ones responsible. The first step is to ask them to access experience.aiesec.org, and log in with the e-mail and password they created on Oppportunities. 3 Filling the LDA
  • 20. Next step is to click on the photo (upper-right corner) and click on "My Profile" 3 Filling the LDA
  • 21. Next, click on the "LDA" tab, the one in the right 3 Filling the LDA
  • 22. TIP 1: If the process does not work, try creating another account and doing all steps again. TIP 2: The EXPA system, sometimes, can be slow and/or stop working. In case it happens, try closing your browser and trying again after a few minutes TIP 3: Count on your EB to help you communicate this message to the LC. Teach them how to allocate, so they can help you answer doubts that the members might have, and also track how many members have filled the Assessment in their areas. 3 Filling the LDA
  • 23. TIP 4: Ask members to guarantee the test has finished. It only finishes when results for each LDM quality is shown. TIP 5: You can have access to members' LDA score, if you are set as their EP Manager (See slides about: How to allocate me as EP Manager). Use this information to work with membership development in conferences, team days etc. more effectively. 3 Filling the LDA
  • 24. How to be EP Manager of your members LDA
  • 25. All your members will need an Opportunities account. You will be responsible to be EP Manager of each one of them, Then, you will need to go the EXPA and enter with your account. 1 All your members on Opportunities
  • 26. 2 My Committee’s EPs Then, pass the mouse over the word “People” as shown in the picture. Click on “My Committee’s Eps.
  • 27. 3 Find your members Then will appears all your Committee’s EPs. You need to find your members, one by one. Click on the name of your member.
  • 28. 4 Your member profile When you click on the name of yours members, will appear their profiles. Click on the box that is showing “0 EP Manager”.
  • 29. Then will be option to add you as the EP Manager. Click on “ADD” and then you will be EP Manager of your member. 5 Be EP Manager
  • 30. How to track the LDA?
  • 31. [TM] National CRM1 Open the workspace [TM] National CRM and look for (Novo) CRM
  • 32. (Novo) CRM2 When you open it, filter by your LC to make it easier
  • 34. (Novo) CRM2 Select the member which you want to edit the informations
  • 35. (Novo) CRM2 xxx xxxxxxxxx xxxxxxxxxxx xxx * Roll down the bar, and answer the question about LDA. If the member has already answered the LDA, please insert the printscreen in files