One Earth Global | The Engine Room (Internal Team Training) Course Content Expand All 00 – Start Here 6 Topics Expand Lesson Content 0% Complete 0/6 Steps 00.1 Welcome To The Engine Room 00.2 How To Find Anything: Naming Rules and Search 00.3 New OE Employee and Contractor Handbook 00.4 New Starter Checklist: Employees 00.5 New Starter Checklist: Contractors 00.6 Access and Accounts Request 01 – Who We Are 6 Topics Expand Lesson Content 0% Complete 0/6 Steps 01.1 Mission and Mandate 01.2 The Purpose Economy, One Page 01.3 Culture Code 01.4 Code of Conduct 01.5 Lexicon and Framework Glossary 01.6 IP, Trademark and Usage Rules 02 – Our Structure and People Directory 9 Topics Expand Lesson Content 0% Complete 0/9 Steps 02.1 Organisational Structure Chart 02.2 Entity Map: Uma Terra, DAF Fund, One Earth Global, Platform, Services 02.3 Uma Terra: Remit and Governance 02.4 DAF Fund: What It Is and How It Moves 02.5 One Earth Global: The Umbrella 02.6 One Earth Platform: Connect, Learn, Trade 02.7 One Earth Services: The Franchise Arm 02.8 Roles and Responsibilities: Who Owns What 02.9 Internal Contact List 03 – How We Communicate 4 Topics Expand Lesson Content 0% Complete 0/4 Steps 03.1 Internal Communication Guidelines 03.2 Client-Facing Guidelines 03.3 Meeting Map: Types, Cadence and Agenda Standards 03.4 Decision Log 04 – How We Work 5 Topics Expand Lesson Content 0% Complete 0/5 Steps 04.1 Operating Rhythm: Weekly, Monthly, Quarterly 04.2 Project Management: Boards, Statuses, Definition of Done 04.3 Handover Protocol 04.4 Document Naming and Version Control 04.5 Adding or updating content in the Engine Room 05 – The Systems We Use 12 Topics Expand Lesson Content 0% Complete 0/12 Steps 05.1 The Stack at A Glance 05.2 Google Workspace: Gmail, Calendar, Drive 05.3 Dropbox 05.4 Notion 05.5 Zoom 05.6 WhatsApp 05.7 ActiveCampaign 05.8 Canva 05.9 WordPress 05.10 LearnDash 05.11 Claude and AI Tools 05.12 Reserved: Next System Added 06 – Brand and Voice 6 Topics Expand Lesson Content 0% Complete 0/6 Steps 06.1 Brand Guidelines 06.2 Logo and Asset Pack 06.3 The One Earth Voice 06.4 Writing as Linzi: Rules and Do-Not List 06.5 Approval Chain for Public-Facing Work 06.6 Deck and Document Templates 07 – Curriculum and Delivery 12 Topics Expand Lesson Content 0% Complete 0/12 Steps 07.1 Curriculum Map and Sequencing 07.2 IP Boundaries: What can be shared, adapted, never altered 07.3 Find Your Formula: Delivery SOP 07.4 Find Your Formula: Facilitator Manual and Materials 07.5 Personal DNA: Delivery SOP 07.6 Personal DNA: Templates and Deliverable Format 07.7 Business DNA: Delivery SOP 07.8 Business DNA: Templates and Deliverable Format 07.9 BOOM: Delivery SOP 07.10 BOOM: Materials 07.11 Facilitator Certification Pathway 07.12 Observation, Scoring and Recertification 08 – The Platform 9 Topics Expand Lesson Content 0% Complete 0/9 Steps 08.1 Connect: Member Onboarding 08.2 Connect: Moderation Standards 08.3 Learn: Publishing a course in LearnDash 08.4 Learn: Naming, Tagging and Access Group Rules 08.5 Learn: Content QA Checklist 08.6 Trade: Listing and Vetting Standards 08.7 Trade: Transactions and Disputes 08.8 Support Ticket Workflow 08.9 Known Issues and Bug Escalation 09 – Impact Partners 10 Topics Expand Lesson Content 0% Complete 0/10 Steps 09.1 The Franchise Model Explained 09.2 Partner Agreement, Plain Language Summary 09.3 Signed Agreements and Territory Register 09.4 Application and Vetting 09.5 Partner Onboarding Sequence 09.6 Training Pathway and Evidence of Support 09.7 Completion Reporting 09.8 Support Call Cadence and Format 09.9 Partner Portal Content Calendar 09.10 Underperformance and Exit Protocol 10 – Foundation and Fund 6 Topics Expand Lesson Content 0% Complete 0/6 Steps 10.1 Uma Terra Governance Documents 10.2 Grant Criteria and Application Process 10.3 DAF Approval Thresholds and Sign-Off 10.4 Donor Communication Standards 10.5 Compliance Calendar 10.6 Reporting Pack Templates 11 – Marketing and Content 11 Topics Expand Lesson Content 0% Complete 0/11 Steps 11.1 Editorial Calendar and Ownership 11.2 Content Approval and Publishing 11.3 Newsletter 11.4 Substack 11.5 LinkedIn 11.6 Social Channels 11.7 Website 11.8 Campaign Framework and Launch Checklist 11.9 Post-Campaign Review 11.10 Unite On Purpose Run Sheet 11.11 Event SOP: Pre, Live, Post 12 – Revenue 9 Topics Expand Lesson Content 0% Complete 0/9 Steps 12.1 Pipeline Stages and Definitions 12.2 Discovery and Qualification Standards 12.3 Proposal Templates 12.4 Pricing Sheet and Discount Authority 12.5 ActiveCampaign Data Standards and Tagging Taxonomy 12.6 Automation Map 12.7 Contracting and Client Onboarding 12.8 Delivery Handover 12.9 Renewal and Offboarding 13 – People 6 Topics Expand Lesson Content 0% Complete 0/6 Steps 13.1 Hiring Employees 13.2 Engaging Contractors: Agreements and Onboarding 13.3 Role Descriptions 13.4 Leave, Hours and Availability 13.5 Feedback and Review Rhythm 13.6 Offboarding Checklist and Access Revocation 14 – Policies, Legal and Compliance 7 Topics Expand Lesson Content 0% Complete 0/7 Steps 14.1 Privacy Policy 14.2 Consent to Being Filmed Form 14.3 Complaints Process and Procedure 14.4 Contract Templates 14.5 Signing Authority Matrix 14.6 AI use Policy 14.7 Insurance and Statutory Documents 15 – Finance and Admin 4 Topics Expand Lesson Content 0% Complete 0/4 Steps 15.1 Invoicing 15.2 Payment Terms and Collections 15.3 Expense Policy and Approval Limits 15.4 Supplier Onboarding 16 – Cyber Security and Data Security 9 Topics Expand Lesson Content 0% Complete 0/9 Steps 16.1 Cyber Security Policy 16.2 Data Security Policy: Where Data Lives and Who Owns It 16.3 Passwords and Two-Factor Authentication 16.4 Devices, Wi-Fi and Working Remotely 16.5 Phishing and Scams: Spot It, Report It 16.6 Access Requests and Revocation 16.7 Data Retention and Deletion 16.8 Incident Response and Breach Reporting 16.9 Website Backup, Restore and Change Control 17 – The Vault 5 Topics Expand Lesson Content 0% Complete 0/5 Steps 17.1 Document Templates 17.2 Deck Templates 17.3 Master Strategy Documents 17.4 Board and Entity Papers 17.5 Archive: Superseded SOPs and Past Campaigns 18 – Change Log 2 Topics Expand Lesson Content 0% Complete 0/2 Steps 18.1 What Changed, Newest First 18.2 Monthly Review Record
