UBEC Community Organizer: Quick Start Checklist

90-Day Onboarding Action Plan

Bioregion: ___
Your Name: ___
Start Date: _____

Pre-Launch Preparation

Week 1: Foundation Building

Days 1-2: Philosophy Immersion

• [ ] Read Ubuntu philosophy resources (minimum 3 hours)
• [ ] Journal: How does Ubuntu show up in my life already?
• [ ] Reflect: What Ubuntu principles do I want to grow in?
• [ ] Write 3 Ubuntu stories from my community

Days 3-4: Master the Four Elements

• [ ] Study Air (UBEC) - Diversity & Gateway
• [ ] Study Water (UBECrc) - Reciprocity & Flow
• [ ] Study Earth (UBECgpi) - Mutualism & Stability
• [ ] Study Fire (UBECtt) - Regeneration & Transformation
• [ ] Practice explaining each in my own words (record yourself!)

Days 5-7: Technical Setup

• [ ] Set up Stellar wallet (Lobstr, Solar, or Freighter)
• [ ] Securely store seed phrase (physical backup in safe place)
• [ ] Acquire all four UBEC tokens
• [ ] Complete 3 practice transactions
• [ ] Review my own holonic evaluation
• [ ] Explore the visualization dashboard for 1 hour
• [ ] Take screenshots of key dashboard sections

Week 2: Bioregional Mapping

Days 8-10: Community Assessment

• [ ] Define bioregional boundaries: _____
• [ ] List 20-30 potential early adopters
• [ ] Identify community assets and resources
• [ ] Map existing reciprocal relationships
• [ ] Note current economic patterns and challenges

Early Adopter List: 1. __ (Why: __) 2. __ (Why: __) 3. __ (Why: __) [Continue to 30...]

Days 11-12: Readiness Analysis

• [ ] Document 3 key economic challenges we face
• [ ] Document 5 community strengths UBEC can build on
• [ ] Identify 5-7 natural champions/influencers
• [ ] List 3 cultural considerations to honor
• [ ] Anticipate 5 likely concerns people will have

Days 13-14: Launch Planning

• [ ] Set specific goals for first 90 days
• [ ] Plan initial community gathering (date: _)
• [ ] Prepare presentation materials
• [ ] Identify 2-3 pilot projects
• [ ] Design feedback mechanisms

90-Day Goals: 1. ___ 2. ___ 3. _____

Week 3: Community Engagement

Days 15-17: Introduction Sessions

• [ ] Host Session 1: Date _____ (5-8 people)
• [ ] Host Session 2: Date _____ (5-8 people)
• [ ] Host Session 3: Date _____ (5-8 people)
• [ ] Gather feedback after each session
• [ ] Document common questions and concerns

Session Structure (90 minutes): 1. Welcome & Ubuntu story (15 min) 2. Four elements overview (20 min) 3. Q&A (20 min) 4. Demo of dashboard (15 min) 5. Next steps discussion (15 min) 6. Social time (5 min)

Days 18-19: One-on-One Onboarding

• [ ] Meet with early adopter 1: _____
• [ ] Meet with early adopter 2: _____
• [ ] Meet with early adopter 3: _____
• [ ] Meet with early adopter 4: _____
• [ ] Meet with early adopter 5: _____

Each Meeting (45-60 min): - [ ] Set up their Stellar wallet - [ ] Gift them initial tokens - [ ] Guide their first transaction - [ ] Review their holonic score - [ ] Answer their questions - [ ] Connect them with 2-3 others

Days 20-21: Network Building

• [ ] Create community chat/forum
• [ ] Share initial resources and links
• [ ] Facilitate 5+ introductions between members
• [ ] Post first community update
• [ ] Celebrate early wins publicly

Week 4: Establishing Rhythms

Days 22-24: Regular Practices Setup

• [ ] Schedule weekly community check-ins (Day: _, Time: ___)
• [ ] Schedule monthly metrics review (Day: _, Time: ___)
• [ ] Create reporting template
• [ ] Design celebration ritual
• [ ] Set up peer support pairings

Weekly Check-In Agenda Template: 1. Opening Ubuntu moment (5 min) 2. Week's highlights & transactions (15 min) 3. Challenges discussion (15 min) 4. New connections facilitation (10 min) 5. Next week intentions (10 min) 6. Closing appreciation (5 min)

Days 25-27: First Pilot Project

• [ ] Choose pilot project: _____
• [ ] Ensure it demonstrates all four elements
• [ ] Set success criteria
• [ ] Establish tracking method
• [ ] Launch publicly with fanfare
• [ ] Document the journey (photos, stories, data)

Days 28-30: Reflection & Refinement

• [ ] Review what worked well (write 5 things)
• [ ] Identify challenges (list 3)
• [ ] Document solutions tried
• [ ] Gather community feedback (survey or interviews)
• [ ] Adjust approach for next 30 days
• [ ] Celebrate Month 1 completion!

Months 2-3: Deepening and Expanding

Month 2: Deepening Engagement

Week 5-6: Philosophy Integration - [ ] Host Ubuntu study circle (weekly) - [ ] Share Ubuntu stories in every gathering - [ ] Connect principles to daily transactions - [ ] Create local Ubuntu story collection - [ ] Invite Integrators to share their journey

Week 7-8: Network Growth - [ ] Onboard 10 new members - [ ] Facilitate 20+ new connections - [ ] Host skill share event - [ ] Increase transaction volume by 25% - [ ] Review and respond to holonic evaluations

Month 2 Goals: - [ ] Total active accounts: _ - [ ] Average composite score: - [ ] Total monthly transactions: __ - [ ] Community events held: _____

Month 3: System Mastery

Week 9-10: Metrics Mastery - [ ] Complete deep dive into all five dimensions - [ ] Learn to interpret radar charts - [ ] Practice explaining scores to members - [ ] Identify patterns in your network - [ ] Create first comprehensive monthly report

Week 11-12: Leadership Development - [ ] Identify 3-5 emerging leaders - [ ] Invite them to co-facilitate gatherings - [ ] Teach them metrics interpretation - [ ] Support their advancement to Integrator - [ ] Begin succession planning

Month 3 Goals: - [ ] Total active accounts: _ - [ ] Average composite score: - [ ] % in Contributor or higher: __% - [ ] Distribution compliance: Within 2% targets - [ ] Pilot project completed successfully

Ongoing Monthly Practices

Every Week

• [ ] Monday: Review last week's transactions
• [ ] Wednesday: Host weekly community check-in
• [ ] Friday: One-on-one support (2-3 members)
• [ ] Weekend: Personal Ubuntu practice and reflection

First Week of Month

• [ ] Day 1: Export latest metrics data
• [ ] Day 2-3: Analyze patterns and trends
• [ ] Day 4-5: Create insights and recommendations
• [ ] Day 6: Prepare monthly community report
• [ ] Day 7: Host monthly celebration and metrics review

Throughout Month

• [ ] Facilitate 5+ new member onboardings
• [ ] Support 3+ members advancing in categories
• [ ] Address any distribution imbalances
• [ ] Respond to all community questions within 24 hours
• [ ] Document 2+ Ubuntu stories
• [ ] Connect with 1+ fellow organizers
• [ ] Personal regeneration time (4+ hours)

Key Metrics to Track Monthly

Network Health

Category Distribution

Token Distribution

Quick Reference: When to Act

Green Flags (Keep Going!)

✅ Steady growth in active accounts (10-20% per quarter)
✅ Average composite score 0.4-0.6
✅ Balanced category distribution (pyramid shape)
✅ Token distribution within 2% of targets (65/30/5)
✅ Increasing transaction velocity
✅ Positive community sentiment

Action: Celebrate! Share what's working. Stay the course.

Yellow Flags (Attention Needed)

⚠️ Slow growth or stagnation (< 5% growth)
⚠️ Average composite score < 0.3 or > 0.7
⚠️ More than 40% in Observer/Participant
⚠️ Token distribution 3-5% off targets
⚠️ Decreasing transaction volume
⚠️ Some isolation in network graph

Action: Investigate causes. Implement targeted interventions. Monitor weekly.

Red Flags (Immediate Action)

🚨 Declining active accounts
🚨 Average composite score < 0.2
🚨 Most accounts in Observer category
🚨 Token distribution > 5% off targets
🚨 Token concentration (top 5 hold > 40%)
🚨 Major conflicts or tensions unresolved
🚨 Your own burnout

Action: Pause growth activities. Focus on core health. Seek support immediately.

Common Questions - Quick Answers

Q: What if someone can't afford to participate?
A: Gift them tokens! Ubuntu is about inclusion, not gatekeeping. The system is designed to welcome everyone.

Q: How much time should members spend on this?
A: As little as 30 minutes per week for basic participation. More for those who want to advance to Contributor/Integrator.

Q: What if people don't understand blockchain?
A: They don't need to! Focus on relationships and Ubuntu principles. The tech is just a tool.

Q: Someone's score is very low. How do I tell them?
A: Frame it as a growth opportunity, not a judgment. Discuss specific actions they can take. Offer support.

Q: How do I handle conflicts between members?
A: Listen to all perspectives. Return to Ubuntu principles. Facilitate dialogue. Seek win-win solutions. It's okay to bring in outside mediation.

Q: Distribution is out of compliance. What do I do?
A: Document the issue. Notify UBEC governance. Present to community. Follow rebalancing protocol. Monitor weekly.

Q: I'm feeling overwhelmed. Is that normal?
A: Yes! Community organizing is hard work. Share responsibilities. Set boundaries. Take breaks. Connect with other organizers. You're not alone.

Q: Can we adapt UBEC to our local culture?
A: Absolutely! The philosophy is universal, but implementation should honor local wisdom and practices. Document your adaptations.

Emergency Contacts & Resources

Technical Support:
Email: _____
Response time: Within 24 hours

Metrics/Analytics Support:
Email: _____
Response time: Within 48 hours

Philosophy/Facilitation Support:
Email: _____
Response time: Within 48 hours

Fellow Organizer Network:
Forum: _____
Monthly Call: _____ (day/time)

UBEC Documentation:
Main Guide: UBEC_Community_Organizer_Guide.md
Status Reports: UBEC_COMPREHENSIVE_STATUS_REPORT_2025.md
Metrics Explanation: holonic_metrics_explained.md
Color Palette: UBUNTU_COLOR_PALETTE_GUIDE.md

Personal Ubuntu Practice

Weekly Reflection Questions:

1. How did I embody Ubuntu this week?

1. Where did I struggle with Ubuntu principles?

1. What reciprocity did I give and receive?

1. How did I contribute to community regeneration?

1. What did I learn about interconnectedness?

Celebration Tracker

Milestones to Celebrate

• [ ] First 10 active accounts
• [ ] First 25 active accounts
• [ ] First 50 active accounts
• [ ] First member advances to Contributor
• [ ] First member advances to Integrator
• [ ] First member advances to Exemplar
• [ ] 100 total transactions
• [ ] 500 total transactions
• [ ] 1000 total transactions
• [ ] Distribution compliance maintained for 3 months
• [ ] Average composite score reaches 0.5
• [ ] First pilot project completed
• [ ] First regenerative project shows measurable impact
• [ ] Recognition from other bioregions
• [ ] Your own advancement to Integrator or Exemplar!

Remember to celebrate every milestone with your community!

Notes & Learnings

What's working well:

What needs adjustment:

Questions for other organizers:

Ideas to try:

Ubuntu moments witnessed:

Final Reminders

✨ You are the system. Your care and attention make UBEC work.

✨ Start small. Better to do a few things well than many things poorly.

✨ Trust the process. Transformation takes time. Be patient with yourself and your community.

✨ Ask for help. You're not meant to do this alone. Ubuntu = We.

✨ Celebrate often. Honor every step forward, no matter how small.

✨ Return to philosophy. When confused, return to Ubuntu principles.

✨ Take care of yourself. You can't pour from an empty cup.

"I am because we are. You are because we are. We are because Ubuntu."

🙏 Attribution

This project uses the services of Claude and Anthropic PBC to inform our decisions and recommendations. This project was made possible with the assistance of Claude and Anthropic PBC.

Version: 1.0.0
Date: November 2, 2025
For: Community Organizers and Bioregional Leaders
Companion to: UBEC Community Organizer Guide

Print this checklist and keep it visible at your workspace!