How to Create a Participatory Round

Step 1: Create a Round

1. As a steward of a group, click the (+) Create Button

2. Select Funding Round

Step 2: Configure Basic Settings

Required Fields:

• Title: Give your round a clear, descriptive name

• Description: Explain the purpose of this funding round (the description supports embedded YouTube/Vimeo videos)

• Submission Criteria: Define what information proposals must include

• Budget Requirement: Choose whether budget details are required or optional

Other Settings

• Include a banner image

• Chose the term used to describe "Submissions"

• Decide which roles/badges can add a submission to the round (default is all members)

Step 3: Set Voting Parameters

• Determine which roles/badges can vote in the Round (default is all members)

• Select the Token Type (default is votes for Voting), though your local currency can be selected (Co-Budgeting)

For Co-Budgeting

• Select "Currency" from the dropdown (currencies are searchable)

• Determine if voters receive the same number of funds OR if a pool of funds will be divided evently between workers

• Dermine the minimum & maximum funds allowed per submission

  

For Priority Voting:

• Select the Token Type - Votes (Default)

• Configure token allocation

  • Determine if voters will receive the same number of votes OR if votes will be divided evenly among all voters

  • Determine the minimum votes allowed per submission and the maximum votes per submission

Step 5: Schedule Your Round

Choose to manually advance your Round OR Set dates for automatic phase transitions:

• Proposal submission start date

• Submission deadline

• Voting start date

• Voting end date

If you automatically schedule your round, you still have the option to advance manually to the next phase.

Best Practices for Setting Up Rounds

• Clear Criteria: Define exactly what information proposals need

• Appropriate Timeline: Allow sufficient time for each phase

• Balanced Participation: Consider who can submit vs. who can vote

• Communication: Use the description field to explain goals and expectations

• Feature the Funding Rounds in the Group Menu

• Consider minimum/maximum allocations to encourage broad support

• Transparent Process: Communicate why editing stops during voting

Notifications

• Stewards receive notifications for all new submissions

• Participants receive digest notifications about new submissions (during Discussion phase)

• All participants are notified when rounds advance to new phases

• Results notifications are sent to all participants when voting ends