Setup Checklist for Organizations

Here’s the setup checklist for setting up Nations for organizations. Numbered items should be done in order. Bulleted items can be done in any order. 

  1. Secure a domain name from a domain name host. I now recommend getting your domain through Google Domains. It will save a lot of steps later. Trust me on this
  2. Facebook: If you haven’t set up the Facebook Like page for your campaign, go set that now.  If you skip this step, you will be making more work for me and you later. 
  3. Twitter: most organizations have a dedicated twitter account for that organization. If you haven't set that up yet, set it up now.
  4. Make sure you are logged into both your Facebook Like page and the organization's Twitter account. 
  5. NOW, go get a NationBuilder account. Ideally, the account name should be the same as the domain name, minus the dot com. During the setup process, you will be asked to connect your Facebook Like page and your Twitter page. If you did the steps above, you’ll be able to connect them now. USE THIS LINK TO SIGN UP FOR YOUR NATION. Using that link will tell NationBuilder I am your Architect. This will help me during my part of the process. (I DO NOT get a commission for signups - this link speeds up my part of the setup process and nothing more)

GREAT!  Now, send me an email that has all of this in it:  

  • your NationBuilder account name
  • the URL to your site (
  • the email and password you used to create the account
  • logo art
  • the organization's style guide, if you have one
  • any preferred color palette choices (if any)
  • any preferred fonts
  • the home page will have an image carousel / image slider. I need three to five images for the image slider on the home page. (If you need inspiration, let’s talk. I can give you some great pointers).

After I receive this email, I will be able to start work on your Nation.

Meanwhile, you should be working on this:

The default organization site has a number of default pages. I recommend you have language for all of them, so that they are not blank. Please start working on language for the following:

  • Donation page message - you will need a brief couple of lines to appear above the donate form
  • About Organization page - You definitely need at least a paragraph to start (you can add to it later).  
  • Issues page (optional). Sometimes called projects.  
  • News & Events - this is structured like a blog (a series of entries, organized by date, most recent at the top). Each time the organization is featured (positively) in the news, there should be one post with a quote from the article and a link back to read the original. Press releases can also go here. Announcements of upcoming events and appearances can also go here, in addition to being on the calendar. 
  • Calendar - this is specifically for upcoming events. You should have at least one event listed on the calendar prior to launch. Having an empty calendar is not a good sign, so something has to go here.  If you don’t have any events coming up, that’s OK, we will make the page anyway, but we’ll make it invisible. 
  • Volunteer - you will need just a brief couple of lines to appear above the volunteer form. 
  • Contact Us - you will need just a brief couple of lines to appear above the contact form. Or, you could just have the mailing address with the phone number. 


  • Start compiling a complete list of links to news articles you want on the site. These will go on your News & Events page. I would be happy to put them up there for you IF you can get me your list early in the process. Otherwise, it will be up to you.
  • Please compile a complete list of ANY video you want on the site - VIDEO IS GOOD. PEOPLE WATCH VIDEOS (even crappy Youtube videos).  
  • Start a list of any other content you might want on the site. 

After the other stuff:

Set up the bank account to take donations (do not send me your bank account info - I do not need it and I do not want it)

Pick a payment processor. You basically have three choices: Democracy Engine, Paypal, or I'm agnostic on which one to use.

Get a Google Analytics account. Send me the UA number and I’ll plug it into the site for you.

It’s not a bad idea to give the media easy access to good photos. Therefore, I recommend setting up and maintaining a Flickr or an Instagram account for good organization event photos. This is up to you, of course. It can be done later.

That's it!

Tim Wayne - NationBuilder Consulting - Interaction Design

Here's what my clients say:

"Tim has been a great asset to the Educate Our State team not only developing a beautiful, easy to manage and highly functional website but also offering guidance on social media best practices and strategic planning for our future on-line presence. Tim's ability to quickly navigate issues, consider various solutions and support our team through a number of phases of growth has been remarkable. His get-it-down attitude and quick responses have made this piece of our communications platform easy to build and launch. We can't recommend Tim highly enough!"
Crystal Brown, President, Educate Our State

"Tim has the most amazing talent, he can nearly read your mind and then improve on your idea... He should be on the TV show Heroes, because if you give him copy and some direction he comes back with what you had in mind but even better."
Jim Ross, Jim Ross Consulting

"Tim built our website quickly and beautifully. It represented our business and our service to clients well. The professional image he created for us was an important part of our success."
David Schachter, Lead Analytics Engineer at Playdom

"Tim was a pleasure to work with; he provided valuable expertise in a timely manner for a fair price. What more can you ask for? I hope to have the occasion to work with him again soon."
Mir Haynes, CEO, Anabo Studios

"I love working with Tim Wayne!
Tim is creative yet practical, balancing his keen design sense with an appreciation for real-world business considerations. Tim takes instruction well, though he requires little.
Bottom line: Tim always produces first-rate designs that are appropriate to a website's message and market--and he's fun to work with, too!"

Lang Zerner, President, Studio32

"Tim is a great web designer who, when given the chance, can come up with some pretty amazing stuff. His eye for design and all things aesthetic never ceases to amaze me."
Tony Chang, Senior Engineer, ServePath

"Tim is a very thorough and detail-oriented designer. He is an asset to the integrity of our three brand's commercial websites."
Liz Dizon

"When I worked with Tim, I immediately recognized what an awesome person he was. He helped our group design all of ServePath's customer sites. What made Tim invaluable was that he understood the mission and business objectives clearly. Based on the these, he architected sites that were able to draw in a substantial amount of customers, with compelling content, easy navigation, rapid product fulfillment, and order processing. This allowed customers to quickly and efficiently complete the transaction of their service and begin operating immediately.

As a sales person, I worked closely with my customers and they always spoke highly of our web site and the customer extranet. Tim's knowledge of rich media technologies is unrivaled."

Alex Barajas, Sales Engineer at Neustar


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