The Experteering Process

From the time you join to the month after you return, we’ll guide you through each stage of your journey — helping you create a bigger impact, and realize your own transformation along the way.

Our process, and the resources needed for each stage, are outlined in greater detail below. We’ve divided the process into 6 stages, taking you from first joining our platform all the way to becoming an alumni:

1. Find a Project

Complete your profile

Invest the time to complete your profile. It will help you be discovered by host organizations that have not yet posted projects — seeing your profile may inspire them to assess how your skills can support their work and then recruit you for the project.

For tips, check out our FAQ explaining what factors about you go into the matching process.

Apply to join MovingWorlds

In order to be matched, you’ll need to be enrolled in one of our Experteer Programs.

For more information about Experteering and how to choose the right program for you, check out our FAQs.

Apply to MovingWorlds to get started!

Use our project search tool

Our search tool helps you find projects, and you can apply different filters to narrow the results down to just what you’re looking for. Don’t see the perfect project right away? We recommend that you:

  1. Save projects - saving projects allows you to collect a curated list of projects you are interested in, but not quite ready to apply to yet, right on your dashboard. See how to save a project
  2. Follow host organizations - be the first to be notified when they publish new projects. See how to follow an organization

Suggest your own project

After browsing, saving, and following posts, you’ll get a better idea of what’s out there or what’s missing. Don’t be afraid to suggest your own project if you don’t see it listed! Our most successful Experteers take a collaborative approach with organizations to co-design projects that align with both parties. We recommend that you:

  1. Suggest projects to organizations. Check out our e-mail templates for ideas to get you started.
  2. Use our “Organization Search” feature, then send an introductory message to suggest ways you can support the host organization.
  3. Go out on your own and find organizations not on MovingWorlds. Invite them to join by cc’ing so we can help.

2. Get matched

Join a Planning Workshop

For PLUS members only. (You can see how to upgrade to our PLUS program here) Check your email for a list of all the upcoming workshops, including:

  • Experteering 101 - How to craft an effective profile and Experteering Request Form
  • Matchmaking Help Sessions - Join a session with a MovingWorlds team member for help finding a new project

Request An Introduction(s)

When you request an introduction, we recommend sending a simple message where you:

  • Introduce yourself
  • Explain why you are interested in this project
  • Share how your own skills and experience can benefit the organization
  • Suggest a virtual meeting to discuss the project and learn more about each other

Here's a template you can use when you're ready to start requesting introductions.

Keep in mind that you can request an introduction to ANY project - even if it's not an exact fit. While our organizations have gone through the effort to post a specific project to MovingWorlds, often times they are only posting a fraction of the projects they actually need help with.

As such, if you read about a project and/or organization that is interesting, but not quite the right fit, you can still request an introduction, but make sure to be clear about skills, timing, and/or language differences, and what you're hoping for instead.

Respond to Introductions

In addition to making your own introductions, organizations with projects can also request introductions to you. When they do, be sure to respond within 24 hours with clear action steps - we recommend you set up a time to talk as soon as you're able.

Schedule an Introduction Call

Once both parties are ready to connect directly, MovingWorlds will send an email to both you and the Host Organization. As the Experteer, you are responsible for “project managing” the process forward. Start by emailing with the Host Organization to set up an introductory call.

First: Gather helpful information about the Host Organization (mainly through its website and external resources) including:

  • Mission
  • Line of work and social impact focus
  • Location
  • Articles published about or by the Host Organization
  • Areas of success
  • Prepare questions you have about the Host and its functions

Second: Take time to review the opportunity profile and project description. It’s normal to have questions, so write them down and prepare to ask the Host Organization on your call to ensure that you have a clear understanding of:

  • The project details
  • The anticipated outcome of the project and the benefit of the project to the organization's mission
  • The time required
  • Which of your skills will be utilized

Note: On all of your calls, remember to take notes on everything. If you do decide to Experteer with that particular Host Organization, the information will be valuable for your Experteering Planning Guide further down the road.

Have An Introduction Call

Introduce yourself

Share information about yourself like your career goals, motivation for going Experteering, and other interests. During this phase, you and the organization representative are getting to know each other- help them picture how you could be an asset to their team!

Get to know the Host Organization

Use the initial meeting to introduce yourself to the Host Organization and learn as much about the Host Organization and its needs as you can – think of it like an informational interview. MovingWorlds has already gathered information on the Host Organization and clarified the project and its initial scope of work,. bBut it is still important for you to fill in the details about the project that you need to determine if it is a good match for you.

Get to know each other

At the center of every engagement is communication. If you can’t communicate clearly, the field engagement won’t work. Use this time to get to know each other and trade stories. You can start off by asking for the story of the Hosting Organization, and the people in it.

Confirm Your Match

Is it a match? After your virtual meetings you should have enough information to determine if the project is a good match for you, so as soon as you make a decision, send an email to our Matching Team ( to let us know whether you have confirmed a match or not.

Below are some helpful templates to communicate your intention with the Host Organization:

If the Host Organization/ project IS a good fit

Congratulations! Let the Host Organization know by sending the representative an email similar to this e-mail template.

If the Host Organization/ project is NOT a good fit

Write to the Host Organization, thank them for their time and inform them why you felt it wasn’t a good match. Please be honest so that the organization can improve. Also remember to email our matching team to let us know the match didn’t work and why so we can help you find a better match. You can use this e-mail template to get you started..

Not sure if the project is a good fit?

That's OK! Plan another call to ask more questions and discuss it further. Here is a template to request more information. In your second call, learn more about the following:

  • The specific project and expected outcomes and deliverables
  • Share more about yours skills and interests
  • Learn more about the project timelines
  • Ask about working conditions, hours, and benefits

3. Plan Your Trip

Start Your Planning Guide

Once both you and the host organization representative confirm it’s a Match, our system will invite you both to work on the MovingWorlds Experteering Planning Guide together.

During this phase, you’ll complete the Checklist for Experteering Overseas. Everything listed on the checklist is important, and takes time to complete, so we recommend starting early! Be particularly conscious of your start date on this checklist.

Please note that if you are participating in a premium program (such as the MovingWorlds Institute or a project sponsored by a company/foundation) you will receive additional information on next steps via email as well as separate content guides.

Learn Best Practices

Take the on-demand MovingWorlds Experteering Best Practices training, which will be shared with you once you become a member.

In addition, you can join one of our live Experteering Best Practices webinars to interact with our team and fellow Experteers to share best practices.

Work Through Your Planning Checklist

Our system will invite you to view a planning checklist once you are matched. Start working through this checklist, and turn to the MovingWorlds community and our FAQs for help.

In addition, you can review our region guides for extra contextual information about the part of the world you’ll be Experteering in.

Complete Your Planning Guide

Work through the Experteering Planning Guide together with your host organization until it’s complete. Once you inform MovingWorlds that you’ve confirmed the Match, both you and your host will be sent an Experteering Planning Guide that is specifically created just for you and your host organization.

Once complete, sign and submit it to MovingWorlds via email at to formally confirm the match and start your Experteering Engagement!

Please note: it is suggested that the Experteer Planning Guide is completed BEFORE the Experteer has booked travel arrangements to the Host Organization location.

Arrange Your Travel

The planning checklist referenced above provides recommendations for arranging your travel.

Once you complete this, please update your dashboard with your travel details so we have current information and can support you in case of emergency.

4. Grow Your Skills

Cross cultural leadership

Once you join, you will receive access to the MovingWorlds Global Leadership Guidebook.

In addition, PLUS members will receive an email invitation to take the GlobeSmart assessment, as well as an invitation to join our monthly workshops with other Experteers to discuss assessment results, explore Experteering best practices, and develop cross cultural leadership skills.

Explore Social Enterprise Best Practices

Once you join, you will receive access to the MovingWorlds Guide to Social Enterprises.

In addition, PLUS members will receive an email invitation to join our monthly workshops on social enterprises and the specific challenges they face as they scale.

Build your network

PLUS members and Institute Fellows will be invited to join our online community where we have breakout rooms for key topics, news, and Experteering best practices. In addition to meeting Experteers in workshops, you’ll engage in our learning community and be able to connect with other past and present Experteers on LinkedIn.

Human centered design best pratices

Once you join, you will receive access to the MovingWorlds Guide to Human Centered Design.

In addition, PLUS members will receive an email invitation to join our monthly workshops on human centered design as well as our community group that discusses best practices, case-studies, and real challenges from the field.

Professional guidance

Once you join, you will receive access to the MovingWorlds guide on how to use Experteering to catalyze your career.

In addition, MovingWorlds Institute Fellows will have dedicated work sessions and career coaching sessions.

MovingWorlds will be building a career guidance community soon. Sign up here for updates..

5. Go Experteering & Make a Real Impact

Remember the Training

Remember the training, and strive to use best-practices every day of your engagement.

Once matched, members will receive supplemental materials to help them make lasting change in the field. In addition, PLUS members can use the community forum to discuss challenges from the field in real time.

Utilize Human Centered Design Principles

In addition to the supplemental guides given to you for your Experteering project, use these additional resources to effectively integrate human-centered design best practices:

Work on your Sustainability Plan

Remember the MovingWorlds Experteering Manifesto and Values. Success is something that is measured one year after you leave.

From the time you start planning your project, continue to reference your Experteering Planning Guide, and invest time in the project sustainability section.

Ask for support from your network

When you’re volunteering overseas, there are many ways that your network, family, and/or friends can support your impact. But don’t jump at your first idea. Like everything related to your Experteering project, this should be done in partnership with your local organization so as to not distract local resources, create dependencies, erode dignity, and to ensure sustainability.

In addition to your own network, the MovingWorlds community is here for you, too. If you’re a PLUS member, make sure to take advantage of conversations in the community related to human centered design

Transfer Skills

Perhaps more than any other contribution you will make, transfering skills and insights to the local team is one of the best things you can do while Experteering.

6. Return home and sustain the change

Impact Assessment

We’ll send you a survey when you get back. PLEASE complete this - it helps us improve. And who knows, we might use your input in our next thought-leadership research.

Project Capstone & Share Your Story

When you start your project, MovingWorlds will send you a template that you can use to document your learnings as you go. This is optional, but we find that Experteers who use it end up with rich notes and memories. Our guide will then make recommendations on how to publicize your project, and we’ll invite you to share your story on our blog as well.

Return Home Reflection

Once we know your Experteering dates (which you’ll input on your dashboard once you arrange your travel), we’ll send you a template to reflect on your experience. We find that reflection helps you think through the transformation that happens while Experteering.

Reintegrate Successfully

Reverse culture shock is a thing. Our guide will help you work through it.

Join Our Alumni Community

Once we have your Experteering dates, we’ll be able to invite you to join our alumni community when you return! Even after your experteering engagement ends, you’re still part of the MovingWorlds community of changemakers for life.