Steps from Introduction to Match

Follow These Steps to Begin the Matching and Hosting Process

MovingWorlds has introduced you and an Experteer together as your needs and their skills align. This guide will show you how to have your first contact with the Experteer so that you can verify the Experteer meets your needs, and if so, help you work together to start planning your work together.

Note: an introduction does not mean a match. You should have an introductory call with each before confirming as a “match”.

Understand Your Role in This Process

Step 1: Pre Call Research and Questions

Leading up to this point, you've posted an opportunity and are searching for an Experteer, or one has messaged you.

Find the best Professionals

To improve the likelihood of finding match, use our “Promote Your Opportunity Toolkit"

Respond to the Introductory Email

When MovingWorlds sends a ‘mutual introduction” connecting you and the Experteer together over email, respond and schedule an introductory call with your potential Experteer.

Review Your Project Description:

  • What are you trying to get out of this project?
  • What is the most important output for the Experteer to realize during this project?
  • How will this project help your organization?
  • Are there areas of the project that are still unclear to you that you would like to brainstorm with the Experteer?

Re-Review Experteer

Take time to re-review the Experteer’s background by looking at the Experteer's:

  • MovingWorlds profile
  • Resume and any supporting documents they might have provided
  • Linkedin page and research any past organizations they have worked with

Experteering Planning Guide

Review the questions in the Experteering Planning Guide it will inform you on types of questions to ask and consider in your conversation.

Step 2: Have an Introductory Call

Get to know the Experteer

Use the time at the initial meeting to introduce yourself to the Experteer and learn more about the Experteer, their skills and their Experteering desires – think of it like an informational interview. MovingWorlds has already gathered information on the Experteer and asked you the Host Organization to clarify the project you want the Experteer to work. Now it is important for you to gather enough information about the Experteer, and for the Experteer to gather enough information about you, and the project, to determine if it is a good match from both sides.

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.

Introduce your Organization

Share with the Experteer helpful information about your organization. This information includes but is not limited to:

  • Your organization’s mission
  • Line of work and social impact focus
  • Areas of success
  • Some details about the current state of project the Experteer might be working on

Step 3: Decide 'match' or 'no match'

Are you interested in working with this Experteer or not?

After speaking you should have enough information to determine if the partnership is a good match for you. As soon as you make a decision, email our matching team ( to let us know whether you have confirmed a match or not. In addition, you can use the email templates below to communicate your intention with your Experteer:

In addition, you can use the email templates below to communicate your intention with your Experteer:

  • If the Experteer is a good fit
    Congratulations! Let the Experteer know. Here is an example of an email you can send to the Experteer.

  • If the Experteer is NOT a good fit
    Write to the Experteer, thank them for their time, and inform them why you felt it wasn’t a good match. It's OK to be honest, that information is important for the Experteer. 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. Here is a sample letter.

  • Not sure if the Experteer is a good fit?
    That’s OK! Plan another call with the Experteer to ask more questions. Here is a sample letter you can use to set it up.When you speak together, talk more about the project, working conditions, outcomes, the team, and deliverables.

Step 4: Co-complete Experteering Planning Guide

Experteering Planning Guide

Work through the Experteering Planning Guide together until it’s complete. Once complete sign and submit it to MovingWorlds to confirm the formal match and start off your Experteering Engagement. Please note it is suggested that the Experteer Planning Guide is completed before the Experteer has booked his/her ticket to the Host Organization.

Complete the Checklist for Prepare for Experteer Arrival

Start reviewing and completing the Preparing for Your Experteer’s Arrival Checlist. Everything listed on the checklist is important and it is time sensitive, so make sure to review it right away.

Step 5: Host an Experteer

MovingWorlds Host Organization Additional Resources

Use the MovingWorlds Host Organization Additional Resources for some interesting reads and free learning resources that might help in you with Hosting an Experteer.

Enjoy a fresh face at the table

Though it might have been an investment of time to get an Experteer to your organization site, you can now enjoy the benefits of having a professional with a fresh perspective contributing to your project. You might also enjoy getting to know the Experteer as a friend and learning about their culture and sharing yours.