Explore our Volunteer Onboarding Process, a comprehensive workflow designed to streamline recruitment, approval, training, and management of volunteers.
1
Identify recruitment channels for volunteers
2
Draft a volunteer job description
3
Screen volunteer applications
4
Approval: Volunteer Applications
5
Schedule and conduct volunteer interviews
6
Conduct a background check
7
Approval: Background Checks
8
Prepare onboarding packet
9
Host volunteer orientation session
10
Provide volunteer training
11
Set up volunteer scheduling
12
Establish a system for tracking volunteer hours
13
Prepare volunteer agreement
14
Sign volunteer agreement
15
Assign volunteer to a project or task
16
Communicate expectations and responsibilities
17
Introduce the volunteer to the team
18
Schedule volunteer’s check-in meetings
19
Monitor volunteer’s progress and provide feedback
20
Approve volunteer’s task completion
Identify recruitment channels for volunteers
Explore various channels to attract potential volunteers. Consider online platforms, local community centers, social media, and word-of-mouth. Determine the most effective channels for reaching a diverse pool of candidates. What recruitment channels have you used in the past? How can you leverage these channels to reach new volunteers? What strategies can you implement to expand your pool of potential volunteers?
Draft a volunteer job description
Create a comprehensive volunteer job description that clearly outlines the role and responsibilities. Highlight the impact that volunteers will have on the organization. Specify the skills and qualifications required and any training provided. Make it attractive and engaging to potential volunteers. What specific tasks and responsibilities will the volunteer have? How will their role contribute to the organization's mission? What skills or qualifications are necessary for the role? How will volunteers be trained?
1
On-the-job training
2
Online training modules
3
In-person training sessions
4
Mentorship program
5
No training provided
Screen volunteer applications
Review and evaluate volunteer applications to assess suitability. Consider relevant experience, interests, availability, and motivations. Identify applicants who align with the organization's values and mission. Prioritize diversity and inclusivity.
1
Relevant experience
2
Interests and motivations
3
Availability
4
Alignment with organization's values
5
Diversity and inclusivity
Approval: Volunteer Applications
Will be submitted for approval:
Screen volunteer applications
Will be submitted
Schedule and conduct volunteer interviews
Arrange interviews with shortlisted applicants to further assess their suitability for the volunteer role. Prepare a list of interview questions that focus on the applicant's skills, experience, and alignment with the organization's values. Strive to create a comfortable and welcoming environment for the interviewee.
Conduct a background check
Perform a background check on selected volunteers for positions that require trust and responsibility. Adhere to legal and privacy requirements while ensuring the safety of staff and clients. Maintain confidentiality of sensitive information.
Background check confirmation
Approval: Background Checks
Will be submitted for approval:
Conduct a background check
Will be submitted
Prepare onboarding packet
Compile an onboarding packet containing all necessary information and documents for the volunteer. This may include a welcome letter, policies and procedures, training materials, and any other relevant materials. Ensure the packet is organized and easy to navigate.
Host volunteer orientation session
Organize an orientation session to provide essential information about the organization, its mission, values, and programs. Introduce the volunteer to key staff members, explain policies and procedures, and answer any questions they may have. Ensure the session is welcoming and informative.
Provide volunteer training
Deliver relevant training to volunteers based on their specific roles and responsibilities. Offer comprehensive instruction on tasks, use of tools or equipment, and any other necessary training. Provide opportunities for volunteers to ask questions and seek clarifications. Track training completion and certification, if applicable.
1
Yes
2
No
Set up volunteer scheduling
Create a schedule for volunteers that ensures adequate coverage and meets program needs. Consider volunteers' availability, preferences, and desired commitment levels. Utilize scheduling tools, if available, to streamline the process.
1
Google Calendar
2
Microsoft Outlook
3
Scheduling software
4
Manual scheduling
5
Other
Establish a system for tracking volunteer hours
Implement a process to record and track the hours volunteered by each individual. This can help with data analysis, reporting, and acknowledgment of volunteer contributions. Choose a method that is user-friendly and convenient for volunteers to log their hours.
1
Digital time tracking tool
2
Paper log sheets
3
Volunteer management software
4
Other
Prepare volunteer agreement
Develop a volunteer agreement outlining the expectations, responsibilities, and code of conduct for the volunteers. Ensure it reflects the organization's values and legal requirements. Provide clarity on volunteer rights, duties, and any potential consequences for non-compliance.
Sign volunteer agreement
Obtain the volunteer's signature on the volunteer agreement. Ensure the volunteer understands and agrees to the terms outlined in the agreement. Retain a copy of the signed agreement for record-keeping purposes.
Assign volunteer to a project or task
Match the volunteer's skills, interests, and availability to a suitable project or task. Consider their preferences and desired level of involvement. Strive to provide volunteers with meaningful and fulfilling opportunities that align with their capabilities.
Communicate expectations and responsibilities
Clearly communicate the expectations and responsibilities related to the assigned project or task. Provide instructions, guidelines, and timelines to ensure the volunteer understands what needs to be accomplished. Encourage open communication and address any questions or concerns.
Introduce the volunteer to the team
Facilitate introductions between the new volunteer and other team members. Foster a welcoming and inclusive atmosphere where the volunteer feels valued and supported. Provide background information about team members and their roles.
Schedule volunteer’s check-in meetings
Arrange regular check-in meetings with the volunteer to provide support, answer questions, and discuss progress. Schedule meetings at a frequency that aligns with the project timeline and the volunteer's availability. Aim to maintain open lines of communication and address any challenges or adjustments that may arise.
Monitor volunteer’s progress and provide feedback
Regularly track and assess the volunteer's performance and progress. Provide constructive feedback, guidance, and recognition to support their development and improvement. Address any concerns or issues in a timely and supportive manner.
Approve volunteer’s task completion
Review and verify the volunteer's completed tasks to ensure they meet the expected standards. Acknowledge their efforts and communicate any necessary adjustments or next steps. Provide constructive feedback and guidance for continuous improvement.