Difference between revisions of "Template:Training Guide for Front Desk Internship"

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(→‎Phones: nori is trained on checking messages)
 
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We now use an orientation list:
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http://wiki.freegeek.org/index.php/Front_Desk_Orientation_List <br>
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and daily checklists: <br>
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http://wiki.freegeek.org/index.php/Donor_Desk_Checklist <br>
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http://wiki.freegeek.org/index.php/Volunteer_Desk_Checklist
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[[User:Valerie|Valerie]] 21:28, 13 March 2010 (UTC)
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'''This is outdated.  See [[Front Desk]] wiki for training checklist instead.'''
 +
 
==Training for the front desk==
 
==Training for the front desk==
This is the beginning stages of creating a training manuel for the front desk.
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This template should be copied to a new page each time there is a new staff person or core volunteer wanting to learn the front desk.
 +
 
 
==Checklist==
 
==Checklist==
This can be used as a checklist for orienting front desk interns. To check off a subject that has been covered just intitial it with four ~ in a row.  
+
This can be used as a checklist for orienting front desk interns. To check off a subject that has been covered just initial it with four ~ in a row.  
 
;Trainers:
 
;Trainers:
*E-Beth's sig: [[User:Elizabeth|Elizabeth]] 09:51, 7 August 2007 (PDT)
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* Mary Kate
kathie [[User:Kathie|Kathie]] 09:56, 7 August 2007 (PDT)
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* Sophia
 +
 
 
===Wiki===
 
===Wiki===
 
*How to utilize articles under the Front Desk category.
 
*How to utilize articles under the Front Desk category.
:*Answering the phone [[User:Dana|Dana]] 13:50, 7 August 2007 (PDT)
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:*[[Answering the phone]]  
:*Checking the checks [[User:Dana|Dana]] 13:50, 7 August 2007 (PDT)
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:*[[Checking the checks]]  
:*Data Entry [[User:Dana|Dana]] 16:06, 7 August 2007 (PDT)
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:*[[Data Entry]]  
:*Donation Receipt [[User:Dana|Dana]] 16:08, 7 August 2007 (PDT)
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:*[[Donation Receipt]]
:*Email lists [[User:Dana|Dana]] 16:08, 7 August 2007 (PDT)
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:*[[Email lists]]  
:*FAQ for phone call response [[User:Dana|Dana]] 16:08, 7 August 2007 (PDT)
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:*[[FAQ for phone call response]]  
:*Free Geek FAQ [[User:Dana|Dana]] 16:17, 7 August 2007 (PDT)
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:*[[Free Geek FAQ]]  
:*Front Desk [[User:Dana|Dana]] 16:17, 7 August 2007 (PDT)
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:*[[Front Desk]]  
:*Handling Corporate Donations at Receiving [[User:Dana|Dana]] 16:20, 7 August 2007 (PDT)
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:*[[Handling Corporate Donations at Receiving]]  
:*Information on how to get tech support [[User:Dana|Dana]] 16:20, 7 August 2007 (PDT)
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:*[[Information on how to get tech support]]
:*Invoicing Donors [[User:Dana|Dana]] 16:20, 7 August 2007 (PDT)
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:*[[Invoicing Donors]]  
:*Phone System Howto [[User:Dana|Dana]] 16:24, 7 August 2007 (PDT)
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:*[[Opening and closing out the till]]  
:*Printing from the Front Desk [[User:Dana|Dana]] 16:24, 7 August 2007 (PDT)
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:*[[Phone System Howto]]  
:*Processing Monetary Donations [[User:Dana|Dana]] 14:34, 8 August 2007 (PDT)
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:*[[Printing from the Front Desk]]  
:*Receiving Calendar [[User:Dana|Dana]] 14:34, 8 August 2007 (PDT)
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:*[[Processing Monetary Donations]]  
:*Regularly Scheduled Tour Guides [[User:Dana|Dana]] 14:34, 8 August 2007 (PDT)
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:*[[Receiving Calendar]]  
:*Reimbursement for mileage [[User:Dana|Dana]] 14:37, 8 August 2007 (PDT)
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:*[[Regularly Scheduled Tour Guides]]  
:*Sick Friend Letters [[User:Dana|Dana]] 14:37, 8 August 2007 (PDT)
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:*[[Reimbursement for mileage]]  
:*Volunteer Cashiers Policy [[User:Dana|Dana]] 14:37, 8 August 2007 (PDT)
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:*[[Sick Friend Letters]]  
*How to edit and create wiki pages.
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:*[[Volunteer Cashiers Policy]]  
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:*[[How to edit and create wiki pages]]
  
 
==Beyond the wiki: the rest of these tasks will be taught hands on==
 
==Beyond the wiki: the rest of these tasks will be taught hands on==
 
This is also a checklist
 
This is also a checklist
 
===Phones===
 
===Phones===
*Phone fuctions, paging and transferring calls.
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*Phone functions, paging and transferring calls.
*Checking the messages:Dana[[User:SelamF|SelamF]] 15:25, 7 August 2007 (PDT)
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*Checking the messages:
:*Front Desk mailbox.Dana[[User:SelamF|SelamF]] 15:25, 7 August 2007 (PDT)Nori[[User:Elizabeth|Elizabeth]] 14:09, 9 August 2007 (PDT)
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:*Front Desk mailbox.
:*General mailbox.Dana[[User:SelamF|SelamF]] 15:25, 7 August 2007 (PDT)Nori[[User:Elizabeth|Elizabeth]] 14:09, 9 August 2007 (PDT)
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:*General mailbox.
:*Q-west mailbox.Dana[[User:SelamF|SelamF]] 15:25, 7 August 2007 (PDT)Nori[[User:Elizabeth|Elizabeth]] 14:09, 9 August 2007 (PDT)
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:*Q-west mailbox.
  
 
===Scheduling volunteers===
 
===Scheduling volunteers===
:*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
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:*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)
:*Adoption (group scheduling, one person per line, ect.) Dana[[User:Elizabeth|Elizabeth]] 11:55, 7 August 2007 (PDT)
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:*Adoption (group scheduling, one person per line, ect.)  
 +
:*Receiving calendar.
  
 
===Recording things in the database===
 
===Recording things in the database===
:*Dispersements
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:*Dispersement
:*
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:*Hours
 
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:*Recycling Systems-eval tally sheets
 +
:*Donations
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:*Contacts
  
 
===Printing===
 
===Printing===
-Printing from Deadtrees.Dana[[User:SelamF|SelamF]] 15:25, 7 August 2007 (PDT)Nori[[User:Elizabeth|Elizabeth]] 12:00, 8 August 2007 (PDT)
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-Printing from Deadtrees.
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===Cashing out and counting till and other tillish stuff===
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:*Pre-opening till count and paperwork.
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:*Closing till count.
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:*Searching for mistakes.
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:*Credit Card machine.
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:*IOUs and Reimbursements.
  
===Cashing out and counting till===
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===Email-Lists public and private===
:*Pre-opening till count and paperwork. Dana[[User:Elizabeth|Elizabeth]] 12:07, 7 August 2007 (PDT)
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:*Staff.
:*Closing till count.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
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:*Committee. On the wiki at [[Standing Staff Committees]]
:*Searching for mistakes.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
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:*Public lists: http://lists.freegeek.org/listinfo/
  
===Email===
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==Website Applications==
:*Lists public and private.
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website extensions for applications such as www.freegeek.org
:*Staff.Dana[[User:Elizabeth|Elizabeth]] 14:18, 8 August 2007 (PDT)
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:*/grants.  
:*Committee. On the wiki at [[Standing Staff Committees]]
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:*/internships.  
 +
:*/wishlist.
 +
:*/roomuse.
  
 
===Documentation===
 
===Documentation===
:*Build Status Sheets.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
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:*Build Status Sheets.
:*Borrow Book.Dana[[User:SelamF|SelamF]] 15:26, 7 August 2007 (PDT)
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:*Borrow Book.
  
 
===Signing up Volunteers after tour===
 
===Signing up Volunteers after tour===
:*Builders.Dana[[User:SelamF|SelamF]] 15:27, 7 August 2007 (PDT)
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:*Builders.
:*Adopters. Dana-Kathie 8/7/07Dana[[User:SelamF|SelamF]] 15:27, 7 August 2007 (PDT)
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:*Adopters.  
 +
:** Processing community service volunteers (Mult Co Court and others)
  
 
==Other==
 
==Other==
Line 73: Line 101:
 
*Explain the unique structure of Free Geek including the role of council, the board, staff and committees.
 
*Explain the unique structure of Free Geek including the role of council, the board, staff and committees.
 
*Communication-what is the particular norm for different groups relaying information
 
*Communication-what is the particular norm for different groups relaying information
* Processing community service volunteers (Mult Co Court and others).
 
 
* Making reminder calls
 
* Making reminder calls
* Room use calandar, grant application and wishlist
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* Room use calendar,
 
 
;Here are a few steps to take to orient new front desk interns
 
 
 
* E-mail, RT, Application server accounts set up- contact a [[ASS]]
 
* Wiki account, receiving calendar and other FD related wiki stuff-
 
* RT account and training
 
* Answering phone using FAQ-print out copy for people to take home
 
* Processing donations: invoicing and processing credit cards
 
* Phone functions, paging, transferring, checking messages
 
* Scheduling volunteers, explain build issues,two hr for one jobs like monitor testing and cleaning.
 
* Printing from Deadtrees
 
* Cashing Out and Counting Till
 
* E-mail account, donations, different e-mail addresses like Jeff and Nathan, what issues go to which committees.
 
* FAQ- tech support, staff schedule, the store.
 

Latest revision as of 13:38, 26 March 2011

deletion

This page has been requested to be deleted.
If you disagree, discuss on the talk page.
Whenever possible, could an Admin please remove this page?


We now use an orientation list: http://wiki.freegeek.org/index.php/Front_Desk_Orientation_List

and daily checklists:
http://wiki.freegeek.org/index.php/Donor_Desk_Checklist
http://wiki.freegeek.org/index.php/Volunteer_Desk_Checklist

Valerie 21:28, 13 March 2010 (UTC)

This is outdated. See Front Desk wiki for training checklist instead.

Training for the front desk

This template should be copied to a new page each time there is a new staff person or core volunteer wanting to learn the front desk.

Checklist

This can be used as a checklist for orienting front desk interns. To check off a subject that has been covered just initial it with four ~ in a row.

Trainers
  • Mary Kate
  • Sophia

Wiki

  • How to utilize articles under the Front Desk category.

Beyond the wiki: the rest of these tasks will be taught hands on

This is also a checklist

Phones

  • Phone functions, paging and transferring calls.
  • Checking the messages:
  • Front Desk mailbox.
  • General mailbox.
  • Q-west mailbox.

Scheduling volunteers

  • Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, ect.)
  • Adoption (group scheduling, one person per line, ect.)
  • Receiving calendar.

Recording things in the database

  • Dispersement
  • Hours
  • Recycling Systems-eval tally sheets
  • Donations
  • Contacts

Printing

-Printing from Deadtrees.

Cashing out and counting till and other tillish stuff

  • Pre-opening till count and paperwork.
  • Closing till count.
  • Searching for mistakes.
  • Credit Card machine.
  • IOUs and Reimbursements.

Email-Lists public and private

Website Applications

website extensions for applications such as www.freegeek.org

  • /grants.
  • /internships.
  • /wishlist.
  • /roomuse.

Documentation

  • Build Status Sheets.
  • Borrow Book.

Signing up Volunteers after tour

  • Builders.
  • Adopters.
    • Processing community service volunteers (Mult Co Court and others)

Other

It is also important to orient people with the organization and culture of Free Geek. A few ways of doing this are:

  • Introduce the new intern or volunteer to everyone and explain what it is that each staff member or core volunteer does.
  • Explain the unique structure of Free Geek including the role of council, the board, staff and committees.
  • Communication-what is the particular norm for different groups relaying information
  • Making reminder calls
  • Room use calendar,