Difference between revisions of "Training guide for Jacob"
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| + | {{delete}} | ||
| + | |||
| + | We now use an orientation list: | ||
| + | http://wiki.freegeek.org/index.php/Front_Desk_Orientation_List <br> | ||
| + | |||
| + | and daily checklists: <br> | ||
| + | http://wiki.freegeek.org/index.php/Donor_Desk_Checklist <br> | ||
| + | http://wiki.freegeek.org/index.php/Volunteer_Desk_Checklist | ||
| + | |||
| + | [[User:Valerie|Valerie]] 21:24, 13 March 2010 (UTC) | ||
| + | |||
==Jacob's Training for the front desk== | ==Jacob's Training for the front desk== | ||
| Line 5: | Line 16: | ||
;Trainers: | ;Trainers: | ||
*Dana [[User:Dana|Dana]] 16:53, 18 March 2008 (PDT) | *Dana [[User:Dana|Dana]] 16:53, 18 March 2008 (PDT) | ||
| − | * Mary Kate | + | * Mary Kate[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
* Shawn | * Shawn | ||
| Line 13: | Line 24: | ||
:*[[Checking the checks]] [[User:Jacob|Jacob]] 18:35, 18 March 2008 (PDT) | :*[[Checking the checks]] [[User:Jacob|Jacob]] 18:35, 18 March 2008 (PDT) | ||
:*[[Data Entry]] [[User:Jacob|Jacob]] 12:21, 19 March 2008 (PDT) | :*[[Data Entry]] [[User:Jacob|Jacob]] 12:21, 19 March 2008 (PDT) | ||
| − | :*[[Donation Receipt]] | + | :*[[Donation Receipt]][[User:Jacob|Jacob]] 14:05, 19 March 2008 (PDT) |
:*[[Email lists]] | :*[[Email lists]] | ||
| − | :*[[FAQ for phone call response]] | + | :*[[FAQ for phone call response]] [[User:Jacob|Jacob]] 14:46, 19 March 2008 (PDT) |
| − | :*[[Free Geek FAQ]] | + | :*[[Free Geek FAQ]] [[User:Jacob|Jacob]] 15:53, 19 March 2008 (PDT) |
:*[[Front Desk]] | :*[[Front Desk]] | ||
:*[[Handling Corporate Donations at Receiving]] | :*[[Handling Corporate Donations at Receiving]] | ||
| Line 37: | Line 48: | ||
*Phone functions, paging and transferring calls. | *Phone functions, paging and transferring calls. | ||
*Checking the messages: | *Checking the messages: | ||
| − | :*Front Desk mailbox. | + | :*Front Desk mailbox.[[User:MaryKate|MaryKate]] 11:13, 29 May 2008 (PDT)MKW |
| − | :*General mailbox. | + | :*General mailbox.[[User:MaryKate|MaryKate]] 11:13, 29 May 2008 (PDT)MKW |
| − | :*Q-west mailbox. | + | :*Q-west mailbox. (not currently in use)[[User:MaryKate|MaryKate]] 11:13, 29 May 2008 (PDT)MKW |
===Scheduling volunteers=== | ===Scheduling volunteers=== | ||
:*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, etc.) [[User:Shawn|Shawn]] and Sushi | :*Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, etc.) [[User:Shawn|Shawn]] and Sushi | ||
:*Adoption (group scheduling, one person per line, etc.) [[User:Shawn|Shawn]] and Sushi | :*Adoption (group scheduling, one person per line, etc.) [[User:Shawn|Shawn]] and Sushi | ||
| − | :*Receiving calendar. | + | :*Receiving calendar. (MKW & Jacob want to know more - does a staff member check this often or do we email?)[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
===Recording things in the database=== | ===Recording things in the database=== | ||
| − | :*Dispersement | + | :*Dispersement[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Hours | + | :*Hours[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Recycling Systems-eval tally sheets | + | :*Recycling Systems-eval tally sheets (waiting for a sheet to enter) |
| − | :*Donations | + | :*Donations[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Contacts | + | :*Contacts[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
===Printing=== | ===Printing=== | ||
| − | -Printing from Deadtrees. | + | -Printing from Deadtrees.[[User:MaryKate|MaryKate]] 12:00, 29 May 2008 (PDT)MKW |
===Cashing out and counting till and other tillish stuff=== | ===Cashing out and counting till and other tillish stuff=== | ||
| − | :*Pre-opening till count and paperwork | + | :*Pre-opening till count and paperwork[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Closing till count. | + | :*Closing till count.[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Searching for mistakes. | + | :*Searching for mistakes.[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*Credit Card machine. | + | :*Credit Card machine.[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
| − | :*IOUs and Reimbursements. | + | :*IOUs and Reimbursements.[[User:MaryKate|MaryKate]] 11:35, 29 May 2008 (PDT)MKW |
===Email-Lists public and private=== | ===Email-Lists public and private=== | ||
| − | :*Staff. | + | :*Staff.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*Committee. On the wiki at [[Standing Staff Committees]] | + | :*Committee. On the wiki at [[Standing Staff Committees]][[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*Public lists: http://lists.freegeek.org/listinfo/ | + | :*Public lists: http://lists.freegeek.org/listinfo/[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
==Website Applications== | ==Website Applications== | ||
website extensions for applications such as www.freegeek.org | website extensions for applications such as www.freegeek.org | ||
| − | :*/grants. | + | :*/grants.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*/internships. | + | :*/internships.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*/wishlist. | + | :*/wishlist.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*/roomuse. | + | :*/roomuse.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
===Documentation=== | ===Documentation=== | ||
| − | :*Build Status Sheets. | + | :*Build Status Sheets.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*Borrow Book. | + | :*Borrow Book.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
===Signing up Volunteers after tour=== | ===Signing up Volunteers after tour=== | ||
| − | :*Builders. | + | :*Builders.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :*Adopters. | + | :*Adopters.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | :** Processing community service volunteers (Mult Co Court and others) | + | :** Processing community service volunteers (Mult Co Court and others)[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
==Other== | ==Other== | ||
It is also important to orient people with the organization and culture of Free Geek. A few ways of doing this are: | 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. | + | *Introduce the new intern or volunteer to everyone and explain what it is that each staff member or core volunteer does.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | *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.[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | *Communication-what is the particular norm for different groups relaying information | + | *Communication-what is the particular norm for different groups relaying information[[User:MaryKate|MaryKate]]MKW |
| − | * Making reminder calls | + | * Making reminder calls[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | * Room use calendar, | + | * Room use calendar (Who do we contact to put items on here? Laurel?)[[User:MaryKate|MaryKate]] 11:58, 29 May 2008 (PDT)MKW |
| − | + | * He's also doing a final project. It's called [[Jacob's second half project]].[[User:Luiz|Luiz]] 00:25, 25 June 2008 (UTC) | |
| − | [[ | ||
Latest revision as of 13:40, 26 March 2011
 This page has been requested to be deleted. |
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 21:24, 13 March 2010 (UTC)
Jacob's Training for 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. Jacob 17:30, 18 March 2008 (PDT)
- Trainers
Wiki
- How to utilize articles under the Front Desk category.
- Answering the phone Jacob 18:35, 18 March 2008 (PDT)
- Checking the checks Jacob 18:35, 18 March 2008 (PDT)
- Data Entry Jacob 12:21, 19 March 2008 (PDT)
- Donation ReceiptJacob 14:05, 19 March 2008 (PDT)
- Email lists
- FAQ for phone call response Jacob 14:46, 19 March 2008 (PDT)
- Free Geek FAQ Jacob 15:53, 19 March 2008 (PDT)
- Front Desk
- Handling Corporate Donations at Receiving
- Information on how to get tech support
- Invoicing Donors
- Opening and closing out the till
- Phone System Howto
- Printing from the Front Desk
- Processing Monetary Donations
- Receiving Calendar
- Regularly Scheduled Tour Guides
- Reimbursement for mileage
- Sick Friend Letters
- Volunteer Cashiers Policy
- How to edit and create wiki pages Shawn 17:50, 18 March 2008 (PDT)
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:
Scheduling volunteers
- Build (explain terms such as pre-build and build workshop, self scheduling for build workshop volunteers, etc.) Shawn and Sushi
- Adoption (group scheduling, one person per line, etc.) Shawn and Sushi
- Receiving calendar. (MKW & Jacob want to know more - does a staff member check this often or do we email?)MaryKate 11:58, 29 May 2008 (PDT)MKW
Recording things in the database
Printing
-Printing from Deadtrees.MaryKate 12:00, 29 May 2008 (PDT)MKW
Cashing out and counting till and other tillish stuff
- Pre-opening till count and paperworkMaryKate 11:35, 29 May 2008 (PDT)MKW
- Closing till count.MaryKate 11:35, 29 May 2008 (PDT)MKW
- Searching for mistakes.MaryKate 11:35, 29 May 2008 (PDT)MKW
- Credit Card machine.MaryKate 11:35, 29 May 2008 (PDT)MKW
- IOUs and Reimbursements.MaryKate 11:35, 29 May 2008 (PDT)MKW
Email-Lists public and private
- Staff.MaryKate 11:58, 29 May 2008 (PDT)MKW
- Committee. On the wiki at Standing Staff CommitteesMaryKate 11:58, 29 May 2008 (PDT)MKW
- Public lists: http://lists.freegeek.org/listinfo/MaryKate 11:58, 29 May 2008 (PDT)MKW
Website Applications
website extensions for applications such as www.freegeek.org
Documentation
Signing up Volunteers after tour
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.MaryKate 11:58, 29 May 2008 (PDT)MKW
- Explain the unique structure of Free Geek including the role of council, the board, staff and committees.MaryKate 11:58, 29 May 2008 (PDT)MKW
- Communication-what is the particular norm for different groups relaying informationMaryKateMKW
- Making reminder callsMaryKate 11:58, 29 May 2008 (PDT)MKW
- Room use calendar (Who do we contact to put items on here? Laurel?)MaryKate 11:58, 29 May 2008 (PDT)MKW
- He's also doing a final project. It's called Jacob's second half project.Luiz 00:25, 25 June 2008 (UTC)