User:Tgoe/Front Desk Training Guide

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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 21:22, 13 March 2010 (UTC)

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

• E-Beth's sig: Elizabeth 09:51, 7 August 2007 (PDT)

kathie Kathie 09:56, 7 August 2007 (PDT)

Wiki

• How to utilize articles under the Front Desk category.

• Answering the phone
• Checking the checks
• Data Entry
• Donation Receipt
• Email lists
• FAQ for phone call response
• Free Geek FAQ
• 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

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.Ebeth
• General mailbox.Ebeth
• Q-west mailbox.(not in use)

Scheduling volunteers

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

Recording things in the database

• DispersementElizabeth 14:44, 20 November 2007 (PST)
• HoursElizabeth 14:44, 20 November 2007 (PST)
• Recycling Systems-eval tally sheets Ebeth
• DonationsElizabeth 14:44, 20 November 2007 (PST)
• Contacts Ebeth

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

• Staff.
• Committee. On the wiki at Standing Staff Committees
• Public lists: http://lists.freegeek.org/listinfo/ Elizabeth 18:03, 20 November 2007 (PST)

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,

Office Coordinator Stuff

• supply check Elizabeth 14:38, 20 November 2007 (PST)
• checking messages Shawn 20 November 2007
• set up cash drawer
• order supplies
• train new front desk folks
• sorting the mail
• maintaining the borrow book
• make sure that large donations get thank you letters Elizabeth 18:01, 20 November 2007 (PST)
• SVN group editing for documents in [deadtrees]
• Bean Counting