User:Koopa/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 21:27, 13 March 2010 (UTC)

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

• 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. Elizabeth 15:29, 30 October 2007 (PDT)
• Checking the messages: Koopa 16:07, 30 October 2007 (PDT)

• 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.) Elizabeth 14:51, 27 October 2007 (PDT)
• Adoption (group scheduling, one person per line, ect.) Elizabeth 15:25, 27 October 2007 (PDT)
• Receiving calendar. Elizabeth 15:25, 27 October 2007 (PDT)

Recording things in the database

• Dispersement Elizabeth 16:18, 27 October 2007 (PDT)

(explain two hr for one hour worked jobs like monitor testing and cleaning)

• Donations Elizabeth 16:18, 27 October 2007 (PDT)
• Hours Elizabeth 14:49, 27 October 2007 (PDT)

Printing

-Printing from Deadtrees. Elizabeth 16:02, 27 October 2007 (PDT)

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. Elizabeth 15:36, 30 October 2007 (PDT)

Email-Lists public and private

• Staff. kathie
• Committee. On the wiki at Standing Staff Committees kathie

Website Applications

website extensions for applications such as www.freegeek.org

• /grants. Elizabeth 15:49, 30 October 2007 (PDT)
• /internships. Elizabeth 15:49, 30 October 2007 (PDT)
• /wishlist. Elizabeth 15:49, 30 October 2007 (PDT)
• /roomuse. Elizabeth 15:49, 30 October 2007 (PDT)

Documentation

• Build Status Sheets. Elizabeth 15:49, 30 October 2007 (PDT)
• Borrow Book. Elizabeth 15:56, 30 October 2007 (PDT)

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,