Difference between revisions of "Volunteer Desk Orientation"

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(added a specific check item for "taking classes" and/or volunteering in other areas)
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This form should be printed out, completed, and placed in the new intern's file.
+
This form should be printed out, completed, and kept in the new intern's file.
  
 
==Checklist==
 
==Checklist==
When new front desk worker is hired, there are several steps that need to be performed. It's the [[buddy]]'s job to make certain these steps are accomplished. Most of these things must be done by other people but it's the buddy's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new worker's file.
+
When new Front Desk Intern is accepted into the Free Geek [http://www.freegeek.org/volunteer/internships/ Internship] program, there are several steps that need to be performed. It's the [[buddy]]'s job to make certain these steps are accomplished. Most of these things must be done by other people but it's the buddy's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new worker's file.
  
 
The buddy needs to determine an orientation schedule, and will need to arrange appointments with other staff members or interns who are responsible for parts of the orientation. Please orient new front desk worker on the following.
 
The buddy needs to determine an orientation schedule, and will need to arrange appointments with other staff members or interns who are responsible for parts of the orientation. Please orient new front desk worker on the following.
 +
 +
New Front Desk Worker's Name: _______________________________ <br>
 +
New Front Desk Worker's Name: _______________________________ <br>
  
  
New Front Desk Worker's Name: _______________________________ <br>
+
==Training Modules for Front Desk Interns==
Buddy's Name: _____________________________________
 
  
  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Policy Briefing
+
!| PRIOR TO DAY 1
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Staff Initials
 
!| Staff Initials
|-
 
|| Create & file a folder under Admin: last name, first name ||  ||  ||
 
 
|-
 
|-
 
|| Take Orientation tour ||  ||  ||
 
|| Take Orientation tour ||  ||  ||
 
|-
 
|-
|| '''''[[Volunteer Intern Contract]]''''': review, sign & file ||  ||  ||
+
|| Create & file a folder under Admin: last name, first name ||  ||  ||
|-
 
||'''''[[Conflict of Interest Policy]]''''': review, sign & file ||  ||  ||
 
 
|-
 
|-
|| Emergency Info Request: enter ER contact, phone # & any allergies into database ||  ||  ||
+
|| Update '''''[[Volunteer Internship Schedule]]''''' with start date, end date and tasks ||  ||  ||
 
|-
 
|-
|| Requesting schedule changes/days off: provide contact info ||  ||  ||
+
|| Send welcome email with link to '''''[[Free Geek Structure]]''''' and '''''[[Faq]]''''' and information on where to park your car (if applicable) ||  ||  ||
|-
 
|| '''''[[Arriving Late and Cancellations]]''''' / calling in sick: provide contact info ||  ||  ||
 
|-
 
|| Signing Checks, Contracts, Invoices: don't do it!  ||  ||  ||
 
 
|-
 
|-
 
|}
 
|}
Line 39: Line 33:
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Physical Orientation
+
!| DAY 1
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 
|-
 
|-
|| Review building layout, public accessibility and names for various areas  ||  ||  ||
+
|| '''''[[Volunteer Intern Contract]]''''': review, sign & file ||  ||  ||
 
|-
 
|-
|| '''''[[Safety]]''''' training. Details on that page.  ||  ||  ||
+
||'''''[[Conflict of Interest Policy]]''''': review, sign & file ||  ||  ||
 
|-
 
|-
|| Indicate available admin workspaces (library) ||  ||  ||
+
|| Emergency Info Request: enter ER contact, phone # & any allergies into database ||  ||  ||
 
|-
 
|-
|| Review layout behind Donor Desk: tools, files & till  ||  ||  ||
+
|| Requesting schedule changes/days off: provide contact info ||  ||  ||
 
|-
 
|-
|| Review layout behind Volunteer Desk: bag check, files, cleaning supplies & tools  ||  ||  ||
+
|| '''''[[Arriving Late and Cancellations]]''''' / calling in sick: provide contact info ||  ||  ||
|}
 
 
 
 
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 
|- style="background:black; color:white"
 
!| Technical Stuff
 
!| Date
 
!| Trainee Initials
 
!| Staff Initials
 
 
|-
 
|-
|| Add to Email Lists (frontdesk, regulars, tours, social) ||  ||  ||  
+
|| Signing Checks, Contracts, Invoices: don't do it! ||  ||  ||
 
|-
 
|-
|| Update [[Volunteer Internship Schedule]] with start & end dates, schedule & tasks ||  ||  ||
+
|| Benefits of volunteering/interning: First Tech Credit Union, 20% store discount, participation in committees, access to library and computer lab, classes  ||  ||  ||
 
|-
 
|-
|| Assign database account: "Front_Desk" "Volunteer_Manager" "Contact_Manager" ||  ||  ||
+
|| Review building layout, public accessibility and names for various areas  ||  ||  ||
 
|-
 
|-
|}
+
|| '''''[[Safety]]''''' training  ||  ||  ||
 
 
 
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 
|- style="background:black; color:white"
 
!| Technical Infrastructure Orientation
 
!| Date
 
!| Trainee Initials
 
!| Trainer Initials
 
|-
 
|| Wiki http://wiki.freegeek.org/ ||  ||  ||
 
 
|-
 
|-
|| Database http://data/  (only accessible from inside FG) ||  ||  ||
+
|| Indicate available admin workspaces (library) ||  ||  ||
 
|-
 
|-
|}
+
|| Add to email lists: frontdesk, regulars, tours, social  || || ||
 
 
 
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 
|- style="background:black; color:white"
 
!| Cultural Orientation
 
!| Date
 
!| Trainee Initials
 
!| Staff Initials
 
 
|-
 
|-
|| Introduced around to core volunteers ||  ||  ||  
+
|| Assign database account:  "Front_Desk" "Volunteer_Manager" and "Contact_Manager" ||  ||  ||
 
|-
 
|-
|| Introduced around to staff: indicate collective member  ||  ||  ||
+
|| Introduced around to core volunteers & staff ||  ||  ||  
 
|-
 
|-
 
|| Feedback and checking in <br>2-week:___________________  <br> monthly ||  ||  ||  
 
|| Feedback and checking in <br>2-week:___________________  <br> monthly ||  ||  ||  
 
|-
 
|-
|| '''''[[Free Geek FAQ]]''''' ||  ||  ||  
+
|| Documentation (why it's important, where to document what) ||  ||  ||  
 
|-
 
|-
|| '''''[[Standing Staff Committees]]''''' What the committees do and where to send what emails ||  ||  ||  
+
|| Continued learning: taking classes and volunteering in other areas ||  ||  ||  
 
|-
 
|-
|| '''''[[Netiquette at Free Geek]]''''' ||  ||  ||  
+
|| Where to park your car ||  ||  ||  
 
|-
 
|-
|| Documentation (why it's important, where to document what) ||  ||  ||  
+
|| '''''[[General Conduct Guidelines]]''''' ||  ||  ||  
 
|-
 
|-
|| Continued learning: taking classes and volunteering in other areas ||  ||  ||  
+
|| '''''[[Standing Staff Committees]]:''''' what the committees do ||  ||  ||  
 
|-
 
|-
|| Where to park your car ||  ||  ||  
+
|| '''''[[Netiquette at Free Geek]]''''' ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
Line 116: Line 83:
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| General Training
+
!| DAY 2
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
!| Trainer Initials
+
!| Staff Initials
 
|-
 
|-
|| [[Making coffee]] ||  ||  ||
+
|| Review building layout, public accessibility and names for various areas  ||  ||  ||
 
|-
 
|-
|| Restocking 4 bathrooms: toilet paper, paper towels & hand soap ( 1 part soap to 2 parts water) ||  ||  ||
+
|| Introduce around to core volunteers & staff ||  ||  ||  
 
|-
 
|-
|| Restocking 2 kitchens: sponge & dish soap (1 part soap to 2 parts water) ||  ||  ||
+
|| "Toaster Oven" ||  ||  ||
|-
 
|| Restocking coffee area: spoons in cup, sugar & creamer ||  ||  ||
 
 
|-
 
|-
 
|| Turning on computers & logging in ||  ||  ||
 
|| Turning on computers & logging in ||  ||  ||
Line 135: Line 100:
 
|| Supply request: know what you need, ask BEFORE out ||  ||  ||
 
|| Supply request: know what you need, ask BEFORE out ||  ||  ||
 
|-
 
|-
|| [[Answering the phone]] ||  ||  ||
+
|| Using the database: how to record volunteer and intern hours <br>''(away from the Front Desk)''  ||  ||  ||
 +
|-
 +
|| Record your own hours as an intern: please do this at the end of every shift <br> ''(away from the Front Desk)''  ||  ||  ||
 +
|-
 +
|| Using the database: reviewing Volunteer Applications and entering new volunteer information <br>''(away from the Front Desk)'' ||  ||  ||
 +
|-
 +
|| Using the database: merging duplicate records for a volunteer <br>''(away from the Front Desk)''||  ||  ||
 +
|-
 +
|| Behind the Volunteer Desk - review layout: bag check, files, cleaning supplies & tools  ||  ||  ||
 +
|-
 +
|| Checking in volunteers by putting a check mark next to their name on the sign-up sheet. If they walk in to fill an empty slot, make sure their names are written on the sign-up sheets with a check mark at the time of walk in. ||  ||  ||
 +
|-
 +
|| Signing up or guiding volunteers on shifts: adoption, pre-build, build, post-build ||  ||  ||
 +
|-
 +
|| Using reminder cards for volunteers who have signed up for shifts ||  ||  ||
 
|-
 
|-
|| Interacting with volunteers who speak a foreign language [[http://wiki.freegeek.org/index.php/Useful_Foreign_Language_Expressions]] ||  ||  ||
+
|| How/when to write an equipment pass ||  ||  ||
 +
|-
 +
|| Review the Daily Checklist: '''''[[Volunteer Desk Checklist]]''''' ||  ||  ||
 
|-
 
|-
 
|}
 
|}
Line 144: Line 125:
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Volunteer Desk Training
+
!| Day 3
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 
|-
 
|-
|| "Toaster Oven" ||  ||  ||
+
|| '''''[[Making coffee]]''''' ||  ||  ||
|-
 
|| Daily Checklist: '''''[[Volunteer Desk Checklist]]''''' ||  ||  ||
 
 
|-
 
|-
|| Checking bags: '''''[[Bag Check Policy]]''''' ||  ||  ||
+
|| Building walk around: layout and names for various areas + familiarization with core volunteers & staff  ||  ||  ||
 
|-
 
|-
|| Checking in volunteers by putting a check mark next to their name on the sign-up sheet. If they walk in to fill an empty slot, make sure their names are written on the sign-up sheets with a check mark at the time of walk in. ||  ||  ||
+
|| Behind the Volunteer Desk: checking bags (no bags are allowed in the back) <br> '''''[[Bag Check Policy]]''''' ||  ||  || ||
 
|-
 
|-
|| Logging volunteer hours in database ||  ||  ||
+
|| '''''[[Community Service Procedure]]''''' ||  ||  ||
 
|-
 
|-
|| Adding a volunteer to the database ||  ||  ||
+
|| Scheduling volunteers for shifts and creating a reminder card ||  ||  ||
 
|-
 
|-
|| Merging duplicate records for a volunteer ||  ||  ||
+
|| Checking "frontdesk@" e-mails: make calls/updates and respond to e-mails  ||  ||  ||
 
|-
 
|-
|| Signing up or guiding volunteers on shifts: adoption, pre-build, build, post-build ||  ||  ||
+
|| Printing and restocking handouts and forms from '''''[[Dead Trees]]''''' ||  ||  ||
 
|-
 
|-
|| Understand '''''[[Scheduling Exceptions]]''''' ||  ||  ||
+
|| '''''[[Answering the phone]]''''' ||  ||  ||
 
|-
 
|-
|| Checking the phone '''''[[Phone System Howto | messages]]''''': return calls, send email messages, mark cancellations ||  ||  ||
+
|| Using the telephone: how to transfer calls ||  ||  ||
 
|-
 
|-
|| Make class reminder calls: Hardware ID, Adoption classes, monthly classes ||  ||  ||
+
|| Using the telephone: how to check voicemail; return calls, send email, mark cancellations as necessary ||  ||  ||
 
|-
 
|-
|| Schedule volunteers for classesWrite their name & phone number in the classbook. Fill out a reminder card for them. ||  ||  ||
+
|| Paging: using the intercom on the telephone and awareness of areas that cannot hear the intercom. <br>What to say (what NOT to say) via intercom ||  ||  ||
 
|-
 
|-
|| Paging/Using Intercom || || ||
+
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Day 4
 +
!| Date
 +
!| Trainee Initials
 +
!| Trainer Initials
 
|-
 
|-
|| Transferring telephone calls ||  ||  ||
+
|| CLASSES: How to schedule volunteers for classes and where to find class information.  Write their name & phone number in the classbook. Fill out a reminder card for them. ||  ||  ||
 
|-
 
|-
|| Review all emails to "frontdesk @": Make calls/updates, respond to emails ||  ||  ||
+
|| Make class reminder calls: Hardware ID, Adoption classes, monthly classes ||  ||  ||
 
|-
 
|-
 
|| Transferring hours for volunteers: all parties must be present ||  ||  ||
 
|| Transferring hours for volunteers: all parties must be present ||  ||  ||
 
|-
 
|-
|| Dispersement data entry ||  ||  ||
+
|| Preparing new schedule pages: Adopt, Build, Prebuild ||  ||  ||
|-
 
|| Prepping new schedule pages: Adopt, Build, Prebuild ||  ||  ||
 
 
|-
 
|-
|| Prepping new class pages: Command line, Adoption, Wed & Fri Monthly classes ||  ||  ||
+
|| Preparing new class pages: Command line, Adoption, Wed & Fri Monthly classes ||  ||  ||
 
|-
 
|-
 
|| Filing schedules: Staff, Adoption, Build ||  ||  ||
 
|| Filing schedules: Staff, Adoption, Build ||  ||  ||
 
|-
 
|-
|| Printing & restocking handouts & forms on '''''[[Dead trees]]''''' ||  ||  ||
+
|| Understand '''''[[Scheduling Exceptions]]''''' ||  ||  ||
 
|-
 
|-
 
|}
 
|}
Line 200: Line 185:
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 +
|-
 +
|| Staff approval to become a cash handler; see '''''[[Volunteer Cashiers Policy]]''''' ||  ||  ||
 
|-
 
|-
 
|| Work at least one shift in Receiving ||  ||  ||
 
|| Work at least one shift in Receiving ||  ||  ||
 +
|-
 +
|| Dispersement data entry ||  ||  ||
 +
|-
 +
|| Learn EWaste Scenarios; E-Cycles law and how that applies to Free Geek ||  ||  ||
 
|-
 
|-
 
|| Daily Checklist: '''''[[Donor Desk Checklist]]''''' ||  ||  ||
 
|| Daily Checklist: '''''[[Donor Desk Checklist]]''''' ||  ||  ||
 +
|-
 +
|| Restocking 4 bathrooms: toilet paper, paper towels & hand soap ( 1 part soap to 2 parts water) ||  ||  ||
 +
|-
 +
|| Restocking 2 kitchens: sponge & dish soap (1 part soap to 2 parts water) ||  ||  ||
 
|-
 
|-
 
|| Processing tally sheets and taking donations ||  ||  ||
 
|| Processing tally sheets and taking donations ||  ||  ||

Revision as of 19:07, 22 May 2010

This form should be printed out, completed, and kept in the new intern's file.

Checklist

When new Front Desk Intern is accepted into the Free Geek Internship program, there are several steps that need to be performed. It's the buddy's job to make certain these steps are accomplished. Most of these things must be done by other people but it's the buddy's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new worker's file.

The buddy needs to determine an orientation schedule, and will need to arrange appointments with other staff members or interns who are responsible for parts of the orientation. Please orient new front desk worker on the following.

New Front Desk Worker's Name: _______________________________
New Front Desk Worker's Name: _______________________________


Training Modules for Front Desk Interns

PRIOR TO DAY 1 Date Trainee Initials Staff Initials
Take Orientation tour
Create & file a folder under Admin: last name, first name
Update Volunteer Internship Schedule with start date, end date and tasks
Send welcome email with link to Free Geek Structure and Faq and information on where to park your car (if applicable)


DAY 1 Date Trainee Initials Trainer Initials
Volunteer Intern Contract: review, sign & file
Conflict of Interest Policy: review, sign & file
Emergency Info Request: enter ER contact, phone # & any allergies into database
Requesting schedule changes/days off: provide contact info
Arriving Late and Cancellations / calling in sick: provide contact info
Signing Checks, Contracts, Invoices: don't do it!
Benefits of volunteering/interning: First Tech Credit Union, 20% store discount, participation in committees, access to library and computer lab, classes
Review building layout, public accessibility and names for various areas
Safety training
Indicate available admin workspaces (library)
Add to email lists: frontdesk, regulars, tours, social
Assign database account: "Front_Desk" "Volunteer_Manager" and "Contact_Manager"
Introduced around to core volunteers & staff
Feedback and checking in
2-week:___________________
monthly
Documentation (why it's important, where to document what)
Continued learning: taking classes and volunteering in other areas
Where to park your car
General Conduct Guidelines
Standing Staff Committees: what the committees do
Netiquette at Free Geek


DAY 2 Date Trainee Initials Staff Initials
Review building layout, public accessibility and names for various areas
Introduce around to core volunteers & staff
"Toaster Oven"
Turning on computers & logging in
Keeping area tidy throughout day
Supply request: know what you need, ask BEFORE out
Using the database: how to record volunteer and intern hours
(away from the Front Desk)
Record your own hours as an intern: please do this at the end of every shift
(away from the Front Desk)
Using the database: reviewing Volunteer Applications and entering new volunteer information
(away from the Front Desk)
Using the database: merging duplicate records for a volunteer
(away from the Front Desk)
Behind the Volunteer Desk - review layout: bag check, files, cleaning supplies & tools
Checking in volunteers by putting a check mark next to their name on the sign-up sheet. If they walk in to fill an empty slot, make sure their names are written on the sign-up sheets with a check mark at the time of walk in.
Signing up or guiding volunteers on shifts: adoption, pre-build, build, post-build
Using reminder cards for volunteers who have signed up for shifts
How/when to write an equipment pass
Review the Daily Checklist: Volunteer Desk Checklist


Day 3 Date Trainee Initials Trainer Initials
Making coffee
Building walk around: layout and names for various areas + familiarization with core volunteers & staff
Behind the Volunteer Desk: checking bags (no bags are allowed in the back)
Bag Check Policy
Community Service Procedure
Scheduling volunteers for shifts and creating a reminder card
Checking "frontdesk@" e-mails: make calls/updates and respond to e-mails
Printing and restocking handouts and forms from Dead Trees
Answering the phone
Using the telephone: how to transfer calls
Using the telephone: how to check voicemail; return calls, send email, mark cancellations as necessary
Paging: using the intercom on the telephone and awareness of areas that cannot hear the intercom.
What to say (what NOT to say) via intercom


Day 4 Date Trainee Initials Trainer Initials
CLASSES: How to schedule volunteers for classes and where to find class information. Write their name & phone number in the classbook. Fill out a reminder card for them.
Make class reminder calls: Hardware ID, Adoption classes, monthly classes
Transferring hours for volunteers: all parties must be present
Preparing new schedule pages: Adopt, Build, Prebuild
Preparing new class pages: Command line, Adoption, Wed & Fri Monthly classes
Filing schedules: Staff, Adoption, Build
Understand Scheduling Exceptions


Donor Desk Training Date Trainee Initials Trainer Initials
Staff approval to become a cash handler; see Volunteer Cashiers Policy
Work at least one shift in Receiving
Dispersement data entry
Learn EWaste Scenarios; E-Cycles law and how that applies to Free Geek
Daily Checklist: Donor Desk Checklist
Restocking 4 bathrooms: toilet paper, paper towels & hand soap ( 1 part soap to 2 parts water)
Restocking 2 kitchens: sponge & dish soap (1 part soap to 2 parts water)
Processing tally sheets and taking donations
Processing credit cards
Processing Monetary Donations
How to create an invoice
Checking the checks
Answering Questions about Data Security
Understanding Ewaste Legislation Scenarios and knowing Ewaste Training
Reviewing and filing Volunteer Applications
Printing & restocking handouts & forms on Dead trees