Difference between revisions of "Volunteer Desk Orientation"

From FreekiWiki
Jump to navigation Jump to search
 
(17 intermediate revisions by 7 users not shown)
Line 1: Line 1:
This form should be printed out, completed, and kept in the new intern's file.
+
{{migrated}}
 +
[https://docs.google.com/document/d/19L-062CbbgOnFdXcgj-X1uXZx7IEarFRBU5Q20ERZYQ/edit?usp=sharing Link]
  
 
==Checklist==
 
==Checklist==
When new Front Desk Intern is accepted into the Free Geek [http://www.freegeek.org/volunteer/internships/ Internship] program, several training modules need to be covered. It's the area coordinator's job to make certain new interns are trained. Some of the training can be done by other Free Geek employees or interns, but it's the area coordinator's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new intern's file.
+
When a new Office Support Intern is accepted into the Free Geek [http://www.freegeek.org/volunteer/internships/ Internship] program, several training modules need to be covered. It is the Volunteer Coordinator's job to make certain new interns are trained. Some of the training can be done by other Free Geek employees or interns, but it's the Volunteer Coordinator's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new intern's file.
  
New Front Intern's Name: _______________________________ <br>
 
Area Coordinator / Supervisor's Name: _______________________________ <br>
 
  
Please orient our new Front Desk Intern on the following:
 
  
==Training Modules for Front Desk Interns==
+
New Front Desk Intern's Name: _______________________________ <br>
 +
 
 +
==Training Modules for Office Support Interns==
  
  
 
{| 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"
!| PRIOR TO DAY 1
+
!| PRIOR TO FIRST DAY
 
!| Date
 
!| Date
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
 
|| Take Orientation tour ||  ||   
 
|| 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) ||  ||
 
 
|-
 
|-
 
|}
 
|}
Line 31: Line 25:
 
{| 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"
!| DAY 1
+
!| PAPERWORK
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
Line 38: Line 32:
 
|| '''''[[Volunteer Intern Contract]]''''': review, sign & file ||  ||  ||
 
|| '''''[[Volunteer Intern Contract]]''''': review, sign & file ||  ||  ||
 
|-
 
|-
||'''''[[Conflict of Interest Policy]]''''': review, sign & file ||  ||  ||
+
|| '''''[http://wiki.freegeek.org/images/5/55/Conflict-of-interest-agreement.odt Conflict of Interest]''''': review, sign & file ||  ||  ||
 
|-
 
|-
|| '''''[[Arriving Late and Cancellations]]''''' / calling in sick: provide contact info ||  ||  ||
+
|| '''''[[General Conduct Guidelines]]''''':review ||  ||  ||  
 
|-
 
|-
|| '''''[[General Conduct Guidelines]]''''' ||  ||  ||  
+
|| '''''Arriving Late and Cancellations''''' / calling in sick: provide contact info ||  ||  ||
 
|-
 
|-
|| Access to other volunteer information: using common sense, professionalism and discretion  ||  ||  ||
+
|}
|-  
+
 
|| Emergency Info Request: enter ER contact, phone # & any allergies into database || ||  ||
+
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| IT - PERMISSIONS & LOG-INS
 +
!| Date
 +
!| Trainee Initials
 +
!| Trainer Initials
 
|-
 
|-
|| Requesting schedule changes/days off: provide contact info ||  ||  ||
+
|| Add to email list: frontdesk, (regulars?), (social?) ||  ||  ||
 
|-
 
|-
|| Signing Checks, Contracts, Invoices: don't do it! ||  ||  ||
+
|| Checking "frontdesk@" e-mails: make calls/updates and respond to e-mails ||  ||  ||
 
|-
 
|-
|| 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  ||  ||  ||
+
 
|-
+
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
|| '''''[[Safety]]''''' training  ||  ||  ||
+
|- style="background:black; color:white"
|-
+
!| PROGRAM INFORMATION
|| Indicate available admin workspaces (library)  ||  ||  ||
+
!| Date
|-
+
!| Trainee Initials
|| Add to email lists: frontdesk, regulars, tours, social  ||  ||  ||
+
!| Trainer Initials
|-
 
|| Front Desk working group meetings: 2nd Saturday of the Month from 10:00 - 10:45 am  ||  ||  ||
 
 
|-
 
|-
|| Assign database account:  "Front_Desk" "Volunteer_Manager" and "Contact_Manager" ||  ||  ||
+
|| Adoption vs. Build ||  ||  ||
 
|-
 
|-
|| Introduced around to core volunteers & staff ||  ||  ||  
+
|| Language, lingo, and jargon -- [[Volunteer Scheduling Keywords]] ||  ||  ||
 
|-
 
|-
|| Feedback and checking in <br>2-week:___________________  <br> monthly ||  ||  ||  
+
|| The different areas within Adoption: Receiving, Recycling (Bench, Table), Printerland, Testing ||  ||  ||
 
|-
 
|-
|| Continued learning: taking classes and volunteering in other areas ||  ||  ||  
+
|| The different areas within Build: Prebuild (Hardware ID, System Evaluation), Build/Assembly (Quality Control, Build Workshop), Post-Build (Laptops, Macintosh, Server Build, Advanced Testing) ||  ||  ||
 
|-
 
|-
|| Where to park your car ||  ||  ||  
+
|| The physical requirements of each volunteer area (standing vs. sitting, lifting, where we best accommodate different abilities, etc.) ||  ||  ||
 
|-
 
|-
|| '''''[[Standing Staff Committees]]:''''' what the committees do ||  ||  ||
+
|| Disbursement basics: how, when, and why disbursements happen ||  ||  ||
|-
 
|| '''''[[Netiquette at Free Geek]]''''' ||  ||  ||  
 
 
|-
 
|-
 +
|| The Tour (the first step for new volunteers): when, how long, etc  ||  ||  ||
 
|}
 
|}
  
Line 83: Line 80:
 
{| 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"
!| DAY 2
+
!| USING THE DATABASE
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
!| Staff Initials
+
!| Trainer Initials
 
|-
 
|-
|| Review building layout, public accessibility and names for various areas  ||  ||  ||
+
|| Reviewing Volunteer Applications, entering new volunteer information ||  ||  ||
 
|-
 
|-
|| Introduce around to core volunteers & staff ||  ||  ||  
+
|| Checking in volunteers ||  ||  ||
 
|-
 
|-
|| Shadow a tour ||  ||  ||  
+
|| Recording volunteer and intern hours (program/shift types, rounding to 0.25 hour) ||  ||  ||
 
|-
 
|-
|| "Toaster Oven" ||  ||  ||
+
|| Recording hours for community service or school credit ||  ||  ||
 
|-
 
|-
|| Turning on computers & logging in ||  ||  ||
+
|| The difference between hours and points ||  ||  ||
 
|-
 
|-
|| Keeping area tidy throughout day ||  ||  ||
+
|| Scheduling volunteers for shifts (future shifts, walk-ins, which shifts can be split, etc.) ||  ||  ||
 
|-
 
|-
|| Supply request: know what you need, ask BEFORE out ||  ||  ||
+
|| Refreshing the schedule frequently and not overwriting already-scheduled shifts ||  ||  ||
 
|-
 
|-
|| Using the database: how to record volunteer and intern hours <br>''(away from the Front Desk)''  ||  ||  ||
+
|| Printing out volunteer hours ||  ||  ||
 
|-
 
|-
|| Record your own hours as an intern: please do this at the end of every shift <br> ''(away from the Front Desk)''  ||  ||  ||
+
|| Accessing the "call list" feature ||  ||  ||
 
|-
 
|-
|| Using the database: reviewing Volunteer Applications and entering new volunteer information <br>''(away from the Front Desk)'' ||  ||  ||
+
|| Emergency Info Request: enter ER contact, phone # & any allergies into database ||  ||  ||
|-
 
|| 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 ||  ||  ||
+
|| CLASSES: finding class information, scheduling volunteers for classes ||  ||  ||
 
|-
 
|-
|| Using reminder cards for volunteers who have signed up for shifts ||  ||  ||
+
|| CLASSES: scheduling non-volunteers for classes ||  ||  ||
 
|-
 
|-
|| How/when to write an equipment pass ||  ||  ||
+
|| INTERMEDIATE: merging duplicate records for a volunteer ||  ||  ||
 
|-
 
|-
|| Review the Daily Checklist: '''''[[Volunteer Desk Checklist]]''''' ||  ||  ||
+
|| INTERMEDIATE: transferring/combining points for volunteers - all parties must be present  ||  ||  ||
 
|-
 
|-
 
|}
 
|}
Line 127: Line 118:
 
{| 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"
!| Day 3
+
!| ANSWERING THE TELEPHONE
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 
|-
 
|-
|| '''''[[Making coffee]]''''' ||  ||  ||
+
|| '''''[[Answering the phone]]''''' ||  ||  ||
 
|-
 
|-
|| Building walk around: layout and names for various areas + familiarization with core volunteers & staff  ||  ||  ||
+
|| Using the telephone: Free Geek FAQ's ||  ||  ||
 
|-
 
|-
|| Shadow a tour ||  ||  ||
+
|| Using the telephone: how to transfer calls ||  ||  ||
 
|-
 
|-
|| Behind the Volunteer Desk: checking bags (no bags are allowed in the back) <br> '''''[[Bag Check Policy]]''''' ||  ||  ||
+
|| Using the telephone: how to check voicemail; return calls, send email, enter cancellations as necessary ||  ||  ||
 
|-
 
|-
|| '''''[[Community Service Procedure]]''''' ||  ||  ||
+
|| Paging: using the intercom on the telephone and awareness of areas that cannot hear the intercom  ||  ||  ||
 
|-
 
|-
|| Scheduling volunteers for shifts and creating a reminder card ||  ||  ||
+
|| Making reminder calls: Prebuild (Hardware ID, System Evaluation) and classes ||  ||  ||
|-
 
|| 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. <br>What to say (what NOT to say) via intercom  ||  ||  ||
 
 
|-
 
|-
 
|}
 
|}
Line 161: Line 140:
 
{| 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"
!| Day 4
+
!| VOLUNTEER DESK DUTIES
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 
|-
 
|-
|| Shadow a tour ||  ||  ||  
+
|| Review the Daily Checklist: '''''[[Volunteer Desk Checklist]]''''' ||  ||  ||
 
|-
 
|-
|| 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. ||  ||  ||
+
|| Checking bags ||  ||  ||
 
|-
 
|-
|| Make class reminder calls: Hardware ID, Adoption classes, monthly classes ||  ||  ||
+
|| When and how to write equipment passes ||  ||  ||
 
|-
 
|-
|| Transferring hours for volunteers: all parties must be present ||  ||  ||
+
|| Signing in non-volunteers ||  ||  ||
 
|-
 
|-
|| Preparing new schedule pages: Adopt, Build, Prebuild ||  ||  ||
+
|| Handing out program information (what's in the filing cabinet) ||  ||  ||
 
|-
 
|-
|| Preparing new class pages: Command line, Adoption, Wed & Fri Monthly classes ||  ||  ||
+
|| '''''[[Making coffee]]''''' ||  ||  ||
 
|-
 
|-
|| Filing schedules: Staff, Adoption, Build ||  ||  ||
+
|| Putting in supply requests before supplies run out ||  ||  ||
 
|-
 
|-
|| Evaluating volunteers for school projects/special projects '''''[[Service Learning Volunteers]]''''' and find "Volunteering for School Credit" on Dead Trees ||  ||  ||
+
|| Printing and restocking handouts and forms from '''''[[Dead Trees]]''''' ||  ||  ||
 
|-
 
|-
|| Understand '''''[[Scheduling Exceptions]]''''' ||  ||  ||
+
|| Writing reminder cards ||  ||  ||
 
|-
 
|-
|| Look up '''''[[Safari]]''''' on our wiki ||  ||  ||
+
|| Slow time tasks checklist ||  ||  ||
 +
|-
 +
|| Keeping the front desk tidy ||  ||  ||
 +
|-
 +
|| Recording your own hours as an intern  ||  ||  ||
 
|-
 
|-
 
|}
 
|}
Line 191: Line 174:
 
{| 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"
!|Donor Desk Training
+
!| FREE GEEK POLICIES
 
!| Date
 
!| Date
 
!| Trainee Initials
 
!| Trainee Initials
 
!| Trainer Initials
 
!| Trainer Initials
 
|-
 
|-
|| Staff approval to become a cash handler; see '''''[[Volunteer Cashiers Policy]]''''' ||  ||  ||
+
|| When to ask staff for assistance ||  ||  ||
 
|-
 
|-
|| Work at least one shift in Receiving ||  ||  ||
+
|| Breaks (how and when to take them) ||  ||  ||
 
|-
 
|-
|| Dispersement data entry ||  ||  ||
+
|| '''''[[Bag Check Policy]]''''' ||  ||  ||
 
|-
 
|-
|| Learn EWaste Scenarios; E-Cycles law and how that applies to Free Geek ||  ||  ||
+
|| Signing Checks, Contracts, Invoices: don't do it!  ||  ||  ||
 
|-
 
|-
|| Daily Checklist: '''''[[Donor Desk Checklist]]''''' ||  ||  ||
+
|| Parking ||  ||  ||
 
|-
 
|-
|| Restocking 4 bathrooms: toilet paper, paper towels & hand soap ( 1 part soap to 2 parts water) ||  ||  ||
+
|| '''''[[Netiquette at Free Geek]]''''' ||  ||  ||  
 
|-
 
|-
|| Restocking 2 kitchens: sponge & dish soap (1 part soap to 2 parts water) ||  ||  ||
+
|| Access to other volunteer information: using common sense, professionalism and discretion  ||  ||  ||
 
|-
 
|-
|| Processing tally sheets and taking donations ||  ||  ||
+
|| '''''[[Safety]]''''' training  ||  ||  ||
 
|-
 
|-
|| '''''[[Processing credit cards]]''''' || || ||
+
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| OTHER INFORMATION
 +
!| Date
 +
!| Trainee Initials
 +
!| Trainer Initials
 
|-
 
|-
|| '''''[[Processing Monetary Donations]]''''' - donations without gizmos ||  ||  ||
+
|| Building walk around: layout and names for various areas + familiarization with core volunteers & staff  ||  ||  ||
 
|-
 
|-
|| How to create an invoice ||  ||  ||
+
|| Behind the Volunteer Desk - review layout: bag check, files, cleaning supplies & tools  ||  ||  ||
 +
|-
 +
|| Benefits of volunteering/interning: First Tech Credit Union, 20% store discount, participation in committees, access to library and computer lab, classes  ||  ||  ||
 
|-
 
|-
|| '''''[[Checking the checks]]''''' ||  ||  ||
+
|| Continued learning: taking classes and volunteering in other areas ||  ||  ||  
|-
 
|| 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]]''''' ||  ||  ||
+
|| Supply request: BEFORE running out, ask staff to request more ||  ||  ||
 
|-
 
|-
 
|}
 
|}
  
 +
[[Category:Volunteer Internships]]
 
[[Category:Front Desk]]
 
[[Category:Front Desk]]
[[Category:HR]]
+
[[Category:Training]]
 
[[Category:Hiring]]
 
[[Category:Hiring]]
 
[[Category:Howto]]
 
[[Category:Howto]]
 +
[[Category:Volunteer Training]]

Latest revision as of 12:42, 5 September 2014

deletion

This page has been migrated to a document on Free Geek's Google Drive.

Information remaining behind may no longer be relevant.

MIGRATOR:

When you have tagged this page as migrated,
please add a link to the new document on Google Drive.

(Link to new page immediately below.)


Link

Checklist

When a new Office Support Intern is accepted into the Free Geek Internship program, several training modules need to be covered. It is the Volunteer Coordinator's job to make certain new interns are trained. Some of the training can be done by other Free Geek employees or interns, but it's the Volunteer Coordinator's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new intern's file.


New Front Desk Intern's Name: _______________________________

Training Modules for Office Support Interns

PRIOR TO FIRST DAY Date Staff Initials
Take Orientation tour


PAPERWORK Date Trainee Initials Trainer Initials
Volunteer Intern Contract: review, sign & file
Conflict of Interest: review, sign & file
General Conduct Guidelines:review
Arriving Late and Cancellations / calling in sick: provide contact info


IT - PERMISSIONS & LOG-INS Date Trainee Initials Trainer Initials
Add to email list: frontdesk, (regulars?), (social?)
Checking "frontdesk@" e-mails: make calls/updates and respond to e-mails


PROGRAM INFORMATION Date Trainee Initials Trainer Initials
Adoption vs. Build
Language, lingo, and jargon -- Volunteer Scheduling Keywords
The different areas within Adoption: Receiving, Recycling (Bench, Table), Printerland, Testing
The different areas within Build: Prebuild (Hardware ID, System Evaluation), Build/Assembly (Quality Control, Build Workshop), Post-Build (Laptops, Macintosh, Server Build, Advanced Testing)
The physical requirements of each volunteer area (standing vs. sitting, lifting, where we best accommodate different abilities, etc.)
Disbursement basics: how, when, and why disbursements happen
The Tour (the first step for new volunteers): when, how long, etc


USING THE DATABASE Date Trainee Initials Trainer Initials
Reviewing Volunteer Applications, entering new volunteer information
Checking in volunteers
Recording volunteer and intern hours (program/shift types, rounding to 0.25 hour)
Recording hours for community service or school credit
The difference between hours and points
Scheduling volunteers for shifts (future shifts, walk-ins, which shifts can be split, etc.)
Refreshing the schedule frequently and not overwriting already-scheduled shifts
Printing out volunteer hours
Accessing the "call list" feature
Emergency Info Request: enter ER contact, phone # & any allergies into database
CLASSES: finding class information, scheduling volunteers for classes
CLASSES: scheduling non-volunteers for classes
INTERMEDIATE: merging duplicate records for a volunteer
INTERMEDIATE: transferring/combining points for volunteers - all parties must be present


ANSWERING THE TELEPHONE Date Trainee Initials Trainer Initials
Answering the phone
Using the telephone: Free Geek FAQ's
Using the telephone: how to transfer calls
Using the telephone: how to check voicemail; return calls, send email, enter cancellations as necessary
Paging: using the intercom on the telephone and awareness of areas that cannot hear the intercom
Making reminder calls: Prebuild (Hardware ID, System Evaluation) and classes


VOLUNTEER DESK DUTIES Date Trainee Initials Trainer Initials
Review the Daily Checklist: Volunteer Desk Checklist
Checking bags
When and how to write equipment passes
Signing in non-volunteers
Handing out program information (what's in the filing cabinet)
Making coffee
Putting in supply requests before supplies run out
Printing and restocking handouts and forms from Dead Trees
Writing reminder cards
Slow time tasks checklist
Keeping the front desk tidy
Recording your own hours as an intern


FREE GEEK POLICIES Date Trainee Initials Trainer Initials
When to ask staff for assistance
Breaks (how and when to take them)
Bag Check Policy
Signing Checks, Contracts, Invoices: don't do it!
Parking
Netiquette at Free Geek
Access to other volunteer information: using common sense, professionalism and discretion
Safety training


OTHER INFORMATION Date Trainee Initials Trainer Initials
Building walk around: layout and names for various areas + familiarization with core volunteers & staff
Behind the Volunteer Desk - review layout: bag check, files, cleaning supplies & tools
Benefits of volunteering/interning: First Tech Credit Union, 20% store discount, participation in committees, access to library and computer lab, classes
Continued learning: taking classes and volunteering in other areas
Supply request: BEFORE running out, ask staff to request more