1 | ↑ Hover for tips | | | | | | | Click Sheet Summary for key details → | | | |
2 | - | |  | Chapter Leadership: Recruiting / Retention / Engagement |
| | | | | | | | | |
3 |  | | | Markets / recruits for Chapter growth & sustainability |
| ChapterLeadership | ChapterLeadership | HQ Marketing | District Director | | | | | |
4 |  | | | Identifies one or more Interviewers in Engage position code |
| Chapter Leadership | Chapter Leadership | District Director | RVIC: Vol Intake Coordinator | Engage Position Descriptions | | | | |
5 |  | | | Identifies one or more Coaches in Engage position code |
| Chapter Leadership | Chapter Leadership | District Director | RVIC: Vol Intake Coordinator | Engage Position Descriptions | | | | |
6 |  | | | Ensures Interviewers are properly trained |
| Chapter Leadership | Chapter Leadership | District Director | RVIC: Vol Intake Coordinator | Interviewer Training Toolkit | | | | |
7 |  | | | Ensures Coaches are properly trained |
| Chapter Leadership | Chapter Leadership | District Director | RVIC: Vol Intake Coordinator | Coach Training Toolkit | | | | |
8 |  | | | Optionally: Identifies Membership Chair in Engage position code |
| Chapter Leadership | Chapter Leadership | District Director | RVIC: Vol Intake Coordinator | Engage Position Descriptions | | | | |
9 | | | | | | | | | | | |
10 | - | |  | Region Volunteer Intake Coordinator: Interview Cycle |
| | | | | | | | | |
11 |  | |  | Monitors Engage Vol Onboarding Q for Needed Actions |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
12 |  | | | Conducts Initial Screening of Resume, Application, & Social Media presence |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | Application Review Checklist | | 03/15/24 |  |  |
13 |  | | | Contacts Applicant & Advises of Next Steps, eg possibly 3 interviews; etc |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
14 |  | | | Assigns [2] available Chapter Interviewers via Engage |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | 03/15/24 |  |  |
15 |  | | | Advises Interviewers of any Concerns / Questions |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | Interviewers | | | | | |
16 |  | | | If Applicant Interviews are "Tied", assigns a 3rd Interviewer, preferably Chapter Chair |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | ChapterLeadership | | | | | |
17 |  | | | If Applicant 'Accepted' initiates Onboarding |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | ChapterLeadershp | | | | | |
18 | | | | | | | | | | | |
19 | - | |  | Region Volunteer Intake Coordinator: Onboarding Cycle |
| | | | | | | | | |
20 |  | | | Advises Chapter Leadership of new Provisional |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | ChapterLeadership | | | | | |
21 |  | | | Updates Engage Applicant Record to 'Provisional' |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
22 |  | | | Initiates HelpDesk Setup of @svo email account |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | HelpDesk | | | | | |
23 |  | | | Provides Provisional links to Course modules 1-8 |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | 03/15/24 |  | |
24 |  | | | Advises Provisional that RVIC is initial technical support contact |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
25 |  | | | Monitors Provisional Progress in Coursework via Engage |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
26 |  | | | Weekly: Provisional Progress Report to Chapter Leadership |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | ChapterLeadership | | | 03/20/24 |  | |
27 |  | | | Day 7: Sends provisional reminder of coursework due |
| | | | | | | | | |
28 |  | | | Day 14: Intervenes with Provisional if Courses 1-8 Not Complete |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
29 |  | | | Ensures Profile Completeness & Quality |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
30 |  | | | Assigns an available Coach [with ChapterLeadership Input] |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | ChapterLeadership | | | | | |
31 |  | | | Ensures Completion of SimpleSteps: SSSB [+2 weeks] |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | 03/20/24 |  | |
32 |  | | | Ensures Completion of Engage Training |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | Mentoring in Engage | | | | |
33 |  | | | Monitors Engage for [3] required co-mentoring sessions |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
34 |  | | | Sets volunteer Active when all requirements met |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
35 |  | | | Notifies RCIC to begin Assigning Cases to the new Mentor |
| RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | ROC: Region Operations | | | | | | |
36 | - | |  | Chapter Interviewer[s] |
| | | | | | | | | |
37 |  | | | Reviews Applicant's Resume & Social Media Presence |
| Chapter Interviewer | Chapter Leadership | RVIC: Vol Intake Coordinator | | | | | | |
38 |  | | | Schedules applicant interview within 7 days |
| Chapter Interviewer | Chapter Leadership | RVIC: Vol Intake Coordinator | | | | | | |
39 |  | | | Conducts applicant interview |
| Chapter Interviewer | Chapter Leadership | RVIC: Vol Intake Coordinator | | | | | | |
40 |  | | | Enters Accept/Decline in Engage along with interview notes/comments |
| Chapter Interviewer | Chapter Leadership | RVIC: Vol Intake Coordinator | | | | | | |
41 | - | |  | Chapter Coach |
| | | | | | | | | |
42 |  | | | Provides orientation to local chapter |
| Coach | ChapterLeadership | RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | | | | | |
43 |  | | | Conducts 1st co-mentoring session with provisional |
| Coach | ChapterLeadership | RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | | | | | |
44 |  | | | With RVIC assistance, identifies [2] additional co-mentors |
| Coach | ChapterLeadership | RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | | | | | |
45 |  | | | Ensures required co-mentoring sessions completed timely manner |
| Coach | ChapterLeadership | RVIC: Vol Intake Coordinator | RVIC: Vol Intake Coordinator | | | | | |
46 |  | | | Introduces new Active at next chapter meeting |
| Coach | ChapterLeaderships | | | | | | | |