Volunteer Onboarding Kit

Everything you need to recruit, train, and retain volunteers: roles, scripts, training agenda, and a simple tracking loop.

Goals

• Turn interest into action within 48 hours.
• Match volunteers to clear roles and simple workflows.

Core Roles

• Canvasser: 2-hour weekend shifts; uses short script; logs IDs.
• Texter/Caller: 60–90 minute remote shifts with opt-out language.
• Events Lead: confirms venue, materials, sign-in, photos.
• Data Captain: cleans lists nightly; tracks IDs and follow-ups.

Onboarding Flow (48 hours)

1. T-0: Auto-reply with next shift times + sign-up link.
2. T-12: Personal text invite from organizer.
3. T-24: Send quick start video (3–5 min) + script PDF.
4. T-48: First shift scheduled and confirmed.

Training Agenda (20 minutes)

1. Welcome & mission (3)
2. Script walkthrough (5)
3. Roleplay in pairs (7)
4. Logging & safety (3)
5. First assignments (2)

Retention

• Thank after every shift; share one metric and one story.
• Offer the next shift while energy is high.
• Promote regulars to captain roles within 2–3 weeks.

Tracking

• Volunteers recruited, trained, active, retained (4-week rolling)
• Contacts per shift; IDs logged; show rate.