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New Employee Onboarding

Help Tax-Aid design an effective onboarding program for the organization including an employee onboarding checklist and recommendations for best practices.
Tax-Aid
San Francisco, CA, USA
Tax-Aid
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Tax-Aid
San Francisco, CA, USA

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Cause
Human services
Skills
Human resources

Posted October 28th

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New Employee Onboarding

Project details

What we need
  • A written document that identifies the Organization's timeline, onboarding goals, recommended responsibilities and support for new hire success:
  • An onboarding checklist and timeline template that can be completed by the Organization for each new hire
  • A suggested checklist and template outlining onboarding methods the Organization should pursue to meet its goals (human resources and information technology materials, department presentations, mentor assignment, skill sharing, etc.)
  • Recommendations on how to delegate onboarding responsibilities within the Organization or department, if applicable
  • A short plan for communicating with the new hire prior to their first day of work
What we have in place
  • We are looking for your help to develop a screening and onboarding process for new volunteers, particularly for virtual volunteers. We currently advertise some of our volunteer options on volunteer match. We receive inquiries from volunteers via that website but then they seem to flake out after we spend time training them. Can you help us develop a better screening process so that we filter out these volunteers?
How this will help
This project will save us $4,418 , allowing us to help more people receive free tax help.

Volunteers are the engine that drives our mission.

Project plan

P
Prep: Information Gathering & Goal Setting
  • Volunteer Manager shares current new hire onboarding activities and materials
  • Volunteer Manager shares information about the structure of the Organization and department, and who new hires should meet and interact with
  • Professional and Volunteer Manager brainstorm onboarding goals and objectives, timelines, and parts of company culture that should be incorporated
1
Milestone 1: Assessment & Program Design
  • Professional communicates with Volunteer Manager and other stakeholders to conduct review of existing processes and training materials
  • Volunteer Manager gathers training materials and writes instructions where appropriate for different parts of onboarding, sharing with the Professional
2
Milestone 2: Draft Deliverable
  • Professional drafts full Onboarding Program with guidelines and recommendations
  • Draft will be based on key organization milestones and goals (ie. 30-60-90 day goals) and survey for gathering feedback on a participatory program and measuring onboarding program success
  • Professional drafts full Onboarding Program with guidelines and recommendations
  • Volunteer Manager reviews and provides feedback to the Professional
3
Milestone 3: Final Deliverable
  • Professional delivers final Onboarding Plan to Volunteer Manager
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About the org

Tax-Aid
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Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Read the Impact Story
Zsuzsanna is a super volunteer! She really understood our project. She listened to our needs and provided actionable steps for us to follow. She kept the project on track with follow up meetings and communications.
Jill S.
Jill S.

Executive Director

New Employee Onboarding Project

It was a pleasure working with Jill, she is very responsive, open to new ideas while very determined what she want to see. I really liked this project and it was a great experience. I highly recommend this nonprofit organization! They are doing an amazing job.
Zsuzsanna H.
Zsuzsanna H.

Volunteer

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