Training Plan Development

Help Tax-Aid create a structured training plan with specific methods, timelines, and resources so new staff or volunteers can quickly become effective contributors.
San Francisco, CA, USA
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San Francisco, CA, USA


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Posted November 10th

Project Details

What We Need
  • Training goals for a specific population (volunteers, staff, program participants, etc.)
  • Advice on what training methods the Organization should pursue to meet its goals (webinars, lectures, print materials, etc.)
  • Suggestions for curriculum design, creative messaging, call to actions, methods and timeline
  • Budget for implementation (taking the Organization’s resource constraints into consideration)
  • A written document that summarizes objectives, strategies and actions steps
Additional Details

Hello there. I'm looking for someone to help me develop an engaging, pithy training to quickly teach volunteers how to stay safe as we return to in person volunteer opportunities.

What We Have In Place
  • We continued to offer our in person services throughout the pandemic. Our volunteers mostly worked with us remotely. Now as we welcome them back we want to show them that it is safe to volunteer in person and how we will keep them safe. Can you help us develop this training and quickly demonstrate in an engaging way how we will do this?
How This Will Help
This project will save us $6,000 , allowing us to help more people with low income with their taxes.

We are ready to meet in person again. It is the most efficient, effective and fun way for our volunteers to work together.

Project Plan

Prep: Distribution of Information & Goal Setting
  • Volunteer Manager outlines any current training activities and strategies and shares any existing training materials
  • Volunteer communicates with the Volunteer Manager for a brainstorming/overview session, to discuss goals, target audiences, and existing activities/materials
Milestone 1: Research & Program Design
  • Volunteer conducts research and analysis to determine the training methods that the Organization should be using, and shares the information with the Volunteer Manager
  • Volunteer Manager provides feedback
Milestone 2: Draft Deliverable
  • Professional drafts full training plan with guidelines for the different methods, timeline and budget and and shares the information with the Volunteer Manager
Milestone 3: Final Deliverable
  • Professional delivers final Training Plan to Volunteer Manager
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About The Org

Our Mission

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