Workflows


Volunteer Interest Follow-up


  1. New contact items come from lobby conversations and app engagement come in via email and are forwarded to Onboarding Coordinator.

  2. We text these people on Google Voice (found here) saying to them:


    Hey! This is Eric from the Life.Church Stillwater Host Team. We are so glad to have you start serving! Your next step is to attend a Host Team Orientation, which take place at 9:30AM or 5:00PM on Sundays, meeting underneath the big Info sign in the lobby. Let me know what time works best for you!


    After you text them, click the three dots in the top right corner and add their contact information so we have their name for future reference.

  3. Then, add them to the Host Team Orientation Airtable (found here) under the "Serving Interest" sheet and the date that you first contacted them.

  4. When they respond with what time they're interested in, put what time they'll be attending on the Coming to Orientation tab on the Airtable spreadsheet.

  5. They'll meet us under Info for orientation and attend orientation on a Sunday, where they'll fill out their background check and volunteer application.

  6. From there, we'll make contact with them when they're background check is approved and tell them where to meet us for the first serve.

  7. The First Serve Coordinator will meet with them on Sunday and introduce to them role leader.

  8. The First Serve Coordinator will follow-up with them over the next four weeks, and touch base with them if they miss a weekend.

Post-Orientation


  1. Background checks are entered at volunteer.life.church by the volunteer when they come to orientation OR, if they've filled out a paper copy, by using Tanner's login information.

    a. To enter a background check, login to Tanner's account and click "Add a new application". From there, first check to see if they are in FellowshipOne by clicking on "Pick one of the existing users". If they do exist, click the plus by their name. If they don't, go back one page and click "Create a new F1 User and enter in their information.

    b. Click "Yes" to both citizenship questions.

    c. Add in the persons information from the background check to the form.

    d. On the following page, click any applicable answers "yes" or "no" based on their background check responses.

    e. Submit the application.

    f. Scan in and email the background check to me.

  2. Check throughout the week to see if the background check has processed. To do so, login into volunteer.life.church and search for their name on the man page. If it says, "Approved", they're ready to start serving.

  3. When the background check processes, text the new volunteers in Google Voice saying,

    Hey! Your background check is approved, which means you're ready to start serving. The 5:30 team huddles at 5:00 in the Host Team Clubhouse. From there, we will get you a name tag, a t-shirt, and partner you with someone for your first serving experience. So glad to have you on the team!

  4. Add these team members to each of the Host Team templates (Host Team A and Host Team B) on the Planning Center website. (this link has all the info you'll need on how to do so!).

New Coach


  1. New coaches are identified ideally from the pool of role leaders we currently have.

  2. Those leaders are paired with one of our veteran coaches for a three week period in which they're given responsibility and they're evaluated for their capability to lead at a high capacity.

  3. From there, we have three options: they're ready, and we promote them publicly in huddle, they need more time and they stay with their training coaches for longer, or this is not the right fit and we help them find another seat on the bus.

New Role Leader


  1. New role leaders are identified as those who stand above the rest of the team in their leadership, commitment, and faithfulness.

  2. Once identified, role leaders have a one-on-one with their coaches to talk through expectations of their role, the time commitment, and how to be successful.

  3. Role leaders are also trained to use the Planning Center People app.

  4. As soon as is possible, new role leaders are introduced as such to their respective team. For the first few weeks, role leaders are checked in with frequently by their coach to make sure that connecting with their team is going well.

First Time Serve


  1. New team members are sent a text message letting them know the details about their first time serving.

  2. Upon arrival, new team members are introduced to their role leader, who gets them their bag and their name tag. From there, the role leader .

  3. From there, we have three options: they're ready, and we promote them publicly in huddle, they need more time and they stay with their training coaches for longer, or this is not the right fit and we help them find another seat on the bus.