Volunteer onboarding

Volunteer onboarding

Learn how to coordinate an engaging onboarding experience for your volunteers in Asana!

About this course

Establishing a strong volunteer onboarding process is a key ingredient in boosting volunteer retention rates. A good volunteer onboarding experience will be engaging and provide the volunteer with a sense of purpose and place within your organization. Learn how to coordinate a robust onboarding experience for your volunteers in Asana.

Who should take this course:

If you're new to Asana and want to learn how to simplify the administration of onboarding new volunteers this course is for you. Who are you? 

 

 

  • “I’m a Volunteer Director who wants to improve volunteer onboarding as one component of our overall volunteer management process.”
  • “I’m a Volunteer Manager or Volunteer Coordinator who wants to better engage volunteers during their onboarding process.”

Learning objectives:

By the end of this course you’ll be able to leverage Asana Premium & Business features to…

 

  • Create an Asana Template to onboard new volunteers to your organization
  • Collect and respond to questions from new volunteers during their onboarding process
  • Integrate the onboarding process with your broader volunteer management in SFDC

So that… you and your team can save time and effort towards achieving your mission!

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to your own volunteer onboarding process.

Time:

  • 5-8 minutes per unit
  • 20 minutes for the entire course

Curriculum

  • Unit 1: Build your volunteer onboarding template
  • What you'll learn in Unit 1

     

  • Volunteer access to Asana
  • Step 1: Create the project
  • Step 2: Organize the project

     

  • Tip for naming tasks

     

  • Step 3: Convert to a template

     

  • Unit 2: Answer volunteer questions through an Asana form
  • What you'll learn in Unit 2

     

  • Step 1: Create a new project
  • Step 2: Build and share a form

     

  • Tip: Member notifications
  • Step 3: Triage questions
  • Tip: Add task to multiple projects
  • Unit 3: Use your template to onboard new volunteers
  • Picture this...
  • What you'll learn in Unit 3

     

  • Use your onboarding template

     

  • A tip about guest access
  • Asana for Salesforce
  • After onboarding...
  • Case study
  • Check your understanding

     

  • Tell us what you think

     

  • Keep learning
  • Congratulations!

     

About this course

Establishing a strong volunteer onboarding process is a key ingredient in boosting volunteer retention rates. A good volunteer onboarding experience will be engaging and provide the volunteer with a sense of purpose and place within your organization. Learn how to coordinate a robust onboarding experience for your volunteers in Asana.

Who should take this course:

If you're new to Asana and want to learn how to simplify the administration of onboarding new volunteers this course is for you. Who are you? 

 

 

  • “I’m a Volunteer Director who wants to improve volunteer onboarding as one component of our overall volunteer management process.”
  • “I’m a Volunteer Manager or Volunteer Coordinator who wants to better engage volunteers during their onboarding process.”

Learning objectives:

By the end of this course you’ll be able to leverage Asana Premium & Business features to…

 

  • Create an Asana Template to onboard new volunteers to your organization
  • Collect and respond to questions from new volunteers during their onboarding process
  • Integrate the onboarding process with your broader volunteer management in SFDC

So that… you and your team can save time and effort towards achieving your mission!

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to your own volunteer onboarding process.

Time:

  • 5-8 minutes per unit
  • 20 minutes for the entire course

Curriculum

  • Unit 1: Build your volunteer onboarding template
  • What you'll learn in Unit 1

     

  • Volunteer access to Asana
  • Step 1: Create the project
  • Step 2: Organize the project

     

  • Tip for naming tasks

     

  • Step 3: Convert to a template

     

  • Unit 2: Answer volunteer questions through an Asana form
  • What you'll learn in Unit 2

     

  • Step 1: Create a new project
  • Step 2: Build and share a form

     

  • Tip: Member notifications
  • Step 3: Triage questions
  • Tip: Add task to multiple projects
  • Unit 3: Use your template to onboard new volunteers
  • Picture this...
  • What you'll learn in Unit 3

     

  • Use your onboarding template

     

  • A tip about guest access
  • Asana for Salesforce
  • After onboarding...
  • Case study
  • Check your understanding

     

  • Tell us what you think

     

  • Keep learning
  • Congratulations!