Mosaic Volunteer Onboarding System
Dashboard
Welcome to Mosaic’s Federal-Level Volunteer Onboarding System. Use the links below to navigate between components.
- Project Plan Tracker
- Volunteer Handbook
- Online Course Curriculum
- In-Person Orientation
- Automation & Workflows
- Launch Checklist
Project Plan Tracker
| Task | Phase | Owner | Status | Due Date | Dependencies |
|---|---|---|---|---|---|
| Finalize volunteer policies | Planning | Chris | ✅ | Week 1 | – |
| Write vision/mission statement (Adam) | Planning | Adam | ☐ | Week 1 | – |
| Outline online course modules | Planning | Chris | ☐ | Week 1 | – |
| Write Volunteer Handbook | Asset Creation | Chris | ☐ | Week 2 | Policies finalized |
| Film Vision & Planning Center videos | Asset Creation | Adam/Admin | ☐ | Week 3 | Scripts ready |
| Build online course | System Build | Chris | ☐ | Week 5 | Videos/docs ready |
| Set up PC workflows + Zapier | System Build | Chris | ☐ | Week 6 | Online course built |
| Train execs on orientation | Team Training | Chris | ☐ | Week 7 | Live session built |
| Pilot test onboarding | Pilot | Alyssa | ☐ | Week 8 | System complete |
| Launch full system | Launch | Chris | ☐ | Week 9 | Pilot tested |
Volunteer Handbook
Sections:
- Mosaic Volunteer Vision & Mission
- Federal-Level Volunteer Expectations
- Disciplinary Process
- Safety & Protection Standards
- Communication Best Practices
- Resignation and Re-engagement Policy
- Cultural Language Glossary
- Acknowledgment Form
Online Course Curriculum
Module 1: Mosaic’s Vision for Volunteers
- Video: Adam’s Welcome
- Reading: Vision/Mission PDF
Module 2: Mosaic Values
- Interactive page on Honor, Passion, Connection, Generosity, Excellence
- Cultural phrases: “Close the loop”, “Express two-way gratitude”, etc.
Module 3: Systems Training
- Screencast: Planning Center Basics
- Quiz: Confirm/Decline, Block Out Dates, Contacting Leaders
Module 4: Volunteer Policies & Conduct
- Reading: Expectations + Handbook
- Quiz: Scenario-based accountability
Module 5: Safety and Protocols
- Video: Two-adult rule, incident reporting
- Acknowledgment checkbox
In-Person Orientation
Agenda:
- Welcome & Icebreaker
- Vision Talk (Adam)
- Volunteer Value Discussion (Group)
- Cultural Language Highlights
- Conflict & Disciplinary Model
- Commissioning Prayer
Materials:
- Slide deck
- Sign-in sheet
- Volunteer info form
- Group discussion guide
Automation & Workflows
Planning Center Workflow
- Trigger: “New Volunteer Interest” tag
- Email #1: Welcome + Vision/Mission
- Email #2: Online Course Link
- Task: RSVP to In-Person Orientation
- Task: State-Level Handoff
Zapier Automations
- Track course completions
- Notify exec team when onboarding is complete
- Tag updates in Planning Center
Launch Checklist
- [ ] Volunteer Handbook uploaded
- [ ] Online course tested and active
- [ ] Orientation scheduled and staffed
- [ ] Department heads briefed
- [ ] Automation workflow live
- [ ] First onboarding cohort invited
- [ ] Announcement shared in staff meeting