Volunteer and Leadership Recruiting & Processing Dave Weaving 11/13/17

New Volunteer Recruiting/Processing - Resources On the NY3 Website http://nytaxaide.org/ Under Communication=>Recruiting NY3 Volunteer Recruiting Checklist Volunteer Recruiting Poster Sample Press Release for Volunteer Recruiting Sample Post Card for Mailing to Potential Volunteers Partnering With Colleges – A guide to working with colleges to use students as volunteers Processing As you screen each prospective volunteer, go to “Volunteer Assignments”, select Edit, and change the status from “Submitted” to “Candidate” (Or “No Match”) One Support Help Center for Volunteer Processing/Reports: OneSupport Help Center> Operational Procedures & Volunteer Portal> Volunteer Portal Guide 2017-2018 Having problems with recruiting/processing volunteers? Contact Dave 845-849-1649 dweaving@optonline.net

New Volunteers – As of 11/8/17 District Candidates Prospects Total 1  9 10 2  3  0 3 4  22 31 5 0  6  13 1  14 7 7  8  21 21 9  8  12 13 11 12  1   113

On Hold Candidates We have 32 “On Hold” Candidates D2, D4, D5, D6, D7, D8, D11, D12 all have some of these Please be sure to double check these potential new volunteers Update their status as appropriate: Candidate No Match Extend the On-Hold end date

Filling Leadership Positions Continues to be a focus area Ease the burden on DCs Ease the burden on LCs Build future LCs and DCs by expanding responsibilities of volunteers with leadership potential Significant decrease in the number of openings coming out of the 2017 tax preparation season: 70  45 But we still have plenty of work to do in filling Leadership Positions

NY3 Leadership Assessment - Open Poisitions 10/30/17   State Level Districts Total 1 2 3 4 5 6 7 8 9 10 11 12 Site Level 18 Local Coordinator ERO Shift Coodinator Support Facilitator District Level 26 District Coordinator Admin Coord Comm. Coord Technology Coord Training Coordinator Instructors State Coordinator Assistant State Coord Admin Specialist Partns/Comm Spec. Prospt Vol Spec Technology Spec Training Specialist