Onboarding Sarah Damron

Transfer of knowledge Train and empower Build on investment Objectives:

When to onboard A. As soon as possible after someone comes onboard, but preferably before the previous person “checks out” 1. If you know someone will be “checking out” before the new person is ready to be trained, try to glean as much knowledge and info from the departing person as possible before they leave (especially things like passwords and login credentials and assets) – 2. capture electronically via Google Docs When? After new person is onboard Before previous person checks out

How?

Food for thought: It’s a process Start with basics One size ≠ all

Group Onboarding

HQ Resources: Chapter leader toolkits ChapterNET Chapter Resources Book Surfrider addresses Password credentials Staff Surfrider University

HQ Resources: Chapter leader toolkits ChapterNET Chapter Resources Book Surfrider addresses Password credentials Staff Surfrider University

Chapter Resources: Former chapter leaders Core Volunteer Training Historic documents Plans Other?

Exercise: Mentors

Experienced EC member: Take a look at the “Basic Duties” handout. How would you otherwise describe your basic duties? What tips, best practices, and/or suggestions do you have? Prospective, incoming, or new EC member: Take a look at the “Basic Duties” handout. Is there anything you could use more clarification on? Are there specific duties for which you might appreciate tips, best practices and/or suggestions?