Local/Regional Volunteer Appointment Form/Workflow

[jimgaffneyTT]

tl;dr We need a mechanism for RD's to nominate alumni to serve as local and regional volunteers. This should workflow from the RD, to Ernestine to the admin assistant.

We're finalizing a proposal to bring back nationally-recognized local/regional volunteers (chapter advisors, assistant RD's, etc) like we did during the Bob Pope era.

Under this proposal, RD's will be able to nominate alumni to serve in chapter-level and regional positions. Those nominees will have to undergo the volunteer training program (which is what Jennifer is developing with an outside vendor) and the CommunityEdu/EverFi H&S training. Once they do, they'll be vetted (to make sure they don't have a history of doing keg-stands on TV or something) and then have a quick convo with Ernestine. Once they do those things, the CO (not the Council) will confirm their nomination and formally appoint them.

I think this would be a good use of workflows. It would first go to Ernestine to administer the trainings, and once the trainings are complete, and after she does the vetting and the interview, she'll advance it to the admin assistant to write the appointment letters and such.

[VenturaFranklin]

@jimgaffneyTT Thinking through this. Also there is a volunteer form, how does this fit in that process can we combine the two in some way?

Volunteer recommendation Form

• Initial form available to (anyone?) why just RDs?
  • Who are you recommending
  • Why are you recommending them
  • What level are you recommending them for: Chapter, Regional, National
  • Specific position recommendations? (multi select list?)
    • Any positions beyond what we already have for Natoffs?
  • Can this form be submitted for a person multiple times?
    • Allow submission unless they have said they are not interested or have failed vetting?

Form triggers an email of form to the person? Or to Ernestine to ask:

• X has recommended you for serving...do you want to?
• Want to serve, what are they interested in
• Continue or
• follow up later or
• not interested

If follow up later

• follow up email in 6 months?

If not interested

• note in notes and prevent further recommendations?

If continue:

• Assign Training
• This seems odd...
  • Training before vetting and appointment?
  • Or should this be more in parallel?

Training Complete

• Trigger Vetting

If continue after vetting:

• Interview

If continue after interview:

• Appointment Letters

Else failed vetting, interview:

• Thank you but no thank you

[VenturaFranklin]

Initial form, did you ask/discuss this with someone, yes/no (Should be talking with the person before hand) Initial form should have way to make sure the member/chapter selection

RDs, is initially for them to appoint chapter advisors. in the future for national volunteers. Trying to know who has been nominated to help with training.

Specific position recommendations? Drop down select only one.

Can this form be submitted for a person multiple times? Yes, keep even if failed vetting. Allow for review

Form submission, goes to person with You have been nominated, if you believe this is an error please reach out.

• just email and a task for Ernestine
  • interview yes/no,
  • interview date,
  • reference check yes/no,
  • notes;
  • continue or stop
• if continue trigger training, wait for training, then wait
  • In the CMT LMS, volunteer training
  • And Vector Community EDU
• training complete go to Jim. Confirm/Deny;
  • who was nominating, need to click on member to review, what nominated for
  • Add processing step placeholder
• Add task for Laura to process Complete,
  • appointment letter upload
  • when emailed appointment letter
  • Notified chapter/chapters
  • ordered ppm
  • added to natoff lists
• If rejecting go to Laura
  • upload denial letter
  • when emailed denial letter