CASE STUDY - ONBOARDING SYSTEMS
Program Director
400+ volunteers · 600+ weekly
11 staff
Onboarding system, trainings & policy
Serving 600+ kids each week depended on more than 400 volunteers, but there wasn’t a consistent path from “I signed up” to “I’m ready to serve.” How prepared a new volunteer felt often depended on when they joined and who happened to train them.
In an environment where safety, supervision, and consistency matter, we needed an onboarding process that could prepare volunteers well—no matter when they started.
Our formal volunteer training happened primarily in the fall, but new volunteers joined throughout the year. Someone who started later could miss that training entirely and move into a role without the same preparation as someone who started in August.
The gap wasn’t just content. We needed a repeatable process that could work year-round and bridge the space between signing up and serving independently.
THE SOLUTION
I designed a year-round onboarding system rather than relying on a single training event. New volunteers moved through a combination of short eLearning—including videos and questions—role-specific training, and structured shadowing with an experienced leader before serving independently.
I also added clear readiness checkpoints and staff ownership at each stage, creating a process that could be repeated whenever a new volunteer joined.
What it changed: laying the journey out end to end made the gap obvious. Stages 4-6—training, shadowing, and debriefing before placement—were where the whole system was failing, and they were the three nobody had designed.
Part of a year-round onboarding system designed to give new volunteers consistent, on-demand training—regardless of when they joined.
My role: Learning design · Scriptwriting · Visual design · Production
A simple job aid that gives new volunteers a clear path to observe, practice, and prepare to serve independently.
My role: Process Design · Content Development · Job Aid Design
Onboarding became a repeatable, year-round process rather than something tied primarily to fall training. New volunteers had a clearer path from signing up to serving independently, and staff had a more consistent system for helping them get there.
This project taught me that a good system still needs shared ownership. I built a semi-automated workflow that worked well, but I didn’t involve my team members, who handled much of the day-to-day onboarding, early enough in the process.
Today, I’d bring them into the process from the beginning—mapping the workflow together, testing it before launch, and building ownership along the way.
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