New volunteer orientation checklist
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New volunteer orientation: [VOLUNTEER NAME]

Organization: [ORGANIZATION NAME]

Role: [ROLE TITLE]

First day: [DATE]

Orientation led by: [NAME AND ROLE]

Buddy for the first few shifts: [NAME]

Part 1. Welcome

- [ ] Welcomed by name, and introduced to the people on shift
- [ ] Told our mission in a sentence or two, and who we serve
- [ ] Shown where to sign in and out, and how hours are recorded
- [ ] Shown where to put belongings, the restrooms, water and breaks
- [ ] Asked why they decided to volunteer: [ANSWER]

Part 2. Safety

- [ ] Emergency exits, assembly point and what to do in a fire or emergency
- [ ] First aid kit, and who the first aiders are
- [ ] How to report an injury, accident or near miss
- [ ] Any safety rules for the role, such as lifting, food handling, driving or equipment
- [ ] Emergency contact form offered (optional health questions)

Part 3. Policies in plain words

- [ ] Code of conduct: how we treat each other and the people we serve
- [ ] Confidentiality: what stays private, and how to handle personal information
- [ ] Safeguarding: how to report a worry about someone's safety, and to whom
- [ ] How to raise a concern or complaint, including about staff or board members
- [ ] Photos and social media: ask before taking or sharing photos of people
- [ ] Expenses: what can be reimbursed, and how to claim
- [ ] Volunteer agreement read and signed, if we use one

Part 4. The role

- [ ] Went through the role description: tasks, time and who they report to
- [ ] Shown how to do the main tasks, and had a chance to try
- [ ] Told what to do if unsure, and who to ask: [NAME AND CONTACT]
- [ ] Knows how to let us know if they can't come to a shift
- [ ] Any checks or training still needed are scheduled: [WHAT AND WHEN]

Part 5. One-month check-in

Date: [DATE]

- [ ] How is it going? What's working well?
- [ ] Is anything unclear or harder than expected?
- [ ] Does the role and time still suit them?
- [ ] Anything they'd like to learn or try next?
- [ ] How they like to be thanked: [ANSWER]

Notes: [NOTES]

Sign-off

Volunteer: [NAME] Signature: [SIGNATURE] Date: [DATE]

Orientation lead: [NAME] Signature: [SIGNATURE] Date: [DATE]