An exciting, in-depth look at how to use TeamKinetic on a day-to-day basis to run your volunteer programme. Partly hands-on, your tutor will talk you through setting up opportunities and allow you to see the system from different users perspectives. At the end of this training session, you will have a good understanding of how each user interacts with the system and how to communicate and manage your volunteers and service providers.

Who Should Attend?

Either new employees who have taken over the role of administrator OR existing administrators who would like a refresher of all the main functionality.

What does it cover?

Volunteer Life Cycle

A practical session where attendees will experience the system from each users perspective covering the following:

  • Registering as a provider
  • [As a provider/admin] Creating an opportunity
  • Registering as a volunteer
  • [As a volunteer] Joining the opportunity
  • [As a provider/admin] Managing and communicating with volunteers on the opportunity

Managing Volunteers

  • Searching for volunteer/s
  • Search filters explained
  • Adding volunteers without an email address
  • Inviting volunteers onto the system
  • Criminal checks
  • Volunteer groups
  • Meetings and Inductions

Recognition and Rewards

  • Achievement badges
  • OpenBadges
  • HourTrades

Managing Opportunities

  • standardising activity tags
  • Shared opportunities
  • References
  • Events
  • Accreditation badges

Reporting and Insight

  • Reporting library explained
  • Exporting information

Effective Communication

  • Notifications
  • Volunteer news
  • Sending volunteers an email or text
  • Volunteer/Provider bulk emails

How to get Help

  • Support tickets
  • Contextual help

Questions and Workshops

Any questions will be answered and workshopped in the final segment, helping you to apply what you have learnt to your own unique programme.

How do I sign up?

You can access this training from your HELP > EXTRA TRAINING menu. Purchase the number of credits you need and then click on the BOOK button and select your course and dates.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’