Project
|
Task
|
| Onboarding |
Set-up Zoom, Google Meet, Skype, FaceTime, GoToMeeting or selected video platform on computer, tablet and/or smartphone |
| Onboarding |
Update Volunteer Profile in Engage |
| Onboarding |
Select Video as a mentoring method in Engage |
| |
| Client Day 1 |
Receive video mentoring request |
| Client Day 1-2 |
Email client to schedule day and time of session |
| Client Day 1-2 |
Record as Non-session in Engage - “Emailed” or “Called” to schedule video mentoring |
| Client Day 2-4 |
Host video mentoring session |
| Client Day 2-4 |
Record in Engage - notes & time from video mentoring session |
| Client Day 4-6 |
Send follow-up email (thank you, next steps, etc.) |
| |
| Ongoing > |
Continue video mentoring as needed on a client/mentor agreed-upon timeline |
| Ongoing > |
Continue recording notes in Engage |
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