Project |
Task |
Onboarding | Review Video Mentoring Learning Module |
Onboarding | Set-up Zoom, Google Meet, Skype, FaceTime, GoToMeeting or selected video platform on computer, tablet and/or smartphone |
Onboarding | Update Volunteer Profile in CORE/Engage |
Onboarding | Select Video as a mentoring method in CORE/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 CORE/Engage - “Emailed” or “Called” to schedule video mentoring |
Client Day 2-4 | Host video mentoring session |
Client Day 2-4 | Record in CORE/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 CORE/Engage |
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