Streamlining Church Volunteer Onboarding with Planning Center People Workflows
Onboarding volunteers for churches can be a daunting task, but it doesn't have to be. By using Planning Center People Workflows, churches can streamline the process and ensure that all volunteers are properly trained and equipped to serve.
Create Steps in Your Workflow
First, when creating steps in a workflow, you should create a clear and detailed description of each step. Your steps might include a background check verification, a membership or commitment verification, and communicating with the prospective volunteer to set up a walk-through with others who are already serving in similar positions just to name a few.
Volunteer Applications using Planning Center Forms
Next, churches should create a simple and user-friendly application process for potential volunteers. This can be done using Planning Center People's online forms feature. By using this feature, churches can easily collect all the necessary information from potential volunteers, such as contact information, background checks, and references. Additionally, individuals can select a specific area of interest in which they would like to serve, and the staff can then match them to specific areas where assistance is needed.
Once the form application is received, churches can use the Workflow steps to ensure that all necessary steps are taken to properly onboard the volunteer. This can include sending out an automated email to schedule a meeting, sending out a background check authorization form, and scheduling training sessions.
Keeping Track of the Process
One of the best things about Planning Center People Workflows is the ability to assign tasks to specific team members on different steps. Workflows also offer automated reminders which ensure that each step of the onboarding process is being handled by the right person and that nothing falls through the cracks.
Health Check For Your Teams
Churches should have a system in place to evaluate the performance of their volunteers. This can be done by setting up regular check-ins with volunteers and having a process in place for addressing any issues that may arise. One way to accomplish this, is by creating a final step in the Workflow where you snooze the reminder for 30 or 60 days to follow up with the volunteer.
In conclusion, onboarding volunteers for churches doesn't have to be a difficult task. By using Planning Center People Workflows, churches can streamline the process, ensure that all volunteers are properly trained and equipped to serve, and have a system in place for evaluating their performance. This will ultimately lead to a more successful and effective volunteer program for the church.
Threefold Solutions Can Help You with Planning Center Training and Strategy
If it's time to start using Planning Center at a higher level with Workflows or Forms and automations, Threefold Solutions can help. We provide strategy, coaching and training to maximize and streamline your Planning Center processes. If you are ready to get started, reach out to info@threefold.solutions. We would love to help you become Planning Center experts!
Jason Silbernagel
Co-founder, Threefold Solutions