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Building systems for health NGOs
I onboarded a volunteer before HR finished the paperwork
I onboarded a volunteer before HR finished the paperwork.
Here's the system I used.
This week, I brought in a web designer for PHCC — one of three coalition sites I manage under IDA.
HR flagged the hire and looped me in before day one.
So I treated onboarding like an operational task, not an admin formality:
→ Welcomed her on Slack and set context immediately
→ Scoped her role clearly (what she owns vs. what she doesn't)
→ Shared the live site + website plan so she sees the system, not just tasks
→ Collected full profile details (name, title, email, LinkedIn, headshot) for fast website integration
→ Validated her Wix experience instead of assuming
→ Walked her through both the Harmony and traditional Wix versions — so she understands current state vs. where we're going
→ Prepared CMS access and aligned her first task
Result:
No ambiguity.
No tool friction.
No "waiting to get started."
First task ready before end of Day 1.
Onboarding is the first deliverable.
If it's clean, everything downstream compounds.