LMT Applicant Onboarding Checklist

 

When conducting the onboarding interviews of a prospective LMT applicant. The goal for any state should be quality of candidates, not quantity. If you have a warm body without passion that you must consistently chase to do what they have volunteered to do, you are spinning your wheels and the next Mark Meckler may be lost in the chaos.

Step 1 (preparation)

Within 72 hours upon receiving applicant in the Leadership Management Tool (LMT) Open Applicants on the National Scoring Dashboard) Open applicants CB record and check to ensure their Volunteer Agreement is signed. If not click the SEND REQ. CB will send an email to them with directions to complete. Once they've completed the agreement a green check mark will appear. Then send them the appropriate 1ST CONTACT email.

Note: The purpose of this is to ascertain if they can follow instructions and are serious at being a volunteer. Someone who can’t take direction or any meaningful action to educate themselves, is probably not your best candidate.
 
Next schedule an onboarding interview with the applicant. You should set aside at least an hour that is convenient to both you and the applicant, and free of distractions.

Step 2 (prior to onboarding interview)

Review applicant record in CB. Check Volunteer Agreement signed, COS University courses started or completed, and last CB activity date. Review Survey Results. The more thorough the answers the better the candidate.

Note: Signing the Volunteer Agreement: All volunteers, regardless of role, are obligated to protect the personal data of any COS supporter they may view or have access to in the course of their activities.

Step 3 (the interview)

Conduct the interview as friendly conversation. Let the applicant express their thoughts without interuption.

Required questions to work into the interview:

Tell me about yourself? How did you find out about COS and why do you want to get involved? What do you know about Article V? How many volunteer hours per week do you have to dedicate to the position for which you have applied? If accepted, do you agree to do you're best to fulfill the requirements of the position your applying for, work with, and to the best of your ability follow the instructions of the state executive team?

Additional suggested question to keep the interview active:

What are some of the recent books you have read? Are you involved in Social Clubs and/or volunteer organizations? (Good base to grow the grassroots with people they know. Possibly new groups to give a presentation to). Are you active on social media, i.e. Facebook, Twitter, WordPress or other blogging Sites etc. (If yes, possible SMW, SCW, SCC etc.) What Conservative Talk shows or host do you listen to and follow if any?

Note: Do not be afraid to suggest an alternate position that based on your interview which better suits the applicant’s passion, skill set, and/or available time commitment level to round out your state team.

If determined applicant is unable to do the roll or is suited for another position and agrees, scroll down to “Role/Assignment Management,” in the “Reason” section, add comments and then click “Reject” to end current onboarding process.

Step 4 (complete onboarding in CB)

When completing onboarding, write interview summary in the notes and comment section, select click “Contact Log,” then in the drop down select “Called - Meaningful Interaction,” then click “Add Note.”  Scroll down to “Role/Assignment Management,” in the “Reason” section, add comments and then click appropriate action to complete. Then send them the appropriate ASSIGNED email. Be sure to cc or bcc State Director Mark White and State Grassroot Coordinator Brett Kulbis.

Final Step - Log your onboarding as an Action Report in the COS Action app or in CB.

Note: Whether you write a letter to a Congressional representative, man a booth at a community event, take part in a 'Get Out The Vote' campaign, participate in a COS Action phone tree, or any other volunteer action, you are part of this grassroots movement, and we want to celebrate your contributions.