Coordinator Roadmap Training

We are pleased to announce the first two phases of training materials for Coordinators are ready to distribute! Remember: it is preferred Coordinators review these materials before the annual training in September. Phases 3 and 4 will be available in the Fall.

  • Training Expectations
    • Coordinators are expected to read and watch the materials before the training in September.
    • There are 12 steps in the first two phases: six in Phase 1 and six in Phase 2.
    • Mark Done each step as you complete them.

Please note that the Coordinator Training Roadmap is a living document. When final versions of new materials are ready, they will be linked to the Roadmap directly. Also note that all current training materials are under constant review. Intermittently, they will be revised, and the new updated links will be linked to the roadmap.

If you have any questions or concerns, please contact your Regional Campaign Manger.

Thank you in advance for your time and attention to these materials!

The Roadmap:

PhaseStepTitleOverview & ChecklistVideo GuideDone
1. Onboarding 1Welcome PackageOverview & ChecklistVideo Guide 
2Agreements & WaiversOverview & ChecklistVideo Guide 
3Local Coordinator Admin WebsiteOverview & ChecklistVideo Guide 
Your Local WebsiteOverview & ChecklistVideo Guide 
5Your Local EmailOverview & ChecklistVideo Guide 
6Setting Up the AppOverview & ChecklistVideo Guide 
2. Pre-Campaign Training 7Our StoryOverview & ChecklistVideo Guide 
8Expectations & ResponsibilitiesOverview & ChecklistVideo Guide 
9Campaign OrganizationOverview & ChecklistVideo Guide 
10Secure Site: Sections 1-5Overview & ChecklistVideo Guide 
11Secure Site: Sections 6-11Overview & ChecklistVideo Guide 
12Prepare for Annual TrainingOverview & ChecklistVideo Guide 
3. Campaign 13Marketing & OutreachOverview & ChecklistVideo Guide 
14VolunteersOverview & ChecklistVideo Guide 
15Events & FundraisingOverview & ChecklistVideo Guide 
16Fund HandlingOverview & ChecklistVideo Guide 
17PurchasingOverview & ChecklistVideo Guide 
18Supplemental ToysOverview & ChecklistVideo Guide 
19DistributionOverview & ChecklistVideo Guide 
4. Post-Campaign20After Action ReportOverview & ChecklistVideo Guide 
21Impact Capture for EventsOverview & ChecklistVideo Guide 
22Personalized AppreciationOverview & ChecklistVideo Guide 
23Reapply for Next Year!Overview & ChecklistVideo Guide 
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