Why Volunteer Orientation Matters (And What to Include in Yours)

About This Series: Training & Onboarding Volunteers

Inviting volunteers is just the beginning. What happens next—the way we welcome, train, and integrate them—determines whether they stay, grow, and thrive. This series is all about equipping you to build a volunteer program that isn’t just welcoming, but transformational. From the first hello to the systems that support long-term success, we’re walking through it all—one practical, purpose-driven post at a time.

Today’s topic? Orientation. Because it matters more than you might think.

The Overlooked Power of Orientation

Let’s be honest—orientation can sound a little… dry. Like a box to check before someone gets to the “real” work.

But here’s the truth:
A strong orientation isn’t optional. It’s foundational.

When done well, it does more than share information. It helps new volunteers:

• Feel confident about what’s expected

• Understand the mission and their role in it

• See themselves as part of a team

• Begin their journey with clarity and purpose

In short: orientation sets the tone for everything that comes next.

Mindset Shift: From "Training" to "Belonging"

Think of orientation not just as a training session—but as a welcome experience.

You’re not just preparing someone for a task.
You’re helping them feel:

• Informed

• Included

• Inspired

People stay where they feel like they belong. Orientation is your first step toward creating that culture.

What to Include in Your Volunteer Orientation

Let’s break it down into five essential components:

1. Mission & Vision: Start With the Why

Before policies or procedures, share your why.
Let volunteers hear the heartbeat of your work.

Pro Tip:
Tell a short story that illustrates the impact of your organization. Make it real. Make it human.

“Because of volunteers like you, families in crisis have found hope, stability, and support when they needed it most.”

2. Your Values and Culture

Help new volunteers understand what it feels like to be part of your team.

Do you value compassion, consistency, flexibility, fun?
Say it. Show it. Live it.

Let people know what kind of environment they’re stepping into—and what you hope they’ll contribute to it.

3. Overview of Roles & Responsibilities

Get specific.
What kinds of roles exist? What do they involve? What are the expectations?

You don’t need to cover every detail, but offer a high-level view so people know where they might fit—and what commitment looks like.

Be sure to include:

• Time expectations

• Communication channels

• Any necessary training or next steps

4. Basic Policies & Procedures

Safety and clarity are kindness.
Make sure to cover the essentials:

• Check-in/check-out processes

• Confidentiality policies

• Emergency procedures

• Dress code (if applicable)

• Who to go to with questions

• Any other safety items the role or your organization require

Keep it simple, clear, and friendly. This isn’t about bureaucracy—it’s about trust.

5. Next Steps & Follow-Up

Don’t leave people wondering what comes next.

Give them:

• A clear point of contact

• A next action (e.g., role shadowing, final paperwork, scheduling their first shift)

• A warm thank you for saying yes

Even better? Send a follow-up email after orientation to reaffirm what was shared and invite them to begin.

Orientation Isn’t Just an Event—It’s an Invitation

At its best, orientation says:

“We’re so glad you’re here. You matter. You belong. And here’s what you are now part of.”

It’s your opportunity to set volunteers up not just to succeed—but to thrive.

So don’t skip it.
Don’t rush it.
And don’t treat it like a formality.

Because when volunteers feel welcomed, equipped, and connected from the very beginning, they’re far more likely to grow into long-term, mission-driven teammates.

A Quick Reflection

Take a moment to look at your current orientation process. Ask yourself:

• Does it reflect our mission and values?

• Does it clearly explain roles and expectations?

• Does it leave people feeling excited and confident?

If not—this is your opportunity to make a powerful shift.

Orientation is your first step in building a culture of purpose and belonging.

Let’s make it count.