Coordinators

Coordinator Handbook

New and Improved 2011 Tax Season Coordinator Handbook

 

VITA Site Coordinator Handbook

This handbook will give you an overview, a timeline, tips and best practices as well as the tools below. Topics include Client Outreach, Site Operations, Volunteer Coordination, Resource Development, Improving Quality and ITIN Services

 

Documents are being uploaded on an ongoing basis...please be patient with us...the handbook is a work in progress...

Client Outreach Tools:

Newsletter Announcement Script

Public Service Announcement Script

Single site flyer samples

Marketing efforts tracker

Letter template for new clients

Email message for past clients

Board of Supervisors sample resolution

 

Site Operations Tools:

Appointment Checklist

Screening Tool

How to make an appointment Instructions

Client Sign-In Sheet

Letter Template for Rejects

 

Volunteer Coordination Tools:

Recruitment

2010 EITC Volunteer Flyer

2010 Student Flyer - Volunteer

Job Description - Tax Volunteer

VITA ANNOUNCMENT - First Day Info

Volunteer Recruitment Notice 2010 Campaign

 

Relationship

2011 Missed Volunteers

2011 Volunteer Inquiry Form

2011 Volunteer Response

EKS Messages for your volunteers

 

Management

VITA Greeter Training

VITA NAME BADGES 2010

VITA SHIFT SCHEDULE 2010 (Sample)

 

Resource Development Tools:

Donation Request Letter

Letter of Intent for Grant

Thank you letter for funder/donor

Champion Letter

 

Improving Quality Tools:

Quality Tips and Tricks

Quality Review Checklist from EITC Platform

VITA Site To-Do Checklist

Greeter's Desk Guide

 

ITIN Services Tools:

ITIN Process Sheet

W-7 Quality Control Checklist

W-7 Instructions

W-7 Instructions Superimposed

Outreach Flyer