Nonprofit / Free editable template

Volunteer onboarding path template

Charities often lose more volunteers during onboarding than after they start. This board follows 120 enquiries along a path of ten steps, from the first enquiry through the application, chat, references, background check, induction and training to the first solo shift and a 3-month check-in. Each step shows how many people are left and the average day, red tags show who dropped away, and a chart gives the reasons.

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Volunteer onboarding path example showing ten-step path with people remaining and days taken, drop-off tags between steps, reasons for dropping out and the fix to try first
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Lay out the path

    List every step a volunteer goes through, in order, from first contact to being settled in the role.

  2. Count who is left

    Use last year's records to note how many people reach each step and how long it takes them.

  3. Fix the biggest drop

    Find the largest red tag and ask why people leave there. Speed and a personal reply usually matter more than paperwork.

Questions about this template

What do the red tags between the steps show?

They show how many people dropped out between two steps. Replace them and the counts in each step with your own figures to see where to act first.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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