I. Trip Leader Onboarding

Written By Trek Relief

Welcome to Your Training!

Get ready for a streamlined training experience designed to prepare you to represent Trek Relief effectively. You’ll learn crucial aspects of our operations and build deeper connections with our community and the environment.

Onboarding Steps

Launch & Agreements

Your journey starts when our Executive Director (ED) initiates the internal process to integrate you into our team. This triggers a setup of your access to our systems and tools, starting with your agreement with our organizational processes.

Watch your inbox closely for key documents requiring your signature (via DocuSign) and step-by-step instructions on how to access our data.

Communication Tools

You'll be assigned an organizational email address (firstname.lastname@trekrelief.org) to handle all Trek Relief-related communications. This email also grants you access to:

  • Shared files and workspaces

  • Essential tools for managing your trips

Expect an invitation to meet our team during our quarterly Board of Directors (BOD) meeting via Google Calendar—please RSVP. Monthly check-ins with your Program Director and quarterly BOD meetings will keep you informed and integrated.

Trip Setup & Execution

Collaborate with the Program Director to draft your Trip Itinerary & Budget Plan using our provided template. Be sure to complete the Trip Leading Checklist tab (sheet)—a comprehensive guide detailing each required step, aligned with your training content for clarity and ease of use.

Key Tools

  • Google Calendar & Meet: For scheduling meetings and reminders.

  • Slack: For direct engagement with the Trek Relief team.

  • Trip Leading Checklist: Refer to this sheet throughout your journey to ensure all tasks are completed on time.

Roadmap to Leadership Adventure

Utilize these resources and your training to lead trips that make a difference. We're excited to have you on board and look forward to seeing your impact as a Trip Leader!

Processes, Policies, & Procedures

  1. Bookmark the Program Direction & Trip Leading shared drive, which contains the files you’ll need.

The following documents—which live in the shared drive above—will be referenced throughout your trip leading journey. While you don’t need to read them all now, refer to this handy list for easy reference!

Finance Management

Trip Leading

Trek Relief http://www.trekrelief.org
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II. The Trip Leader Mindset