SSAFA Volunteer Knowledgebase

Induction Plans for Volunteers - Caseworker

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Attached here for download is a PDF of the below document: 

1. VDM Team Notification

  • VDM team contacts Regional Office (RO) to confirm volunteer is ready.

2. Initial Contact

  • RO sends welcome email to volunteer.
  •  Email includes request to arrange induction meeting.

3. Induction Meeting Scheduled

  • Volunteer responds with availability.
  • RO and volunteer agree on a date/time.

4. Induction Meeting Held

  • Covers Volunteer Caseworker Induction Content Plan, including:
    • Importance of volunteer Caseworkers to SSAFA
    • SSAFA Wales casework statistics
    • Role of the RO / How RO supports Caseworkers
    • Operating hours & contact details
    • Introduction to RO staff
    • Client referral pathways
    • Progression: remote → face-to-face casework
    • Working with digitally illiterate clients (QEH Address)
    • RCC and Caseworker buddy system
    • Volunteer Knowledgebase / Screen Steps
    • Professional boundaries
    • Risk & Personal Safety
      • Visit Checklist
      • Safety Questions
      • Risk Register
    • Casework supporting documentation
    • Quality assurance
    • Private OT Assessments
    • Taking a break from volunteering
    • Expenses (bank details update)
    • Remote Caseworker Drop-In Sessions
    • Confirm travel distance for face-to-face casework
    • Dot’s Pastoral Check-in
    • Introduce the Volunteer Safety Handbook and ensure volunteers have access to a copy and become familiar with its contents

5. Post-Induction

  • Volunteer begins first two remote cases.
  • If comfortable, progresses to face-to-face visits.

6.    Progress Updates

  • RO sends updates on volunteer’s progress to Dot.
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