First steps checklist: District Leadership Teams

Please complete the actions listed, in order, when you start to use the new system. If you are in Early Adopter Counties / Areas / Regions, it is important to complete by 23 November 2024. In All Other Counties / Areas / Regions, it is important to complete by 30 November 2024.  

This will allow you and your teams to see and do the things you need to volunteer.

Who can complete this list  

If the District Lead Volunteer is unavailable, the County Lead Volunteer or a member of the County Leadership Team can carry out these actions on their behalf. They can also invite someone in the District Leadership Team to carry out these actions, though note that they won’t be able to give any accreditations to volunteers. 

If inviting members of the District Team to access the new system early to help you prepare, you can include the following list with the instructions you share.   

1. Access the system and set up your profile 

• Follow the steps as outlined on the all members’ checklist

2. Set up your Teams 

• Set up your team structure; this includes adding any relevant sub-teams to your Leadership Team and Trustee Board
• Add volunteers to your Leadership Team and sub-teams as needed. 
• District Leadership Team / Team Leaders add volunteers to the relevant teams, including creating sub-teams if necessary.
• 14-24 Team Leaders check Section information has migrated as expected and correct if needed. This includes making sure the Section type of your Young Leader Unit is updated to ‘Young Leaders’.
• Check your Trustee Board and its members have migrated as expected and update as needed. 
• Make sure all members in Holding roles have roles added in the relevant teams as soon as possible.   
• If a District Lead Volunteer, be sure to close any Holding roles within your District once volunteers have been allocated to their team(s). Alternatively, you can inform the County who can arrange for these to be closed by HQ.  

Actions once Teams are set up and everyone has access 

• Make sure District Team members have required accreditations. 

Note: Only volunteers who hold a full role in the system can be given an accreditation. To hold a full role on the system, volunteers need to have accessed the new system and reviewed and accepted the Declaration. Volunteers who haven’t done this will not be able to be given an accreditation. 

• Record any actions carried out since Compass went offline, such as the granting of permits, on the new system. 

3. Using the new system 

• Support Groups to complete their checklist actions. 
• Encourage your team to complete the all members’ checklist, including the ‘additional individual actions’ where necessary.
• Be aware of any learning that needs to be completed and support volunteers to do it.
• Create adverts on Volunteering Opportunities for roles available in your patch.