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Administrative Support Volunteer Training

Eyes on Probate: Action Against Abuse

Welcome to the Administrative Support Volunteer Team! You are a vital part of our mission to fight probate court abuse, promote transparency, and support families navigating guardianship and legal exploitation.

Your Role

As an administrative support volunteer, you’ll work behind the scenes to ensure that Eyes on Probate runs smoothly. You may assist with tasks such as:

• Organizing case files and digital documents
  
  

• Tracking public complaints or misconduct reports
  
  

• Assisting with scheduling, meeting notes, and volunteer coordination
  
  

• Helping manage emails, social media updates, or web content uploads
  
  

• Supporting grant and fundraising efforts (optional)
  
  

Training Objectives

By the end of this training, you’ll understand:

1. Your responsibilities as an admin volunteer
   
   

2. Confidentiality and data protection practices
   
   

3. The tools and platforms we use
   
   

4. How to report misconduct, conflicts, or technical issues
   
   

5. Ways to grow within your role
   
   

Core Responsibilities

• Maintain accuracy when inputting or organizing documents
  
  

• Respect confidentiality, especially regarding case materials or contact info
  
  

• Communicate clearly and ask questions when unsurecfffffffff
  
  

• Support outreach by helping prepare materials, update directories, or track engagement
  
  

• Attend brief virtual check-ins, when scheduled
  
  

Key Tools You’ll Use

• Google Workspace (Docs, Sheets, Drive)
  
  

• Eyes on Probate’s internal volunteer dashboard
  
  

• Email and Google Forms for intake, tracking, and internal records
  
  

• Zoom or Google Meet for meetings and training sessions
  
  Training in these platforms is available if needed—no experience required.
  
  

Confidentiality & Ethics

You may see or handle sensitive information. Volunteers must agree to:

• Keep all case data and personal info private
  
  

• Not share login access or confidential documents
  
  

• Report accidental access or breaches immediately
  
  A signed Volunteer Agreement & Confidentiality Policy is required before beginning any task.
  
  

Support and Supervision

You’ll be supervised by a lead volunteer or director. We’re here to help you grow and feel confident in your work. Don’t hesitate to ask for:

• Technical support
  
  

• Feedback on tasks
  
  

• Additional training in a new area
  
  

How to Report Problems

If you experience:

• Difficulty with a task
  
  

• Conflicts with another volunteer
  
  

• Security concerns or burnout
  
  Report it immediately to the volunteer coordinator at eyesonprobate@gmail.com.
  
  

Optional Growth Opportunities

After 30+ days of consistent volunteering, you may be eligible to assist with:

• Grant tracking & writing support
  
  

• Public education outreach
  
  

• Project management tasks
  
  

• Training new volunteers
  
  

Thank You for Stepping Up

You are part of a movement that matters. With your help, we’re bringing light to injustice, supporting vulnerable families, and building a stronger, fairer system.