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Volunteer Management

Assemble onboarding: built to land with FlightPath

Volunteer programmes don't pause while you change systems. Access Assemble onboarding follows a defined path, with a named consultant alongside you from welcome call to go live, so your coordinators keep coordinating while your new system takes shape.

  • FlightPath A: Perfect for smaller charities needing expert support to hit the ground running.
  • FlightPath B: Perfect for medium sized charities looking for confidence in their set-up.
  • FlightPath C: Perfect for larger charities who want expert hands guiding every step of the move.
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"The Access onboarding team gave us lots of support. It pushed us to improve our data, update training and get policies aligned, so by the time we launched Assemble, we were in a much better place.”

Matt Hatt, Volunteering Services Manager Mencap

Three paths: one destination

Training on your own examples

Sessions use the roles, shifts and set-up you describe at kick-off, so your team learns on the work they actually do.

Dedicated onboarding consultant

An expert who knows your project, your data and your goals, from welcome call to adoption check.

Clear, defined outcomes

Each stage has criteria you can check against. No guessing whether you're on track, and no surprises in the week before go live.

Which FlightPath fits?

FeatureFlightPath AFlightPath BFlightPath C
Best suited toUp to 500 volunteers and 10 managers501 to 10,000 volunteers, or 11 to 50 managers5,000+ volunteers, or 50+ managers
Typical effort from your teamAround 10 hoursAround 40 hoursAround 80 hours
Your Access teamNamed consultant throughoutNamed consultant throughoutNamed consultant plus a dedicated project manager
System set-upFramework built for you, you add the detailTest and live sites set up, ready for your team to configureTest and live sites set up, with scoping and branding sign-off before you build
TrainingThree sessions covering key assemble features and navigationThree admin sessions, then three manager sessionsFour admin sessions, three manager sessions, plus repeat training for larger manager groups
Your dataImport completed for youTraining on importing your own dataTraining on importing your own data, plus a data prep guidance call
Progress callsPre-requisite review call and a system overviewThree checklist progress calls and a live site progress callSix checklist calls, additional live site calls, and rollout guidance
Best suited to
FlightPath A
Up to 500 volunteers and 10 managers
FlightPath B
501 to 10,000 volunteers, or 11 to 50 managers
FlightPath C
5,000+ volunteers, or 50+ managers
Typical effort from your team
FlightPath A
Around 10 hours
FlightPath B
Around 40 hours
FlightPath C
Around 80 hours
Your Access team
FlightPath A
Named consultant throughout
FlightPath B
Named consultant throughout
FlightPath C
Named consultant plus a dedicated project manager
System set-up
FlightPath A
Framework built for you, you add the detail
FlightPath B
Test and live sites set up, ready for your team to configure
FlightPath C
Test and live sites set up, with scoping and branding sign-off before you build
Training
FlightPath A
Three sessions covering key assemble features and navigation
FlightPath B
Three admin sessions, then three manager sessions
FlightPath C
Four admin sessions, three manager sessions, plus repeat training for larger manager groups
Your data
FlightPath A
Import completed for you
FlightPath B
Training on importing your own data
FlightPath C
Training on importing your own data, plus a data prep guidance call
Progress calls
FlightPath A
Pre-requisite review call and a system overview
FlightPath B
Three checklist progress calls and a live site progress call
FlightPath C
Six checklist calls, additional live site calls, and rollout guidance

 

 

Your path to go live

01 06

Welcome call

Getting everyone in the room

Your project starts with a welcome call: you meet your consultant, agree roles and timelines, and set the shape of the work. It's also where they get to know your programme, how it's structured and where you want to take it, since those answers shape the training and configuration that follow.

02 06

Scoping & initiation

Understanding your world

FlightPath C adds a scoping stage before any building starts: your consultant maps your workflows, volunteer roles and reporting needs so the configuration fits how your organisation runs. A and B are defined set-ups with less to map, so the build starts sooner.

03 06

Build: configuration & data

Where your system takes shape

Depending on your FlightPath, your system's framework is either built for you to add the finishing details, or built by your team after admin training, with check-in calls along the way. On B and C, everything is tried out in a staging site before it goes live.

04 06

Training & validation

Learning the way you work

Training uses real examples, often drawn from details raised on your kick-off call. On B and C, admin training comes first so your team can start building, with manager training once the site is set up. Sessions are recorded and shared afterwards.

05 06

Go Live

Checking you're ready

Three things happen before you go live: a checklist to work through at your own pace, your consultant reviews your site and flags anything worth another look and a last conversation to talk it all through.

06 06

Adoption & sign-off

Settling in

After go live you'll get a handover document covering what you need to keep things moving. You can then sign up for the Assemble Support Portal and join the Assemble Community, where coordinators swap ideas and questions. Your consultant stays with you through the early weeks, until your FlightPath outcomes are met.

Support once you're live

You're never on your own 

Onboarding hands over to the support team, with close support in the weeks straight after go live while your team finds its feet.

  • Ongoing access to the support team for system queries, issues and guidance as your programme grows.
  • The Assemble Community, where coordinators from other organisations share what's working for them.
  • Additional services when you need them, from extra training to branding and integrations.

Your questions, answered

How long does Assemble onboarding typically take?

It depends on the size of your programme, and how much time your team can give between sessions.

FlightPath A tends to move fastest, since the framework of your system is built for you. FlightPath B and C timelines are shaped largely by how quickly your team works through building and configuring in staging.

Larger FlightPath C programmes run over a longer period, as there's more to configure and more people to bring on board.

Your consultant maps out a plan at kick-off, so you can see the shape of your project from the start and know what's expected at each point.

When do we get access to Assemble?

On FlightPath A, after your Site Reveal call, once the framework of your system has been built. On FlightPath B and C, after your first training session, so you can start building with the training fresh.

Learn more about Assemble

How much of our team's time does it take?

As a guide, FlightPath A asks for around 10 hours of your team's time across the project, FlightPath B around 40, and FlightPath C around 80.

These are averages of course, and the real figure depends on how much configuration your specific programme needs.

That time covers your calls and training sessions, gathering the details for your set-up, and working through your configuration in between.

We're a small charity. Is there an option for us?

Yes, that's FlightPath A. It's an implementation package designed especially for smaller charities with up to 500 volunteers, and up to 10 volunteer managers.

How much do FlightPaths cost?

It depends on which FlightPath fits your programme and whether you add anything alongside it, so the best way to get an accurate figure is to talk to us.

Onboarding is usually built into the cost of your Assemble licence rather than charged as a separate upfront fee. For most charities that's easier to budget for, since it sits alongside the software cost instead of landing in one go.

What if our programme is too large for FlightPath C?

No problem, just get in touch and we'll work out the right approach for you.

If your database is larger, a standard FlightPath may still be the right fit depending on your setup, or we may recommend a more tailored, project manager-led implementation instead.

Either way, you won't be left to figure it out alone. Just talk to us and we'll point you in the right direction.

What other services can be added?

Plenty, and your consultant can help you decide if any would be helpful.

The common ones: extra training for a big or scattered manager group, your own branded volunteer app, and a managed integration between Assemble and your CRM, so volunteer and donor records stop living in two places.

Ready for takeoff?

Learn more about Access Assemble, or get in touch to see it in action

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Access Charity Suite

One software suite. Many possibilities. 

No juggling multiple systems. No more losing supporters in the gaps.
 
The Access Charity Suite combines specialist charity tools across fundraising, volunteering, marketing, and more.
 
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Access Evo connects it all together - one secure login. Shared data. Built-in AI. Access Evo is the foundation of the Charity Suite, bringing your tools together in one, unified platform.

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