Training:
Find up-to-date training resources for Process Based Training (PBT), Activity Reporting, ERO training slides, and other information for your use and modification.
2011 Regional Meeting Presentations
- Regional Meeting Priorities
- What's New In 2011
- Volunteer Standards of Professionalism
- Taxpayer & Volunteer Responsibilities
- Standards of Conduct Course
- Standards of Conduct (Ethics) Training
- National Leadership Development Committee
- Activity Reporting 2012
- Expense Reimbursement 2012
- Updated Volunteer Recruitment System (VRS)
- Operations Committee Activity
- IRS SPEC Regional Meeting Presentation
- Technology Update
- Volunteer Portal Overview
- AARP Foundation Tax-Aide Incident Review Form
Activity Reporting
Emergency Procedure Guidance
Incident Review Protocol
- Standards of Professionalism (1/12)
- Taxpayer Information and Responsibilities (1/12)
- Protocol for Incident Reviews
- Flow Chart - Enhanced Protocol
- Flow Chart - Regular Protocol
- PowerPoint for Webinar on Incident Review Protocol and Form
- Live Meeting Recording of Webinar on Incident Review Protocol and Form 1/4/2012
- Incident Review Protocol Form (1/12)
Volunteer Recruitment System
Online Material Ordering Training (11/10)
- Material Ordering FAQs - v2 (11/10)
- Material Ordering QuickStart Guide (11/10)
- Online Material Ordering - Webinar
This is a Word document that will guide you through viewing the webinar that was produced for this training. - Online Material Ordering - Webinar
This is a Windows Media file of the training webinar that can be downloaded to your computer for viewing.
2011 SMT Training Presentations (8/11)
These are the presentations from the State Management Team training in July