1. Keys to a Successful Volunteer Program Presented for the S. Mark Taper Foundation MEDAL Fellows Program By Dave Andrews Principal Fortunate Fields

2. Mission and Planning Assessing organizational climate Assessing organizational climate Assessing personal needs Assessing personal needs Volunteers’ needs Volunteers’ needs Support and commitment from employees Support and commitment from employees Board committee Board committee

3. Volunteer Job Design Creating volunteer positions Creating volunteer positions Designing volunteer job descriptions Designing volunteer job descriptions Policies and procedures for volunteers Policies and procedures for volunteers

4. Recruitment Volunteer motivation Volunteer motivation Recruiting volunteers to do the job Recruiting volunteers to do the job Advertising and marketing your program Advertising and marketing your program Recruiting materials Recruiting materials Targeting for special skills Targeting for special skills Short/long term Short/long term Cyber volunteers Cyber volunteers

5. Five Principles of Recruitment 1. Some people are more inclined to volunteer than others and, therefore, are easier to recruit. 2. People are most likely to volunteer their help under conditions of a strong helping situation, i.e. if there is a pressing need, no alternative source of help, and a likelihood that their help will have a direct and positive impact. 3. The decision to volunteer is based on an analysis of costs and benefits. 4. People are attracted to particular opportunities and causes, not to volunteering in the abstract. 5. People are more willing to volunteer for high status than low status organizations. From “Recruiting Older Volunteers” by Lucy Rose Fischer, PhD, The Journal of Volunteer Administration, Spring 1993

6. Interviewing and Placement Volunteer application Volunteer application Interviewing Interviewing Selection and placement Selection and placement Volunteer agreement Volunteer agreement

7. Orientation and Training Orientation to the organization and its mission Orientation to the organization and its mission Job training Job training Continuing education Continuing education

8. Motivation and Recognition Keeping and nurturing volunteers Keeping and nurturing volunteers Evaluation Evaluation Recognition of volunteers Recognition of volunteers Recognition of employees Recognition of employees

9. The Volunteer/Employee Team Bridging the gap Bridging the gap Volunteer/employee relations Volunteer/employee relations Conflict resolution Conflict resolution Productive confrontation Productive confrontation Teams that work Teams that work

10. Volunteer Diversity What is diversity? What is diversity? Managing diversity Managing diversity Recruiting for diversity Recruiting for diversity

11. Volunteer Program Scorecard Program evaluation Program evaluation Volunteer evaluation Volunteer evaluation Employee supervisor evaluation Employee supervisor evaluation A+

12. Volunteer Bill of Rights The right… To be treated as a co-worker To be treated as a co-worker To a suitable assignment To a suitable assignment To know as much about the organization as possible To know as much about the organization as possible To training for the job To training for the job To continuing education To continuing education To sound guidance and direction To sound guidance and direction To promotion and a variety of experiences To promotion and a variety of experiences To be heard To be heard To recognition To recognition To a place to work and the tools to do the work To a place to work and the tools to do the work Adapted from The Voluntary Action Center

13. Recognition Brainstorm On each quarter-sheet of paper, write one thing that you like about yourself, that you do well, that you are proud of, that you feel good about, etc. Keep the writing simple, brief, and anonymous. Hand the quarter-sheets to the activity monitor. The activity monitor will shuffle the quarter-sheets and re-distribute them to small groups for discussion. The task at hand is to devise an appropriate strategy that meets the following guidelines: Either free or extremely low cost Supports the organization or program mission Honors and benefits from the volunteer’s strength

14. In Summary Putting it all together Putting it all together Where to go for help Where to go for help NMS (858)292-5702 NMS (858)292-5702 DOVIA (619) 819-7747 DOVIA (619) 819-7747 www.energizeinc.com www.energizeinc.com www.nonprofitrisk.org www.nonprofitrisk.org

15. Where to find me… Dave Andrews Principal Fortunate Fields PO Box 33052 San Diego, CA 92163 Tel: (619) 246-4124 Fax: (206) 203-2836 dave@fortunatefields.comwww.fortunatefields.com