1. Finding and Retaining Volunteers (Based on Steve Peyrot Presentation) Gabe Goldberg APCUG Region 2 Advisor CPCUG APCUG Representative gabe@gabegold.comggoldberg@apcug.net

2. Food for Thought “If your volunteer recruitment or retention efforts are aimed at no one in particular, don’t be surprised if no one in particular responds to them.” -- Rick Lynch

3. Requirements for Today ► Enthusiasm…. ► Occasional clapping and cheering ► Cell phones off ► No private conversations ► Tell everyone who was not here today that they missed the best presentation EVER!!

4. Begin at the Beginning! ► Volunteer recruitment/retention is a task for board members and current volunteers. ► Document volunteer information during officer rotations. ► Involve everyone!! ► Small groups often have higher volunteer participation. ► Social activities help people volunteer.

5. Today’s Resources ► Introductions ► Slides ► Conversation ► Ideas ► What works, best practices ► Success stories and failures ► Comments ► Fun

6. ► Name ► Role (member, volunteer, director, officer) ► User group name, size, location ► Previous positions ► Interests ► Something unique about your area or ► Something unique about you Introductions

7. ► Set organizational priorities ► Determine what help you need ► Describe responsibility (not “job”) ► Be realistic… Before Asking for Help

8. Promote Organization Needs MeetingsWebsiteNewsletter/magazine Volunteer organizations and Web sites Community

9. Volunteers, like regular members, have varied backgrounds… …so recognize diversity to include people with different skills and ideas for the “right fit” Recognize and Exploit Diversity

10. ► Have a “more information” sheet and a short brochure at meetings for members to read about your organization’s “needs”. ► Recruit members for small tasks to “get their feet wet”. Getting Started

11. Steps to Recruit/Retain Volunteers ► Set up Web site area dedicated to volunteers. Keep them informed. ► Ensure volunteers understand what is expected of them. ► Explain goals and tasks; be a resource if they have questions or concerns.

12. Small Efforts vs. Long-Range Commitments Note and remember individual talents; ask if they will contribute in a specific area or would like to suggest an area. Many are reluctant to volunteer but will help if asked. Note and remember individual talents; ask if they will contribute in a specific area or would like to suggest an area. Many are reluctant to volunteer but will help if asked.

13. ► Volunteers are excited to help. Remember, they found you and want to contribute their time and effort to your organization. ► Provide tools necessary to succeed. Train Sufficiently

14. ► Name & address ► Telephone numbers ► e-mail address(es) ► Note observed traits, passions, strengths, weaknesses – as a manager knows an employee. Record Contact Information

15. ► Make volunteers feel welcome ► Introduce to other staff members ► Set expectations ► Train sufficiently ► Provide a purpose ► Be honest ► Create ground rules ► Show appreciation Apply the Golden Rule

16. ► Honest ► Personal ► Consider organization’s welfare ► At first, avoid using the word “volunteer” ► Rather, explain a need ► Be enthusiastic! The Approach

17. ► Volunteers are eager to help, but while they aren't employees, they may still need to follow general organizational policies. ► Establish important rules or guidelines before volunteers get started. Create Groundrules

18. Retain Volunteers Retain Volunteers ► Assign responsibilities – not jobs! ► Empower volunteers as needed ► Support each other ► Encourage fellowship ► Ensure that volunteers are well informed ► Keep it professional – not political

19. ► Start small ► Praise ► Recognize ► Reward volunteer of month/quarter/year Motivate Volunteers

20. Invigorate Volunteers ► Be enthusiastic ► Officer level volunteers ► Helper volunteers ► Future assignments ► Follow-up and follow-through ► Encourage ► Know capabilities and strengths

21. Prevent Burnout ► Plan replacements ► Cross train ► Rotate responsibilities ► Manage “career development” ► Communicate ► Observe

22. ► Priority for book/product reviews ► Reserved seating ► Freebies (classes, membership, Pig SIG, …) ► Other (Be creative!) Reward Volunteers

23. Know/Appreciate/Recognize ► Learn volunteers’ names ► Send birthday cards ► Recognize anniversaries ► Acknowledge special efforts ► Do off-the-wall, fun, simple things ► Send notes, personalized items, etc.

24. Recap ► Communicate needs to members ► Start small and nurture ► Deliver praise and recognition ► Define tasks ► Know volunteers’ capabilities ► Avoid burnout ► Empower volunteers into leadership