Review of Voluntary Sector Organisations (Community Learning and Development) Volunteer Development Scotland 10 July 2012 Contents Page 1. Introduction 1 2. Context and background 1 3. Key strengths 2 4. How well did Volunteer Development Scotland meet the needs of its stakeholders? 2 5. How effective was Volunteer Development Scotland in key aspects of management? 3 6. How effective was the leadership of Volunteer Development Scotland? 4 7. What is Volunteer Development Scotland’s capacity to improve? 5 8. Main points for action 5 9. What happens next? 5 Appendix 1: Quality indicators used to evaluate Volunteer Development Scotland 6 1. Introduction In March 2012, the Scottish Government (SG) commissioned HM Inspectors (Education Scotland) to undertake a review of Volunteer Development Scotland (VDS). HM Inspectors and SG agreed the quality and performance indicators to be used in the review from the framework of indicators within the HMIE publication How Good Is Our Community Learning and Development?2 (HGIOCLD?2). The scoping for the review took place in April 2012 and the fieldwork for the review was in May 2012. Visits to stakeholder organisations were undertaken in Stirling, Glasgow and Paisley. Interviews were conducted with stakeholders, members of staff, the Executive Management Team and Members of the Board. Telephone interviews were also carried out. Questionnaires were distributed to key stakeholders across Scotland. VDS provided a detailed self-evaluation in advance of the review, together with comprehensive supporting documentation. 2. Context and background VDS is a registered charity and company limited by guarantee. It receives funding from SG and generates income through the delivery of projects and services, for example; learning/training services, bespoke projects, web-based services and consultancies. Based in Stirling, VDS is the national resource centre for volunteer development in Scotland. It also includes the Central Registered Body in Scotland (CRBS) with responsibility for processing Disclosure checks. VDS was established in 1984. Its mission is to be dedicated to the volunteer person and their enjoyment of volunteering. It has a vision to mobilise the power of people in volunteer action across Scotland. The Chief Executive is managed by a board of 13 directors, seven of which are elected with the remainder representing the membership. The board employs 48 staff including the Chief Executive and two other senior managers along with a range of development officers, CRBS staff and administrative staff. In recent years VDS has faced a number of major challenges including adapting to a one-third reduction in the organisation’s staffing levels. In 2009, as a result of public policy changes, the policy emphasis of the organisation’s work moved from working with local volunteer centres to engaging emerging Third Sector Interfaces. In 2010-2011, the organisation faced a possible merger in a process with another key national organisation. Whilst this merger did not take place, it did have a disruptive impact on VDS’s future planning. At the time of review, VDS was engaged in taking forward a transformational change agenda. A revised organisational structure was introduced in April 2012 with a view to improving organisational efficiency and effectiveness. 1 3. Key strengths • Commitment and morale of staff and board in a period of considerable change. • Effective senior management who effectively lead the organisation with clarity and vision. • Effective and well managed financial and risk management processes that contribute strongly to the organisation’s performance. • Systematic and well developed approaches to planning and appraisal at all levels in the organisation. 4. How well did Volunteer Development Scotland meet the needs of its stakeholders? VDS has increased and improved its ability to influence and develop policy for volunteer management over the last three years. VDS has also expanded the range of training opportunities that it offers. It has now developed a number of training programmes to support the management and development of volunteers in large national agencies across Scotland such as the National Health Service and sportscotland. It has significantly developed its capacity to deliver research on voluntary organisations and the volunteers who work with them. VDS has also successfully brought international perspectives to the Scottish voluntary sector through well attended conferences and master classes. VDS makes effective use of its networks to publicise this area of its work. It has also successfully managed a new programme to explore and expand the different ways to engage volunteers through its work as part of the Cultural Olympiad programme. The organisation has successfully increased the amount of external funding secured from a range of Scottish and UK sources. It has recovered from a difficult funding and trading period in the last three years and has successfully diversified its funding streams. VDS is presently exploring how it uses the Internet and new media to communicate with stakeholders and offer different services and packages of support. While numbers of learners on learning activities show a positive trend, there is a need to develop a stronger link between learner engagement, accreditation of learning and the impact of learning programmes on learners. VDS has accurately evaluated the impact of projects and programmes but the impacts of learning activities on volunteers and recipients of volunteering activity is not fully recorded at present. While the organisation has strong and effective financial monitoring and reporting systems, there is a need for greater high quality management information including trends over time. This would help the organisation to develop a clear understanding of the impact of their organisational development and improvement that would include using baselines, benchmarks and comparator data. VDS has built effective networks with a broad range of organisations at both strategic and operational level. They have built the capacity of organisations to understand their responsibilities in recruiting, supporting and developing volunteers. Collaboration with Stirling Council has resulted in radical changes to the Council’s approach to volunteering. It has also informed the development of a Participation 2 and Engagement Policy. In addition, the partnership agreement between VDS and sportscotland has produced a national volunteering framework for sport. VDS has actively raised the profile of volunteering. The Adult Learning service in Stirling report that around half of their volunteers are identified through the VDS website. Accreditation of learning and training is generally welcomed by partners in that it provides nationally recognised qualifications, levelled against Scottish Credit and Qualifications Framework. Keeping partner organisations up to date on the policy context for volunteering was valued by partners as an ongoing contribution to their forward planning. The lack of a robust reporting process has resulted in limited information on the sustained impact that the work of VDS has on volunteers. Understanding the value of a clear outcome-focused and evidence-based approach in the development of capacity building interventions is not yet apparent. The positive contribution of partnership networks is evident, however, greater emphasis should be given to promoting the role and specific services available through VDS. How well did Volunteer Development Scotland impact on its staff? VDS demonstrates a strong commitment to meeting the needs of its workforce. Despite recent restructuring challenges staff are highly motivated, they feel valued and morale is good. Levels of staff turnover and absence are consistently low. Staff are clear about their specific roles and responsibilities. Staff benefit from regular, high quality training linked to their role. They are creative in their use of a personal learning account which allows them to access individualised learning programmes. The organisation ensures that new staff receive effective induction support. Sickness absence is effectively managed and staff enjoy access to a wide range of employee benefits. An effective competence-based performance appraisal system operates and personal development plans effectively assist both the individual and organisation to achieve agreed future performance objectives. Individual volunteers with VDS are very well supported in their work with regular support and supervision and a clear plan of work. 5. How effective was Volunteer Development Scotland in key aspects of management? Inclusion, equality and fairness VDS is committed to ensuring inclusion, equality and fairness. Up to date Dignity at Work and Equalities policies, organisational values and working practices reflect the organisation’s strong commitment to inclusion. The needs of participants requiring additional support to take part in training are carefully considered. Possible barriers to participation are identified and addressed. Confidential discussions with learners identify additional support needs such as dyslexia, and hearing impairment. Effective support arrangements, including accessible parking and lift access, support learner participation. Programmes such as V Skills for Employability and Working Links support harder to reach and the unemployed to successfully gain basic qualifications in employability through volunteering. Recruitment practices are inclusive and staff regularly receive information and training on a range of inclusion topics. However, VDS has not yet carried out appropriate Equalities Impact Assessments. 3 Participation of service users and other stakeholders VDS regularly effectively involves its partners in the development and design of programmes. This helps them to tailor their learning programmes to successfully fit with the learning needs of their partners. VDS regularly involves its member organisations in the running of the organisation. Member organisations make up more than half of the VDS board. Board members are actively engaged in decision making and VDS makes effective use of board members’ and other staff’s specific expertise to contribute effectively and actively to the organisation and this good practice should be continued. VDS uses its Annual General Meeting and other events to engage effectively with its stakeholders and members. Work to develop better use of technology in its interaction with stakeholders through the internet and social media is still in development. VDS should continue and extend this work to give members and other organisations the opportunity to increase their involvement in the strategic direction of the organisation. In addition, VDS should improve the input of volunteers in the strategic direction of the organisation. Operational planning VDS develops and implements its plans very effectively at all levels of operations. All staff work to clear and well-prepared project and team plans. Operational plans relate clearly to the new strategic plans of the organisation, although this work is still in development. There is a strong focus on monitoring and scrutiny throughout the organisation. All staff and partners regularly discuss and review project plans. There are very effective approaches to audit and scrutiny throughout. VDS uses a consistent organisation-wide approach to monitor and implement plans using an effective system that enables staff to clearly highlight progress across a number of indicators and milestones. Given the recent history of the organisation, there is an appropriately strong and successful focus on organisational sustainability and on effective financial planning. This has enabled the organisation to develop new income streams and build an asset base. 6. How effective was the leadership of Volunteer Development Scotland? The Chief Executive and his executive team provide strong and clear leadership. They are visible and accessible to all staff and act on suggestions made for improvements. As a result, a positive working environment is in place. Leadership responsibilities are effectively shared across the staff team. Staff accountability is increasing and staff demonstrate an increased shared understanding of development priorities and associated targets. The recently appointed chairperson offers strong and effective leadership to the board, bringing relevant business skills to this role. He has a clear vision in developing effective governance, building on staff and board members’ strengths. Board meetings are well attended and there is a strong commitment to improve business decision making. A set of standards of practice for directors is assisting directors to be more effective in their role. Audit and Scrutiny activity is well developed and established. Good progress has been made on increasing the number of income streams of the organisation. Proposed delegation of board members to lead responsibilities are not yet fully implemented. 4 Board interaction with staff is limited and could be further developed. Whilst the board has been supportive during a time of change, there remains scope to involve more staff engagement in strategic discussions and decision making processes. 7. What is Volunteer Development Scotland’s capacity to improve? VDS has a strong capacity to improve. There is a strong focus on monitoring and scrutiny throughout the organisation. This focus provides a clear overview of the challenges and opportunities ahead. The board are committed to improving business decision making and risks are appropriately identified. Despite recent reductions in staffing, morale and commitment remain high. The organisation should continue to develop its approaches in ways that put the volunteer at the centre of its activities. 8. Main points for action VDS should take action to address the following main areas. • Extend successful approaches across the organisation to better record impact on volunteers and volunteering. • Communicate more effectively with stakeholders about what VDS can offer. • Increase involvement of wider stakeholders in undertaking evaluations of the impact of volunteering in their organisations. 9. What happens next? Education Scotland will take no further action in relation to this positive report. Stewart Maxwell HM Inspector Education Scotland 5 Appendix 1: Quality indicators used to evaluate Volunteer Development Scotland HM Inspectors use performance measures and quality indicators when making judgements in their reviews of national voluntary organisations. The quality indicators used were selected from those published in June 2006 in the publication HGIOCLD?2. This publication is available on the website www.educationscotland.gov.uk. Improvements in performance Impact on the community Impact on paid and voluntary staff Inclusion, equality and fairness Participation of service users and stakeholders Operational planning Leadership and direction 6 good very good very good very good good very good good This report uses the following word scale to make clear judgements made by inspectors. excellent very good good satisfactory weak unsatisfactory outstanding, sector leading major strengths important strengths with some areas for improvement strengths just outweigh weaknesses important weaknesses major weaknesses If you would like to find out more about our reviews or get an electronic copy of this report, please go to www.educationscotland.gov.uk. 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