B229 Volunteer Management VM01 6th Presentation 1 Learning Outcomes 1) 2) 3) 4) Identify the motivation for volunteering Identify the sectors for volunteering Identify the types of volunteers Explain the role of a Volunteer Manager/ Volunteer Coordinator 5) Explain the challenges of volunteer management 2 Problem Analysis Joy wants to do something meaningful with her friends. She wants to do something for kids. What motivates people to volunteer? What are the sectors for volunteering? Gary wants to volunteer his professional skills. He wants to speak to someone who can answer his queries. Who do we talk to in the volunteer host organisation we wish to volunteer in? Happy wonders if volunteering will require a lot of time. She wants to volunteer in something that is different from her job. How much time must a volunteer commit? What activities do I volunteer in? 3 What is Volunteering? Based on definitions developed by Ivan Scheier (1980): Widely accepted definition of volunteering: 1. The activity is relatively unforced; 2. The activity is intended to help; 3. The activity is done without primary or immediate thought of financial gain; 4. The activity is work, not play. May be formal through organisations (e.g., volunteer with a charity/volunteer through one’s workplace) or informal, without going through any organization (e.g., self-initiated – cook and dispatch food to homeless). 4 What is Volunteering? Volunteers Give: 5 Motivations to Volunteering for Individual Volunteer • • • • • • • Help others Widen social / career network Feel needed Share a skill Get to know a community Do something different from my job Be challenged The list goes on…. 6 Motivations to Volunteering for Corporate Volunteer • • • • Fulfil corporate social responsibility Seen as a responsible employer Good branding Attract talent as surveys showed that there is an increasing trend of job seekers wanting to join a company that is socially responsible • Foster cooperation and team work among employees The list goes on…. As a Volunteer Manager, it is important to identify correctly the volunteer’s motivation in volunteering with your organisation. This has an impact on volunteer job matching and retention. 7 Volunteering Landscape in Singapore Individual Giving Survey 2014: the average volunteer hours in Singapore grew: Year 2008 78 hours per volunteer News clip Year 2014 to 93 hours per volunteer to 66 million volunteer hours 45 million volunteer hours Key findings: • Most volunteering remained occasional • Most volunteered through formal means Source: National Volunteer & Philanthropy Centre, Individual Giving Survey 2014. Retrieved on 3 March 2017 from National Volunteer & Philanthropy Centre’s website: http://knowledge.nvpc.org.sg/individual-giving-survey-2014-2/ 8 Volunteering Landscape in Singapore Individual Giving Survey 2014: Corporate Volunteer – Employee Volunteering Programme Key findings: Source: National Volunteer & Philanthropy Centre, Individual Giving Survey 2014 Supplement: Employee Volunteerism (2015). Retrieved on 3 March 2017 from National Volunteer & Philanthropy Centre’s website: http://knowledge.nvpc.org.sg/individual-giving-survey-2014-2/ 9 10 Demand & Supply of Volunteers Users of Volunteers: Volunteer Host Organisations (VHO) Eg.: • Charities • Social enterprises • Non-profit organisations Suppliers of Volunteers: • Individuals (Youth, retirees, housewives, professionals, expats) • Schools • Community • Corporate employees 11 Demand: Volunteer Host Organisations • Charities rely on volunteers to support various programmes as they have limited budget to hire more staff • See volunteers as additional or ‘free’ resources • Require volunteers of different skills for different jobs. Eg., Admin volunteers, general helper, Committee Members, Board Members, etc 12 Supply: Students/ Youth Volunteers The Digital Generation Went through CIP/VIA in schools Key Characteristics • • • • Motivators • Desire exposure • Motivated by peers, role models, work in teams • Desire to be accepted and make friends Challenges faced • • • • IT Savvy Social media fans – FB, Instagram, Snap Chat, Whats App, Twitter Multi-tasking Stage of exploration Difficulty in committing to long-term volunteering Need guidance Desire for flexibility in time, volunteer role Uncertain about suitability of skills to the assigned volunteer role Adapted from source: The Science & Art of Volunteer Work Design. Retrieved on 3 March 2017 from VC Connect website: http://move.org.sg/web/?attachment_id=1694 13 Supply: Seniors/Retirees Seniors/Retired professionals Full of work and life experiences Key Characteristics • Strong commitment towards family • Known hard work Motivators • • • • • Challenges faced • Balance between volunteering and family time • Maintain good health Desire close-knit relationships with staff and beneficiaries Desire to share skills and experiences Want to leave behind a legacy Want to feel a sense of belonging to the community Want to feel a sense of usefulness 14 Adapted from source: The Science & Art of Volunteer Work Design. Retrieved on 3 March 2017 from VC Connect website: http://move.org.sg/web/?attachment_id=1694 Supply: Working professionals Working Professionals Possess specialist skills Key Characteristics • Want projects that are of value to themselves, Volunteer Host Organisations and the society • Cause-driven and conscious of the values and impact created Motivators • Want to make a difference • Make friends and connections Challenges faced • Balance between volunteering, work and family time • Life stages affect time for volunteering • Unable to commit long-term volunteering 15 Adapted from source: The Science & Art of Volunteer Work Design. Retrieved on 3 March 2017 from VC Connect website: http://move.org.sg/web/?attachment_id=1694 Supply: Companies/ Corporate Diverse industries and sectors Company to do good Key Characteristics • Want projects that align to business • May contribute employees’ time and skills, products, funds Motivators • Promote culture of giving • Develop bonding among staff across business units • Brand as a responsible corporate citizen Challenges faced • Balance between resources for volunteering and business • Secure employees’ participation • Support from management to grant time-off and funding for employees to volunteer during office hours Adapted from source: The Science & Art of Volunteer Work Design. Retrieved on 3 March 2017 from VC Connect website: http://move.org.sg/web/?attachment_id=1694 16 Benefits 17 Benefits of having volunteers: For Volunteer Host Organisations Source: Volunteer Management Toolkit. Retrieved on 3 Mar 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteer-management-elements/ 18 Benefits of Volunteering For Individual Volunteer Connects you to others • Widen social network-make new friends/contacts • Increases social and relationship skills • Strengthen family bonding when the whole family volunteers together Good for your mind and body • Increases self-confidence • Combats depression • Helps you stay physically healthy Brings fun and fulfillment to your life • Volunteer in areas that you are interested in • Pick up new hobby/skills Advance your career • Widen career network – eg. Meet supervisor from the department that you are keen to join • Enhance teamwork in a corporate environment • Acquire valuable job skills – leadership skills, communications skills, organising skills 19 Benefits of Volunteering For Corporates with Employee Volunteering Programme Communicate values to staff Groom future leaders Benefits Build teams for Corporates Help recruit and retain talent Improve public image 20 How to decide where to volunteer? 21 Volunteers: Factors to consider in selecting volunteering activities Volunteer’s motivation Available time Type of volunteering Prefer cause or sector Direct or indirect volunteering 22 Volunteers: Factors to consider in selecting volunteering activities • Direct-interact with beneficiaries. Eg befriending elderly, mentor youth, counsel prisoners • Indirect- no direct interactions with beneficiaries. Eg. Provide IT support & maintenance, help out at walkathons, create awareness against animal abuse Sectors Direct Vs Indirect • • • • Animals • Family Children • Mental Health Community • People with Elderly special needs • Youth • • • Types of volunteers • • • Episodic/Ad-hoc – Flag Day Long term – Above 1 year Short term – 2 weeks, 3 months Group - Family, school, corporate, group of friends, religious group like churches and Tzu Chi Foundation Vacation – volunteer while holidaying overseas Specialist – Medical doctors, 23 eye surgeons Volunteers: Factors to consider in selecting volunteering activities Individual Volunteer • Travel time-proximity to home • Day – weekend, weekday, night • Frequency – once a week, fortnight, monthly • Commitment – one-off, 2 years • Religion consideration • Job role-use of expertise vs learning new skills Corporate Volunteer • Does it align with corporate mission and values? • Does the local office volunteering programme align with the corporate global employee programme? • Is there management support? • Is there a budget allocated for volunteering activities? • Is volunteer leave given to encourage staff to volunteer? • What sector and volunteering activities do staff prefer? • How much time is required? 24 Sustainable Volunteering Programme Client/ Bizlink wants to set up a retail shop to sell cards & gifts made by its beneficiaries at the sheltered workshop. Bizlink does not have retail expertise. Beneficiaries (Eg. People with special needs) Organisation (eg. Bizlink, a voluntary welfare organisation) Bizlink’s beneficiaries hope to earn some income from the sale of the cards & gifts they made. Volunteer (Eg. Ivy runs 2 gift shops.) Ivy wishes to volunteer her retail management skills. There must be a match/fit between the needs of the organisation/beneficiaries and volunteer. Diagram adapted from ‘Volunteer Management, Third Edition, Mobilizing All The Resources Of The Community’ by Steve McCurley and Rick Lynch. 25 Who manages volunteers? 26 Volunteer Manager/Coordinator • A volunteer host organisation such as a Voluntary Welfare Organisation (VWO) may run many programmes and require different types of volunteers to help achieve its social and community needs • A designated Volunteer Manager/Coordinator (VM/VC) to manage volunteers is one of the key success factors to the organisations’ volunteering programme. • A VM can be either a salaried staff or a volunteer, working part or full time, depending on the needs and nature of the organisation. • A VM uses a volunteer management process to help him manage the volunteering programme in a systematic manner. 27 Volunteer Manager/Coordinator’s Role within the Organisation’s Structure VM Volunteer • Part or Full time Salaried staff • 1 or ½ headcount Corporate Voluntary Welfare Organisation • VM for the organisation • Supported by staff incharge of the respective programmes • Eg. Day Care Centre Supervisor helps to oversee and manage day care volunteers • VM is a designated role within the department • VM is not a designated role. VM’s portfolio is subsumed within an existing role • Eg. Corporate Citizenship • Corporate Social Responsibility • Community Affairs • Community Relations • Employee Volunteer Committee • Eg. Corporate Communications Manager • Public Relations Manager • Marketing Communications Manager • Staff Recreation Club 28 Role of a VM/VC Manages the Volunteer Management Process Needs Assessment & Programme Planning Job development and design To look at each step in detail in the subsequent lessons Staff involvement Recruitment Interviewing and matching Orientation and training Supervision and Motivation Management Support Recognition Evaluation Community Involvement 29 Importance of Volunteer Management • Effectively integrate volunteers into the volunteer host organisation to achieve the organisation’s mission and goals. • Effectively attract and retain committed volunteers 30 Importance of Volunteer Management Source: Volunteer Management Toolkit. Retrieved on 3 Mar 2017 from National Volunteer & Philanthropy website: 31 Challenges in Volunteer Management 32 Challenges in Volunteer Management Issue Challenges Posed Possible Solutions • Recruitment • Recruiting volunteers is an • Be clear on when does your on-going and time-consuming organisation require process. Volunteers come volunteers. and go. Some lose interest in • Explore recruiting via social volunteering while others media channels may resign due to changes in • Have a volunteer retention their personal or work strategy in place circumstances. • No time to train • Generally, a volunteer host organisation may either have half or a full head count VM to manage all its volunteer programmes. The volunteer manager may have little time or budget to train new volunteer. • Explore e-learning training • Appoint senior volunteer as mentor to train and guide new volunteers 33 Challenges in Volunteer Management Issue Challenges Posed Possible Solutions • Keeping volunteers interested • People volunteer for a variety of reasons. Some enjoy the social aspect of volunteer work, while others may want to volunteer their expertise. Keeping volunteers interested is a common challenge faced by volunteer manager. • Identify the volunteers’ motivation and match them to volunteer job that aligns to their motivation • Have a volunteer retention strategy in place • Support from staff and management • Staff may see volunteers as competitors for their jobs and may not be supportive of having volunteers. • Management may not be supportive and provide time and fund for employees volunteering • Get buy-in before setting up a volunteer programme • Provide clear job descriptions for volunteers and staff. • Clarity in roles and expectation between staff and volunteers • Train staff in good volunteer management 34 Challenges in Volunteer Management Issue Challenges Posed Possible Solutions • Trend shifts from long-term to shortterm volunteering • Generally, a charity requires long term volunteers • Mismatch of needs between organisation, beneficiaries and volunteers • Downsizing of the job scope to make the job more manageable • Mindset shift - be more creative in volunteer role design, retention strategies and recruitment techniques • Many competing causes • Volunteer host organization competes for volunteers as there are various causes for volunteers to choose from. • Volunteer retention strategy is important to retain volunteers. • Develop volunteer career path to groom volunteers for a bigger role. 35 36 Application to Problem Who Motivation Types of volunteer Joy Help others-love kids Long term, short term, Children/ group (with friends or Youth religious groups) Direct. Eg mentoring, tuition Happy Do something different from her job Episodic, group (friends, family, corporate employee volunteering) Various Indirect. Eg. Flag day, ushers at events Gary Episodic, long term, short term, group (with his legal firm or rally fellow lawyers and form a group) Various Direct. Provide legal advice to either voluntary welfare organisations or individual beneficiaries Apply his professional skills Sectors Direct or indirect 37 Application to Problem To ensure a successful volunteering experience for the volunteers, the volunteer manager plays a key role. He/She can answer Joy, Happy and Gary’s queries on volunteering, and share more about the needs of the organisation and its beneficiaries, the volunteering activities and their requirements. For a successful volunteering programme, there must be a match of needs between the needs of the organisation, its beneficiaries and the volunteers. 38 Conclusion Volunteers are valuable assets to support an organisation in achieving its social and community needs. A designated Volunteer Manager/Coordinator is key in managing the volunteers through the volunteer management process. A successful volunteer management programme will help the organisation to recruit and retain the right types of volunteers and together, work towards achieving its organisational goals. 39 Concept Map Trends and volunteer landscape Motivations for volunteering Volunteer Management Process Demand and Supply Factors to consider in selecting the Of volunteers volunteering activities Benefits of volunteering •Volunteer Host Organisations •Individual volunteer •Corporate volunteer Types of volunteers Sectors Direct vs Indirect Individual vs corporate volunteers Challenges in volunteer management 40 References Text Book: McCurley. S., & Lynch. R. (2011). Volunteer Management: Mobilizing all the resources in the community, (4th Edition). (Chapter 1). Place of publication: Interpub Group. Online Articles: 1) Ellis, S J, (n.d.) Why Volunteer? Retrieved on 3 March 2017 from Energize website: https://www.energizeinc.com/art/whyvolunteer 2) Volunteering And Its Surprising Benefits. Retrieved on 3 March 2017 from Helpguide.org website: http://www.helpguide.org/articles/work-career/volunteering-and-its-surprising-benefits.htm 3) Volunteer Management Checklist and Manual 2 – Introduction. Retrieved on 3 March 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteer-management-checklist-and-manual/ 4) Challenges In Volunteer Management by Jill Leviticus, Demand Media. Retrieved on 3 March 2017 from Chron website: http://smallbusiness.chron.com/challenges-volunteer-management-75527.html 5) Lien, L (18 August 2014), Matching The Supply and Demand of Volunteers. Retrieved on 3 March 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/matching-the-supply-and-demand-ofvolunteers2/ 6) The Science & Art of Volunteer Work Design. Retrieved on 3 March 2017 from VC Connect website: http://move.org.sg/web/?attachment_id=1694 7) Individual Giving Survey 2014. Retrieved on 3 March 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/nvpc-research/research-and-publications/ Videos: 1) Be Someone’s Hero. Volunteer. (Extended Version!) By National Volunteer & Philanthropy Centre. Retrieved on 3 March 2017 from Youtube website https://www.youtube.com/watch?v=jugo7L32hlI 2) Benefits of Volunteering by Kati Falbo. Retrieved on 3 March 2017 from Youtube website https://www.youtube.com/watch?v=DuD8Rd61q18 41 6th Presentation VM02 – Bank in Your Help 6P B229 Volunteer Management 1 2 Learning Outcomes • Relate organisational goals to volunteer programme conceptualisation • Create projects and activities which meet volunteer programme objectives • Identify staff who will be involved in the volunteer programmes • Distinguish staff and volunteer manager’s role in the execution of projects and activities 3 Problem Analysis Government of Canada collaborates with Furniture Bank on the Housing First Programme Housing First is the cornerstone of the Government of Canada’s renewed Homelessness Partnering Strategy (HPS). It aims to stabilize the lives of homeless individuals Conceptualise Housing First, a volunteer-driven programme Distinguish the roles of staff and volunteers in Housing First 4 Assess organisation’s volunteer needs • Before you embark on setting up a volunteer programme, it is important to determine if your organisation needs volunteers. • This can be done through an in-house volunteerneeds survey questionnaire and follow-up interviews to establish where and how to involve volunteers in your organisation. • Involve key stakeholders in the assessment. These include management (for approval, provide resources) and staff (the volunteer user) 5 Source: Volunteer Management Checklist and Manual 3 – Chapter 1: Concept Stage. Retrieved on 7 March 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/v olunteer-managementchecklist-and-manual/ 6 Possible volunteer role assignments Role Descriptions Examples Service based Volunteers are directly involved in the services provided by the organisation. These are clientfacing. Befrienders, tutoring, music therapists. Event based Volunteers conduct events on a specific date. Public awareness campaign/ talks/survey, fundraising, 2D1N camps. Project based Volunteers with specialised skills or commit for a specific time period. Web designer to design a new campaign website, videographer to create a new volunteer video, conduct client satisfactory survey between July to October. Organisation based Board or committee levels where volunteers are involved in charting the direction of the organisation and responsible for its performance. Board of Council, Public Relations Committee, Medical Council, Investment Committee General Volunteers with general skills or are Admin support, data entry, Adapted from Source: Volunteer Management 7 Mar 2016 from National Volunteer &reception Philanthropy website: support required onToolkit. an Retrieved ad-hoconbasis manage http://knowledge.nvpc.org.sg/volunteer-management/volunteer-management-elements/ 7 Considerations in volunteer programme creation Source: Volunteer Management Checklist and Manual 3 – Chapter 1: Concept Stage. Retrieved on 7 March 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteer-management-checklist-and-manual/ 8 Volunteer Programme Conceptualisation Steps 1.Recognise organisation’s needs 2.Identify social issues 4.Plan & execute volunteer programme 3.Set goals & objectives for volunteer programme 9 Step 1: Recognise Organisation’s Needs • Corporate: recognises what social responsibility the organisation has or plan to be involved in • Charity: identifies which areas of work require volunteers. • Eg., KIVA recognises its social responsibility to help to alleviate poverty. Source: Kiva Zip Introduction (Sep 2014). Retrieved on 7 Mar 2017 from YouTube websit https://www.youtube.com/watch?v=Rx6cKAW9vx8 and https://www.youtube.com/watch?v=H8BO_uVklBA 10 Step 2: Identify Underlying Issue • What are the underlying issues faced by the society? Eg., Unemployment? Education? Poverty? Digital Divide? • Prioritize the issues and select relevant issues that the organisational goal can address . • Eg., KIVA identifies that poverty is the underlying issue faced by many third world countries that it can address. 11 Step 3: Set Volunteer Programme Goal & Objective • The volunteer programme goal must support the organisation’s goal to ensure alignment. Organisational Goal Programme Goal Kiva’s organisation’s goal is to alleviate poverty. Kiva Fellow Programme/Lending Team allows volunteers to put their skills to work in support of global microfinance. They connect Kiva’s staff and the lender community to the borrowers. Source: Kiva Fellow (n.d). Retrieved on 7 Mar 2017 from YouTube website https://vimeo.com/74223087 12 What are Goals and Objectives? • Goals: An observable and measurable end result having one or more objectives to be achieved within a more or less fixed timeframe. • Objectives: A specific result that a person or system aims to achieve within a time frame and with available resources. In general, objectives are more specific and easier to measure than goals. Objectives are basic tools that underlie all planning and strategic activities. They serve as the basis for creating policy and evaluating performance. 13 Goals and Objectives Need to be SMART • Goals/Objectives must be SMART: S - Specific M - Measureable A - Achievable R – Realistic T – Timely • Example of bad goal: – Obtain 100% loan amount to support all borrowers. • Example of a SMART goal: – Obtain an increase of $100,000 loan amount to support at least 70% of the borrowers on a yearly basis over 5 years. 14 Step 4: Plan & Create Volunteer Programme • The organisation then creates a project or activity to support the programme which ultimately supports the organisational goal. • KIVA launched a Kiva U project in 2013. Kiva Fellows will conduct workshops at various universities for the undergraduates to increase the awareness of KIVA programmes and recruit new Kiva fellows. Source: Welcome Video Kiva Fellow Class26 (Jan 2015). Retrieved on 7 Mar 2017 from YouTube website https://www.youtube.com/watch?v=6f0pTZ10Pdc Source: Kiva U: Celebrating a year of impact (Sep 2014). Retrieved on 7 Mar 2017 from YouTube website https://www.youtube.com/watch?v=WN7INGX5F4Y 15 Roles and Involvement Staff • Volunteer user, E.g. Day Care Centre Supervisor needs to explain to VM what she needs volunteer for, time, frequency, and what types of volunteers they need Volunteer Manager (VM) • Draft Job Description based on what staff wants the volunteer to do • Recruit volunteers • Select & Match volunteers • Train volunteers • Retain volunteers • Conflict Management Volunteer • Carry out the activities and tasks set by the Volunteer Manager • Provide feedback to Volunteer Manager on the programme 16 Roles of Volunteer Manager Roles of a volunteer manager can be broadly classified as below: Planning and organising • Plan recruitment • Coordinate with staff that needs volunteers Staffing Leading Supervising • Plan volunteer numbers • Train new volunteers on specific tasks • Define volunteer tasks for projects under their care • Provide facilities support such as name badge, computers, etc. • Mentor volunteers • Train volunteers in tasks • Counsel volunteers working on their projects when required • Allocate tasks to volunteers during project executive • Evaluate volunteer performance on projects 17 Facilities Support • Once the volunteer programme is created, the organisation also needs to assess what are the facilities support needed to support the volunteers in their work. • Volunteer Manager needs to look into areas such as: Access card into the organisation Working desk and computer Storage space for volunteers’ personal belonging Volunteer T-shirt Volunteer name badge Parking lots Insurance …..and the list goes on 18 Strategies for Good Volunteer - Staff Relations Include a statement about volunteers in the job description for staff (Eg. responsibility for supervising volunteers, or staff need to interact positively with them.) Be a role model. Explore how volunteers can help staff directly and volunteer manager to set an example of good staff-volunteer team. Strategies for good volunteerstaff relations Provide job descriptions for volunteers. Staff working directly with volunteers need to be involved in preparing these descriptions. This provides clarity in staff and volunteers’ roles. Train staff in good volunteer management skills. 19 APPLICATION TO PROBLEM STATEMENT 20 Assess Organisation’s Volunteer Needs • Before embarking on the volunteer programme, Furniture Home needs to assess where are the areas that require volunteers for the Housing First Programme • This can be done through either survey or face-to-face discussion with key stakeholders, including government officers, staff and management of Furniture Home, the homeless to understand what other areas of needs they have • With this information, staff at Furniture Home can decide what are the areas of work that must be done by staff and those that can be driven and managed by volunteers 21 Considerations in Bank In Your Help (BIYH) Programme Questions Remarks 1. Are the assignments shortterm or ongoing? Ongoing and the homeless residents can volunteer themselves in the self-help group after they have settled down as well. 2. Are the assignments urgent and/or critical? Not critical. It is suitable for volunteers to take up the role. 3. What is the budget for each assignment? Low budget is required (i.e. transportation cost for moving the furniture, materials cost for getting paints and brush, light refreshment cost for volunteers and the homeless residents). 4. Are the assignments limited in scope? Yes, the scope of the project can be broken down into the following tasks: - Help them paint the house. - Transport the furniture. - Bring them around the neighbourhood to show them the nearest amenities. 22 Step 1: Recognise Organisation’s Needs Government of Canada’s responsibility is to stabilise the lives of the homelessness. Housing First programme’s goal is to reduce the number of Homeless residents in Canada by providing them with a basic and permanent place. This achieves both the government’s need to stabilise the lives of the homelessness and Furniture Bank’s need to provide them with a ‘HOME’ through the donations of furniture. Furniture Bank’s programme’s goal is to provide the Homeless residents with furniture to build a “HOME” rather than a place to stay only. 23 Step 2: Identify Underlying Issue • The Housing First programme identified that the homeless residents constitute a high number of people with serious mental illnesses (and often addictions). These people represent a subset of the homeless population who tend to stay homeless for long periods of time and who are considered “difficult to house.” • Residents who are homeless tend to cyclically use emergency health services, hospitals, and the justice system, resulting in substantial costs. • Furniture Bank hopes to address the social circumstances by providing a home (with furniture) for the beneficiaries from Housing First programme. 24 Step 3: Set Volunteer Programme Goals & Objectives Organisation Goal Housing First Programme Goal Furniture Bank’s goal is to build a “HOME” rather than a place to stay only. To allow the community to help integrate the homeless into the neighbourhood through donating their unwanted furniture and helping them to refurbish their houses to make it into a “HOME”. Obtain an increase of 15% of furniture collected to help at least 70% of the homeless residents to build a “HOME” on a yearly basis over 5 years. 25 Step 4: Plan & Create Volunteer Programme • Housing First can introduce ‘Bank in Your Help’ programme where volunteers are assigned to visit the new homeless residents after they have been allocated a house. • These volunteers from the neighbourhood can form a selfhelp group to help the homeless residents build a home with the furniture from Furniture Bank or the community (probably some furniture from the neighbourhood self-help group). • Volunteers will continue to visit these new homeless residents regularly to see that they settled in well, assess other needs they have and connect them with the right government agencies for help. E.g. find jobs, therapy to counter their addictions. 26 Roles and Involvement Staff Volunteer Manager Suggest and work with Coordinate with staff and Volunteer Manager on the volunteers on how to integrate volunteer programme the homeless resident to the design. neighbourhood. Work with Volunteer Manager to define the roles and job description for the volunteers. These include timing for volunteering, frequency, numbers, etc. Volunteers Carry out the tasks allocated by the volunteer manager. Recruit and train volunteers. Provide feedback to These include planning the volunteer manager (if number of volunteers required, any). training the volunteers on how to approach the homeless residents, allocating tasks such as arranging for transportation of furniture, befriending, painting the house, etc. Provide facilities support such as volunteer name badge, access to homeless information, etc. 27 Conclusion • Organisation needs to assess if there is a need for volunteers • Volunteer Programme Goal must align with the Organisation’s Goal. • Goals/objectives have to be SMART. • Staff, Volunteer Managers and volunteers play a part to achieve the volunteer programme goal. 28 Concept map Assess if the organisation needs volunteers Recognise organisation Needs Are the assignments shortterm or ongoing? Identify Underlying Issue Plan a Volunteers Programme Set Volunteer Programme Goals and Objectives Considerations in Project Creation Plan & Create Volunteer Projects and Activities Facilities Support Are the assignments urgent and/or critical What is the budget for each assignment? Staff, Volunteer Manager & Volunteers Roles Are the assignments limited in scope? 29 Resources Text • McCurley S, Lynch R. (2011), Volunteer Management: Mobilizing all the Resources in the Community , 3rd Edition, Interpub Group (Chapter 2 & 3). Online • Volunteer Management Checklist and Manual 2 – Introduction. Retrieved on 7 Mar 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteer-management-checklist-and-manual/ • Volunteer Management Checklist and Manual 3 – Chapter 1: Concept Stage. Retrieved on 7 Mar 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteer-management-checklist-and-manual/ • Volunteer Management Toolkit. Retrieved on 7 Mar 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteermanagement-elements/ • Managing Staff and Volunteers (n.d). Retrieved on 7 Mar 2017 from DIY Committee Guide website, http://www.diycommitteeguide.org/code/principle/managing-staff-and-volunteers. • Leviticus. Jill (n.d.) Challenges In Volunteer Management. Retrieved on 7 Mar 2017 from Chron website: http://smallbusiness.chron.com/challenges-volunteer-management75527.html 30 2 LEARNING OUTCOMES • Explain the importance of manpower planning in a volunteer programme • Analyse requirements for each volunteer position • Relate position requirements to the objectives of the programmes • Calculate the optimal number of volunteers required • Discuss staff’s expectation in creating volunteers’ positions 3 PROBLEM ANALYSIS 4 MANPOWER PLANNING In any business entity, be it profit or non-profit, human resource management is an important function. Manpower planning means deciding on the number and type of human resources required for each job, department and the organization as a whole, in order to carry out organizational activities efficiently. It helps to: • recruit the manpower required • assess the surplus or shortage of manpower and take measures accordingly • maintain optimum level and structure of human resources 5 MANPOWER PLANNING • Proper business planning will allow an organization to develop strategies and plan its manpower resources well to achieve its organizational goals. • Similarly, for a volunteer host organization, inclusion of volunteers during manpower planning allows it to balance the staffing needs of the organization, and achieve its organizational goals. For e.g. HCA Hospice Care nursing team is flooded with patient cases to follow up. Nurses have limited time to attend to patients’ other social needs. HCA Hospice Care can consider setting up a volunteer befriender programme and assign volunteer to befriend patient. This way, it can ease the nursing staff workload and yet, able to meet patient’s needs efficiency. 6 JOB DESIGN FOR VOLUNTEERS ROLE There is a direct relationship between job design and rate of volunteerism. The volunteering landscape is changing with time. Volunteers have lesser time to volunteer, may prefer specific causes to support, and are unable to commit to long term volunteer assignment. (Recall VM01) The volunteer host organization needs to keep this in mind when designing a volunteer role, in order to recruit and retain the right volunteers. Without which, the volunteer programme is not sustainable. 7 JOB DESIGN FOR VOLUNTEERS ROLE Volunteers must know what is expected of them, just as any paid employee does, and a job description facilitates this. The volunteer host organization must understand what are the factors that volunteer considers when selecting volunteering activities (Recap VM01) Volunteers should be given volunteer assignment that match their motivation, skills, experiences, etc. (Recap VM01) Eg., volunteers prefer direct volunteering on a weekend and you assigned the volunteers to direct volunteering on a weekday. This is a mismatch. A good job design and match will ensure job satisfaction. According to Herzberg’s motivation theory, ‘a satisfied worker is a motivated worker’ where the motivation factors include the work itself, responsibility, recognition and advancement. This applies to volunteer too. 8 CREATING VOLUNTEER POSITIONS The designing of volunteer positions can either be done by a Volunteer Manager alone or together with staff who request for volunteers for their department. The staff may have specific requirements in terms of the job design and volunteers’ capabilities. For volunteers to have meaningful Design Volunteer Positions that: volunteering experiences, the volunteer positions must be interesting, rewarding, utilize Are Interesting volunteers’ skills and meet their interests. Are Rewarding Utilize Skills Explore Interests The volunteering assignments must meet the needs of both the volunteer host organization and the volunteer who spends his/her time working without financial incentives. 9 CREATING VOLUNTEER POSITIONS The Process Step 1 Step 2 Step 3 10 CREATING VOLUNTEER POSITIONS STEP 1 – GAIN STAFF INVOLVEMENT • Find out what staff perceives are its volunteers needs • The Volunteer Manager should take staff through a process answer key questions such as: to 1. What are the parts of your job that you really enjoy? 2. What are the parts of your job that you dislike? 3. Is there any specific project that you have always been interested in doing, if time permits? By obtaining staff perceptions and expectations, the Volunteer Manager is able to help staff identify the various possibilities of how volunteers may add value to the organization. STEP 1 11 PRINCIPLES OF DESIGNING VOLUNTEER POSITION If a job role is boring or unrewarding, a paid staff would still accomplish it as he is compensated for doing it. However, if the volunteer position does not provide any personal satisfaction, the volunteer will quit. The Volunteer Manager must design volunteer positions that can attract and retain volunteers. 4 Principles of Designing Volunteer Positions Ownership Allow volunteer to take charge and has a sense of ownership to the role Authority to Think Empower the volunteer to think on how he could achieve the volunteer programme objective Responsibility for Results Hold volunteers responsible for achieving results Keeping Score Monitor the volunteer’s progress and measure results 12 CREATING VOLUNTEER POSITIONS STEP 2 - UNDERSTANDING NEEDS At this stage, both staff and Volunteer Manager will work closely to craft out an area of work that could be completed by volunteers. They will identify what are the requirements for the volunteer position and the optimal number of volunteers needed to achieve the volunteer programme goals and objectives. They should keep in mind: • current trends regarding volunteering – e.g., there are more episodic volunteers • range of skills volunteers can bring to the organization, offering positions in both skilled and non-skill categories. The requirements for the volunteer position will form the basis to prepare the volunteer position description in Step 3. STEP 2 13 OPTIMAL SUPPLY OF VOLUNTEERS How does the staff and Volunteer Manager determine the number of volunteers needed for each volunteer programme? Step Description 1 Determine the task(s) / project(s) to be assigned to the volunteer and the time frame needed to complete it. E.g., 3 months 2 Assess the resources within the organization i.e. office space, desks, telephones, computers, staff supervisors, volunteer mentor, etc. 3 Estimate the work a single volunteer can do within a certain period , (E.g., 4 hours) 4 Estimate the total number of days / hours needed to complete the assigned task(s) / project(s) 5 Based on the estimated figures, recruit and schedule the volunteers Note: Volunteers are not paid. Hence, commitment levels may fluctuate. There may be some days where volunteers may not show up for work. Thus, for planning purpose, always recruit twice as many volunteers as you need to perform a given task. 14 AN EXAMPLE Volunteers to pack goodie bags Step Description Application 1 Determine the task(s) / project(s) to Volunteers to complete packing 1,000 be assigned to the volunteer and the goodie bags in 5 days time frame needed to complete it. 2 Assess the resources within the 1 meeting room to pack and store goodie organization i.e. office space, desks, bags telephones, computers, staff supervisors, volunteer mentor, etc. 3 Estimate , the work a single volunteer 1 volunteer can commit 3 hours to packing can do within a certain period a day 4 Estimate the total number of days / Need to pack 1,000 goodie bags in 5 days, hours needed to complete the which means 200 goodie bags a day. assigned task(s) / project(s) Assume each bag takes 5min to pack, each volunteer will pack (3hrs/5min) 36 bags. 5 Based on the estimated figures, Need (200/36) 5.5volunteers a day. recruit and schedule the volunteers Round up to recruit 8 to 10 volunteers to cater for volunteers who may drop out/absent or have different speed of packing. 15 AN EXAMPLE Volunteers for data entry Step Description Application 1 Determine the task(s) / project(s) to be Complete data entry of 1,000 records in assigned to the volunteer and the time the shortest possible time frame needed to complete it. 2 Assess the resources within the 1 laptop available for data keying organization i.e. office space, desks, telephones, computers, staff supervisors, volunteer mentor, etc. 3 Estimate the work a single volunteer 1 volunteer can commit 3 hours a day for can do, within a certain period data entry 4 Estimate the total number of days / Since there is only 1 laptop, only 1 hours needed to complete the assigned volunteer can enter data per slot of 3hrs task(s) / project(s) per day. Assuming it takes 10min to complete 1 record, 1 volunteer will enter 18 records (3hrs/10min) per slot per day. 5 Based on the estimated figures, recruit To complete 1,000 records, the Volunteer and schedule the volunteers Manager needs (1,000/18) 55.5 days OR(1,000/36) 27.7 days by having 2 slots of 3hrs data entry per day. 16 CREATING VOLUNTEER POSITIONS STEP 3 – PROPER DOCUMENTATION Volunteer Position Description Once the volunteer position has been created, proper documents should be prepared. This is akin to a paid staff’s job description. The objectives of having a volunteer position description include: 1) Lays out the parameters of the work to be done 2) Outlines the expectations of the programme 3) Outlines the expectations of the supervisor/staff who will be working closely with the volunteer 4) Shows that the volunteer host organisation is structured and professional The Volunteer Manager needs to identify if the volunteer position requires a volunteer position description. If the volunteer’s responsibility is simple and straight forward, a volunteer position description may not be necessary. E.g., Volunteer to stand at water point to give out water STEP 3 17 VOLUNTEER POSITION DESCRIPTION Essential components of a volunteer position description include: 1. Organization/Programme 2. Job title 3. Purpose of the assignment 4. Expectations and responsibilities of the volunteer 5. Time requirements / Commitment 6. Skills or qualifications (if any are required or desired) 7. Orientation and training 8. Benefits 9. Supervision 10. Job location 11. Contact 18 VOLUNTEER POSITION DESCRIPTION Essential Components Explanation Organization/Programme • State the organization or programme that volunteers will be working with Job Title • • Gives dignity to the job; and A sense of belonging to the organization Purpose of assignment • Provides a general statement of what the job is; and Explains how it relates to the overall goals of the organization • Expectations and responsibilities • Outlines the list of requirements specifically Time requirements / Commitment • Indicates hours required per week or month Indicates length of commitment expected (a start and end date if applicable) • Skills or qualifications duties and • Outlines necessary or required skills • E.g., Do volunteers need to have computer or technical skills? 19 VOLUNTEER POSITION DESCRIPTION Essential Components Explanation Orientation and training • Indicates the orientation that the volunteer will receive (if any) • E.g., Does this job require training? What is it, when will it happen, and is it provided free of charge to the volunteer? Benefits • It highlights why the volunteer should be interested in the job • E.g., What benefits will they receive? Will volunteers have personal growth opportunities? Supervision • Indicates the volunteer’s supervisor and how he/she can be contacted Job Location • It informs the volunteer where the job will take place and if he/she can work from home Contact • State the contact person that the volunteer can speak to if he/she has questions and to sign-up as a volunteer 20 VOLUNTEER POSITION DESCRIPTION Source: Doing Good Well, Volunteer Management System, A Guide for Non-Profit Organisations, Chapter 2 from National Volunteer & Philanthropy 21 APPLICATION Help Bruce evaluate the areas of work that can be managed by volunteers. Step 1 – Gain staff involvement You can bring Bruce through a process to answer key questions such as 1. What are the parts of the volunteer programme he enjoy doing? 2. What are the parts of the volunteer programme he dislike? 3. Is there any specific project that he has always been interested in doing, if time permits? • Find out how Bruce perceives where the volunteer needs are. The volunteer programme may have a few areas of work. Eg., publicising the volunteer programme to recruit volunteers, recruiting, matching and training selected volunteers, maintaining a volunteer record and attendance, pairing of volunteers, remind volunteers to turn up, and coordinating with IA Centre. This way, Bruce can focus on key areas of the volunteer programme and has some time to look into other areas of work that he has been wanting to start. • Job design Bruce needs to use the 4 principles of designing volunteer positions to craft the volunteer mentor role. 22 APPLICATION Step 2 – Understanding needs • Based on the areas of work identified for the volunteer programme, Bruce can get volunteers to: publicise the volunteer programme maintain a volunteer record including taking attendance remind volunteers to turn up for their assigned volunteering time update Bruce if there are any difficulties or feedback for the programme • Bruce could focus on: recruiting, matching and training the selected volunteers pairing of volunteers assuming that each trainee will have 2 volunteer mentors, so as to ensure that at each training session, there is at least 1 volunteer mentor with the trainee Coordinating with IA Centre on the training sessions and schedule Step 3 – Proper Documentation Bruce could proceed to prepare the volunteer position description for the volunteer mentor role. 23 APPLICATION Volunteer Programme Name: UpSkill Programme Manpower planning - Bruce can use the 5 steps to estimate the optimal number of volunteer mentors needed. Step Description Application 1 Determine the task(s) / project(s) to Mentor trainee (people with be assigned to the volunteer and disabilities) in using Microsoft Office the time frame needed to complete for 3 months. it. 2 Assess the resources within the organization i.e. office space, desks, telephones, computers, staff supervisors, volunteer mentor, etc. 3 Estimate the work a single Each volunteer will guide the volunteer can do within a certain trainee through what they have period learnt in class and do more practice sessions to help them gain familiarity and confidence in using Microsoft Office. Mentoring sessions will be held at SPD IA Centre, once a week, 2hrs session, from 2pm to 4pm. Each mentee will have a designated laptop to work on. 24 APPLICATION Step Description Application 4 Estimate the total number of days Each volunteer to commit 2hrs a / hours needed to complete the week for a period of 3 months. assigned task(s) / project(s) 5 Based on the estimated figures, SPD has identified 20 trainees for recruit and schedule the this programme. Each will be volunteers assigned a mentor. Thus, 20 to 25 volunteers should be recruited for this programme, with buffer of five volunteers as back up in case some are unable to turn up for the session or drop out during the programme period. OR, each mentee could have 2 mentors, to allow for instances where 1 of the mentors cannot make it or travel for work. This ensures that at each session, the mentee will have 1 mentor. 25 APPLICATION Sample job description for volunteer mentor Essential Components Application Organization/Programme SPD, UpSkill Programme at Infocomm Accessibility Centre Volunteer Job title Big Brother/Big Sister Purpose of the assignment To mentor trainees in using Microsoft Office and assist them to prepare for Microsoft Office Certification Expectations and responsibilities of the volunteer Revise lesson and guide trainees through practice questions to help them gain familiarity and confidence in using Microsoft Office Time requirements / Commitment 2hrs session on every Saturday for 3 months. 2pm to 4pm, from 3 Jun to 26 Aug 2017 Skills or qualifications (if any are required or desired) Passion to work with people with disabilities, patience, good knowledge of Microsoft Office 26 APPLICATION Essential Components Application Orientation and training Compulsory to attend 1 orientation programme and 1 skills training session on volunteering with people with disabilities. Date to be advised Benefits Acquire mentoring skills and use your 3 days of volunteer leave for this programme Supervision Ms Sakura Ang, Programme Executive, SPD/ Bruce Tan, Community Engagement Manager, Microsoft Job location Infocomm Accessibility Centre at SPD 2 Peng Nguan Street, Singapore 168955 For further questions and enquiry, email to bruce@microsoft.com, or sign up via Microsoft Volunteer Portal 27 EXTENDED LEARNING Over the years, we see an increasing trend of more companies stepping forward to organize various employee volunteering programmes for their staff as part of their corporate social responsibility. The volunteering programmes can either be a social programme to meet the needs of the beneficiaries (e.g., celebrate birthdays for residents living in a elderly nursing home) or to use the company’s business assets and staff professional skills to help improve the Volunteer Host Organization’s operation. (e.g., Microsoft donates Microsoft Office to registered charity for use). The next section provides you with examples of companies with employee volunteering programmes and the resources that companies can tap on to help them craft their employee volunteering programmes. 28 EXAMPLES OF COMPANIES WITH EMPLOYEE VOLUNTEERING PROGRAMME Industry Companies Examples Technology IBM • Promote STEM (Science, Technology, Engineering & Maths) Programme among students Hospitability Marina Bay Sands • Quarterly volunteering organisations with different Sands for Singapore: 2016 Q4 Volunteerism (22 Dec 2016) Retrieved on 21 Mar 2017 from YouTube website https://www.youtube.com/watch ?v=JCdMpYkDqkw Hilton Hotel • Volunteer at Willing Hearts Volunteering at Willing Hearts (25 Mar 2015). Retrieved on 21 Mar 2017 from YouTube website: https://www.youtube.com/watch ?v=vhYVjZ-us70 29 EXAMPLES OF COMPANIES WITH EMPLOYEE VOLUNTEERING PROGRAMME Industry Companies Examples Financial & Insurance OCBC Bank • OCBC Cycle • Conduct computer workshops, reading programmes for Singapore Children’s Society Media SPH • Distributed festive bags to seniors at the AWWA Senior Community Home • The gift of life - SPH Red Apple Day, its annual blood donation drive organised with the Singapore Red Cross Society. Donors included SPH staff, and members of the public. 30 RESOURCES FOR COMPANIES • National Council of Social Service (NCSS) https://www.ncss.gov.sg/GatewayPages/Corporate-partners NCSS is an umbrella body for some 450 member Voluntary Welfare Organizations in Singapore. It mission is to provide leadership and direction in social services, enhance capabilities of social service organizations, and provide strategic partnership for social services. NCSS facilitates donation and volunteerism between individuals and companies with social service organizations. 31 RESOURCES FOR COMPANIES • National Volunteer and Philanthropy Centre (NVPC) https://www.giving.sg/volunteer One of its role is to build a culture of giving amongst corporations and public sector organizations. Increasingly, people want to work for business that are socially responsible and buy from companies that put goodness first. NVPC confers the Champion of Good status to companies that meet the criteria. Companies can put the Champion of Good logo in all its branding materials, and be recognised as a leader for corporate giving in Singapore. NVPC also organises the annual President’s Volunteerism & Philanthropy Awards to honour companies, individuals and community groups who have set benchmarks of excellence in encouraging the spirit of giving in Singapore. 32 RESOURCES FOR COMPANIES NVPC manages giving.sg, an online portal to help companies source for volunteering opportunities https://www.giving.sg/volunteer Charities woo partners via speed dating (2 Mar 2017) Retrieved on 10 Mar 2017 from The Straits Times website: http://www.straitstimes.com/singapore/c harities-woo-partners-via-speed-dating 33 RESOURCES FOR COMPANIES • Global Compact Network Singapore (GCNS) http://csrsingapore.org/c/ GCNS advances the United Nations Global Compact initiatives and its 10 principles at the country level. They help companies understand what responsible business means within different national, cultural and language contexts and facilitate capacity building, outreach, learning, thought leadership and partnership. Their organise regular workshops, training, conferences, and facilitate matching between companies and charity. Photo images: GCNS website 34 RESOURCES FOR COMPANIES • CSR Asia http://www.csr-asia.com/ CSR Asia, an ELEVATE company, is a mission-driven business creating value for clients and partners in Asia by supporting responsible, inclusive and sustainable business. Its services include sustainability strategy and reporting, and development and community investment. Committed to creating positive change, CSR Asia provides access to a knowledge bank of accessible reports and articles as well as events, forums and training. Photo images: CSR Asia website 35 RESOURCES FOR COMPANIES • Government support 250% Tax Deduction Under the Business and IPC Partnership Scheme (30 Jun 2016) Retrieved on 10 Mar 2017 from Inland Revenue Authority of Singapore’s website: https://www.iras.gov.sg/irashome/News-and-Events/Newsroom/MediaReleases-and-Speeches/Media-Releases/2016/250--Tax-Deduction-Underthe-Business-and-IPC-Partnership-Scheme/ From 1 July 2016 to 31 December 2018, businesses will enjoy a total of 250% tax deduction on wages and related expenses when they send their employees to volunteer and provide services, including secondments, to Institutions of a Public Character (IPCs) under the Business and IPC Partnership Scheme, subject to receiving IPCs agreements. These services include: Professional services in various areas such as legal, human resources and accounting, or General voluntary services for IPCs 36 CONCLUSION • To ensure that a volunteer’s work is meaningful, the Volunteer Manager has to ensure that the volunteer position created meets the needs of the volunteer host organization, the volunteers and the beneficiaries • The volunteer position description will identify the tasks volunteers can do for the volunteer host organization, let the volunteers know what is expected of them in terms of their performance, and will solidify their commitment • For the volunteer, the job description will clarify the volunteer assignment and provide clear requirements, reporting structure and guidelines that will protect him/her. • Such clear frameworks will ensure that volunteers will be able to contribute effectively, while ensuring that both staff of the volunteer host organizations and volunteers are clear of each other roles. This will help to reduce potential conflict. 37 CONCEPT DIAGRAM Consult staff and understand where are the areas that need volunteers Design volunteer positions that are: • interesting • rewarding • utilize skills • meet their interests Create the volunteer positions using the 4 principles of: • ownership, • authority to think, • responsibility for results keeping score • Identify the specific needs and requirements of the volunteer position • Calculate the estimated number of required volunteers Prepare a well documented description of the job position that include essential elements such as job title, supervisor, purpose, training, expectations, commitment, skills and benefits 38 REFERENCES Textbook McCurley S, Lynch R. (2011), Volunteer Management: Mobilizing all the Resources in the Community , 3rd Edition, Interpub Group (Chapter 4) Websites Job design theory and application to the voluntary sector (2001), (pages 5-6, 9-16) Retrieved from Volunteer Canada website on 13 Mar 2017: http://volunteer.ca/content/matter-design-jobdesign-theory-and-application-voluntary-sector Why Volunteer Job Description Are So Important (30 Oct 2016.). Retrieved on 13 Mar 2017 from the balance website: https://www.thebalance.com/how-to-write-job-description-volunteers-will-love-2502599 Volunteer Management Checklist and Manual 4 – Planning (Pages 1-5). Retrieved on 13 Mar 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteer-management-checklist-and-manual/ Communities – Retrived on 14 Mar 2017 from OCBC Group website: https://www.ocbc.com/group/who-we-are/sustainability-communities.html Corporate Social Responsibility – Retrieved on 14 Mar 2017 from SPH website: http://sph.com.sg/corporate-social-responsibility/ 39 VM04 - 6TH PRESENTATION BRING US THE PEOPLE B229 Volunteer Management 1 2 Learning Outcomes • Describe a volunteer recruitment campaign • Identify the marketing and communications channels for volunteer recruitment • Design a marketing and communications campaign to recruit volunteers 3 Problem Analysis Volunteer recruitment budget required to execute campaign Starting up 2 volunteer programmes How to recruit these volunteers? How to design a volunteer recruitment campaign to recruit volunteers for the 2 programmes Marketing and communication requirements Different requirements for the 2 programmes 4 Planning a volunteer recruitment campaign When planning a volunteer recruitment campaign, consider the following 5 steps: Steps Considerations Step 1 • Your target recruitment audience determines Determine who the recruitment campaign, marketing message you want to recruit and channels that you use Step 2 Determine Budget • The budget limits the marketing channels of the recruitment campaign (to be further explored in VM13) Step 3 Determine your marketing channels • Marketing channels can include traditional media such as press, print (e.g., newspapers, magazines), broadcast (e.g., radio, tv) or new media (e.g., Facebook, YouTube, website, etc) • Put together a team to source for partners 5 Planning a volunteer recruitment campaign Steps Considerations Step 4 Determine your marketing message • A personal, direct “ask” should always be at the heart of any successful media led recruitment campaign • Your story or campaign message needs to be tailor made for the group of people you want to volunteer. • You can either hire agency to copy write and design marketing collaterals or do it in-house • Alternatively, get volunteers who are skilled to design for your organisation • The message needs to be consistent across different channels Step 5 Determine Response Mechanism • Response mechanism should be accessible and immediate for maximum impact. • Delay in gathering response may lead to non-action • The mechanism can be in the form of an application form (hard copy or online) or a one-day open house for interested participants 6 Step 1 – Determine who do you want to recruit The recruitment process might also be pictured as a “filter.” It is the procedure of identifying and separating from the entire universe of potential volunteers, those persons who best might fit the needs of the organization and its work, and those who do not. Five different types of volunteer recruitment campaigns: 1. Warm body recruitment 2. Targeted recruitment 3. Concentric circles recruitment 4. Ambient recruitment 5. Brokered recruitment 7 Types of Volunteer Recruitment Campaigns Types of recruitment campaign Suitable for Methods Warm body recruitment • Recruiting for position with no special skills • Reaching to as wide an audience as possible • Distribution of organization brochures or posters • Use of public service announcements on television or radio, or newspaper • Contacting community groups such as a neighbourhood association or the Scouts • Use of an agency website to publicize volunteer opportunities • Broadcast e-mails or cell phone messages 8 Types of Volunteer Recruitment Campaigns Examples for Warm body recruitment Example: Resident Committee put up a recruitment flyer at HDB block’s notice board & banners at common areas 9 Types of Volunteer Recruitment Campaigns Examples of Warm Body recruitment Example: Singapore Association for the Deaf recruits volunteers via its website Example: Cycling Singapore recruitment email 10 Types of Volunteer Recruitment Campaigns Type of recruitment campaign Suitable for Methods Targeted recruitment Determine the • Look for common factors between kind of person current volunteers by examining their for the position motivations and backgrounds and track them • Common factors will enable you to down identify populations who like the position • You can then locate others from that population group. 11 Types of Volunteer Recruitment Campaigns Example of Targeted recruitment Example: Giving out flyers in target areas to recruit young men from BME (black and minority ethnic) communities Example: Reach out to animal lovers to find a foster home for the dogs 12 Types of Volunteer Recruitment Campaigns Type of recruitment campaign Suitable for Methods Concentric circles recruitment Concentric circles recruitment is the lazy way to always have a flow of replacement volunteers applying to work at your organization. First attempt to locate a volunteer for the position by starting with the population groups who are already connected to you and then work outward. Ask the incumbent in the position to recruit a friend of theirs to replace them. You might look among former clients or your current volunteers for a replacement. Example of Concentric Circles recruitment Example: Beautiful People gets its current volunteers to bring their friends, colleagues, family members to volunteer. This flyer is sent via Beautiful People’s What’s App chat group and Facebook. 13 Types of Volunteer Recruitment Campaigns Type of recruitment campaign Suitable for Methods Ambient Recruitment An ambient recruitment campaign is designed for a “closed system,” a group or people who have a high existing sense of selfidentification and connectedness, such as school, corporation, neighbourhood An ambient recruitment campaign seeks to create a “culture of involvement in volunteering” among the members of this community, getting them to believe volunteering is the “thing to do.” 3 steps in creating an ambient recruitment campaign: 1. Develop a philosophy of involvement 2. Provide early indoctrination 3. Continually support involvement Example: members of the Boys' Brigade and 20 senior volunteers from the People's Association Family Life Section joined hands to deliver food hampers to some 50 beneficiaries in Queenstown. 14 Types of Volunteer Recruitment Campaigns Example of Ambient recruitment Example: Microsoft Singapore Employee Volunteering – shopping trip with beneficiaries from the Society for the Physically Disabled.. Source: Photo retrieved from Society for the Physically Disabled’s website Example: Tzu Chi Foundation’s volunteers providing emergency medical help in Nepal following the earthquake Source: Photo retrieved from Tzu Chi Foundation’s website 15 Types of Volunteer Recruitment Campaigns Type of recruitment campaign Suitable for Methods Brokered recruitment Connecting with Your local Volunteer Centre, which acts as a other groups whose matching agent for those seeking volunteer purpose is to opportunities. provide volunteers for community efforts Example: National Volunteer and Philanthropy Centre (NVPC), a local volunteer centre, using newspaper publicity to appeal for volunteers 16 Types of Volunteer Recruitment Campaigns Example of Brokered recruitment Example: Jobstreet.com, a job portal advertises volunteers recruitment ad for non-profit organisations 17 Step 2 – Determine your budget • The cost of recruitment is dependent on the method used for recruitment. Ideally the cost should be as low as possible. Even if financial resources are not involved, consider the cost of utilising staff time to engage in recruitment. • E.g., Cost of marketing channel: Cost of placing an ad in a magazine Cost of design, printing and mailing of recruitment flyers • E.g., Cost of response mechanism: Online application form is minimum cost Printing of hardcopy application form 18 Budget – An Example Steps Considerations Examples: Beautiful People recruiting female volunteer mentors Determine recruitment campaign • Determine which of the 5 types of recruitment campaigns to use • Concentric circles – women who are keen to mentor women Determine marketing channel • Low cost options such as social media, free press coverage, website Expensive media such as roadshow, advertisements • Email existing female volunteers to bring their female friends, colleagues, family members Post on Facebook • • Sponsorships from content owners such as magazines / newspapers / search engines who believe in your cause Work with other associations • • • Manpower cost Cost of developing content Cost of putting up content Minimum cost • no manpower cost as it is all volunteer driven • engage volunteer designer to develop content • content is hosted on partner’s site • Work with partners Calculate costs • • • Partner Singapore Council of Women’s Organisation, Post on Jobstreet.com 19 Step 3 – Determine your marketing channels • Decide on the appropriate marketing channels to use for your volunteer recruitment campaign • Channels can range from traditional media including press, print (e.g., newspaper, magazines), broadcast (e.g., radio, tv) to new media (e.g., Facebook, YouTube, online games, blog, website, etc) • Determine the marketing channels that work within your campaign budget determined in Step 2 • Alternatively, you may also decide on the appropriate marketing channels and work out your budget 20 Step 4 - Determine your marketing message After you’ve decided who it is you want to recruit, you need to begin to work out HOW you’re going to inspire your potential volunteers to signup. That means deciding what your volunteering message is, what your media campaign is going to look like and what kind of “ask” is going to appeal to your target audience. Making it personal • A personal, direct “ask” should always be at the heart of any successful media led recruitment campaign • Your story or campaign message needs to be tailor made for the group of people you want to volunteer. 21 Marketing Message 1 The direct ask for help Campaign Ingredients • A time specific volunteer opportunity (i.e. “this Saturday”) must be provided • Must establish the benefit the volunteer’s work will bring to local area/ particular group of people • Keep the tone and copy simple • Based around facts and figures highlighting the urgent need for volunteers • Often includes eye catching and emotive stories, photos and case studies Benefits Downside • Simple and quick to put together • Can be easy to get a short story/ charity mention/your campaign into the local press • Fast and brings in committed volunteers • Increases awareness of problems and work that your charity does. • Stresses the important role volunteers play in your charity • Usually only works on a local level • Only works for short term or one-off volunteer opportunities • You need to be ready to deal with new volunteer enquiries quickly • It can’t be used too often. The urgency of a “call for help” loses its power if used all the time. • There must be a real need for volunteers. Be careful of “crying wolf”. 22 Marketing Message 1 The direct ask for help 23 Marketing Message 2 You can do it Campaign Ingredients • Explains that volunteering is for everyone • Establishes a real need for volunteers and explains exactly what volunteers do • Stresses the importance of the work volunteers do • Shows how volunteers are combating a particular problem • Often includes photos and case studies of volunteers Benefits Downside • Brings in committed volunteers who are more willing to go through training and become long term supporters of the charity’s work. • Boosts people’s confidence about getting involved. • Makes volunteers feel valued and important. • Helps people realise the value of their life experience and shows them how they could use their skills in their community. • For this kind of message to be effective it often depends on a fairly high level of public awareness in the charity/ the issue already. • It can be off-putting to some volunteers as the campaign is often asking for a high level of commitment. 24 Marketing Message 2 You can do it Video Source: YMCA-Central Singapore CDC SpringClean Programme recruitment video. Retrieved on 11 Mar 2016 from YouTbe’s website: https://www.youtube.com/watch?v=jZOYaCFYAGc 25 Marketing Message 3 Volunteering is good for you Campaign ingredients: • Stresses the benefit of volunteering to the volunteer • Doesn’t focus on “needy” charity or beneficiaries • Lists health, wellbeing and career advantages of volunteering • Often based around a piece of behaviour, lifestyle, opinion research • Is used most often in campaigns aimed at younger people Benefits • Volunteering is presented as part of everyone’s personal skills and career development. • This often appeals to stressed, busy people • It creates a positive image of volunteering as a way to achieve happiness and wellbeing. • It’s an inclusive message which can help to encourage new volunteers Downside • It often doesn’t describe what volunteers actually do and what’s involved • The “ask” can be too general and vague to appeal to any particular audience • It’s not a “personal ask” so can be easily dismissed by potential recruits • Telling people volunteering is good for them, doesn’t necessarily make people believe it’s good for them! 26 Marketing Message 3 Volunteering is good for you 27 Step 5 – Determine response mechanism Depending on the recruitment and marketing channels used to recruit volunteers, you need to determine the appropriate response mechanism. This could be a Volunteer Application Form, which can be either an online or hard copy form. Example: National Parks Board online application form found on its website. 28 Consideration when designing a volunteer application form • The amount and type of information you seek from potential volunteers, and extent of screening, depends on the type of volunteer work you require these volunteers to do. • Examples: Recruit mentors for prisoners – the volunteer application form may have a question to ask volunteer to declare if he has committed any criminal offence Recruit tutors – the volunteer application form may have a question to ask volunteer about his education qualification and strength or preference in subjects which he wishes to tutor Recruit event helpers for walk-a-jog event – the volunteer application form may have a question to ask volunteers about their experiences in event management 29 APPLICATION TO PROBLEM STATEMENT 30 Recruitment campaign (Long-term Programme - Befrienders) Steps Application - Long-term Programme Step 1 Determine who you want to recruit • • People age 25- 60 Comfortable to discuss and deal with death issues Determine the type of volunteer recruitment to use: • Concentric circles recruitment-get current volunteers to introduce their friends, recruit ex-patients’ family members/caregivers • Brokered recruitment-Partner Resident Committee to recruit residents living near the patients/Hospitals • Ambient recruitment- religious group like Tzu Chi Foundation Step 2 Determine budget • • Concentric recruitment – little: use existing corporate brochures Brokered/Ambient recruitment – little: leverage on partner’s existing media such as newsletter, website Step 3 Determine your marketing channels • • • HCA’s website/Facebook Articles in resident’s committees/constituency’s newsletter Organise recruitment talk at HCA’s and partner’s premise & get existing volunteers to share their experiences Step 4 Determine your marketing message • Use “You can do it” message – highlight impact on patents’ and their families-provide important emotional support, empathy Step 5 Determine Response Mechanism • Easy online sign-up/hard copy form 31 Recruitment campaign (Short-term Programme – Event helper) Steps Application - Short-term Programme Step 1 Determine who you want to recruit • • Young people between 20 to 35 Short-term / ad-hoc volunteers Determine the type of volunteer recruitment to use: • Warm body recruitment – no special skills needed Step 2 Determine budget • To minimise budget, depend on word of mouth and cheap channels such as social media / organisation’s website Step 3 Determine your marketing channels • • • • • HCA’s website & Facebook Recruitment video on Youtube Corporate supporter, schools in the neighbourhood Email blast to donors, contacts, ad-hoc volunteers Banner outside its premise Step 4 Determine your marketing message • Use direct ask for help – state date and time volunteers are needed Step 5 Determine Response Mechanism • Easy online sign-up 32 Conclusion Work out your recruitment strategies and tactics to attract right-fit volunteers. If you employ the right recruitment strategy, you may not have to do too many volunteer recruitment drives in the future. Make sure you know what you need volunteers for and cater your recruitment based on the kind of volunteers you need. Recruit them by making your programme sound exciting and fun and allow them to grow by offering skill-building opportunities. Show volunteers the possible impact that they are creating and how they are making a difference. 33 Concept map Step 1 Determine target recruitment audience Step 2 Determine Budget 5 Steps to plan a volunteer recruitment campaign Step 3 Determine marketing channels Step 4 Determine marketing message Five different recruitment types: 1. Warm body recruitment 2. Targeted recruitment 3. Concentric circles recruitment 4. Ambient recruitment 5. Brokered recruitment Calculate budget for recruitment and marketing channels Calculate budget for response mechanism Step 5 Determine response mechanism 34 Resources Text • McCurley S, Lynch R. (2011), Volunteer Management: Mobilizing all the Resources in the Community , 3rd Edition, Interpub Group (Chapter 5) Websites • The beginner’s guide to creating a volunteer recruitment campaign (2013). Retrieved on 22 Mar 2017 from http://www.volunteergenie.org.uk/the-beginners-guide-to-creating-avolunteer-recruitment-campaign/ • Volunteer Management Toolkit (Chapter 3). Retrieved on 22 Mar 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteermanagement/volunteer-management-elements/ • Volunteer Management Checklist and Manual 4. Retrieved on 22 Mar 2017 from National Volunteer and Philanthropy Centre website: http://knowledge.nvpc.org.sg/volunteermanagement-checklist-and-manual/ • How to recruit and keep volunteers (2011) by Do SomethingU.org. Retrieved on 22 Mar 2017 from YouTube’s website: https://www.youtube.com/watch?v=naXpI6H6p0A 35 VM05 Inside Out B229 Volunteer Management 6th Presentation 1 2 Learning Outcomes • Describe the volunteer selection process • Evaluate the different types of interviews and their effectiveness • Explain the different types of selection tools • Assess the suitability of candidates via the interview process • Match volunteers to volunteer positions created 3 Problem Analysis Joy is keen to join ‘Inside Out Café’ as a volunteer Invited to discuss the opportunity with the volunteer programme manager How to ensure that Joy is suited to volunteer? How does the selection process work? What selection tools to use? 4 The Selection Process Selecting volunteers who have the requisite skills and abilities is often challenging, frustrating, and perceived as a time-consuming process. However, volunteer managers should recognize that the selection process is critical. Why? Volunteers are the backbone of nonprofit organizations and they play an important role to ensure that the organization achieves its desired outcomes. MATCH Right Volunteer For e.g. Individuals who are afraid of dogs would not be the best candidates to volunteer at SPCA Right Volunteer Position 5 The Selection Process Apply / Show interest to be a volunteer with an organization (Selection Tool – Step 1, Application Form) Invited to attend an interview to learn more about the applicant (Selection Tool – Step 2, Interview) If the volunteer programme manager sees a Match between potential volunteer’s interests and suitable position within the organization Undergo Screening i.e. Background/ Reference checks (Selection ToolStep 3, Reference Checks) Receive necessary training to prepare for the volunteer position Become an official volunteer with the organization When all background checks are cleared 6 The Benefits With a holistic selection process in place, the organization is able to find the right roles for its volunteers. o People’s skills and experience are better matched to the needs and opportunities of the organization o Quality and safety of volunteer programs are improved o Risks and liability for people and the organization are reduced o Lays out the responsibilities of both the organizations and its volunteers o Fulfils the organization’s moral, legal and ethical responsibilities to the people it outreaches to 7 Selection Tools Step 2: Interviews Step 1: Application Forms Tools Step 3: Reference Checks 8 Selection Tools: Step 1, Application Form Application forms are an easy form of initial screening when recruiting new volunteers. The volunteer manager can learn about the background of the potential volunteer and also find out exactly what he/she is looking for in a volunteer position. In an application form, some common questions can include: o o o o o o Education background Employment history Previous experience as a volunteer What do you hope to gain from being a volunteer? How many hours could you commit each week? Any days/time slots that you prefer to volunteer? 9 Selection Tools: Step 2, Interview Purpose of Interviewing Volunteer: o learn more about the potential volunteer, o his or her interests, o abilities, o experiences, o what he or she is looking for in a volunteer capacity It helps to prevent future problems by ensuring that there is a clear understanding of the job requirements in the volunteer position, and to inform the volunteer about policies, procedures, and other organizational information. o suitability for volunteering positions 10 An interview provides an opportunity to match a role with a prospective volunteer's needs or tailor a role to a potential volunteer's background, skills, interests or availability. The interview questions can either be: Behavioural Description (What did you do?) OR Hypothetical Situations (What would you do?) Interviewing a volunteer is based on a 3-step approach: Step 1: Pre Interview Step 2: At the Interview Step 3: Post Interview 11 3 Steps Interview Process Step1: Pre-Interview As a volunteer programme manager, plan your interview process before setting up interviews with prospective volunteers. Things to Determine Explanation Length of the interview This will help you stick to your planned interview structure Interview venue A friendly and welcoming place that is quiet can avoid potential interruptions Questions to be amount of information to offer asked and It will allow one to strike a balance background between informing potential volunteers about the organization and learning more about their needs, expectations and background Allocation of volunteers to roles The process can be explained during within the volunteer projects the interview 12 Step 2: At the Interview Ensure that the interview is a welcoming and friendly experience for both parties o Start the interview with a brief background of the role, your programme and organization as this is a useful way to break the ice if people are nervous o Stick to the allocated structure and length of the interview o Use open-ended questions to avoid a simple 'yes' and 'no' answer o Give volunteers plenty of time to talk At the end of the interview, get the volunteer’s permission to conduct reference checks. Ask the prospective volunteer if they are interested in taking on a role in your organization. There's no use wasting time with screening or checks if they are no longer interested in the role. 13 Step 3: Post Interview Follow up activities after the interview are just as important as the interview itself. You would have found out enough about them to gauge how they would fit into a the role Reasons: No fit with volunteer position Lack of required skill (s) Didn’t pass background check Run reference checks Reject the applicant OR suggest other volunteering positions within the organization or volunteering opportunities with other organizations that may suit their needs. 14 5 Interview Types Structured Unstructured Telephone Interview Types Group Role Play 15 Interview Types Structured When to conduct: o The position requires more commitment o The work involved entails more responsibility o Position is highly sensitive Advantages Disadvantages Ease to compare results since the same Time consuming set of questions are used Quick to conduct since the same set of New questions cannot be added questions are used during the interview Interviewer can help the participant to Risk to give advice during the understand the question interview 16 Interview Types Unstructured When to conduct: o To find out more about volunteer’s skills and interest o The work does not involve much responsibility Advantages Disadvantages The informal atmosphere can encourage the volunteer to be open and honest Time consuming The interviewer can adjust questions and change the pace and/or direction in the midst of the interview Hard to compare results More valid information on volunteer’s values and opinions can be obtained 17 Interview Types Telephone When to conduct: o When unable to conduct a faceto-face interview o To narrow the volunteer applicant pool Advantages Disadvantages Cost and time effective Less personalized Able to determine the interviewee’s verbal communication skills and telephone techniques Unable to observe body language Comfortable setting Unable to get elaborated answers 18 Interview Types Role-Play* When to conduct: o To test the quick thinking of the volunteer applicant o To understand how the volunteer applicant will deal with potential issues Advantages Disadvantages Interviewer can learn more about the Can be stressful for the volunteer volunteer Can determine if the volunteer can handle complex issues Able to learn about the volunteer’s true level of comfort and ability 19 Interview Types Group When to conduct: o When the volunteer applicant has to work with a group of staff Advantages Disadvantages Time efficient as the organization Volunteer may feel intimidated and does not have to conduct multiple, interrogated separate interviews Volunteer may not share too much information due to being uncomfortable Can be confusing since different panelists may have different goals for the interview. 20 20 Which Interview Type? The decision of which type of interview should be used should be weighed against: o Resources available, e.g., time urgency, budget constraints or manpower available to conduct the interviews o Type of volunteer position being considered There is no perfect interview method o Every interview type has its advantages and disadvantages o Choose the one that best meets the situation and criteria 21 Selection Tools: Step 3, Reference Checks Ultimate goal: To verify, identity and weed out potential problems, especially problems that could arise from an undisclosed criminal history. Background checks should be conducted for particular volunteer positions: o working with children o working with homebound seniors o working with adults with special needs Example: If you are the child of an elderly parent, you would want to be assured that your loved one is not a target for abuse. ALWAYS notify and obtain the permission of the individual, when conducting a background check. 22 Reliability & Validity of Selection Tools Reliability: How best can you compare results? Example of Reliability o During an interview you ask the same question to different volunteers so that you can compare their answers Validity: How accurate is the tool? Example of Validity o If you devised a test to measure people's self-esteem, does it really measure self-esteem, or something similar such as extraversion? Use a combination to get the best outcome: Structured Interview + Role Play = More Valid 23 Rejecting a Potential Volunteer Sometimes, the organization might decide that the potential volunteer is not suitable for the role they have applied for. Let the volunteer know and tell them how and why this was decided. Best to do this face to face if possible, enabling them to ask questions. Honesty is the best policy! Offer alternative options i.e. refer them to other more suitable organizations Reasons for rejection: o No suitable position for the volunteer within the organization o Volunteer may have expectations that cannot be met by the organization o Volunteer and organization may have different philosophies o Volunteer may object to training schedules, reference checks etc 24 Answering the Unasked Potential volunteers may have burning questions that they may wish to ask but may be afraid to do so. Hence, to avoid this situation, one should Anticipate the questions and provide the answers. What are these unasked questions: o What do I really have to do? o How much time does it really demand? o Will it put pressure on my day job and/or family? o Are there any benefits for me? The earlier these questions are answered, the more likely the potential volunteer will become involved and committed. 25 The Intake & Matching • Volunteers have a desire to begin their volunteering journey as soon as they stumble upon a volunteering opportunity. • The long and thorough administrative intake process may tend to frustrate volunteers and this will discourage the volunteer, leading to disengagement. Solution: Volunteers to be kept well informed of what is happening and the organization should develop ways to involve and engage the volunteer even during this period. 26 Application Joy shows interest to be a volunteer with ‘Inside Out Café’ Anger prepares to send Joy for the necessary training to deal with potential youth-at-risk issues Anger invites her for a discussion to see if her interests and abilities make her a suitable volunteer to deal with kids from disadvantaged families Anger officially introduces Joy as an ‘Inside Out Café’ volunteer Let’s assume that Anger finds a Match between Joy’s interests the volunteer position He informs Joy that he needs to conduct background checks as part of the CC’s risk management process Meanwhile, he invites Joy to observe how the sessions at ‘Inside Out Café’ are run When all background checks are cleared 27 Application By inviting Joy to the CC to discuss the volunteering opportunity, Anger can learn the following: Understanding Joy Inference Rationale Learn more about Joy A student at Republic High School To assess her capabilities (both academically and nonacademically) at the school level Her interests Keen interest in working with children Her interests are aligned to that of the programme Her abilities Gets along well with kids Able to teach and mentor Her abilities match that of a good ‘Inside Out Café’ volunteer Experience 1st time volunteering Has prior experience as a tutor Her tutoring skills can be applied in this context Why she is keen to be a volunteer She wishes to help underprivileged kids and make a difference to the community Personal goals aligned to that of the organization Is she suitable Yes Based on her abilities and her 28 interests Application Anger invites Joy to discuss her volunteering opportunities. Type of Discussion Outcome Unstructured interview Ensure that the session is comfortable and so that he can obtain valid information on Joy’s values and opinions Structured interview The usage of standardized question can enable Anger to make a fair comparison against other potential candidates Role Play Can determine Joy can handle complex youth related issued Examples of questions Anger may have asked Behavioral Questions 1. Describe a memorable experience and explain why it was memorable 2. Describe a situation in school that you wished you could have handled better Hypothetical Questions 1. If a child has disciplinary problems during the tuition programme, how would you deal with the situation? He would also inform Joy that certain background checks must be conducted. 29 Conclusion o Selecting the right volunteer with a good fit with the volunteer position and the organization is important and they achieve this outcome with a robust volunteer selection process in place o The purpose of volunteer interviews is to learn more about the potential volunteer, his/her interests, abilities, experiences, and what he/she is looking for in a volunteer capacity o There are different types of interviews and each one has its advantages and disadvantages and the method(s) adopted should best meet the volunteer position 30 Apply / Show interest to be a volunteer with an organization (Selection Tool – Step 1, Application Form Concept Diagram Receive necessary training to prepare for the volunteer position Invited to attend an interview to learn more about the applicant. Types of Interviews: Structured Unstructured Telephone Group Role Play (Selection Tool – Step 2, Interview Become an official volunteer with the organization If the volunteer manager sees a Match between potential volunteer’s interests and suitable position within the organization Undergo Screening i.e. Background/ Reference checks (Selection Tool – Step 3, Reference Checks Meanwhile, the potential volunteer can be involved as an ‘observer’ to ensure When all that the volunteer is background actively engaged checks are cleared 31 References Reference Textbook McCurley S, Lynch R. (2011), Volunteer Management: Mobilizing all the Resources in the Community , 3rd Edition, Interpub Group (Chapter 6) Websites • Volunteer Management Toolkit (Chapter 3, Page 49 to 57). Retrieved on 27 Mar 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteer-managementelements/ • Methods of screening potential volunteers (2001). Retrieved on 27 Mar 2017 from Charity Village website: https://charityvillage.com/Content.aspx?topic=methods_of_screening_potential_v olunteers • Importance of Background Checks, Retrieved on 27 Mar 2017 from Privacyrights website: https://www.privacyrights.org/volunteer-background-checks-withoutgiving-up-privacy 32 B229 Volunteer Management 6P VM06 Strive The Best! 1 Diagram 2 Learning Outcomes • Discuss the relationship between training of volunteers and organisational needs • Describe how to plan an effective training programme • Distinguish the appropriate training materials for each volunteer position • Identify suitable training methods for new volunteers • Evaluate the effectiveness of a training programme • Describe the volunteer career path • Describe the process of talent identification and management 3 4 Question 1 Instructions: Refer to your worksheet and attempt Question 1 in your teams Training for Volunteers & Organisational Needs • Training is a process of providing volunteers with the ability to perform specific types of work. • An effective training programme teaches skills and behaviours that will help the organisation achieve its objectives and goals. • A comprehensive Orientation programme and an investment in continuous training for your volunteers will help them quickly adapt to your organisation’s working environment, perform their tasks at a higher level and also reinforce their commitment towards the organisation. 5 Training for volunteers • An organisation's planned efforts to improve current or future volunteer performance by increasing a volunteer’s ability to perform through learning, usually by changing the volunteer’s attitude or increasing his or her skills and knowledge. Focus Use of work experiences Goal Participation Training Development Current Future Low High Preparation for current job Preparation for changes Required Voluntary 6 Training and development of volunteers Training Competent Training for job function e.g. Basic Counselling Skills for Volunteer Mentor Leadership Enhancement e.g. Leadership training for Chairperson Basic Training on the organisation e.g. Introduction to Red Cross history, what the organisation do and organisation structure Performance of Volunteer 7 Stage 1- Orientation for volunteers • It is a process of preparing new volunteers with the basic information needed to do their jobs such as information about company policies. This is to provide a clear relationship between the volunteers and the organisation. • Sometimes, orientation is also referred to as ‘induction’ • Orientation/Induction Programmes may range from short, informal introductions to lengthy formal courses. 8 Importance of Orientation • Set clear job and organisational expectations • Improve volunteer job performance • Reduce volunteer’s anxiety • Reduce grievances • Reduce volunteer turnover • Reduce instances of corrective discipline 9 Orientation Kit Information Prompters Organisation’s essentials • • • • • Volunteer Management initiatives • Volunteer management vision and values statements • Benefits of being a volunteer in your organisation • Recognition programme • Administrative provision details –use of forms, obtaining office supplies, use of telephone and equipment, etc Volunteer Specific • • • • • • Corporate vision, mission and goals History and achievements Organisation’s structure Physical environment and facilities Safety, emergency and risk management procedures Job description Performance expectations Lines of reporting and support structure Terms of appointment Code of conduct and behaviors Training plan 10 Sample: Outline of Orientation Programme Time Activity 0900 Registration of participants 0930 Welcome Speech by President/Chairman of Organisation 0940 Ice breaker or Get-to-know you games 1000 Corporate Video 1020 Tea Break 1045 Briefing on the volunteer project : objectives, training schedules, list of benefiting organisations, assigned mentors, contact staff, etc 1130 Question & Answers session 1200 End of Orientation 11 Stage 2 - Job Function Training for volunteers Training in Job Functions A description of the functions of the volunteer: • This is what you should do and accomplish in your job • This is what you should not do • This is what you should do if you encounter the following situation E.g. A volunteer who is recruited to drive the elderly to medical appointment might be trained and instructed as follows: • DO: be on time or notify the programme coordinator at least 3 hours in advance if you are going to be late, help patients in and out of the car, use the recommended method of assisting patients from a wheelchair into the vehicle; follow the correct steps in folding and storing a wheelchair • DON’T: assist clients with in-home chores; offer to take clients to other appointments; take clients shopping; offer medical advice • IF: there is medical problem, immediately head to the nearest emergency room; if the client asks for your opinion of his/her doctor, tell the client you aren’t qualified to make such a judgement 12 13 Question 2 Instructions: Refer to your worksheet and attempt Question 2 in your teams Training Methods & Techniques Training Methods Training Technique When to use Classroom Instruction Lecture Suitable for providing information such as rules, policies, how to perform a task, or facilitate discussion Demonstration/ Practice Role-playing Case studies Audio-visual Training Power-point, Suitable for visual illustration, presentation software demonstration and capture Videos or video-clips audience’s attention. A good Other audio-visual supplement to classroom aids instruction Simulation Equipment simulators Business games Virtual Reality Suitable to train volunteers to achieve a set outcomes or results in a simulated real-life situation Training Methods & Techniques Training Methods Training Technique When to use ComputerBased Instruction e-learning Suitable for self-directed learning and to meet the busy schedule of volunteers On-the-Job Training Mentoring Suitable for a role that requires Coaching & Counseling a lot of guidance or require to show the step-by-step process to complete the task (online or offline application) Video conferencing Webinar (web-based seminar) Electronic Performance Support System (EPSS) 16 Question 3 Instructions: Refer to your worksheet and attempt Question 3 in your teams Evaluation of Training Level Criteria Focus Evaluation Tools and methods 1 Reaction Trainee’s feelings and thoughts – to what degree participants react favorably to the learning event Verbal reaction, feedback forms or questionnaires 2 Learning Acquisition of knowledge, skills and attitudes – to what degree the participants acquire the intended knowledge, skills and attitudes based on their participation in the learning event Assessment or tests before and after the training, interviews or observation can also be used 3 Behavior Improvement of behavior on the job – to what degree participants apply what they learned during training when they are back on the job Observation and interview over time are required to assess change 4 Results Effects on the business or environment – to what degree targeted outcome occur as a result of the learning event and subsequent reinforcement Measures are typically in place via management systems and reporting Source : Kirkpatrick’s four levels of training evaluation 17 Benefits of Volunteer Training For Volunteer Host Organisation For Volunteer Improves the utilization of Increases the value of resources in the organisation volunteers to the organisation Reduces the need for close Improves volunteers’ supervision efficiency and effectiveness Improves organisational Contributes to greater performance volunteer engagement Improves organisation’s Facilitates greater mobility branding/image within and outside the organisation 18 Stage 3 – Development of volunteers Development implies learning that is not necessarily related to the volunteer’s current job. It prepares volunteers for other positions in the organisation and increases their ability to move into jobs that may not yet exist. In contrast, training traditionally focuses on helping volunteers improve performance of their current jobs. Focus Use of work experiences Goal Participation Training Development Current Future Low High Preparation for current job Preparation for changes Required Voluntary 19 Volunteer Career Development Process Criteria for Success Data Gathering Focus on competencies needed for career success Include a variety of measures Feedback Maintain confidentiality Focus on specific success factors, strengths and improvement areas. Goal Setting Action Planning & Follow-up Involve Management and coaches/ mentors Involve management and coaches/mentors Specify competencies and knowledge to be developed Measure success and adjust plans as needed Specify developmental methods Verify that pace of development is realistic Adapted from Noe, RA., et al. (2011), Steps in the Career Management Process, Fundamentals of Human Resource Management, Global Edition, McGraw-Hill Irwin (Chapter 9) 20 Volunteer Career Development Process Data Gathering: Self-assessment Feedback • The use of information by volunteers to determine their career interests, values, aptitudes, behavioral tendencies, and development needs. • Personality Tests • Strong-Campbell Interest Inventory • Self-Directed Search • Information Volunteer Manager gives volunteers about their skills and knowledge and where these assets fit into the organisation’s plans. 21 Volunteer Career Development Process Goal Setting • Based on the information from the self-assessment and reality check, the volunteer sets short- and long-term career objectives. – Desired positions – Level of skill to apply – Work setting – Skill acquisition Action: Planning and Follow-Up • Volunteers prepare an action plan for how they will achieve their short- and longterm career goals. • Any one or a combination of development methods may be used. • Approach used depends on the particular development need and career objectives 22 Who is responsible for the Volunteer Career Development Process Volunteer Manager Volunteers Organisation *Timely Performance Feedback *Incorporate development plan in performance appraisal *Support career development *Mentoring role *Personal Responsibility *Develop skills & interests *Set own career goals *Development opportunities *Follow through *Clearly communicate expectations *Commit resources & budget *Provide T&D and self-assessment opportunities *Provide career info (e.g. Job posting system, ePortal) *Career Options 23 24 Question 4 Instructions: Refer to your worksheet and attempt Question 4 in your teams Succession Planning High Potential Volunteers High potentials consistently and significantly outperform their peer groups in a variety of settings and circumstances. While achieving these superior levels of performance, they exhibit behaviours that reflect their companies’ culture and values in an exemplary manner. Moreover, they show a strong capacity to grow and succeed throughout their careers within an organisation - more quickly and effectively than their peer groups do. Hence, succession planning tends to focus on high potential volunteers. 25 Volunteer Career Path An Example Volunteer Group Leader Programme Team Leader Board Member Facebook Administrator Flyers Distributor 26 Talent Management Talent Management (TM) is a process of attracting, retaining, developing and assessing volunteers – Such activities are often integrated into a talent management information system – The aim of TM is to optimize the use of human capital to attain organisational goals Importance of talent management practices: Succession Organisational Goals Business Strategies retaining attracting developing assessing •The key enabler of any organisation is talent •The quality of your people is your last true competitive differentiator •Talent drives performance 27 Performance - Potential Matrix Low --- Performance --- High • Formalise assessment of potential in addition to job performance in appraisals (for programmes) • Conduct potential / career assessment interviews to identify the talents High Performers Job Rotation, instead of promotions Mismatches Job posting Manage out Low ------------ High Flyers Advancement Job Redesign Other Programmes Low Performers Training Potential ------------------ High Adapted from: Alan Chapman (2013). People Performance Potential Model, retrieved on 29 Mar 2017 from Businessballs website: http://www.businessballs.com/peopleperformancepotentialmodel.pdf 28 29 Question 5 Instructions: Refer to your worksheet and attempt Question 5 in your teams Conclusion • Recruiting/acquiring volunteers does not guarantee they will perform effectively. Efforts must be expended to ensure volunteers know what to do, and how to do, through Orientation and Training & Development. • Training effectiveness can be optimised by adopting appropriate training methods, including mentoring and elearning. • It is important to identify and prepare senior volunteers with high potential and good performance for other positions in the organisation where they can contribute significantly. 30 Concept Diagram Managing Implement • Identify organisation and training needs Identify & Plan • Formulate appropriate training materials • Select suitable training methods • Evaluate the success of the training program • Volunteer Career Development • Talent Management Evaluate 31 Resources Recommended Textbooks • McCurley, S., Lynch, R (2011). Volunteer Management: Mobilizing all the resources of the Community, 3rd edition, Interpub Group (Chapter 7) • Noe, RA., et al. (2011), Steps in the Career Management Process, Fundamentals of Human Resource Management, Global Edition, McGraw-Hill Irwin (Chapter 9) • Noe, R.A., et al. (2011), Training Employees, Fundamentals of Human Resource Management, Global Edition,McGraw-Hill Irwin (Chapter 8) Websites • Kirkpatrick’s 4-level training evaluation model, retrieved 29 Mar 2017 from Mindtools website: http://www.mindtools.com/pages/article/kirkpatrick.htm • Alan Chapman (2013). People Performance Potential Model, retrieved on 29 Mar 2017 from Businessballs website: http://www.businessballs.com/peopleperformancepotentialmodel.pdf 32 B229 VOLUNTEER MANAGEMENT 6th Presentation VM07 Keeping them 2 3 Learning Outcomes 1. Identify ways to retain volunteers 2. Identify platforms to appreciate volunteers 3. Discuss ways to volunteers on track keep highly motivated 4 Recap: Motivation to Volunteer [VM01] Possible motivations of volunteers can be: 1. Help others 2. Widen social / career network 3. Feel needed 4. Share a skill 5. Get to know a community 6. Do something different from my job 7. Be challenged The list goes on…. 5 Maslow’s 5 Basic Types of Needs Fulfilled? SelfActualisation Esteem Love/ Belonging Desire to be true to own nature and realise personal potential - need for personal growth, self-fulfilment in areas of passion and individuality. Wanting self-esteem or respect of others - need for achievement, mastery, independence, recognition, importance, prestige, dignity, dominance and etc. Wanting to be free from loneliness or rejection desire for companionship, acceptance or being part of a group, love, social interaction and etc. Safety Wanting to be free from (or avoidance from) physical or emotional harm - free from fear, anxiety or chaos; need for stability, law and order, protection and etc. Physiological Refers to needs vital for survival such as need for food, water, warmth, shelter, sleep, procreation, excretion and maintenance of other bodily functions. Source: McShane, S. L. & Von Glinow, M. A. (2009). Organisational behaviour: [essentials]. Pages 93-94 6 Lowest to Highest Maslow’s 5 Basic Types of Needs SelfActualisation • People can have many needs but their lowest unsatisfied level will be the strongest arousal. Esteem • When lower level is satisfied, the next higher level becomes main motivator. Love/ Belonging Safety Physiological • If a level is not satisfied, people will get frustrated and this level will remain the main motivator until it is satisfied. • For Self-actualisation Needs, the more you satisfy, the stronger it becomes. Source: McShane, S. L. & Von Glinow, M. A. (2009). organisational behaviour: [essentials]. Pages 93-94 7 Lowest to Highest Maslow’s 5 Basic Types of Needs SelfActualisation • People can have many needs but their lowest unsatisfied level will be the strongest arousal. Esteem • When lower level is satisfied, the next higher level becomes main motivator. Love/ Belonging Safety Physiological • If a level is not satisfied, people will get frustrated and this level will remain the main motivator until it is satisfied. • For Self-actualisation Needs, the more you satisfy, the stronger it becomes. McShane, S. L. & Von Glinow, M. A. (2009). organisational behavior: [essentials]. Pages 93-94 8 Question 1 Instructions: Refer to your worksheet and attempt Question 1 in your teams 9 McClelland's Learned Needs Theory (nAch): Need For Achievement People with a strong need for achievement love challenging goals. They excel if there is a clear standard for performance. They generally strive to succeed. Need for Affiliation (nAff): People with a strong need for affiliation desire to build and maintain friendly & close interpersonal relationships. As such, they generally conform to others’ wishes and try to avoid any conflict or confrontation. Need for Power (nPow): People with a strong need for power want power for personal gains or interests (Personal Power) or want power to help others (Social Power). Source: McShane, S. L. & Von Glinow, M. A. (2009). organisational behavior: [essentials]. Pages 94-95 10 McClelland's Learned Needs Theory Dominant Motivator Characteristics of This Volunteer Achievement • Has a strong need to set and accomplish challenging goals. • Takes calculated risks to accomplish their goals. • Likes to receive regular feedback on their progress and achievements. • Often likes to work alone. Affiliation • Wants to belong to the group. • Wants to be liked, and will often go along with whatever the rest of the group wants to do. • Favours collaboration over competition. • Doesn't like high risk or uncertainty. Power • • • • Wants to control and influence others. Likes to win arguments. Enjoys competition and winning. Enjoys status and recognition. 11 Question 2 Instructions: Refer to your worksheet and attempt Question 2 in your teams 12 Recognition as a Retention Strategy Recognition refers to the action or process of recognizing or being recognized . Pros Cons Relatively easy to administer. Volunteers can end up having expectations towards the organisation. Leads to increase in volunteers’ commitment. Does not motivate individuals who are high on self actualization need. Shows that the organisation values the volunteers, able to win over their loyalty and this increases their morale. May not have the budget; example-give away awards. 13 Examples of Volunteer Appreciation Recognition as a retention strategy Volunteers Networking Events Certificate of Appreciation, letter of appreciation, long-service awards, feature in media interview, nominate for external awards, acknowledge volunteers’ efforts during committee meetings, giving complimentary tickets to special events 14 Examples of Volunteer Appreciation Assign challenging tasks/higher level position, explain to volunteer the impact he has created 15 Welfare as a Retention Strategy Welfare refers to taking care of the well being of the volunteers. Pros Cons Earn goodwill and enhance public image Costly to the organisation of the organisation. transportation claims). (meals/ Shows that the organisation values the Does not motivate individuals who are volunteers, able to win over their loyalty high on esteem or self actualisation, and increase their morale. organisational performance will be affected. With a good welfare plan, it makes future Volunteers can end up having recruitment more effective. expectations towards the organisation. 16 Examples of Volunteer Appreciation Welfare as a retention strategy Accessories – Volunteer tees, collar pin, mugs birthday card, season greetings, volunteer name card, volunteer email account, meals and transport reimbursement, volunteer family day/outing 17 Considerations in putting together a Welfare Package Assumption: All the volunteers are employed or have existing income Questions to ask : •Who are we developing the package for? •What are their needs? •What benefits and welfare to offer? •How to finance benefits and welfare? Types of welfare and benefits •Meals allowance •Recognition awards •Volunteer’s dinner •Training •Involvement in decision making 18 Question 3 Instructions: Refer to your worksheet and attempt Question 3 in your teams 19 Needs & Retention Recognition as a Retention Strategy Welfare and Benefits as a Retention Strategy Need For Achievement Self actualization E.g. Additional training E.g. Involved in decisionmaking Need for Power Esteem E.g. Appoint leadership position in committee E.g. Giving volunteers positions of responsibility Need for Affiliation Love/Belonging E.g. Thank you note and Family Day E.g. Senior volunteer to mentor new volunteer. Safety E.g. Create safe volunteering environment Physiological McClelland's Learned Needs Theory E.g. Providing meals / Transport claims Maslow’s 5 Basic Types of Needs Recognition as a Retention Strategy Welfare and Benefits as a Retention Strategy 20 Question 4 Instructions: Refer to your worksheet and attempt Question 4 in your teams 21 Conclusion • Reward and recognition are closely linked to meet volunteers’ motivation and needs. • Each volunteer has different motivation and needs. As the volunteer manager, you will need to work with the organisation to apply the appropriate retention strategy to retain the volunteers. • Organisation should offer volunteers intangible rewards which are more highly valued than tangible ones • An organisation with solid structures, clear lines of communication and good relationships will attract and keep good volunteers. 22 Concept Diagram Maslow’s 5 Basic Types of Needs •Self actualization •Esteem •Love/belonging •Safety •Physiological McClelland's Learned Needs Theory •Need for achievement •Need for affiliation •Need for power Retention strategies •Welfare (Pros and Cons) •Recognition (Pros and Cons) Motivated volunteers Organisational Performance 23 Resources Textbook • McCurley. S., & Lynch. R. (2011). Volunteer Management: Mobilizing all the resources in the community, (4th Edition). (Chapter 12). Place of publication: Interpub Group. Websites • Volunteer Learning Journey (2016). Retrieved on 12 Apr 2017 from RSVP Singapore website: http://rsvpfiles.s3.amazonaws.com/s3fspublic/VLC%20Flyer.pdf • McClelland's Human Motivation Theory (n.d). Retrieved on 12 Apr 2017 from Mind tools website: http://www.mindtools.com/pages/article/humanmotivation-theory.htm • How to Motivate Volunteers (n.d). Retrieved on 12 Apr 2017 from Volunteer Power website: http://www.volunteerpower.com/articles/motivate.asp B229 Volunteer Management VM08 6th Presentation 1 Diagram Learning Outcomes 1. Discuss the purpose of performance management. 2. Describe the process of performance appraisal 3. Explain standards for good performance 4. Discuss the environment that allows volunteers to provide on-going evaluation and feedback 3 Problem Analysis Performance Standard Performance Review Bad Volunteer? Shaun Good Volunteer? Jackie Performance Appraisal Performance Evaluation 4 Jordan Performance Management Performance Management is a process by which volunteer managers and volunteers work together to plan, monitor and review a volunteer’s overall contribution and performance of the volunteer host organisation. It is a continuous process of setting objectives, assessing progress and providing on-going coaching and feedback to ensure that volunteers are meeting their volunteering objectives, and at the same time, achieving the volunteer host organisation’s goals. 5 Performance Management It provides a two-way channel: • for volunteers to provide and receive feedback • for volunteer host organisations to get new ideas, improve current processes and increases engagement and rapport with the volunteers. For the volunteer manager, it allows you to consider the volunteers’ performances and suitability and evaluate if they should continue to volunteer with your organisation, or, should you prepare them to exit from your organisation. 6 What is Good Performance? Volunteer Host Organisations achieved their goals Volunteer see a value in volunteering Good Performance Plan for a performance appraisal/review for volunteers with both good and poor performances 7 Good Performance Paid Staff vs Volunteer Good Performance for Good Performance for volunteer paid staff = Meeting organisation’s goals += Meeting organisation’s goals + Good Working Attitude + Good Working Attitude + Good Teamwork + Good Teamwork + Good Behaviour + Good Behaviour Seeing a value in volunteering 8 Performance Standards Job Knowledge/ Competency Quality/ Quantity of Work 9 Examples of Performance Standards Eg., Volunteers helping out in the old folks home Performance review criteria Performance Standard Below Expectation Role Model Number of activities organised a year 2 activities 1 activity 4 activities Number of new activities organised At least 1 new activity No new activity 2 new activities Lots of guidance and handholding needed Plan and organise activities independently Able to plan and Planning and organising skills organise activity with guidance Teamwork Able to work with No teamwork fellow volunteers Excellent teamwork and ability to work with fellow volunteers 10 Performance Appraisal/Review • It is part of the performance management process and is conducted at a pre-determined, regular intervals (eg. Once a year or halfyearly) or in-line with the volunteers’ planned tenure with the volunteer host organisation (eg. If the volunteer has planned to volunteer for 6-months, a performance appraisal can be conducted at the end of the 6-months tenure.) • The volunteer manager organises a face-to-face session with the individual volunteer or leader of the volunteer group, and evaluate the progress by assessing or measuring their actual performance against the desired standard of performance • It focuses on how the volunteer performed in the immediate past, generally within a one-year period or less, depending on the nature of the volunteer role • It identifies areas of good performance, areas for improvements, assess volunteer’s caliber for future growth and development 11 Step 1: Set a schedule for performance appraisal Step 5 Exit management where applicable Performance Management 5 Steps Step 4: Post performance appraisal Step 2: Prepare for performance appraisal Step 3: Conduct performance appraisal 12 Step 1 – Set a schedule for performance appraisal • This should be conducted at a regular intervals (eg. Once a year or half-yearly) or in-line with the volunteers’ planned tenure with the volunteer host organisation (eg. If the volunteer has planned to volunteer for 6-months, a performance appraisal can be conducted at the end of the 6-months tenure.) • Ensure that this process is explained to volunteers or volunteer leader of a volunteer group (eg. Social Media Guru volunteer group) during the orientation and ensured that volunteers are comfortable with this process. • Ensure that volunteers are properly briefed and allow them to clarify tasks and expectations on their roles before they start their volunteering work. 13 Step 2 – Prepare for the performance appraisal • Set a date with the volunteer or volunteer leader from a volunteer group (eg. Social Media Guru volunteer group) • Book a meeting room or space where volunteers feel comfortable and ensure the privacy of the discussion • Prior to the performance appraisal, the volunteer manager should speak to the volunteers’ supervisor, staff working with the volunteers, fellow volunteers and beneficiaries to gather feedback on the volunteers or volunteer group’s performance. These are inputs for your discussion during the performance appraisal session • The volunteer manager should also prepare a performance appraisal form to document the volunteers’ performances and discussion during the performance appraisal 14 Sample Performance Appraisal Form 15 Step 3 – Conduct the performance appraisal • Bring the volunteer through the performance appraisal form. Support each area of feedback with clear examples • Give feedback on areas that volunteers have done well. Praise and recognise their contributions. • Give feedback on areas of improvements and discuss ways to improve volunteers’ performance • Where applicable, the volunteer manager could also discuss training and development plan for the volunteer. This is part of volunteer career path development as covered in VM06. • Ask volunteers for feedback on the volunteer host organisations. Eg., areas of improvement, new volunteer areas that volunteers have identified to meet beneficiaries’ or volunteer host organisation’s needs • At the end of the session, thank the volunteers for their time and contributions. 16 Step 3 – Conduct the performance appraisal • Considerations when conducting the performance appraisal: Share with volunteers what will be assessed during appraisals Focus on volunteers’ work or action Allow volunteers to conduct a self-assessment Be objective when writing down comments on the volunteers’ performance Treat all volunteers equally 17 Step 3 – Conduct the performance appraisal Who Should Conduct? Fellow volunteers Volunteers’ supervisors Volunteer Manager only or Volunteer Manager with any of these stakeholders Beneficiaries interacting with volunteers Committee Members Staff working with volunteers 18 Sample Volunteer self-assessment form 19 Step 3 – Conduct the performance appraisal Types of Appraisal Interviews Correctable Promotable Unsatisfactory but correctable Satisfactory and promotable Unsatisfactory Source: Gary Dessler (2005), Human Resource Management (10th edition), Prentice Hall Inc, Chapter 9 Satisfactory Unsatisfactory and uncorrectable Satisfactory and not promotable 20 Uncorrectable Not Promotable Step 3 – Conduct the performance appraisal Types of Appraisal Interviews Type Descriptions Satisfactory The volunteer’s performance is satisfactory and and promotable there is a promotion ahead. Volunteer Manager’s objective is to discuss with the volunteer on his/ her plans to develop or go for further training Satisfactory and not promotable This is for volunteers whose performance is satisfactory but for whom promotion is not possible. The volunteer manager should discuss with the volunteer on how to improve his/ her performance so they he/she can be promoted in the next review period Unsatisfactory but correctable The interview objective is to lay out an action plan to better improve the volunteer’s performance Unsatisfactory and uncorrectable The interview objective is to find out what is hindering the volunteer from performing well. Is it the differences in goals or are there any conflicts between the volunteer manager and the volunteers 21 Challenges in Performance Appraisal • Unclear Objectives: Volunteer Manager may not set a clear standard for the volunteers on the first day and the standards they gave may be unmeasurable • Different Expectation: The “Good” standard set by the Volunteer Manager may differ from the “Good” standard set by the volunteers. • Halo Effect: Volunteer Manager often rates the volunteers that are more introvert on the lower traits under teamwork • Bias: Volunteer Manager may have the tendency to allow individual differences such as age, race and gender to affect the appraisal rating 22 Step 4 – Post performance appraisal • The volunteer manager needs to ensure that the performance appraisal and notes are properly filed or entered into the volunteer database system. • Identify any follow up actions to be taken and have a plan to execute these actions. Eg., sending volunteers for training, implement suggestions from volunteers. • Set a date for the next performance appraisal. 23 Step 5 – Exit management where applicable • Volunteers may choose to the volunteer host organisations when the tenure of their service ends or for other reasons such as change of job and family situations. • Volunteer manager should conduct a proper exit management. This allows the volunteer host organisations to understand the reasons for the volunteers leaving and to find solutions to improve in any areas that contribute to the volunteers exit. This helps to maintain good relationships with the volunteers and these may increase the chances of them returning to volunteer in the future. • The volunteer manager would: get volunteers to complete the exit interview form. clarify on any of the inputs in the exit interview form File the exit interview form or notes in the volunteer file or entered into the volunteer database system. 24 Sample - Exit interview form 25 Environment to Encourage Feedback Besides the formal performance management process where some volunteers may not be comfortable with, volunteer manager should create an environment to encourage regular feedback. Some ideas: Ask volunteers for input after an activity or task is completed Praise volunteers and show recognition of good performance immediately after the completion of an activity or task Make an effort to get to know volunteers beyond their role Provide forums for information and opinion exchange, eg Volunteer Tea, Volunteer Networking Session, 26 Environment to Encourage Feedback • Schedule regular times for small meetings with groups of volunteers • Show volunteers that opinions are heard and respected • Engage paid staff in this 2-way communication process 27 Application to Problem • Jackie should apply performance management on Shaun and Jordan • He should clarify the roles he expects from both of them and see if their views align with his goal (e.g. He should let Shaun knows that the pens need to be clean daily.) • On the other hand, he should recognise Jordan’s good effort and reward him. • Jackie should continue to monitor how all volunteers perform and support them in the daily tasks he wants them to do 28 Application to Problem • Jackie should NOT be the only one to appraise Shaun and Jordan • Instead, he should seek the opinion from the other volunteers; other staff; and visitors (stakeholders) and Shaun or Jordan themselves 29 Shaun Jackie Jordan Application to Problem Step 1: Set a schedule for performance appraisal Step 5 Exit management where applicable Performance Management 5 Steps Step 4: Post performance appraisal Follow up on the issues brought up in the appraisal, file the appraisal form and set a date for the next appraisal. Inform Shaun and Jordan that there will be a session for appraisal and set the date/ time/ venue with them Step 2: Prepare for performance appraisal Prepare Shuan and Jordan for the performance appraisal with a selfassessment form. Gather feedback from fellow volunteers, staff, Mr Hay himself, visitors. Step 3: Conduct performance appraisal Bring Shaun & Jordan through the appraisal form, feedback on areas that they have done well and areas to improve on. Discuss training & developmental opportunities 30 Application to Problem • Jackie can then set a date and time to meet up with Shaun and Jordan separately for the performance appraisal • Following are some questions, Jackie may ask: 1. Whether or not they are achieving their goals 2. What they are supposed to be achieving in their role, i.e. why their role exists 3. What they are currently doing well and what areas require improvement 4. How they are impacting others in the farm 31 Application to Problem Jackie can measure their performance based on the following: Shaun Jordan Quantity of work Just stick to handling of farm visits and educational tours Handling farm visits and educational tours as well as doing other chores around the farm Initiative/ Commitment Poor; will spend the free time sleeping and lazing around Good; have the initiative to come out with new ideas Creativity/ Problem Solving Poor; no evidence on his creativity Good; develop new ways to engage students Teamwork/ Cooperation Good; have good relationship with everyone in the farm Poor; he is an introvert that does not interact with anyone in the farm Good Average Communication 32 Application to Problem Jackie should come out with an action plan to help Shaun to improve his performance. E.g. Through training Correctable Unsatisfactory but correctable Promotable Satisfactory and promotable Shaun Unsatisfactory Satisfactory Unsatisfactory and uncorrectable Uncorrectable Satisfactory and not promotable Not Promotable Jackie should discuss with Jordan on how to improve his communication skills so he can be promoted in the next review period Jordan 33 Application to Problem Jackie should also create an environment that is conducive to provide feedback by: 1. Get to know Shaun and Jordan more by chatting with them 2. Listen to Shaun and Jordan’s suggestions 3. Provide a feedback box for the volunteers and visitors to the farm to submit their feedback 4. Hold a monthly feedback meeting with the volunteers and staff in the farm 34 Application to Problem Challenges from Problem Statement • Unclear Objectives: Jackie did not make the objectives clear for both Shaun and Jordan • Different Expectation: Jackie's standards are different from Shaun’s standards • Halo Effect: Jackie has rated Jordan “Poor” in his teamwork as he don’t really talk much lower traits under teamwork • Bias: Jackie has the tendency to give Shaun a better grade as Shaun is closer to him 35 Conclusion • The appraisal is NOT the end of process, it is the start of the volunteer performance management process • It is an ongoing process and the volunteer manager should discuss with the volunteers about their performance throughout the review period • Performance management can be described as a formal TWO-WAY system that aims to develop, motivate, and improve the performance of the volunteers + the volunteer host organisation 36 Concept Map Step 1: Set a schedule for performance appraisal Step 5 Exit management where applicable Performance Management 5 Steps Step 4: Post performance appraisal Step 2: Prepare for the performance appraisal Step 3: Conduct the performance appraisal Unsatisfactory but correctable Satisfactory and promotable Unsatisfactory and uncorrectable Satisfactory and not promotable 37 References Recommended Textbooks 1. Steve McCurley and Rick Lynch (2011), Volunteer Management: Mobilizing All the Resources of the Community (3rd edition), Interpub Group Corporation, Chapter 11 Reference Textbooks 1. Gary Dessler (2005), Human Resource Management (10th edition), Prentice Hall Inc, Chapter 9 Website 2. Volunteer Management Toolkit (Chapter 6, page 72-82) Retrieved on 28 Mar 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteer-managementelements/ 3. The difference between performance management and performance appraisal (n.d.). Retrieved on 28 Mar 2017 from Talent Management 360 website: http://talentmanagement360.com/the-difference-between-performance-managementand-performance-appraisal/ 4. Sree Rama Rao (2010), The Appraisal Interview. Retrieved 28 Mar 2017 from CiteManagement Article Repository of Cite.Co website: http://www.citeman.com/9501-the-appraisal-interview.html 38 B229 Volunteer Management VM09 6th Presentation HomeWorks 1 Learning Outcomes 1. Discuss the need for volunteer programme evaluation 2. Explain the various types of evaluation 3. Identify appropriate evaluation tool in relation to the type of evaluation 2 Problem Analysis Is the project effective? Is the project sustainable? Project HomeWorks How to go about evaluating? 3 4 Why the need for volunteer program evaluation? • It is a way to gather information and feedback for continuous knowledge and growth to improve on the volunteer programs and services. • It is an evaluation exercise to determine the volunteer programs’ true value in order to strengthen the program. • It is to provide useful information to assist the senior leadership, boards of directors, staff and volunteers in decision making. 5 What do we need to find out? • • • • Are volunteers satisfied with their positions? Are they getting the support that they need? Are they feeling engaged? Is there any information that we can gather from volunteers' insights to better support and retain others? • Do volunteers have suggestions as to how we can better train them, stay connected or recognize them? 6 Types of Evaluation o Mission-based Evaluation (e.g. can the student volunteers understand the mission of the YEP?) o Output-based Evaluation (e.g. numbers of hours student volunteered in the YEP) o Customer-based Evaluation (e.g. satisfaction level of the kids or villagers the they helped in the YEP) o Standards-based Evaluation (e.g. is the standard of the wall painting or school built by the volunteers acceptable) o Outcome-based Evaluation (e.g. can the kids in the village have a better education or basic education) Note: Youth Expedition Project (YEP) has been a key youth development programme of National Youth Council that encourages volunteerism among youth to embark on community ServiceLearning projects overseas. 7 Mission-Based Evaluation Mission-Based evaluation examines the impact of a volunteer program by a simple standard – to what extent do volunteers assist the organisation in achieving its mission and purpose. In other words, this evaluation method looks at whether the volunteers connected with an organisation are directly involved in work that ought to be done. e.g. RSVP Proguide – programmes support RSVP Mission? 8 Output-Based Evaluation Output-based evaluation measures the value of the volunteer program. There are a variety of possible outputs to measure. Generally, we look at the overall contribution of effort provided by volunteers to the organisation: • • • • Number of volunteers involved during the past year Number of volunteer hours Number of clients served Number of staff or department assisted It is important to determine in advance what you want to track, since doing so will involve efforts from both on the volunteer program manager as well as the volunteers. e.g. Sunlove Marsling – RP wide; total number of students, total number of elderly benefitted, total number of programmes 9 Output-Based Evaluation Other values that volunteers might bring would be : • Cash contributed by volunteers • In-kind donation by volunteers • Out-of-pocket contribution by volunteers As the volunteer manager, you might want to track some additional items related to how the volunteer program operates: • Average length of service per volunteer • Number of hours per volunteer per week • Volunteers in different categories of age, race, gender, etc • Range of jobs performed by volunteers • Number of volunteers turnover during the year 10 Customer-Based Evaluation A third method for measuring effectiveness lies in conducting customer service surveys about the volunteer program and its work. There are three primary customer groups whom you might wish to include in this effort: • Volunteers • Clients • Staff 11 e.g. HCA Hospice Care – Sunflower Remembrance Day; caregivers, nurse, volunteer (how programme support family to cope with grief?) Customer-Based Evaluation • Each of the customer groups can be surveyed to determine the extent of their relationship with the program and their levels of satisfaction with its operation. • This process will create a measure of program effectiveness by ascertaining feedback from customers about their level of satisfaction with its operations and at the same time create a system for obtaining their suggestions as to how to improve the operations of the program as it affects them. 12 Standards-Based Evaluation A fourth method of measuring effectiveness lies in comparing it to industry or national standards. These standards may either suggest or require certain methods of operation. Some are for the overall evaluation of the program, some concentrate on standards for volunteer involvement and some are on the standards of the end products. This approach is valuable in that it not only examines the elements within the volunteer program, but also looks at other factors within the organisation that will impact the ultimate effectiveness of the volunteer program. E.g. standard of cleanliness for cleaning the house or safety level of the school built by volunteers e.g. Willing Heart – cooking (e.g. HPB nutritious value?) 13 Outcome-Based Evaluation Outcome-based evaluation tracks a program logic model : “Inputs that lead to Activities that create Outputs that foster Outcomes” This method can be quite complex and professional assistance is required. This evaluation is very expensive in terms of time and money and it is difficult to track what is happening to clients. Measuring long-term changes in attitude, behaviour or status in clients is an especially complex and expensive undertaking. Of course, when it works, outcome-based evaluation is really good. It impresses clients, funders, prospective volunteers and everyone else. e.g. Beautiful People – Free for Good Programme: keep job, stay clean? 14 Tools for Evaluation • Focus Groups • Interviews via face-to-face • Survey via phone or mail or on a website • Suggestion boxes and feedback forms • Observations • Case studies 15 e.g. could be a mix of tool, apply to context, which tool is more effective Application to Problem The Need for Evaluation Project HomeWorks To gather information and feedback so as to learn and grow continuously and to improve the volunteer programs and services. The existing services : - Improve safety of the home - Improve sanitation of the home - Develop a sense of volunteerism in the youth To determine the volunteer programs’ true value and to strengthen the program • To make a difference by improving the living condition of the elderly, the sick and the physically-challenged all over Singapore To assist the senior leadership, • To put together a report on the boards of directors, staff and success or effectiveness of the volunteers in decision making program and to determine if changes ought to be made to the project in future 16 Application to Problem Project HomeWorks Evaluation Methods Evaluation Tools o Mission-based Evaluation (e.g. can the volunteers understand the mission of the spring cleaning? It is to help the elderly to have a decent home) o Output-based Evaluation (e.g. numbers of home visit volunteers visited) o Customer-based Evaluation (e.g. satisfaction level of the elderly for helping them to clean the home) o Standards-based Evaluation (e.g. cleanliness level of the home after volunteers do their spring cleaning) o Outcome-based Evaluation (e.g. can the elderly take care of themselves and maintain the cleanliness level at home) Checklist, interviews, surveys and questionnaires are feasible tools for conducting of the evaluation 17 Concept Diagram Measuring Volunteer Program Effectiveness Volunteer Program 1. 2. 3. 4. 5. Types of Evaluation Mission-based Evaluation Output-based Evaluation Customer-based Evaluation Standards-based Evaluation Outcome-based Evaluation Evaluation Tools Focus groups; Interviews; Questionnaires; Case Studies; Surveys; Observations; Program logic model; Checklists 18 References Recommended Textbook 1. McCurley. S., & Lynch. R. (2011). Volunteer Management: Mobilizing all the resources in the community, (4th Edition). (Chapter 15). Place of publication: Interpub Group. Websites 2. Lori Gotlieb (2011), Evaluation: Your Tool to Volunteer Program Success. Retrieved 09 May 2017 from Charity Village website : https://charityvillage.com/Content.aspx?topic=evaluation_your _tool_to_volunteer_program_success# 19 Industry Visit B229 Volunteer Management VM10 – LET’S FIND OUT SCHEDULE Learning Phase 0915 – 0930 1 Go through quiz for VM09 and instructions for industry visit Learning Phase 0930 – 1500 2 0930 – 1000 Travelling to Cerebral Palsy Alliance 1000 - 1115 Understanding stakeholders Students will learn from industry partner, Cerebral Palsy Alliance , its volunteer management practices. Students to tour Cerebral Palsy Alliance’s various facilities including social enterprise workshops Students to complete worksheet during this period. 1115 – 1200 Students get an opportunity to volunteer at GROWorkshop and interact with Cerebral Palsy Alliance’s client. 1200 – 1300 Lunch 1300 - 1500 Students get an opportunity to volunteer at GROWorkshop and interact with Cerebral Palsy Alliance’s client. 1500 – 1600 Debrief and Travelling back to Republic Polytechnic 2 LEARNING OUTCOMES Describe the business activities and volunteering needs of the client Explain the role of a volunteer manager in the context of the client Perform the role of a volunteer Identify an area that requires volunteers for clients 3 An overview of volunteering [VM01] Understand your client What are the business activities? Identify the sector and types of volunteers client has. Examples of current volunteer programmes - special education services, day activity centre 4 An overview of volunteering [VM01] What is the role of a volunteer manager? 5 An overview of volunteering [VM01] What is the organization chart? 6 An overview of volunteering [VM01] What is the reporting structure of the volunteer manager? 7 Conceptualisation of volunteer programme [VM02] Does the volunteer programme goals align with the organisation’s goals? E.g. – Travel skills volunteer programme => Aligns with the organisation’s vision “to empower all persons with Cerebral Palsy to realise their full potential and lead fulfilled, dignified lives’ Travel skills – equip Cerebral Palsy Alliance’s clients with skills and abilities to travel on public transport, thus helping clients to gain independence and integrate with the society. Staff involved Roles Special education teachers • Identify needs for volunteers, write job description • Manages & motivate volunteers Volunteer Manager • Recruit, match, train, motivate volunteers 8 Creation of volunteer positions [VM03] How does the Volunteer Manager plan for the volunteer resources? How do you calculate the optimal number of volunteers required? 9 Recruiting the right volunteers [VM04] What are the volunteer recruitment campaigns utilized by the client? What are the marketing and communications channels client has used in recruiting its volunteers? 10 Matching volunteers to positions [VM05] Describe the client’s volunteer selection process Type of interview use? Any background check conducted on volunteers? How does Cerebral Palsy Alliance decide and match volunteers to the volunteer positions available? 11 Training & development of volunteers [VM06] Are training provided to volunteers? Which training methods and techniques are used? Is there a talent management process? Cerebral Palsy Alliance Orientation Programme 12 Retention of volunteers [VM07] Which retention strategies are used to retain volunteers? What are some ways and platforms that Cerebral Palsy Alliance uses to recognize volunteers’ contributions? 13 Challenges faced in volunteer management What are the challenges faced in volunteer management? Are there support from staff and management? 14 Conclusion The industry visit allows you an opportunity to see how volunteer management is practiced in the industry providing services to people with special needs. The reporting structure of a volunteer manager varies from one organisation to the other. In Cerebral Palsy Alliance Singapore, the volunteer manager is a full time staff, reporting to the Advocacy and Marketing Manager. There will be challenges in volunteer management. Timely resolution of the issues are important in ensuring that the volunteer programme could continues, and maintain a good staff-volunteer relationship. 15 Concept Map Business activities & volunteering needs Design volunteer programme to achieve organisation’s goals 16 B229 Volunteer Management VM11 6th Presentation 1 Role of VM/ VC To Manage the Volunteer Management Process 2 Problem Analysis Conflict! Resolution! How can Captain America resolve the conflicts? How can Captain America better manage the staffvolunteer relation? How can Captain America better understand department needs and get staff support to engage volunteers to run the programme 3 Learning Outcomes • Discuss staffs’ perception and expectation of volunteer behaviour and performance • Identify factors that impact volunteer-staff relationships • Explain the steps to resolve conflict • Identify patterns of challenging behaviour amongst volunteers 4 Staff-Volunteers Conflict Cause of conflict – different points of view/ concerns/ expectations between staff and volunteer As a volunteer manager, how do you resolve conflict between volunteers and staff, and ensure a good staff-volunteer relationship? 5 Problems with volunteer performance Problems with volunteer performance occur most often when: 1) What is required of the volunteer in the job is unclear, causing volunteer to either leave or take things into their own hands 2) Volunteer’s contribution is not recognised, causing unhappiness 3) Volunteers do not know when they are not performing well 4) There are no opportunities for training and development Preventive Measures: Have clear volunteer job descriptions During the selection and matching phase, explain to volunteer his/her role and responsibilities Use formal and informal ways of recognising volunteers Use Recognition or Welfare Retention Strategies Reward volunteers individually as well as a group Give regular honest feedback Conduct regular performance appraisals/ reviews Ensure that all new volunteers undergo orientation and job function training before they embark on their volunteering assignment Provide regular training sessions Utilise guest speakers as trainers or senior volunteers to train/mentor new volunteers Consider supporting the volunteer in gaining qualifications (E.g. Certificate in Counselling) Adapted from: A Guide & Index to Volunteering Queensland Inc’s Volunteer Management Resources (n.d). Retrieved 24 May 2017, from the Volunteering Queensland website: https://www.tennis.com.au/innisfail/files/2014/08/A-Guide-to-Volunteering-Queensland-Inc-Volunteer-Management-Resources.pdf 6 Problems with volunteer performance Problems with volunteer performance occur most often when: 5) Managers do not take the time to listen and understand volunteers’ changing experiences and needs 6) A volunteer does not adapt or cope well with change 7) A volunteer does not have the knowledge or skills to do the job, creating more work for the staffs 8) There are no resources or facilities (phone, computer, room to pack items) to do the job Preventive Measures: Schedule time to listen to volunteers Ensure volunteers know when is the ‘best’ time to approach the volunteer manager or supervisor Gather regular feedback about various aspects of the programme Give plenty of notice about upcoming changes (wherever possible) Ensure volunteers understand why the change is necessary Give support and encouragement Have clear job descriptions, application and selection process Consider using ‘skilled’ or ‘professional’ volunteers Provide training to equip volunteers Only put volunteers in a role if you have the required resources 7 Staff Resistance Volunteer Manager needs to recognise that staff resistance to having volunteers may be caused by their perceptions of the situation leading to five key issues: Issues Perceptions 1. Lack of Trust • The staff feels that volunteer manager does not have enough influence to help. • The staff is afraid that volunteers might take over paid positions. • The staff feels that the volunteer manager does not know the needs of his or her department. 2. Lack of Perceived Need (eg. Need for volunteer programme, need for volunteers’ help) • The problem which arose does not affect the staff person in an obvious way. • Other needs of the staff seem to be of higher priority. • The staff person feels that the organisation should solve problems by giving more paid help, and they do not see the need for volunteers to work in their unit. Source: McCurley. S., & Lynch. R. (2011). Volunteer Management: Mobilizing all the resources in the community, (3th Edition). (Chapter 13). Interpub Group. 8 Issues 3. Lack of Imagination (e.g never have a volunteer to run a social media campaign to publicise programme 4. Lack of Confidence (e.g. can volunteer do a good job?) 5. Lack of Satisfaction Staff Resistance Perceptions • Fear of unanticipated consequences. • Fear of being punished for acting without approval of higher authority. • Staff resist help because they do not see any hope of a solution. • The staff feels that there might be better ideas. • The staff is not sure if the volunteer is capable of doing that. • The staff person resists help because he feels that the assistance the volunteer manager or volunteer offers will not help solve the problem. • The staff is not sure if he has made the right decision to adopt the proposed solution. • The staff is afraid that others may react negatively to the course of action. • The staff is afraid that the volunteer manager may not fulfill the part of the bargain. 9 Summary of Causes of Conflict and Solution The common problems that cause conflict between volunteers and staff are either because of competency issues or staff support issues. The problems are summarized over four categories in the table below and possible solutions are provided for each broad category. Conflict Solution Staff Support: Staff are worried that his/ Identify and address paid staff concerns her job will be replaced about the introduction of volunteers Staff support: Volunteer roles and the Identify and clarify the roles of both the staff roles are not clearly defined volunteers and staff Competencies: Volunteer do not have Develop & brief volunteers on the the same level of expertise as compared standard procedures to follow when to paid staff executing a task Competencies: Volunteer are not Provide training for volunteers independent and staff find it easier to do the tasks on their own 10 Thomas-Kilmann Conflict Model The Thomas-Kilmann Conflict model or TKI is designed to measure a person's behavior in conflict situations. "Conflict situations" are those in which the concerns of two people appear to be incompatible. In such situations, we can describe an individual's behavior along two dimensions, assertiveness and cooperativeness. These two basic dimensions of behavior define five different modes for responding to conflict situations. • assertiveness, the extent to which the person attempts to satisfy his own concerns, and • cooperativeness, the extent to which the person attempts to satisfy the other person's concerns. 11 Thomas-Kilmann Conflict Model Five modes for responding to conflict situations Mode 1.Competing Dimension Description assertive and • uncooperative • • 2. Accommodating unassertive and cooperative • • • 3. Avoiding unassertive • and uncooperative • • The individual pursues his own concerns at the other person's expense. Power-oriented mode in which one uses whatever power seems appropriate to win their own position. Competing means "standing up for your rights," defending a position which you believe is correct, or simply trying to win. Complete opposite of competing. Individual neglects his own concerns to satisfy the concerns of the other person. There is an element of self-sacrifice in this mode. Accommodating might take the form of selfless generosity or charity, obeying another person's order when you would prefer not to, or yielding to another's point of view. Neither pursues his own concerns nor those of the other individual. Thus he does not deal with the conflict. Avoiding might take the form of diplomatically sidestepping an issue, postponing an issue until a better time, or simply withdrawing from a threatening situation. Source: Thomas-Kilmann Conflict Mode Instrument. (n.d) Retrieved 24 May 2017, from the Kilmann Diagnostics website: http://www.kilmanndiagnostics.com/overview-thomas-kilmann-conflict-mode-instrument-tki 12 Thomas-Kilmann Conflict Model Mode Dimension Description 4. Collaborating assertive and (eg. Partnership cooperative with YCS – YCS/RP members as volunteers: meet both needs, win-win) • • 5. Compromising (e.g. Collaboration with OSG for storage space: move items to meeting room & nobody can use it) • moderate in both assertiveness and cooperativeness • • • • • Complete opposite of avoiding. Collaborating involves an attempt to work with others to find some solution that fully satisfies their concerns. It means digging into an issue to pinpoint the underlying needs and wants of the two individuals. Collaborating between two persons might take the form of exploring a disagreement to learn from each other's insights or trying to find a creative solution to an interpersonal problem. The objective is to find some expedient, mutually acceptable solution that partially satisfies both parties. It falls intermediate between competing and accommodating. Compromising gives up more than competing, but less than accommodating. Likewise, it addresses an issue more directly than avoiding, but does not explore it in as much depth as collaborating. In some situations, compromising might mean splitting the difference between the two positions, exchanging concessions, or seeking a quick middle-ground solution. 13 Thomas-Kilmann Conflict Model Application: • Once you understand the different modes, you can use them to think about the most appropriate approach (or mixture of approaches) for the situation you're in. • You can also think about your own instinctive approach, and learn how you need to change this if necessary. • Ideally you can adopt an approach that meets the situation, resolves the problem, respects people's legitimate interests, and mends damaged working relationships. 14 A Conflict Resolution Process • A starting point for dealing with conflict is to identify the overriding conflict style used by you; the volunteer manager, your volunteers, and your colleagues. • Next, use the 5 steps process to resolve the conflict. Source: Conflict Resolution – Resolving conflict rationally and Effectively (n.d.). Retrieved 24 May 2017 from Mind Tools website: http://www.uvm.edu/~aellis5/Mind.tools.pdf 15 Step One: Set the Scene • Make sure that people understand that the conflict may be a mutual problem, which may be best resolved through discussion and negotiation rather than through raw aggression. • If you are involved in the conflict, emphasize the fact that you are presenting your perception of the problem. Use active listening skills to ensure you hear and understand other's positions and perceptions. – Restate – Paraphrase – Summarize • And make sure that when you talk, you're using an adult, assertive approach rather than a submissive or aggressive style. 16 Step Two: Gather Information • Try to get to the underlying interests, needs, and concerns of the other party. Ask for his/her viewpoint and confirm that you respect his or her opinion and need his or her cooperation to solve the problem. • Try to understand his or her motivations and goals, and see how your actions may be affecting these. • Try to understand the conflict in objective terms: Is it affecting work performance? Damaging the delivery to the client? Disrupting team work? Hampering decision-making? Be sure to focus on work issues and leave personalities out of the discussion. • Listen with empathy and see the conflict from the other person's point of view. • Identify issues clearly and concisely. • Clarify feelings. 17 Step Three: Agree the Problem • This sounds like an obvious step, but often different underlying needs, interests and goals can cause people to perceive problems very differently. You'll need to agree with the problems that you are trying to solve before you'll find a mutually acceptable solution. • Sometimes different people will see different but interlocking problems – if you can't reach a common perception of the problem, then at the very least, you need to understand what the other person sees as the problem. 18 Step Four: Brainstorm Possible Solutions • If everyone is going to feel satisfied with the resolution, it will help if everyone has had fair input in generating solutions. • Brainstorm possible solutions, and be open to all ideas, including those you have never considered before. 19 Step Five: Negotiate a Solution • By this stage, the conflict may be resolved: Both sides may better understand the position of the other, and a mutually satisfactory solution may be clear to all. • However, you may also have uncovered real differences between your positions. This is where a technique like winwin negotiation can be useful to find a solution that, at least to some extent, satisfies everyone. • There are three guiding principles here: Be Calm, Be Patient, Have Respect. 20 Creating a System of Good Volunteer‐Staff Relations To achieve a good volunteer-staff relationship, the organization needs to have the following eight elements in place: 1) Overall Policy on Volunteer Involvement (VM02 Conceptualise volunteer programme) 2) Assessment of Staff Capabilities (VM02 Conceptualise volunteer programme) 3) Staff Orientation to the Volunteer Programme (VM02 Conceptualise of volunteer programme & VM03 Creation of volunteer positions) 4) Personalized Volunteer Position Creation (VM03 Creation of volunteer positions) 5) Early Monitoring of Volunteer Placements (VM05 Matching volunteers & VM06 Training and development for volunteers) 6) Staff Control and Responsibility in Volunteer Management (VM02 Conceptualise volunteer programme) 7) Feedback and Recognition (VM07 Retaining & motivating volunteers) 8) Ongoing Relationship Building (VM08 Evaluating volunteer performance) 21 APPLICATION TO PROBLEM Captain America Volunteer Manager Deadpool Volunteer Incredible Hulk Case Manager 22 Application: Conflict 1 – Deadpool Vs Incredible Hulk Deadpool 1) Unsure of his role 2) Feels that Incredible Hulk not a very nice person 3) Willing to compromise Deadpool Volunteer Incredible Hulk 1) Feels annoyed by Deadpool, is the volunteer, as he perceives that Deadpool gives him more problems 2) Doesn’t want to compromise things as he doesn’t want the service standard to drop. 3) Feels that his department’s needs are not met Incredible Hulk Case Manager 23 Application: What should Captain America do? Step 1: Captain America will first need to find out the source of conflict. Using Thomas-Kilmann Conflict Model, Captain America needs to identify the conflict behaviour of Incredible Hulk and Deadpool in a conflict situation. This step can be applied before a face-to-face conflict resolution process. Conflict Parties Thomas Kilnman Mode Rationale Incredible Hulk Competing Incredible Hulk doesn’t want to compromise as he doesn’t want to lower the service standards of his department. He feels that engaging volunteers is a waste of time. Deadpool Compromising Deadpool may not like Incredible Hulk very much, but he is willing to compromise. 24 Step 2: Captain America can apply the 5 steps conflict resolution process to facilitate a peaceful resolution between Incredible Hulk and Deadpool. Steps for Conflict Resolution Application Step 1: Set the Scene Captain America needs to ensure that the conflict may be a mutual problem between Incredible Hulk and Deadpool. It is best resolve through discussion and negotiation, and best spoken in an assertive tone. Step 2: Gather Information Captain America will need to find out the underlying interests, needs and concerns of both Incredible Hulk and Deadpool. He can try to understand them, and listen with empathy and see the conflict from Incredible Hulk and Deadpool’s point of view. Step 3: Agree to the Problem Captain America will need to have both Incredible Hulk and Deadpool’s agreement to the problems in order to find a middle ground. Step 4: Brainstorm Possible Solutions Once Captain America has heard what everyone has to say, he may lead a brainstorm session for possible solutions, including those that have never been considered before. Step 5: Negotiate a Solution By this stage, Captain America may have resolved the conflict. He needs to remember three guiding principles: Be Calm, Be Patient, Have Respect. 25 Application: Conflict 2 – Incredible Hulk Vs Captain America Incredible Hulk Captain America 1) Feels that the decision to get 1) Feels that Incredible Hulk is resisting volunteers is a top management help decision 2) Feels that Incredible Hulk should 2) Feels that the volunteer manager, manage Deadpool Captain America, doesn’t understand 3) Feels that Incredible Hulk should the department’s needs engage volunteers’ help to meet the 3) May have a wrong misconception of manpower crunch manpower deployment Incredible Hulk Case Manager Captain America Volunteer Manager 26 Application: What should Captain America do? Step 1: Captain America will first need to find out the source of conflict. Using Thomas-Kilmann Conflict Model, Captain America needs to identify the conflict behaviour of himself and Incredible Hulk in a conflict situation. This step can be applied before a face-to-face conflict resolution process. Conflict Parties Thomas Kilnman Mode Rationale Incredible Hulk Competing Incredible Hulk doesn’t want to compromise as he doesn’t want to lower the service standards of his department. He feels that Captain America does not understand his department needs. Captain America Collaborating Captain America wants to work with Incredible Hulk to re-look at the issues raised while ensuring that the manpower needs are met. 27 Step 2: Captain America can apply the 5 steps conflict resolution process to facilitate a peaceful resolution between himself and Incredible Hulk. Steps for Conflict Resolution Application Step 1: Set the Scene Captain America needs to ensure that the conflict may be a mutual problem between himself and Incredible. It is best to resolve through discussion and negotiation, and best spoken in assertive tone. Step 2: Gather Information Captain America will need to find out the underlying interests, department needs and concerns of Incredible Hulk in engaging volunteers. Step 3: Agree to the Problem Captain America and Incredible Hulk will need to agree on the problems in order to find a middle ground. Step 4: Brainstorm Possible Solutions Captain America to discuss with Incredible Hulk the possible solutions to engage volunteers effectively in order to meet the department’s manpower needs. Step 5: Negotiate a Solution By this stage, Captain America may have resolved the conflict. He needs to remember three guiding principles: Be Calm, Be Patient, Have Respect. 28 Conclusion • Conflict may happen whether or not if there is a real problem • Conflict usually occurs when two individuals with differing opinions come together, and no compromise can be met • Conflict resolution requires patience, understanding and fairness on the part of the peacemaker • At times, there can be no solution to a conflict and a compromise will need to be agreed on 29 Concept Diagram Apply Thomas-Kilnman’s Conflict Model Competing Collaborative Compromising Accommodating Avoiding Conflict Happens between Staffs, Volunteers and Volunteer Manager Setting the Scene Gather Information Agree to the problem Brainstorm possible solutions Negotiate a solution 30 Resources Reference Textbook: 1. McCurley. S., & Lynch. R. (2011). Volunteer Management: Mobilizing all the resources in the community, (3th Edition). (Chapter 13). Interpub Group. Websites: 1. Conflict Resolution – Resolving conflict rationally and Effectively (n.d.). Retrieved 24 May 2017 from Mind Tools website: http://www.uvm.edu/~aellis5/Mind.tools.pdf 2. Workplaces that work: Staff-volunteer Relations (n.d). Retrieved 24 May 2017 from hrcouncil.ca website: http://hrcouncil.ca/hr-toolkit/workplaces-staff-volunteer.cfm 3. A Guide & Index to Volunteering Queensland Inc’s Volunteer Management Resources (n.d). Retrieved 24 May 2017, from the Volunteering Queensland website: https://www.tennis.com.au/innisfail/files/2014/08/A-Guide-to-Volunteering-Queensland-IncVolunteer-Management-Resources.pdf 31 VM 12 6th Presentation Pick-Me-Up B229 Volunteer Management 2 Learning Outcomes Discuss the risk management in volunteer management Identify areas of liability in a volunteer programme Identify the risks faced by volunteers during volunteering Identify ways to mitigate risks identified for the volunteer programme 3 Problem Analysis Overcome the risks Advise Sunshine Centre Identify types of risks Propose risk management strategies 4 Risk management Risk management is designed to allow volunteer manager to forecast risks in advance and then to take proactive steps to deal with these identified risks in a purposeful fashion. Risk management: Increases your chances of succeeding in an activity or preventing a loss Minimises the effect of a loss that could not be prevented Gives the volunteer manager, staff and volunteers the confidence to pursue their mission without the fear of legal action or harm Approaches risk in a structured and calculated manner, rather than being haphazard. 5 Potential risks *People include – beneficiaries, volunteers, staff, the public Source: Volunteer Management Toolkit (page 42-44). Retrieved on 21 Apr 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteer-management-elements/ 6 Types of risks faced by volunteers Stress Burn-out Dealing with at-risk beneficiaries Abuse of positions Unsafe volunteering conditions Environmental risks Source: Running the risk (n.d.) Retrieved on 21 Apr 2017 from Volunteering Australia’s website: http://www.volunteeringaustralia.org/wp-content/files_mf/1377053059VAManagersrunningtherisk.pdf 7 Volunteer programme Liability There are three basic areas in which potential liability problems are likely to occur in volunteer programme : Liability of the Individual Volunteer Volunteers may encounter legal problems in any of the 3 areas : • Criminal Liability • Civil Liability • Breach of obligation to the organisation Liability of the Organisation to the Volunteer When a volunteer joins the volunteer host organisation, the volunteer host organisation assumes certain obligations to that volunteer such as : • Protection from harm • Personnel rules Liability of the Organisation for the Actions of their Volunteers If a volunteer injures another or commits wrong doing that is within the scope of duties, the volunteer host organisation will be held responsible for negligent in hiring, training or supervision of the volunteer. Source: McCurley, S., Lynch,R., (2011). Volunteer Management : Mobilizing all the resources of the Community, (3rd edition) (Chapter 14). Interpub Group 8 Risk Management Framework • Brainstorm a list of possible dangers & situations • Continuous process to review & update Step 1 : Identify Risks Step 2 : Evaluate Risks Step 4 : Review & update procedures Step 3 : Plan Risk Control • Likelihood to Happen • Magnitude of harm • Prevent risks or minimise harm or transfer liability Source: McCurley, S., Lynch,R., (2011). Volunteer Management : Mobilizing all the resources of the Community, (3rd edition) (Chapter 14). Interpub Group 9 Step 1 : Identify risks • Brainstorm a list of possible dangers & situations The volunteer manager brainstorms a list of possible dangers, situations, or problems that might occur during the operation of the programme. The intent of this process is to develop a master list of things that might go wrong in the operation of the programme. Areas to focus on include : √ Physical abilities required to perform tasks √ Attitude and maturity to perform work safely √ Worksite and equipment √ Skills required to perform work √ Nature of the clientele √ Procedures 10 • Likelihood to happen • Magnitude of harm Step 2 : Evaluate Risks The risks are then prioritized in terms of likelihood of occurrence and magnitude of harm. This prioritizing allows the volunteer manager to begin working with the risk that has the most likelihood of occurrence and greatest magnitude of harm. Eg., high, medium or low likelihood to happen. Work takes place in a normal office setting under staff supervision Work allows unsupervised off-site contact between volunteer and clients 11 Assess impact of key risks identified For each risk identified, assess the potential impact and likelihood of risk occurring. The higher the frequency and severity of the risk, the more attention the volunteer host organization should pay to that particular risk factor. Source: Volunteer Management Toolkit (page 42-44). Retrieved on 21 Apr 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteer-management-elements/ 12 Step 3 : Plan Risk Control • Prevent risks or minimize harm or transfer liability Decisions are then made for each specific risk. The basic types of possible responses are : Stop the Activity : This option could include delaying the activity until adequate preparation has been made to engage in it safely. Eliminate the Risk : This would involve changing the operation of the programme to reduce the likelihood of the risk occurring. This could involve changing volunteer host organization’s procedures, paying closer attention to personnel requirements, updating equipment, etc. Minimise the harm : This would include developing emergency procedures to deal with disasters when they do occur. Transfer the liability : Move the consequences of the risk to some other party, eg., via an insurance policy. 13 Step 4 : Review & Update procedures • Continuous process to review and update As additional information is obtained about potential risks and solutions, additions and changes are made to volunteer host organisational’s procedures Eg., screening, training, and supervising volunteers 14 Risk management strategies Identify risks for each volunteer position Rewrite volunteer position descriptions Screen potential volunteers based on potential risks Train volunteers in risk preparedness Train Staff Create procedures for risk-based supervision Review and Update Source: McCurley, S., Lynch,R., (2011). Volunteer Management : Mobilizing all the resources of the Community, (3rd edition) (Chapter 14). Interpub Group 15 Examples Organisation/Service Type Healthcare Risk management strategies Screening, training & supervision of volunteers Adhere to hygiene policy – eg., 7steps in hand wash, apply hand sanitizer before and after touching a patient, wear gloves for some procedures Volunteers to sign indemnity form Eg. Metta Home for the Disabled -shut down for flu outbreak -request for volunteers’ contact details for contact tracing -2 buddies to 1 resident -volunteer training by zoo staff, walk the ground 16 Examples Organisation/Service Type Sports, adventure, recreation related programme Risk management strategies Screening of volunteers Coaching qualifications/licenses verification of coaches/volunteer trainers Site licenses verification to ensure it has the required licenses and adhere to safety standards Compliance with sport governing body standards 17 Examples Organisation/Service Type Youth and children related programme Risk management strategies Screening, training and supervision of volunteers Pair/group volunteer instead of 1-1 volunteering Volunteer photo ID/sign-in on volunteer log book for each volunteering activity Sign non–disclosure form 18 Application: Step 1: Identify potential risks Potential Risks Examples of risks Liability areas Road accident (stress) √ caused by unsafe volunteer driver √ caused by unsafe vehicle owned by volunteer driver Liability of the individual volunteer (civil liability) Physical injury to volunteers or clients (unsafe volunteering conditions) √ injury to elderly while being assisted into or out of vehicle Liability of the volunteer host organisation for the actions of the volunteer √ injury to volunteer driver while assisting elderly into or out of vehicle √ injury to volunteer driver while loading elderly’s wheelchair into the vehicle Liability of the volunteer host organisation to the volunteer √ volunteer driver unfamiliar with route and becomes lost, thus missed appointment √ volunteer has been working late and did not turn up to pick elderly for the appointment. Liability of the individual volunteer (breach of obligation) Failure of driver to meet scheduled appointment (stress) 19 Application: Step 1: Identify potential risks Potential Risks Examples of risks Liability areas Handling difficult elderly (dealing with at-risk beneficiaries) √ elderly has breathing difficulty during the trip and cause stress to volunteer driver √ elderly makes accusation regarding improper behaviour of volunteer Liability of the volunteer host organisation to the volunteer Improper activity by volunteer driver (abuse of power) √ volunteer initiates home visits without informing the volunteer manager and steals cash from the elderly Liability of the individual volunteer (criminal liability) √ volunteer gives herbal medicine to the elderly while waiting for his/her turn to see the doctor, and elderly develops allergic reactions to the herbal medicine √ volunteer abuses elderly who is being transported (eg., scold the elderly) Liability of the volunteer host organisation for the actions of their volunteers 20 Application: Step 2: Evaluate risks Potential risk Risk impact Potential frequency of risk occurring Severity of risk should it occur Road accident High Low - risk has not occurred before, but there is a possibility when road traffic is heavy High - if either the volunteer or client sustain serious injuries Physical injuries to volunteers or clients Low Low – volunteers are trained in handling the clients and wheelchairs Moderate to high - depending on the type of injuries sustain Failure of driver to meet scheduled appointment Low Low – stand by driver can be activated Low - client could still make it for the appointment Handling difficult elderly Medium Medium – staff are trained to assign suitable volunteers to transport the client Medium -volunteers are briefed on the clients’ conditions and trained to handle unexpected situations. Low – volunteers are briefed on the Do’s and Don’t, background screening are conducted to recruit suitable volunteers High - volunteer host organisation’s reputation is at stake for not screening the volunteers properly Improper activity by High volunteer driver 21 Application: Step 3: Plan risk control Based on the perceived risks, the following strategies and actions are developed: Screening • Ask volunteer about any physical limitations that would impact driving or provide assistance to the elderly • Gain permission to check driving record, valid driver’s license, copy of valid vehicle insurance policy and perform background checks • Test for suitability for job by exploring responses to sample driving problem scenarios Training for staff • Train staff to deploy suitable volunteers to transport the elderly or people with disabilities • Train staff to check for volunteer’s suitability such as requesting for vehicle safety inspection document, test volunteer’s driving skills or knowledge of routes • Get emergency contact number for volunteer • Identify training areas for volunteers to equip them with the skills to complete the assigned tasks 22 Application: Step 3: Plan risk control Training for Volunteer • Train in aiding elderly or people with disabilities in and out of the vehicle • Provide demonstration on wheelchair handling and operation • Role play on possible difficult scenarios during the transportation • Do’s and Don’ts for volunteer such as who to contact during an emergency, no medical advice to be given to the elderly • Provide procedures and forms for accident reporting Supervision • Assign standby volunteer driver to transport elderly in case the assigned driver could not make it • Provide photo identification card to volunteers so that elderly could verify the volunteer’s status • Seek feedback from volunteer during the annual performance appraisal for any improvement to the programme • Provide mentor/buddy to guide new volunteers and accompany them for the first trip 23 Application: Step 3: Plan risk control Insurance • Provide insurance coverage to cover injuries to volunteers and the elderly/people with disabilities 24 Application: Step 4: Review and update procedures Review and Update • Encourage volunteers to report potential problem situations and build these into discussion sessions for volunteers to identify solutions • Continuously update and improve risk management by maintaining a list of problem situations and using them to develop new training tools and supervisory procedures 25 Common mistakes in risk management plan They are formally prepared, but never implemented or regularly revised They cover the risks that are easy to treat and leave the difficult risks untreated They rely too heavily on insurance as a strategy They assume the organisation’s insurance covers the risks that it does not The risk management plan is not amended when insurance policies alter or new activities begin 26 Conclusion o o o o Safety is everyone’s responsibility You may call them “common sense”, “safety measures” or simply “good management” Whatever the label, these decisions and strategies put your program on a solid footing and in many respects enable your volunteer program to stride confidently toward its mission Ultimately, the best defense to volunteer liability situations is a well-managed volunteer program 27 Concept Map Volunteer host Organisation Review & update risk management framework Overview of Risk Management Apply risk management strategies to volunteer programs Examine risk management strategies 28 Resources Textbook 1. McCurley, S., Lynch,R., (2011). Volunteer Management: Mobilizing all the resources of the Community (3th Edition), (Chapter 14) Interpub Group, NY. Website 1. Running the risk (n.d.) Retrieved on 21 Apr 2017 from Volunteering Australia’s website: http://www.volunteeringaustralia.org/wpcontent/files_mf/1377053059VAManagersrunningtherisk.pdf 2. Katharine Gaskin (n.d.), Risk Toolkit: How to take care of risk in volunteering - A guide for organisation. (Page 37). Retrieved on 21 Apr 2017 from The Institute for Volunteering Research’s website: http://www.woodlandways.org.uk/downloads/CharityRiskToolkit.pdf 3. Volunteer Management Toolkit (page 42-44). Retrieved on 21 Apr 2017 from National Volunteer & Philanthropy website: http://knowledge.nvpc.org.sg/volunteer-management/volunteermanagement-elements/ 29 B229 Volunteer Management VM13 6th Presentation 1 Role of VM/ VC To Manage the Volunteer Management Process 2 Learning Outcomes • Identify stakeholders in volunteer programmes/projects • Identify resources needed for the volunteer programmes/ projects • Apply environmental scanning tools to analyse the business environment in relation to volunteer management • Develop business and marketing strategies in response to analysis of business environment in relation to volunteer management 3 Problem Analysis 4 Who are Stakeholders? • Stakeholders are individuals or groups with an interest in the volunteer project or programme, because they are involved in the work or affected by the outcome • Stakeholder management involves taking into consideration the different interests and values stakeholders have and addressing them during the duration of the project to ensure that all stakeholders are happy at the end 5 Primary and Secondary Stakeholders • Primary stakeholders are those stakeholders that have a direct stake in the organisation and its success • E.g. Staff and Shareholders – they are directly impacted by the company’s financial performance and they also have direct influence to the business • Secondary stakeholders are those that have an indirect stake in the organisation • E.g. Residents who live near the company and may be affected if the company’s operation polluted the air 6 Why the need to identify Stakeholders? • Stakeholders may affect the organisation’s decision, resource allocation and implementation of strategies • Identifying the stakeholders and understanding their interest or influences will help the volunteer manager to better manage the stakeholders, volunteer project/programmes and resources 7 Stakeholders Management Four main steps: 1. Identify stakeholders 2. Assess their interest and influence 3. Develop communication management plans 4. Engage and influence stakeholders 8 Stakeholders Management Four main steps: 1. Identify stakeholders Who are involved in the volunteer programme Who will be affected by the volunteer programme Who are the owners, shareholders, sponsors, customers Any statutory and regulatory bodies involved 9 Stakeholders Management 2) Assess their interest and influence How will the stakeholders be affected by the volunteer programme Will they be supportive What are their expectations Who and/or what influences the stakeholders’ view of the volunteer programme Who in the volunteer programme is best to engage with the stakeholder 10 Stakeholders Management 3) Develop communication management plans Based on the stakeholder analysis conducted in Step 2, the volunteer manager will develop a communication management plan to engage the stakeholders Stakeholders who have high levels of interest and influence will be managed differently from those with stakeholders of low interest and influence in the project 11 Stakeholder’s Potential for Cooperation With Organisation Strategies to Manage Stakeholders Stakeholder’s Potential for Threat to Organisation High High Low Low Stakeholder Type 4 Mixed Blessing Stakeholder Type 1 Supportive Strategy: Collaborate Strategy: Involve Stakeholder Type 3 Non-supportive Stakeholder Type 2 Marginal Strategy: Defend Strategy: Monitor Source: Jose Solera (March 2009). Project Decelerators – Lack of Stakeholder Support. Retrieved 6 June 2017 from SV Project Management website: http://svprojectmanagement.com/project-decelerators-%E2%80%93-lack-of-stakeholder-support 12 Communication Plan Detailed Plan General Information Stakeholder Strategy Type Level of Information Mixed Blessing Collaborate Detailed plan such as the costings, budget etc NonSupportive Defend Outreach plan such as the number of participants, guests and what are their background Marginal Monitor General Information of the volunteer project/ programme such as the date, time and venue Supportive Involve Action plan such as the project timeline, scheduling etc 13 Stakeholders Management 4) Engage and influence stakeholders Execute the communication plan 14 Example: Stakeholders in a Volunteer Programme – Outing to zoo with Metta Home for the Disabled Visitors to the zoo Zoo Secondary Stakeholders e.g. Concerns on beneficiaries’ meaningful experience at the zoo Secondary Stakeholders Outing to zoo Primary Stakeholders Sponsors e.g. Concerns on the budget & branding e.g. Concerns on behavior of Metta Home’s beneficiaries Primary Stakehoders Metta Home for the Disabled e.g. Concerns on the programme and safety of beneficiaries 15 Stakeholder’s Potential for Cooperation With Organisation Example: Strategies to Manage Stakeholders Stakeholder’s Potential for Threat to Organisation High High Sponsors Mixed Blessing Strategy: Collaborate Low Low Metta Home for the Disabled/ Zoo Supportive Strategy: Involve Visitors to zoo* Visitors to zoo* Non-supportive Marginal Strategy: Defend Strategy: Monitor 16 Scanning The Business Environment • Volunteer Manager should formulate the business and marketing strategies for its organisation based on the: a) Business environment b) Community needs 17 Formulate Strategies Based on Business Environment Volunteer Manager should analyse both the internal and external environment, and identify the oopportunities to build good working relationships with the stakeholders • External Environment – A new trend of like-minded corporations working together to fulfil a community need Volunteer manager can think about how they could craft volunteer programmes to appeal to corporations and their partners Eg., ‘50 hours of giving’, is a collaboration between MediaCorp, Sheng Siong and Singapore Pools. It is a community service team relay where the 3 organisations pledged to perform 50 hours of community service together (MediaCorp, Sheng Siong, Singapore Pools team up for community service relay (6 July 2015). Retrieved on 6 June 2017 from Channel Newsasia’s website: http://www.channelnewsasia.com/news/singapore/mediacorp-sheng-siong-singaporepools-team-up-for-community-serv-8244514 18 Formulate Strategies Based on Business Environment • Internal Environment – A change in the service area of the volunteer host organisation Eg., HCA Hospice has set up an office in each community development council district (Central Singapore, North West, South West, North East, South East), in order to serve patients living in that area. Thus, there is a need to recruit volunteers to serve patients in these areas. Its volunteer manager work with the grassroots leaders in each of the community development council districts to recruit residents in that area as volunteers. 19 Formulate Strategy Based on Community Needs Define Stakeholder Community Needs • What are the needs of the community? • E.g. There are many healthy retirees who are looking for ways to contribute back to the community and to stay connected with society. Value Creation and Delivery • As a volunteer manager, how do you create and value-add to the stakeholders based on the needs of the community? How would you include the retirees in your programme? • E.g. A Student Care Services can recruit retirees to read to students who are poor in English • E.g. The National Library Board recruits seniors to run the library services. Its Chinatown library is fully run by volunteers. 20 Identify Resources for Volunteer Project/Programme Areas Examples Budget • • What are the areas that require budget? Eg. Printing of brochures, event banners, volunteer t-shirt, insurance coverage, meals, drinks, venue rental, licensing fees Manpower • Types of volunteers roles, number of volunteers, any special skills needed such as volunteer first-aider Licensing/ Permits • Food, Plant and Animals licensing for sales of food & beverage, animal exhibition Construction Permits for temporary erection of multi storey structures Public entertainment license COMPASS (Composers and Authors Society of Singapore) permit to play music at events Police license for closure of road for events such as marathon, cycling, etc • Different types of projects would require different types of licensing and permits Schedule & logistic plan • • • • • Communications Plan • Have an overall project schedule to manage the different aspects of the project/programmes Itemised the logistic needed A good communication plan to keep all stakeholders updated on the progress of the project/programme 21 Sample of Programme Budget Programme Budget Volunteer Programme Budget Operations/ Project Marketing/ Recruitment Reward & Retention Training & Development Overhead Rental of project venue Printing of recruitment flyers Cost for Plaques Rental of training workshop venue Staff Salary Refreshment Printing of recruitment banners Rental of venue for ceremony Refreshment for training workshop Rental fee for office Logistics Printing of organisation's pamphlets Refreshment Trainer Fee Electricity Bill Printing of certificates Printing of training materials Goodie bags 22 Schedule of Volunteer Programme • The schedule is the tool that communicates what work needs to be performed, what resources of the organisation are needed to perform the work and the time frame in which that work needs to be performed • The schedule should reflect all of the work associated with delivering the project/ programme on time • Without a full and complete schedule, the volunteer manager will not be able to communicate the complete effort, in terms of cost and resources to deliver the project/ programme on time 23 Example: Scheduling for Habitat for Humanity 24 Example: Logistics Schedule Schedule for Event Is the evaluation form developed and printed? Evaluation & Feedback Are volunteers aware of their scheduled volunteer time? Access to Event Site Logistics Registration Who will help to distribute the food and drinks? Do volunteers have directions to the event? Is there a designated area for volunteer check-in Food, Beverages & Breaks Any contingency plan for bad weather? Weather & Attire Safety Is there a risk assessment plan? Any first-aider? 25 Application to Problem 26 Identify Stakeholders Secondary Stakeholders Shoppers Secondary Stakeholders National Environment Agency e.g. mix of bazaar stalls Singapore Civil Defense Force e.g. Concerns on food safety & grant permit for sales of food items by the social enterprises & safety Secondary Stakeholders Westgate merchants i.e. Concerns on sales competition Social Enterprise Bazaar e.g. Concerns on the mix of social enterprises to invite Primary Stakeholders CapitaLand raiSE Sponsor Key organizer e.g. Concerns on the budget & branding Primary Stakeholders 20 Social Enterprises e.g. Concerns on sales and outreach 27 Types of Stakeholders and Strategies to Manage Stakeholders Stakeholder’s Potential for Cooperation With Organisation Stakeholder’s Potential for Threat to Organisation High High CapitaLand Sponsors Mixed Blessing Strategy: Collaborate National Environment Agency/Singapore Civil Defense Force/Westgate Merchants* Non-supportive Low Strategy: Defend Low Social enterprises Supportive Strategy: Involve Westgate Merchants* & Shoppers Marginal Strategy: Monitor 28 Communication Plan Detailed Plan Stakeholder Type Strategy Information CapitaLand Mixed Blessing Collaborate Detailed plan such as the detailed budget, outreach and marketing plan, information of participating social enterprises, permits status National Environment Agency, Singapore Civil Defense Force, Westgate Merchants Non-Supportive Defend Food handling and safety plan, risk assessments plan, layout plan, emergency escape route, the community cause that the bazaar is supporting Westgate Merchants & shoppers Marginal Monitor Information of the bazaar such as the date, time and location in the mall raiSE/Social Enterprises Supportive Involve Action plan such as the project timeline, set up and tear down of stalls, space of each stall General Information 29 Identify Resources Areas Examples Budget • Design of event brochures, publicity campaign, volunteer t-shirt, insurance coverage, stalls setup, Manpower • To mann the bazaar stalls, distribute flyers Licensing/ Permits • COMPASS (Composers and Authors Society of Singapore) permit to play music at events National Environment Agency permit to sell food Singapore Civil Defence Force’s permit to certify that there is no obstruction or fire hazard on the booth layout • • Schedule & logistic plan • Communications Plan • Plan an overview schedule to determine when should the marketing be done, when to setup the stalls, when to apply for permits, etc • Logistics could include: Number of stalls required, powerpoint, chairs Set up time and date Number of manpower • A good communication plan to keep all stakeholders updated on the progress of the project/programme This include sponsors, regulatory bodies, social enterprises, Westgate Merchants 30 Budget Budgeting is important as it allows the volunteer manager to have an overview of the resources required for the bazaar. In the planning, we need to look at: 1. Assess what are the needs (e.g. manpower, publicity) 2. Determine what resources are needed (e.g. stalls, permits, insurance) 3. Recognise what you have (e.g. any existing branding banners that can be used) 4. Create categories (e.g. marketing, permits, logistics) 5. Establish targets (e.g. budget cap for each category) 31 Conclusion • Stakeholders can exercise different types of power and influence over an organisation • Stakeholder management supports an organisation's strategic objectives by influencing the interests of stakeholders • Stakeholder management may not affect the outcome of a decision, but it may be used to plan the implementation of the decision so that the negative consequences are mitigated or minimised • It also helps to create positive relationships through appropriate management of stakeholders’ expectations and interests 32 Concept Map Identify Stakeholders • • Who are the stakeholders? What are their needs? • • • • • Budget Manpower Schedule Licensing/permits Communication plans Stakeholders Management Identify Resources 33 References Websites 1. Stakeholder Management. Retrieved 12 June 2017 from Tutorials Point website: http://www.tutorialspoint.com/management_concepts/stakeholder_management.ht m 2. Jose Solera (March 2009). Project Decelerators – Lack of Stakeholder Support. Retrieved 12 June 2017 from SV Project Management website: http://svprojectmanagement.com/project-decelerators-%E2%80%93-lack-ofstakeholder-support 3. Stakeholder management (n.d.) Retrieved 12 June 2017 from apmknowledge’s website: http://knowledge.apm.org.uk/bok/stakeholder-management 34