Michigan’s Campaign to End Homelessness AmeriCorps Program Volunteer Handbook A guide to volunteer program development Michigan Coalition Against Homelessness Revised 10/21/13 0 Table of Contents Introduction Expectation: Volunteers are free 2 3 PART A Benefits of Volunteerism The difference between needing and wanting volunteers 4 4 PART B Ten Steps to Designing a Successful Volunteer Program 5 PART C Determining Volunteer Necessity 6 Step 1: Needs assessment 6 INSERT Risk Assessment 8 PART D Designing a Volunteer Program Step 2: Gaining buy-in Step 3: Creating a position description 11 11 11 PART E Volunteer Recruitment Step 4: Design a recruitment strategy Volunteer motivations Step 5: Start recruiting 12 12 14 16 Volunteer Management Step 6: Volunteer orientation and screening Step 7: Volunteer training 16 16 18 Volunteer Implementation Step 8: Run your project and implement your volunteers Volunteer Retention and Recognition 19 19 20 PART H Program Evaluation Step 9: Evaluate your volunteer program 23 23 Sample Sign-In Form PART I Program Reporting Step 10: Report your results in OnCorps Measuring “Change in Knowledge” 24 24 24 Appendix F: Recruitment Challenges Take the Boomer Challenge! Take the Veteran Challenge! 29 29 33 Appendix G: 35 Sample Intake/Exit Survey Appendices Appendix A: Volunteer Position Description Appendix B: Volunteer Motivation Chart Appendix C: PART F PART G PART J Conclusion Michigan Coalition Against Homelessness Volunteer Resources Appendix D: Sample Evaluation Survey Appendix E: Sample Evaluation Survey Partnering Organizations: AmeriCorps is made up of three main programs: AmeriCorps State and National, AmeriCorps VISTA, and AmeriCorps National Civilian Community Corps (NCCC). Each year, AmeriCorps offers 75,000 opportunities for adults of all ages and backgrounds to serve through a network of partnerships with local and national nonprofit groups. Michigan Coalition Against Homelessness (MCAH) is a statewide association of housing, shelter, and service providers to the homeless as well as concerned citizens. It provides information, data, training, best practices, and advocacy on issues pertaining to affordable housing and human services. In 2008, MCAH and Michigan State Housing Development Authority partnered to develop Michigan’s CTEH AmeriCorps Program. Managed by MCAH, the program places members with agencies that offer services to homeless or at-risk individuals. Michigan's Campaign to End Homelessness (CTEH) AmeriCorps program members fill a critical gap in services at agencies working with homeless populations. Acting as housing and services liaisons, they perform outreach activities and assist individuals experiencing homelessness or those atrisk of homelessness to assess barriers to housing, develop strategic plans, and identify housing opportunities. The Michigan Community Service Commission (MCSC), through the Corporation for National and Community Service, funds national service programs in Michigan, in the form of AmeriCorps and Learn and Serve. It also supports a variety of other initiatives related to service and volunteerism. The MCSC is housed in the Michigan Department of Human Services. Michigan Coalition Against Homelessness Revised 10/21/13 1 Introduction Volunteerism is widely respected for its value as an operative approach to service-based living. Both individuals looking to volunteer and those looking for volunteers understand the importance of volunteers in projects large and small. According to the Corporation for National Community Service (CNCS), 13,000 volunteers in the state of Michigan helped meet local needs, strengthened communities and increased civic engagement in 2012. The CNCS will commit more than $28,640,000 to Michigan communities through national initiatives to help increase volunteerism within the communities. Not only is volunteer recruitment a requirement for our program, it is a requirement for all AmeriCorps programs delegated through the CNCS. Some programs that have volunteer requirements in the state of Michigan are the Michigan Foreclosure Prevention Corps, Goodwill Grand Rapids AmeriCorps Partnership and Michigan’s Habitat for Humanity AmeriCorps program. Volunteering helps enhance the communities of Michigan, but also adds valuable experiences to your service year. Rarely does a potential volunteer just walk through the front door, but rather the process of recruiting, training and managing volunteers must be thoughtfully approached. If you put a little thought and planning into volunteers and you continue to invest in your volunteers over time, it will be rewarding for your term of service, the volunteer and the agency you are serving. 2 Michigan Coalition Against Homelessness Revised 10/21/13 Expectation: Volunteers are free Creating a successful volunteer experience takes work. In order to implement an effective volunteer recruitment and retention strategy, it is important for one to have a basic understanding of the steps to create a successful volunteer program. But before jumping into these steps, it is important to point out that volunteers are not without cost. Volunteer programs cost time and money; they require planning and support from the board, management, staff and any existing volunteers. The monetary value of a volunteer is dependent on a number of contributing factors (e.g., job description, hourly wage, benefits), but simply considering volunteer hours as free service fails to account for the various hidden costs involved with supporting volunteers. These costs may include: Volunteer advertising/ recruitment Training and orientation Supplies and equipment Travel expenses Accommodations and food Daycare/babysitting expenses Staff time (supervision, etc.) Insurance Building costs and expenses Quality volunteer programs are able to master the values exchange (i.e., program costs versus volunteer value). They provide volunteers with a satisfying, meaningful experience while at the same time delivering high quality services to clients of the community. A well-managed program prevents many of the pitfalls of volunteerism, including staff dissatisfaction and volunteer turnover. AmeriCorps members dedicated to increasing volunteerism in Michigan and creating successful volunteer experiences may use this handbook as a reference guide. This handbook is designed to take you through the steps to volunteer recruitment from the beginning of the program assessment to the evaluation of the volunteer program. 3 Michigan Coalition Against Homelessness Revised 10/21/13 PART A: Benefits of Volunteerism Before introducing recruitment strategies, it is important to understand that the quality of a program will directly impact the programs results. Well-planned programs will create results that manifest as a series of perceivable benefits, both by the nonprofit/organization and by the individual volunteers. In order to create a beneficial volunteer experience for everyone involved, consider the following point: There is a difference between needing and wanting volunteers Wanting a volunteer is all about unrealistic expectations – lofty ideas about what volunteers do for the organization. Volunteers should not be used to boost the organization’s profile within the community; they should not be used as talking points in media (e.g., “We have volunteers here today…”). Even though service organizations are supposed to have volunteers, if volunteers are not utilized for meaningful projects, it wastes organization’s, volunteers’ and your time. Staff may also feel unsettled by volunteers without clearly designated roles. Valuable staff time may be spent assigning and supervising menial tasks. Furthermore, the volunteer will be able to recognize their role as impractical or unnecessary. They might feel bored or uncomfortable and in the worse case scenario they may lose interest in volunteering. Social service organizations keep volunteers because they need and have a use for them. The prestige and talking points provided by volunteers are a secondary reason to benefit the organization. A volunteer is needed – and thereby valued – in an organization when they have a specific role. In other words, the volunteer has a specific place within the mission of the organization and there is time and money dedicated to them. Finally, volunteers are needed when they are supervised and put into organizational structures. In these instances, everyone benefits. The organization is able to allocate important tasks to qualified volunteers and therefore, use their time to complete their personal position responsibilities. The volunteer recognizes their role as valuable and feels like an integrated member of the organization. They will feel as if they have accomplished something useful and will look forward to volunteering again. In short, needed volunteers are integrated into the organization, whereas wanted volunteers won’t accomplish much and may cause frustration. To create the best results through your volunteer program, ensure that the volunteers are incorporated as a valued team member, completing a necessary role. 4 Michigan Coalition Against Homelessness Revised 10/21/13 PART B: Ten Steps to Designing a Successful Volunteer Program STEP 1 Complete a needs assessment STEP 2 Gain buy-in from the agency you serve STEP 3 Create a written position description(s) STEP 4 Design a recruitment strategy STEP 5 Start recruiting STEP 6 Volunteer Screening and Orientation STEP 7 Volunteer Training STEP 8 Run your project, implement your volunteer STEP 9 Evaluate your volunteer program STEP 10 Report your results in OnCorps 5 Michigan Coalition Against Homelessness Revised 10/21/13 PART C: Determining Volunteer Necessity Step 1: Complete a needs assessment Understanding appropriate instances of volunteer service will help to ensure that a volunteer is needed rather than wanted. Although there is no single factor that determines when a volunteer position is necessary or not, there are some simple considerations to take into account. Consider the following questions when deciding the necessity of recruiting a volunteer. What is the timeline? – Determine how long you have to plan for a volunteer and if you have a reasonable timeline of implementation. Remember that volunteers expect a well-organized and specified role. How long? - Consider whether the volunteer position would be on-going or a one-time event. Clearly communicate this to interested volunteers. Will the volunteer position(s) require training? – If yes, calculate the costs of training (including staff time) and decide if the price is worth the benefit. If this is a one-time position requiring training multiple volunteers, consider a group training session. Will the position be meaningful? – Ask yourself: Would I enjoy the volunteer position? Make sure the position will be meaningful if you are hoping to earn loyalty from your volunteer. Will staff be available? – Remember that volunteers require dedicated staff time. Will you or another staff member/volunteer be available to recruit, train, and direct the volunteer? Will he/she feel included? How big is the event/project? – Assuming that the volunteer position is created for some sort of event, how many volunteers would you need? Do not assume that a big event requires huge numbers of volunteers. Volunteers do not like to stand around, so be ardent about creating actual positions and not just general categories for volunteers. Could we do it without a volunteer? – If enough staff is available, do not waste time on creating unnecessary volunteer positions. Ask yourself whether a volunteer position might cause staff discomfort through its potential to “steal” current staff responsibilities. Will the benefits outweigh the cost? – Complete a “values exchange” form to determine whether or not the volunteer position would be worth the effort. Once you have answered these questions, you can decide whether or not to move forward with volunteer position creation. To get a better idea of how these questions might determine volunteer necessity, consider the following examples. Example A: The family shelter you serve has a playroom that is dark, dingy, and generally dirty. The toys are so tangled that no one can play with them and many are broken. Kids are sent to the playroom to give their parents some time alone in the evenings, but they rarely spend time there, complaining of being bored. The staff of the shelter is busy – there are too many families in need and not enough time in the day. 6 Michigan Coalition Against Homelessness Revised 10/21/13 There is some money, donated by a community member, to paint the room and buy organization shelving, but members of staff have been too busy with daily responsibilities to do so. Example B Your Continuum of Care is hosting a Project Homeless Connect event. At your last PHC event, the volunteer turnout rate was high, but volunteer surveys revealed that many seemed dissatisfied with their position. Some wrote that they were unprepared for their position duties and others mentioned that they were “standing around” for much of the event. The event is expected to be bigger this year, so there is pressure to have a similar (if not larger) volunteer turnout. You are taking the lead on volunteer recruitment and recognize that volunteers form the backbone of the event. Example C: The Habitat ReStore you serve has had a lull in business as of late. Staff members inform you that the time of year plays a major role in the number of patrons that are likely to make donations and/or purchases at the store. Everyone seems to have less to do than normal. You want the ReStore to be given the attention it deserves and believe that volunteers would be a great way to boost the profile. Volunteers would be easy to find and could complete some of the simple daily responsibilities. As illustrated in these examples, decisions about volunteer necessity are not always black and white. Rather, the necessity of volunteer positions is almost entirely situational. If you can answer the final question in the list above positively when designing volunteer positions, you most likely will have a successful experience. The important thing to remember is that volunteer positions must be valuable, both for the volunteer and the agency/organization being served. There are various volunteer positions that can create a meaningful volunteer experience. The following list of volunteer positions is in no way exhaustive, so feel free to be creative when designing your own agency volunteer program. Instances of Volunteerism may include: Community projects Project Homeless Connect Fundraising (though limited) Distributing food Mentoring youth Building projects Awareness campaigns Driving Event registration General labor Teaching/tutoring Special skill positions And many more… 7 Michigan Coalition Against Homelessness Revised 10/21/13 INSERT: Risk Assessment Risk assessment is the identification, assessment and prioritization of risk followed by an action to minimize, monitor or control the effects. The process of risk management can seem intimidating, as there is risk in almost every worthwhile volunteer position. However, going through the risk assessment process enables effective risk management and risk reduction. The most important aspect of risk assessment is the inclusion of clear, consistent volunteer management policies and procedures. Policies and procedures (including steps regarding volunteer screening, training, supervision, evaluation, and even recognition) help to ensure that risk management is incorporated into the volunteer position(s). Many host sites will already have a set of policies and procedures concerning volunteer management, so it is important to familiarize yourself with these. Often the procedures will include volunteer forms. These forms should be relevant to the position. Waiver forms may include Informed Risk or Liability Release Forms, Confidentiality Forms, Internet Acceptable Use Policies, Press Release Forms, Youth Parent Permission Forms, Background Check Release Forms, etc. There is not any form that can prevent someone from filing suit. However, good risk management helps to limit the possibility and provides a basis for winning any suits You also need to determine the areas of risk for your specific volunteer position, recognizing that different positions will have unique risks and therefore, management strategies. Areas of risk consideration include: People Physical safety – as it relates to the environment, use of equipment, driving, etc. Social and emotional issues – discrimination, volunteer’s treatment of others, sharing of personal information Property Is all property protected from potential damage, loss, or theft? Income Community Goodwill Possibility of lawsuits, theft, and associated insurance costs Is the cost worth the risk? Public perception could be at risk in instances of injury or harm to the volunteer When assessing risk, it is important that you remember that risk can be multidirectional. The volunteer or organization may be at risk. For example: Volunteer liability – risks of lawsuits to the individual volunteer Organizational liability due to the volunteer - include actions involving fraud, breach of confidentiality, damage to the organization’s property, and any actions of volunteers that may cause harm to other volunteers, clients, or employees Organizational liability to the volunteer - includes damage that may be done as a result as actions (or inactions) including unsafe working conditions and discriminatory practices that may cause harm 8 Michigan Coalition Against Homelessness Revised 10/21/13 Make sure you consider each of the previous areas and the direction(s) of liability. Note that certain state and federal laws and the purchase of insurance mitigate some of these risks. Risk Management Process Phase 1: Establish the Context Assess the environment of the volunteer position or project Consider creating a risk checklist to evaluate the environment Phase 2: Acknowledge and Identify the Risk Clarify the potential for risk Consider the areas of risk Phase 3: Evaluate and Prioritize the Risk Categorize the risk as one of the following o Must be prevented o Can be prevented or controlled o Is acceptable o Requires insurance to limit exposure Phase 4: Determine the organizational response to the risk Avoid: avoid the risk entirely by dissolving the position Accept: accept the possibility of risk when the benefits outweigh the costs Reduce and eliminate: modify the environment to reduce risk Transfer: example: holding the event offsite usually means some of the risk is transferred to property owners Phase 5: Develop a plan Implement relevant policies and procedures Make necessary modifications and equipment purchases Train staff Complete checklists, relevant forms, etc. Purchase any necessary insurance Finally, familiarize yourself with requirements regarding vulnerable populations (the elderly, minors, or those with disabilities), as these populations may require some specific forms and processes. 9 Michigan Coalition Against Homelessness Revised 10/21/13 Resources to learn more about Volunteer Risk Assessment: 1. Insurance agents, lawyers and human resource department offer information about volunteer coverage, liability claims, etc. 2. Volunteer Centers of Michigan hold webinars on risk assessment and may direct you to more resources 3. Volunteer Risk Management Tutorial by the Nonprofit Risk Management Center includes risk assessment questions, safety checklist, sample disclaimer and background check release statement at http://nonprofitrisk.org/tools/volunteer/intro/1.htm 10 Michigan Coalition Against Homelessness Revised 10/21/13 PART D: Designing a Volunteer Program Step 2: Gain buy-in from the agency you serve AmeriCorps language dictates that as a member you serve, but do not work, at your hosting agency. Although AmeriCorps members are integral parts of the host site, it is important to secure staff support before making decisions on volunteer program implementation. The paid staff at your agency has likely been working there long enough to recognize staffing gaps. They may be able to help you come up with ideas for where and when volunteers can serve, as well as what they can do. They might even be able to direct you on where to find volunteers! Furthermore, staff can educate you on set policies and procedures concerning risk assessment, which will likely save you a lot of time. Encouraging the staff to assist you in volunteer generation and programming will not only increase your understanding of the agency itself and local volunteer pools, but also will help educate staff on your role as an AmeriCorps member. Make sure to keep them updated on program progress. Report your successes and seek input on places that need improvement. Discuss the program goals and objectives (e.g., number of volunteers, number of clients served) as well as the program budget with staff. Remember to ask about policies and procedures. Prior to implementation, provide the staff with training on the workings of the volunteer program so they can help you create a welcoming environment. Finally, do not forget to make it clear to paid staff that volunteers are brought in to support and enhance their work, not to replace them. Step 3: Create a written position description A volunteer is entitled to know just what their position expectations are. A good way to communicate those expectations is to write a project position description. This description should include the position title, description of duties/responsibilities, qualifications, any required training, and the name of the volunteer supervisor. Specificity in the position description will encourage volunteer interest. Refer back to Example A for a sample position description: Project Title: Revitalized Play Room Supervisor: Head of Children’s Services (include name and any necessary contact information) Description: Sort and organize toys, discarding broken ones; clean the playroom including mopping and dusting; paint the walls in a professional manner with sharp lines and a drop cloth. Qualifications: Experience painting preferred Training: None Michigan Coalition Against Homelessness Revised 10/21/13 11 Providing a position description is essential to guarantee the best outcome for the volunteer program. A written position provides structure and clearly lays out expectations. The description should help the volunteer and staff members avoid unnecessary See Appendix A for Sample Volunteer confusion about volunteer roles and responsibilities. Position Description PART E: Volunteer Recruitment Step 4: Design a recruitment strategy Steps 4 and 5 will likely take as long, if not longer, than all the other steps combined. These two steps contain the bulk of the process, both in time and in resources. Make sure you leave enough time to plan and execute your specific recruitment strategy. Since organizations cannot often depend on their own reputation to draw in volunteers, it is important to know where to look, what to say and how to act when recruiting. Where to look When seeking and determining a viable candidate to become a volunteer, first consider the position description. If you are looking for someone with painting experience, you most likely will not advertise the position at a local middle or high school. Low-skill positions that require little experience allow you to access a much larger volunteer pool, whereas positions requiring specific qualifications may force you to be more strategic in your approach. The traditional volunteer pools are either groups of people who are looking to volunteer such as service organizations or groups of people who are apt to volunteer like churches. These groups will not necessarily have personal or professional ties to an organization where they volunteer. Other unconventional places to look for volunteers are where people will likely have personal or professional ties to an organization. This type of nontraditional volunteer pool may create a body of volunteers with pre-existing loyalties. Examples of traditional pools: Volunteer centers Retired and senior volunteer programs Schools and college service-learning programs Service clubs Religious Groups AARP Sororities and fraternities Professional organizations Volunteer fairs Examples of nontraditional pools: Current clients Former clients Families of clients People with disabilities Unemployed people Donors Interns Court mandated community service Stay at home parents Family of employees 12 Michigan Coalition Against Homelessness Revised 10/21/13 Every pool of volunteers has its own potential difficulties. Volunteers have a diversity of commitments and it is important not to make the mistake of assuming that they will be available whenever you need them. They may be unavailable during normal operating hours or unwilling to make long-term commitments. Furthermore, many volunteers will have expectations of you: letters of recommendation, references for a job application, a signature for probation hours, childcare or bus fare money, etc. In each of these cases, you must decide your level of flexibility – consider what needs you are willing to accommodate and what sorts of changes you would be willing to make in order for a volunteer to accept a position. What to say However you ask people to volunteer (face-to-face, presentations to a group, flyers, website posting, postcards, etc.), make sure you are specific about what the position requires. If the volunteer position requires training, a background check, or a TB test, make sure to include that information. Tailor recruitment messages for different volunteer motivations (see below for Volunteer Motivations). Think about the types of motivations that the volunteer position is likely to fulfill, and make the recruitment materials reflect that sort of language. For example: Volunteer Motivation Sample Recruitment Message Altruism “Think of all the good you can do!” Social “Your friends will be proud of you.” Value “Help make housing a human right.” Career “Even the President volunteers…think of where volunteering can take you!” Understanding Protective Enhancement “Want to understand the housing crisis? Ask someone without a home.” “Why not keep busy helping others?” “They need you.” How to Act Apply your research methods and start recruiting. Always be recruiting. Many volunteers, especially baby boomers, are most likely to volunteer simply because they are personally asked. Personal invitations to volunteer at agency or community events can go a long way toward filling positions. In addition, remember that volunteers require your best hosting skills. If an interested potential volunteer walks into your agency, make them feel welcome. If you can, show them around and introduce them to available staff. Similarly, if an individual makes volunteer inquiries via phone or email, be responsive! Respond quickly, answering any questions and providing any necessary information. Do not put volunteer inquiries off. Let them know that you are excited to have them on board and look forward to meeting them face-to-face. 13 Michigan Coalition Against Homelessness Revised 10/21/13 VOLUNTEER MOTIVATIONS Volunteer motivations are often overlooked in the recruitment process. However, it is important to note that knowing the motivations of volunteers will help you create meaningful volunteer opportunities. Volunteers are more likely to feel like an important part of the project or organizations goal once their motivations are understood. By building a relationship with the volunteer and engaging them in activities that reflect their motivations, you are more likely to increase retention of volunteers. Think about the times you have volunteered. Why did you volunteer? Do you always like everything you do while volunteering? Would the experience have been better had the volunteer managers understood your motivations or needs? Do not make the mistake of assuming that all volunteers are motivated by altruism. As much as we would like to believe that all volunteers are unselfishly devoted to the welfare of others, these types of volunteers are more likely to be the exception, not the rule. We know from personal experience with volunteering that our motivations are usually more complicated than that. Instrumentality Theory of Motivation The following chart is based upon the Instrumentality Theory of Motivation and has been adapted for volunteer management purposes. Instrumentality theory predicts that people will be motivated to volunteer if they believe that volunteering will help them get something they value. Consider these reasons for volunteering when you are recruiting volunteers. Motivation Social Value Career Understanding Protective Enhancement Desired outcome/reason to volunteer To satisfy the expectations of friends and close others To express humanitarian and pro-social values through action To explore career options and increase the likelihood of a particular career path To gain greater understanding of the world, the people in it, and ultimately, oneself To distract oneself from personal problems or to work through problems in the context of service To boost self-esteem, to feel important and needed by others, and to form new friendships Adapted from “Motivating People to Volunteer Their Services,” by Milena Meneghetti, in The Volunteer Management Handbook. Be sure to consider these motivations alongside the altruistic motivation. Often the reasons for volunteering are mixed, so it is important to get a sense of what motivates your volunteer to encourage a meaningful experience and volunteer retention. Knowing what motivates a volunteer helps put into perspective what they might enjoy doing, and thereby provide a See Appendix B for a list of good experience. volunteer motivations, their Maslow’s Hierarchy of Needs resulting outcome, sample roles, and target recruitment messages. Another theory to explain volunteerism is Maslow’s Hierarchy of Needs. The theory explains how each need (based in a pyramid fashion) must be fulfilled before going onto the next level. These five needs 14 Michigan Coalition Against Homelessness Revised 10/21/13 are physiological; security and safety; love and belonging; self-esteem; and self-actualization. Physiological needs are vital for living (e.g., breathing, food water), safety and security needs are important for survival (e.g., security of body, employment, morality), and love and belonging needs (e.g., friendship, intimacy, and family) make us feel complete. After those needs have been met, esteem becomes important—individuals need to be respected. The last level refers to the person’s full potential and the realization of that potential (i.e. “best of the best”). When applying three descriptors of volunteerism (achievement, affiliation, and power), it helps explain volunteer motivation in more simplistic terms. Power Achievement Affiliation When one is seeking the need for power and it is used for the purpose of bringing about change that benefits others or mirrors a strong concern for the organization, then it is a positive aspect. It is when actions are such that the overpowering pressure is self-focused that we associate power in a negative light. When considering the response to volunteering through achievement, this is generally when the volunteer is in a position that allows them to satisfy their need in being challenged. It coincides with Maslow’s need of self-esteem. In situations where the individual lends to sacrifice people for their goals, it results in a negative outcome. When one wants to volunteer to have affiliation towards an organization, it is the answer to those volunteers who are attracted to the goals or ideals of the organization. When a person would sacrifice the organization’s goals or ideals to keep people happy or become overly concerned in seeking approval it is also seen as negative. Affiliation is tied to Maslow’s need for love and sense of belonging. Now that you have taken these theories into consideration, you can apply them to recruiting. 15 Michigan Coalition Against Homelessness Revised 10/21/13 Step 5: Start recruiting Now, it is time to start recruiting! The most important thing to remember for this step is to give yourself and the volunteers enough time. Planning a recruitment strategy is only half of the recruitment process. So again, make sure you leave enough time to execute your strategy. 1) Determine your target audience. It will depend on what type of volunteers you are gathering. You will want to target traditional and non-traditional pools. 2) Construct recruitment message based on target audience. Messages should: -Catch attention with a good opening -Present a complete picture of the volunteering experience -Make sure the message is clear and intelligible -Test the message on others to ensure it is correct -Make sure the message is inviting 3) Determine what method you will use to distribute your recruitment message -Social media (e.g., Facebook, LinkedIn, Twitter, various volunteer websites, etc.) -Word-of-mouth (e.g., campuses, local schools, church groups) -Personal and/or professional contacts -Professional advertisements (e.g., pamphlets, newspapers, etc.) 4) Apply your research and methods and start recruiting. See Appendix C for a list of websites where you can post volunteer positions for free. For more ideas on volunteer recruitment or for a more comprehensive list of local resources, contact your program’s Volunteer Coordinator. PART F: Volunteer Management Step 6: Volunteer screening and orientation Screening Volunteer screening is a step that is potentially more useful for long-term volunteers, or for volunteers whom you would like to use in leadership positions (i.e. project manager). Screening is also important if you work with clients that need to be treated with high confidentiality, such as domestic abuse victims. Screening professionalizes volunteer programs while also helping to minimize possible risk. Use screening to test compatibility and volunteer 16 Michigan Coalition Against Homelessness Revised 10/21/13 experience in order to ensure that the volunteer is a good fit for the position. When screening a volunteer, be sure to follow the agency’s established rules and procedures. They may already have a volunteer orientation process that you will be expected to follow. When using volunteers for a one-time event, you will still need to screen members depending on the service agency and project. For instance, if you are doing an outside project with a domestic abuse shelter, you will need to adhere by their screening process. Most often, one-time volunteers will sign a confidentiality form. Other screening processes begin with an application. See Appendix D for Sample Volunteer Application Applications can be used to collect demographic information for organizers, or as a way to learn about the volunteer’s personality. You can make a basic application that asks for general information or a complicated application asking for a resume, references, or even essays. The simplest applications will likely get the most responses, so it is best not to request additional information if your site does not require it. After the application has been reviewed, you can set up an interview with the prospective volunteer if you want to get to know them better on a more personal level. Use this time to reaffirm expectations – what the volunteer expects of the agency and what the agency expects of the volunteer. Finally, there may be additional requirements. Some shelters, for example, require TB tests and some positions may require background checks. Make sure that these potential liabilities are covered before allowing any volunteer to work with your agency. Orientation Depending on the structure of your organization, an orientation can occur immediately after a successful interview, or later on in a group setting. Volunteer orientation should provide the volunteer with four essential things: 1. 2. 3. 4. Position description Program policies Code of Conduct Orientation to organization and position The position description is simple enough; this was already completed back in Step 3, so it is just a matter of handing it out or answering any pertinent questions relating to the position. Explaining program policies might require some reading and paperwork. Allow the volunteer time to look through the paperwork or read it aloud if necessary. Again, be ready to answer questions. If your host site requires signed paperwork (such as a code of conduct or waiver of liabilities), make sure the volunteer knows what he/she is signing. If there is no code of conduct, have the volunteer sign the position description as evidence that he/she understands the expectations. 17 Michigan Coalition Against Homelessness Revised 10/21/13 The amount of paperwork required to read through should be limited. A lot of paperwork shows that you are taking the position seriously, but too much can be off-putting to those who “just” want to volunteer. Provide any forms that the volunteer may need, such as background check paperwork, information on how to receive a TB test, any other additional forms your organization requires. Make it as easy as possible for the volunteer to complete these steps. Orientation should also provide the volunteer with the agency’s mission and function. By the end of orientation, the volunteer should understand the agency’s mission, purpose and clients the agency may serve. Tell the volunteer about exciting new development, so they feel like they are a part of the larger mission. You may want to prepare a welcome packet with a note, newsletter or other useful publications. Show volunteers around the agency. Introduce them to all relevant staff and give them a tour of the place, making note of important landmarks (restroom facilities, volunteer work stations, copy machine, etc.). However, do not overdo it and bore the volunteer. Too many introductions or too much information might cause the volunteer to feel overwhelmed or lose interest. Include all pertinent information and nothing more. Volunteers will likely enjoy learning more as they go. Most importantly, use this as a time to familiarize yourself with the volunteer and build mutual trust. They are likely a new face in an already-established place, so make yourself helpful, and assure them that you or another staff member will be available to help them. For one-time projects, a quick tour and time to educate the group about the agency may suffice. Again, the most important thing to remember is that the volunteers should feel welcome and that their work is valued and they can see the effect they have on the organization. Step 7: Volunteer training Volunteer training can fall into two major categories: formal or informal training. Formal training is usually required for more intensive or sensitive volunteer positions, often for reasons of liability. It will likely take place in a classroom setting for a set period of time, following a specific curriculum. Formal training methods might include: case studies, role-playing, Q&A, panels, lectures, demonstrations, or group discussions. Informal training, on the other hand, is generally on-the-job and is targeted for episodic or one-day project volunteers. Volunteers with no-risk or low-risk positions probably can get by using informal training methods. Informal training could easily be combined with orientation. This method also 18 Michigan Coalition Against Homelessness Revised 10/21/13 includes placing a volunteer directly with their supervisor to shadow their work as a form of on-the-job training. The training needs of an organization are determined both by the volunteer manager/supervisor, who is interested in reducing liability, and by the volunteer him/herself, who wants to know what to do and how to do it. But be careful - too much training might lead to boredom or intimidation and has the potential to alienate the volunteer. On the other hand, too little training leaves the volunteer feeling uncertain of their responsibilities. Be selective about what kinds of training you will offer the volunteer and remember that they don’t need to know everything at once. Training should be on going, as well. If you have a long time volunteer interested in learning new tasks or new skills, training should always be readily available for that person interested. The volunteer may want to take a more active role in the organization, so they should be adequately prepared. PART G: Volunteer Implementation Step 8: Run your project and implement your volunteer Volunteer implementation is what makes all of your hard work and planning worth it. It is at this point that your volunteer is finally able to step into the role that you designed. You will want to make sure that you have your volunteer sign in using a sign in See Appendix E for Sample Sign In Sheet sheet. One-time Volunteer Supervision If a volunteer position was created for a one-time event, such as a Project Homeless Connect, then it is likely that you, or a designated other, is responsible for supervising a number of volunteers. Supervision may also come from leaders of the volunteer group. You may also appoint volunteers as designated leaders, especially if you have a large-scale project with multiple jobs. For example, if you are organizing the donation room for your agency, you may assign one person to be in charge organizing shelves, sorting clothes, and labeling food, each group forming subcommittees of remaining volunteers. Do not be intimidated! As long as you developed clear position descriptions and held an informative training session, the volunteers should have a strong grasp on what they are expected to do. Supervising volunteers at these types of events generally means adapting to the circumstances; anticipate making changes when necessary. For example, if a volunteer is responsible for distributing hygiene kits, consider what they will do should the supply run out. A second major feature of supervision requires you to “make rounds.” Volunteers should not have to wait for unreasonable lengths of time to have questions answered, have a break to use the restroom, or get something to eat. Be considerate of their needs. You may want to communicate this to your volunteers. Try and have a backup plan if things go awry. Obviously, you cannot anticipate for everything, so allow for flexibility. Do not be hesitant to ask for help of others, as well. 19 Michigan Coalition Against Homelessness Revised 10/21/13 Long-term Volunteer Supervision Supervising long-term volunteers allows you to take a more formalized approach. There is more time involved and fewer volunteers. However, strong supervision of long-term volunteers is as important, if not more, than one-time volunteers. These volunteers are the ones who are willing to really dedicate their time to your organizational mission. Strong supervision will encourage loyalty and continued volunteering. Do not assume that “strong supervision” means micromanaging. Checking in with them periodically with formalized scheduled meetings is the most effective way to answer any questions, address any concerns, and receive feedback on their orientation and training. It is also a time to check on their progress and brainstorm for any new ideas. Formal meetings help the volunteer feel important to the agency’s mission and encourage volunteer satisfaction and retention. Allowing for meetings provides the volunteer with accountability and ownership of their activities. Finally, these meetings also provide you with a time to talk with volunteers. Offer them feedback on their performance. If their performance is poor, consider constructive feedback in combination with recognition of their skills and strengths. Always ask them what they think of the volunteer program, and act on these suggestions, so they know you are listening. VOLUNTEER RETENTION AND RECOGNITION Considering volunteer retention and recognition is key to implementing a sustainable volunteer program. Long-term volunteers will build an important skill base that will serve your agency well. This will also save you time and energy that would otherwise be spent on volunteer recruitment. Retention Retention, on the most technical level, is a formula of how many volunteers you retain over a period of time. For example, if you start out with ten volunteers at the beginning of a three-month period, and you have six at the end of the three months, you have a 60% retention rate. A 100% retention rate is usually unattainable. Even if you have everything planned to a T and find exact fits for volunteer positions, you still may lose a few volunteers to circumstances outside anybody’s control. The important thing to understand is that retention is about helping your volunteers learn and grow. The highest retention rates will be found for volunteers whose motivations you have taken the time to learn and accommodate. If you understand their wants, needs, and expectations within the context of the organization, you are more likely to make an effort to develop these areas, causing the volunteer to feel valuable. Retention goes back to understanding the volunteer’s motivations, which couldn’t be stressed importantly enough. Some factors that may contribute to volunteer retention are volunteers’ expectations, the rules and regulations of the organization, the people involved (volunteer and staff), 20 Michigan Coalition Against Homelessness Revised 10/21/13 the climate and environment where the volunteer serves, and the success and impact of the volunteer towards the organization. You should ensure that the volunteers feel as if they are treated as equals and that you facilitate ownership for the volunteer’s activities. Volunteers will leave if they are viewed as staff just to fill menial duties. As mentioned earlier, when gaining staff buy-in, you should survey the staff about their volunteer’s activities in order to improve upon future experiences. Evaluation will be explained more in depth later on in the handbook. Recognition Recognition is crucial in volunteer retention and both go hand-in-hand. It should begin from the initial orientation to the end of the volunteer’s service time. It may even go beyond that. Agencies may hold Volunteer Appreciation Events throughout the year for former and current volunteers. Following up with volunteers is quite important and helps increase retention. Recognition is one way to give your volunteers the respect and attention they deserve; it communicates to the volunteers that they are valued and appreciated. Both public and private recognition are appropriate and may be adapted to suit the needs of the volunteer. General examples of recognition, followed by specific examples: o o o o o Involve volunteers with organization presentations to the wider community “Promote” a volunteer to a leadership position Reimburse volunteers for their costs (e.g., public transportation) Provide benefits (e.g, free parking, beverages, and snacks) Keep personnel files and provide letters of recommendation Motivation Social Value Career Enhancement Public Balloons, recognition lunch, posted pictures Acknowledgment that legislation wouldn not have passed without their work A report with their byline, a letter to their boss recognizing their achievements, a promotion A picture in the paper, a radio or television interview, their picture with important people Private Personal note, birthday card, invite for coffee Observation that they are developing leaders in the organization A letter from the Executive Director or the Chair of the Board A letter from important people such as the governor or mayor *Examples mapped to volunteer motivations Whether or not you have structured supervision in place for your volunteers, always take the time to work with the volunteer and understand their motivations. Keep them engaged by speaking about volunteer enthusiastically and praise them for their impact. For one-time volunteers, public recognition may be more appropriate. Long-term volunteers should be continually recognized. Depending on the situation and volunteers’ motivations, you will have to adjust 21 Michigan Coalition Against Homelessness Revised 10/21/13 accordingly to appropriately recognize the volunteer for their efforts. A key thing to remember with volunteer recognition is that a personal thank-you will go farther than an impersonal email blast. Volunteer recognition, most importantly, is about maintaining those interpersonal relationships between you and the volunteer. PART H: Program Evaluation and Reporting Step 9: Evaluate your volunteer program Completing a program evaluation, a fairly easy task, is an essential step to creating a successful volunteer program. Input about your volunteer program from agency staff and volunteers can help you to determine if changes should be made and methods to make those necessary changes. Evaluations strengthen your program by making it more accountable, sustainable, effective and focused. Furthermore, evaluating your program offers you the opportunity to interact with volunteers and help them feel like an important member of the team. Formal evaluations might be in the form of a written survey or a structured evaluation session. In formal evaluations, you will ask specific, planned questions, often targeted at providing you with certain types of feedback. For example, you might have a survey that includes the following question: Q. As a volunteer, you feel free to ask questions to your supervisor or other agency staff members: Never Rarely Don’t Know Sometimes Always This is the type of question you might include in a formal survey - a specific question with predetermined answer options. Formal surveys allow you to evaluate specific parts of your program since you determine what will be asked. Consider using online evaluation forms, such as surveymonkey.com. Surveymonkey allows free survey creation and distribution and calculates the responses automatically. Online evaluations will likely save you a lot of time, though both paper and virtual evaluations are beneficial. One important thing to remember is to implement the suggestions from the survey. You must take caution when evaluation the results of the survey. Not all suggestions will be plausible. The most important thing is to evaluate the feedback and try to implement as much as you can. See Appendix F for a Sample Evaluation Survey PART I: Program Reporting 22 Michigan Coalition Against Homelessness Revised 10/21/13 Step 10: Report your results in OnCorps Because volunteer mobilization is one of the performance measures we are tracking, your volunteer mobilization reports will be one of the most important reports you submit. This report will allow you to report the total number of volunteers recruited during a time period. It will also allow you to report on specific volunteer activities or events you’ve facilitated. It is important to remember that you are only reporting on new volunteers for each report. For each time period, create an entry for the total number of new volunteers recruited. You may not report the same volunteers for other projects, nor can other members report your volunteers. Volunteers may only be counted once. For instance, if your friend volunteers for a PHC and you partner up with another member to do a Movin’ On In later during the year, the member may not count your friend, who attends, as their volunteer. In order to keep track of all the volunteers, the Volunteer Coordinator will create a Google Document that will be accessible to all members. Members are required to input volunteers names, so no repeats are included. Members may upload volunteers monthly or after each event. The Program Director and Volunteer Coordinator will ensure volunteers are not counted again. More instructions will be given during your first training. To measure volunteer mobilization, you must report a Change In Knowledge. As an AmeriCorps member, you want to show an increase in the volunteer’s understanding of homelessness and related issues. You should be offering this sort of information to your volunteer during orientation and throughout their service. There should most often be a change in knowledge, unless they are experts in homelessness. It is important to note, not everyone will report a Change in Knowledge. That is acceptable; you may just want to try to expand your volunteer pool when considering your next service project. See Appendix G for a Sample In order to collect the necessary information, including the Intake/Exit form volunteer’s change in knowledge, have the volunteer complete an intake form, survey or a useful combination. If you have a volunteer event or activity that occurs regularly (for example, you organize volunteers to come in monthly and tutor homeless youth), you can do one entry for each reporting period. For the example shared, you would enter the event as “General Tutoring” or “Monthly Tutoring” and provide the total number of volunteers performing this service for the reporting period. To complete your report… 23 Michigan Coalition Against Homelessness Revised 10/21/13 1. Log into OnCorps and proceed to the Reporting menu option. Select Submit Reports from the dropdown menu. 2. Select Volunteer Mobilization. 3. The entries you have entered previously will already be listed. If you have started an entry for a specific reporting period and need to modify it, click Edit. 4. To add a new entry, select Add a New Volunteer Mobilization Event. Thirteen fields are available for reporting purposes (example located on next page) 24 Michigan Coalition Against Homelessness Revised 10/21/13 1. Event Name: Example: Movin’ On In, Organizing Donation Room 2. Date: If the event was one time, select the date of the event. If it is ongoing, select the date the event started. 3. Duration: if the event is a one time event, like a Project Homeless Connect, select One Time; if it is volunteer project with a longer length of time, select Ongoing. 4. Impact Area of Project: Every event that you plan should go under the impact area of Housing and Homelessness. If it is not, then you should not be doing the project, contact your Volunteer Coordinator/Program director for any other questions. 5. Other: Ignore this field, since you have already chosen the impact area 6. Number of volunteers: Insert the total number of volunteers recruited and/or supported. 7. Number of volunteer hours served: Insert the total number of volunteer hours. (i.e., You have 5 volunteers serving 3 hours, total number of hours would be 15 hours). If it is a one-time event and volunteers served for a varying amount of time, just put the length of the event. (i.e, 20 volunteers serve at a PHC lasting 5 hours long, coming in at varying times, you would report on 5 hours). If it is an ongoing event, put the total hours the volunteers have served thus far (i.e., Volunteer mentors children and comes in an hour weekly, they have served for a month, put 4 hours). 8. Number of Volunteer Opportunities: Not required; basically the same question as #6. 9. Disadvantaged children and youth: recruiting disadvantaged children and youth for volunteer opportunities is not a program goal; however, if you collect this information, add it here. 10. College students: put the amount of college students who volunteered here. 11. Baby boomers: put the amount of boomers who volunteered here (born between 1946 and 1964). 12. Narrative text: Describe the volunteer event or project and include data on the change in volunteer knowledge. Remember that it is REQUIRED for our performance measure to include the change in volunteer knowledge that you measured from the pre/post surveys. If you do not include this, your report is not complete. 13. Reporting period: Select the correct quarter. The quarters are: October – December ’13: Q1 January – March ’14: Q2 April - June ’14: Q3 July – September ’14: Q4 October and beyond: final report 25 Michigan Coalition Against Homelessness Revised 10/21/13 1 1 1 1 2 3 v 13 1 v 6 1 v1 1 1 1 1 10 00 v1 12 1 v1 1 1 8 1 v 1 1 1 5 1 1 4 1 7 v 9 1 v 111 71 1 v11 1 1 11 1 1 Examples: -KELSY Rachel 02/14/2013 Q2 Housing and Homelessness One-Time 1 1.5 0 0 0 0 Rachel Schut is a member 12th Avenue Christian Reformed church, which is an official support church of Family Promise. They do not host our families at their building, but help other churches when they host. 12th Avenue just became a support church, so some of the members have been very interested in Family Promise and volunteering with us in other capacities than just Interfaith Hospitality Network (IHN). Michigan Coalition Against Homelessness Revised 10/21/13 26 Dates volunteered: 2/14/13 - 1.5 hours - Rachel organized our school supplies drawers, as well as organized some of the shelves in our staff office with all of our craft supplies on them. Change in knowledge informationBeginning of service - Understanding of the causes of homelessness – 2 End of service - Understanding of the causes of homelessness – 2 -LISA Hosting Bingo/Service project 05/18/2013 Q3 One-Time Housing and Homelessness My name is Lisa and I serve at Degage Ministries in Grand Rapids, Michigan. I recruited a youth group from my church to come to Degage for a service project. The group consisted of youth and three youth leaders. They hosted bingo for our patrons in the dining room and brought items to give away as prizes. After bingo, we had an information session with a question and answer session at the end. After the information session, the group helped to organize and sort clothing donations that Degage has received from donors. All 14 volunteers filled out a pre-and-post survey to record a change in knowledge. The survey had a scale of 1 through 5, with 1 being no knowledge and 5 being very knowledgeable about issues surrounding homelessness and affordable housing. All 14 volunteers recorded an increased change in knowledge about homelessness in our community. Ten volunteers increased their knowledge by one point and four volunteers increased their knowledge by two points according to survey results. 27 Michigan Coalition Against Homelessness Revised 10/21/13 PART J: RECRUITMENT CHALLENGES AmeriCorps and the Corporation for National and Community Service encourage members to harness the volunteering power of baby boomers and military veterans. These target groups provide unique sets of Michigan residents who offer exceptional skills and knowledge. Be proactive and take one or both of these recruitment challenges by making it a point to recruit baby boomers and/or veterans during your AmeriCorps service term! Take the Boomer Challenge! A brief history of boomers: Baby boomers were born during an historical bulge in the nation’s birth rate from 1946 to 1964 (now aged 46-68 in 2013). These 77 million boomers first began turning 60 in 2006 and have been recognized as being the “largest, healthiest, best-educated generation in history.” With such a reputation, it is no wonder that nonprofit organizations have continually sought out the most effective strategies for recruiting boomers as volunteers. Research has indicated that as boomers begin to work less or retire, they often look for ways to improve their communities through volunteer opportunities. According to the Bureau of Labor Statistics, 26% of boomers volunteered in 2012. Profile of Boomers Employment Status: Volunteering among boomers is highest for those who work part-time (33.4%), followed by those who work full-time (30.9%). Nearly a quarter (23%) of those who are unemployed or not in the workforce volunteer. Gender: Boomer women volunteer at a higher rate (30.9%) than boomer men (23%), though boomer men volunteer at a higher rate than all other male age groups. Education: College-educated boomers are twice as likely to volunteer (42.2%) than non-college educated (17.3%). Minorities without college education volunteer at higher rates than noncollege educated whites. Community Ties: Boomers are more likely to volunteer when asked by a close family member or friend. Similarly, a large percent of boomer volunteers find opportunities and positions through their church community. Strong community ties increase the rate of volunteering. Questions to Ask Before Recruiting Boomers 1. 2. 3. 4. Will staff be available to orient, train and supervise senior volunteers? Is there diversity represented within the volunteer positions offered to senior volunteers? What types of incentives, both tangible and intangible, are available for older adult volunteers? Do marketing materials adequately represent and target the Baby Boomer generation? 28 Michigan Coalition Against Homelessness Revised 10/21/13 Boomer Motivation and Management Boomers are an eclectic generation fitting a wide range of demographics. These generational differences make it difficult to establish an image of an “ideal type”. Because of this, there is not just one strategy for approaching and motivating boomers to volunteer. When asked why they volunteer, boomers have responded with such answers as working with youth, an opportunity to try new things, providing information and options to an individual not aware of choices, stretching your own mind, setting an example for your own children, and getting involved with something that makes you feel good. The diversity of the group makes for a diverse set of motivations and management techniques. Tips to successful boomer motivation and management: Tip 1 - Evoke Generational Pride Boomers believe that everything they have done so far as a generation has challenged the status quo. For that reason, only a minimal number of boomers have expressed interest in retiring the “conventional way” and many are anxious about what they will do as they age. Many boomers have had successful careers and are now searching for other significant ways to make their mark. Appealing to the generational pride by advertising productive and creative community service opportunities offers boomers a unique way to further mark their legacy. Tip 2 – Be Organized, Professional and Well Managed David Eisner, chief executive of the Corporation for National and Community Service stated that, “Boomers are motivated by higher-skilled, higherordered volunteer activities.” In fact, research has indicated that boomers who perform more challenging volunteer roles show higher levels of retention. Because they already have experience in both professional and personal/familial management, boomers have high standards and expectations concerning professionalism and good management. Boomers are not afraid to leave an organization that is disorganized, has managerial shortcomings or fails to make the most of the volunteers’ time. Tip 3 – Appeal to Boomer’s Interests and Education Because of boomers expressed interest in education, it is also wise to present volunteer opportunities that will advance their current knowledge or introduce something entirely new to learn about. Boomers are more informed and better educated than any previous generation so menial tasks (such as stuffing envelopes) will rarely meet their volunteer needs. Consider providing boomers with volunteer tasks that develop their skills in a way that is both beneficial to themselves and the organization. Boomers will not be satisfied fulfilling a role based solely on the needs of the organization. Instead, choose a position that utilizes their talents and interests. Training is a great way to offer unique educational opportunities to boomers, but it must be relevant, meaningful, and well presented. However, do not make the mistake of training just for the sake of training, but make sure they are able to make use of the new things they have learned. Boomers learn best in environments of equality, so avoid “topdown” authoritarian approaches and take advantage of more collaborative group methods. Tip 4 - Express Social and Familial Benefits Not only are boomers motivated to volunteer by challenging work, but also as a means to participate in a socially active environment. In fact, the largest single inducement for boomers to volunteer is being asked by someone with whom he/she has an established relationship. By offering boomers a vision of camaraderie in which their middle and later years can be seen as expanding or opening up, rather than shutting down, boomers will be able to look forward to their volunteering as a new means of social fulfillment. Boomers are most likely to volunteer in mid-life, usually in activities associated with parenting. For this reason, the younger boomers can be enticed 29 Michigan Coalition Against Homelessness Revised 10/21/13 with family-based activities or those that allow them to act out their parental obligations and skill sets. Tip 5 - Illustrate a Common Goal Similar to the previous motivation, boomers are more likely to volunteer if there is a sense of cohesiveness and connectedness. It is important for boomers to feel connected to people by working toward a common goal. Uncertainty about purpose and impact is likely to create a poor volunteering experience among boomers, but new relationships based on common goals and purpose will likely create a volunteer who will come again. It is important to relate the volunteer position to the big picture and show, in an organized manner, how their position will impact the organization as a whole. Tip 6 – Remember your audience Boomers have taken a unique stance on their response to aging. Perhaps as a result of their important historical impacts, age has become a sensitive issue. Boomers think of age more as a state of mind and therefore prefer organizations that come across as young, creative, and energetic, rather than old, worn-out, and uninteresting. A youthful message is important to boomers looking for a challenging and creative volunteer experience. Tip 7 – Maintain Flexibility Boomers have become masters of multi-tasking and strict time management. Unfortunately, their rigid schedules have left many boomers time strapped and stressed. Volunteering on a long-term basis, for many boomers, is an impossibility. For this reason, it is important to have short-term and time-specific volunteer positions available and, most importantly, to be flexible. Boomer Retention Potential volunteer activities performed by boomers can be split into two basic categories, direct and indirect services. Some types of boomer volunteer activities may include: Direct Service: collecting and preparing food, tutoring, teaching, and mentoring Indirect Service: fundraising, professional and management services, and general labor The most important thing to a boomer is having a job that meets their personal needs and expectations. The type of volunteer work boomers do has a big impact on whether or not they will stay with it over time. Retention from the first year of volunteering to the second year is highest when they are involved in professional or management activities (i.e. strategic planning, marketing or volunteer coordination). The numbers: 75% return for volunteers performing white-collar duties 71% return in music or performance activities 70% return for mentors and coaches 56% return for general labor and tasks such as meal preparation, driving, and construction It is important for boomers to feel that their volunteer experience performs a community service. It is also important for boomers to think of their experience as social fulfillment – as both a chance to socialize with community members and help out a family member or friend. 30 Michigan Coalition Against Homelessness Revised 10/21/13 A Boomer Volunteer Must: Making the Most of Time For boomers who are unable to commit to long-term volunteer positions, offering short-term and time-specific positions is a must. Maintaining flexibility, especially with hours, is one of the most important strategies for boomer volunteer retention. Following are a few examples of ways to fit the schedules of busy boomers. Family volunteering: Develop tasks that could potentially involve all members of the family (children up to grandparents). Engaging this strategy allows boomers to combine spending time with their family with doing something meaningful for their community. Plus, it enables boomers to instill important community values in their children and allow them to feel pride in their community and family. Online Volunteering: This allows boomers to volunteer without ever leaving home or the desk at work. This strategy allows volunteers to save time and money spent on travelling while still allowing them to impact their community. Employee volunteering: Private enterprise or public sector employees providing paid release time for employees to volunteer for nonprofit organizations is an ideal way to be able to contribute as a volunteer without having to sacrifice limited time with the family or compromising careers. This sort of volunteering would allow boomers to undertake volunteering which met their specific interests and perhaps create an interest worth further pursuing later down the road. 31 Michigan Coalition Against Homelessness Revised 10/21/13 Take the Veteran Challenge! A lot less research has been done on account of veteran recruitment, so the information concerning veterans will be brief in comparison. This means that any information you might glean from taking this challenge could potentially be useful for veteran volunteer recruitment research! The veteran population is a unique sector of society, one worth our special attention and efforts. Veterans often have trouble adjusting once they return home, but volunteering may offer them a unique transition back into civilian life. According to a report written by Civic Enterprises and underwritten by Target and the Case Foundation, 92% of service men and women say that serving the community is important to them. With this in mind, we can begin to make some assumptions about veteran motivation and recruitment strategies. Consider the following tips when looking to recruit veterans: Tip 1: Present the volunteer opportunity as a transition back to civilian life and into the workforce Tip 2: Explain how volunteering is an opportunity to build an impressive resume (veterans have a high unemployment rate) Tip 3: Compare volunteerism to their service experience – one serves country, the other community Tip 4: Emphasize the “community” aspect of volunteering – this is a chance to make friends and build camaraderie in a project with a clear mission. Tip 5: Keep in mind that not all veterans were combat vets or stationed overseas. Your strategy should be adaptable. It is also important to approach veterans in a way that would hold personal meaning to them. Consider presenting volunteer positions with a patriotic theme such flags and colors and holding a pinning ceremony to thank them for their work. If there is one thing that is known about recruiting veterans, it is that vet-to-vet exchanges produce the most powerful impact. Consider planning monthly veteran meetings where veterans can gather together to discuss their service experiences, both at home and abroad. If you have a veteran on staff or currently volunteering, see if they would be interested in helping you recruit veterans since they already share a common bond with other veterans. When approaching volunteers to volunteer, in the initial interviewing process you may want to ask them about their service. Do tread lightly on how you approach this topic. If you are having vet-to vet interactions, it will benefit you and the veteran volunteer to know the client’s service 32 Michigan Coalition Against Homelessness Revised 10/21/13 status. Knowing the client’s status might enable the veteran volunteer and client to bond over shared experiences. Ways to look for veteran volunteers are to contact local veteran service organizations (http://va.gov/vso/) or contact veteran shelters. You may also want to tap into people whose family members served, those who work closely with military families, those employed by an organization that serves veterans or those who are passionate about helping the veteran community. Because there is so little research on veteran recruitment, this is somewhat of a wild card. If you take this challenge, do not get discouraged if you have little results – every bit helps! As long as you remain sensitive to the needs of the veterans, you will build trust among veterans and a foundation for veteran volunteer service. 33 Michigan Coalition Against Homelessness Revised 10/21/13 Conclusion Congratulations, you have learned a lot about how to manage volunteers. If you have not been implementing the plan as you have gone along, now is your chance to do so. This is your call to action! Steps to Success: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Complete a needs assessment Buy gain in from the agency you serve Create a written position description Design a recruitment strategy Start recruiting! Volunteer orientation and screening Train the volunteer Run your project, implement your volunteer Evaluate your project Report your results If you need more resources, check out the various appendices. Use this handbook as a reference guide and direct any unanswered questions to your site supervisor, program director, or volunteer coordinator. Volunteer mobilization would not be possible without the hard work and dedication of AmeriCorps members like you, so thank you, thank you, thank you! And good luck! 34 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix A: Volunteer Position Description Consider using or adapting this worksheet to develop position descriptions for the volunteer positions in your nonprofit. Sections of the Explanation and Example Job Description Purpose: This section describes the specific purpose of the position in no more than two sentences. If possible, the purpose should be stated in relation to the nonprofit’s mission and goals. Example: The position of After-School Tutor support [Name of Nonprofit]’s educational program for high school students. The tutoring program is designed to help high school students achieve academic success and graduate on time. Job Title: What title has been assigned to the position? Example: Location: After-School Tutor Where will the volunteer work? Example: The After-School Tutoring Program is conducted at the County Library on Main Street Key Responsibilities: List the position’s major duties. The After-School Tutor: (1) works with an assigned high school student to provide assistance in one or more academic subjects; (2) Assists a student develop a better understanding of in class and homework assignments; (3) Coaches the student in identifying resources to complete assignments; (4) Reviews completed assignments and suggests ways to improve or supplement assignments; and (5) Provides positive feedback on the student’s progress and encourages the student’s continued focus on academic excellence. Indicate the title of the person to whom the volunteer reports. Example: Reports to: 35 Michigan Coalition Against Homelessness Revised 10/21/13 Example: Length of Appointment: Note the time period in which the volunteer will serve, and include restrictions, if applicable. Example: Time Commitment: The After-School Tutor position requires a minimum commitment of two hours, and no more than four hours per week, for each week that school is in session. In addition, each volunteer must attend a two-hour orientation during the week before the semester begins. The program is held from 35 p.m. each Wednesday. List education, experience, knowledge, and skills required. If a criminal history record check or other background check will be conducted, it should be indicated here. Example: Support Provided: The After-School Tutor will serve for the Fall 2001 and Spring 2002 semesters. The tutor is eligible to continue in the 2002/2003 school year with approval from the director of tutors. Indicate the approximate number of days or hours required per week. Example: Qualifications: Director of Tutors Eligible candidates for the After-School Tutor position include adults over 21 years of age who have earned a Bachelor’s Degree and who pass a criminal history record check. List resources that will be available to the volunteer. Example: Training for this position will be provided at the four-hour orientation session. In addition, the director of volunteers is available on an ongoing basis to answer questions and provide other assistance as needed. This document is from the Nonprofit Risk Management Center’s Accident Preparation and Response Tutorial (www.nonprofitrisk.org), which was made possible by financial support from the Public Entity Risk Institute. 36 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix B: VOLUNTEER MOTIVATIONS CHART Volunteer Motivations Altruism Definition Sample Roles Recruitment Message Unselfish regard or devotion to the welfare of others To satisfy the expectations of friends To express humanitarian and pro-social values through action To explore career options and to increase skills All “Think of all the Good you can do” Childcare, serving meals, mentoring Mentoring, speaker’s corps, serving meals “Your friends will be impressed.” “Help make housing a human right.” Editing organizational newsletter, mentoring Understanding To gain insight into the world Editing organizational newsletter Protective To distract oneself from personal problems To enhance self-esteem, to feel important and needed Childcare “The president volunteers… imagine where it will take you.” “Want to understand the housing crisis? Ask those without a home.” “Why not keep busy by helping others?” “They need you.” Social Value Career Enhancement Cleaning up, office work, childcare Maslow’s Hierarchy of Needs Motivations for volunteering Volunteer Roles Self-actualization Power Esteem Power/Achievement Love/Belonging Affiliation Public speaking, fundraising, program planning and policy committees and chairing events Fundraising, chairing committees, membership campaigns, researching/analyzing and reporting Public relations activities, program planning, mass mailings, childcare Safety Physiological 37 Michigan Coalition Against Homelessness Revised 10/21/13 Special Cases: Baby Boomers and Veterans To learn more about Boomer motivation, refer to PART J: Take the Boomer Challenge! To learn more about Veteran motivation, refer to PART J: Take the Veteran Challenge! Appendix C: Volunteer Resources 1. VolunteerSpot – http://www.volunteerspot.com Description: Web-based volunteer management software that allows organizers to set up an online calendar which lists event dates and volunteer opportunities. Volunteers are invited to participate by selecting a volunteer shift and assignment. Reminder emails are sent prior to event. Recruitment: Volunteers are recruited in three ways: (1) entering their emails directly into VolunteerSpot, which will send them an electronic invite, (2) pasting a URL link in an email message, or (3) creating a “Volunteer” button on your website. Price: Two categories Complimentary 365 day calendar with an easy planning wizard for shifts, jobs and supplies to bring Participants sign up with a few clicks - no registration required Quick multiday copy Automated email reminders Easy smartphone sign up and calendar sync Print sign in sheets, calendar summaries and rosters, export data including basic hours Send thank you notes One activity organizer Always free to those in need. Premium EVERYTHING IN COMPLIMENTARY, PLUS Participant hours tracking report 5 customizable activity registration fields (e.g., T-shirt sizes, group affiliation, teacher's name, child's name) Advanced reporting Up to 10 assistant organizers Up to 30 Participants: $4.99/month Up to 50 Participants: $9.99/month Up to 150 Participants: $19.99/month Up to 400 Participants: $29.99/month More than 400 participants? Email for special pricing. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ 2. Charity Transformation (Charitra) - https://projectcharitra.sap.com/ Description: A non-monetary “need” (collection of activities – goods or services) is created in the ASK page where it is then posted on the GIVE page. Registered volunteers are able to browse and select where they want to donate their goods/services. Each Need provides a description of what a volunteer would be expected to give or do. 38 Michigan Coalition Against Homelessness Revised 10/21/13 Experiences can be posted back in to Charitra through photographs or written project descriptions. Recruitment: Use the recommended button on the “Needs detail” page to recommend a need on popular social network websites, other websites, and the Charitra Recommendations section. Price: Free registration. _______________________________________________ 3. Volunteer Match - http://www.volunteermatch.org Description: VolunteerMatch membership is limited to qualifying nonprofit organizations. Members are able to post volunteer opportunities, manage interested volunteers, and promote their organization. Interested volunteers search for opportunities by location and/or keyword. Recruitment: Post volunteer listings and applicable zip codes. Price: Free for all qualifying nonprofits. _______________________________________________ 4. All for Goodhttp://www.allforgood.org/posting Description: All for Good's facilitates volunteerism and community service. To meet that goal, they have developed a custom volunteer opportunity oriented search engine that is powered by the largest database of volunteer opportunities on the Internet. The database includes activities those from many prominent non-profit partners as well as those provided directly to the website by smaller, grass roots based organizations. Recruitment: Organizations post volunteer opportunities in 3 ways: 1) Through the website’s spreadsheet template where organizations must register 2) Creating own XML data feed directly to All For Good’s website, or 3) posting opportunities through partner websites. Price: Free registration/posting _______________________________________________ 5. CharityAmerica.com - http://www.charityamerica.com Description: Nonprofits register for online donations and to post their volunteer opportunities. Site places higher emphasis on monetary donations than actual volunteer opportunities, though both are present and possible. Volunteers search by location and interest. Recruitment: Post donation needs or volunteer listings directly on site. Price: Free registration/posting _______________________________________________ 6. Idealist.org - http://www.idealist.org/ Description: Idealist connects people, organizations, and resources to help build a world where all people can live free and dignified lives. Organizations have the ability to create job profile enabling them to post job opportunities and volunteer opportunities. Volunteers search by location (local, national or international), interest, time 39 Michigan Coalition Against Homelessness Revised 10/21/13 commitment and other categories. Recruitment: Post volunteer listings through the website. Price: Free registration/posting _______________________________________________ 7. United Way - http://www.unitedway.org/ Description: United Way Worldwide is the leadership and support organization for the network of nearly 1,800 community-based United Ways in 40 countries and territories. United Ways are categorized locally, by city or county, depending by the area. Volunteer have the ability to search by location, availability, interest, organizations and various other methods. Recruitment: Volunteers may become a part or a group, sign up on the website or receive email alerts based on their interests. Price: Free registration/posting _______________________________________________ 8. Volunteer Centers of America - http://www.mivolunteers.org/ Description: Volunteer Centers mobilize people and resources to deliver creative solutions to community problems. Through the convening of organizations, the promotion of community service, and the matching of volunteers to nonprofit programs and events, Volunteer Centers take a leadership role in addressing key community issues. People interested in volunteering may locate their volunteer center for that specific agency or get in contact with their local United Way. Recruitment: Volunteers search for opportunities by contacting their local volunteer centers. Volunteers may become a part or a group, sign up on the website or receive email alerts based on their interests. Price: Free registration/posting _ _ _ _ _ _ _ _ _______________________________________ 9. Michigan Volunteer Registry - https://www.mivolunteerregistry.org/ Description: An internet-based system enabling healthcare personnel and citizens to pre-register to volunteer their assistance during an emergency. During an emergency, volunteer information will be gathered and appropriate volunteers contacted by authorized personnel. Individuals willing to assist during a disaster may choose to register as part of the General Volunteer unit, Michigan's State Animal Response Team, Michigan Mortuary Response Team, or any of the five partner Citizen Corps Programs. Recruitment: Volunteers register through the agency’s website and may be asked to provide additional information if they have any health credentials or licenses. It may be used as a way to find volunteers to serve in certain service projects. All volunteers are encouraged to apply. Price: Free registration/posting 40 Michigan Coalition Against Homelessness Revised 10/21/13 _______________________________________________ 10. Various University/School Websites Description: Numerous schools will have places that post volunteer descriptions. Depending on the size and student body of the school, the school may have a separate website for volunteer postings. A quick search will allow one to post volunteer positions. High schools will have guidance counselors that will post positions or notify the students about various volunteer opportunities. Recruitment: Depends on the school’s method of recruiting volunteers. Larger schools tend to have a section dedicated to volunteerism, such as career service center, to gather volunteers. Smaller schools may have a volunteer coordinator that posts positions. Price: Depends on school’s method. Most schools do not require prices, but do require you to create a profile. _____________________________________________ 11. United We Serve www.serve.gov Description: Serve.gov is an online resource for not only finding volunteer opportunities in a community, but also creating one’s own. National database for volunteering opportunities powered by the Corporation for National and Community Service. Recruitment: Volunteers may create their own volunteering opportunities or use the search engine to find opportunities near them. Serve.gov uses the volunteer database AllforGood (mentioned earlier in this resource). Price: Free but requires registration _______________________________________________ 12. Michigan.gov Volunteer Database www.michigan.gov/volunteer Description: This website takes one directly to the Michigan Community Service Commission’s home webpage. It provides multiple links about AmeriCorps and volunteer resources. Recruitment: Depends on which website one chooses to post volunteer positions. The websites provide descriptions on how to post volunteer postings or search for volunteers. Price: Depends on the website. Most websites provide free postings but may require a company to register through their website. *Do you know of other websites that allow you to post volunteer positions? Tell your Volunteer Coordinator! 41 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix D: Sample Volunteer Application Form Name: Date of Birth: Street Address: City: State: Email address: Phone Number: College Student, Veteran, or Baby Boomer? Zip: Fluent Languages Spoken: Please indicate your desired shift: ____ Set up (8 – 10) ____ During the event (10-2) ____ Tear down (2-4) ____ All Day (8-4) If you would like to volunteer for a timeframe not listed, please call ________________. Please indicate your desired placement area: ____ Wherever needed ____Greeter ____ Intake/ Check in ____ Client Escorts ____ Food ____ Clothing Monitor Boxed Lunch Choice: ____ Vegetarian ____ Non Vegetarian ____ Other dietary restrictions Please send completed application to: ___________________________ 42 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix E: Sample Volunteer Sign In Sheet Name: ___________________________________________________________ Home phone: __________________________ Email: _____________________ Emergency Contact: Name: _______________________ Relationship: ___________________ Number: _________ Name: ___________________________________________________________ Home phone: __________________________ Email: _____________________ Emergency Contact: Name: _______________________ Relationship: ___________________ Number: _________ Name: ___________________________________________________________ Home phone: __________________________ Email: _____________________ Emergency Contact: Name: _______________________ Relationship: ___________________ Number: _________ Name: ___________________________________________________________ Home phone: __________________________ Email: _____________________ Emergency Contact: Name: _______________________ Relationship: ___________________ Number: _________ 43 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix F: Sample Evaluation Survey Please take a moment to complete this anonymous survey. Your experience volunteering with (Agency) is important to us and we take your evaluations seriously. Please consider the following questions and answer as honestly and accurately as possible. We appreciate your service and feedback. Date: ______ Hours served: ____ For the following statements, circle the answer that most closely expresses your opinion: 1. The time you spent volunteering was useful for the agency Strongly Disagree Disagree Don’t know Agree Strongly Agree 2. You made a meaningful contribution through your volunteer service Strongly Disagree Disagree Don’t know Agree Strongly Agree 3. You understood your position’s responsibilities prior to your service Strongly Disagree Disagree Don’t know Agree Strongly Agree 4. You felt prepared for your volunteer position Strongly Disagree Disagree Don’t know Agree Strongly Agree 5. You gained something valuable from your volunteer experience Strongly Disagree Disagree Don’t know Agree Strongly Agree 6. You felt comfortable asking clarifying questions about your position Strongly Disagree Disagree Don’t know Agree Strongly Agree 7. Your interactions with staff were positive Strongly Disagree Disagree Don’t know Agree Strongly Agree 8. You felt welcomed into the agency Strongly Disagree Disagree Don’t know Agree Strongly Agree 9. You were able to gain a better understanding of housing and homelessness issues as a result of your service Strongly Disagree Disagree Don’t know Agree Strongly Agree 10. Please write any additional comments in the space provided below _____________________________________________________________________ _____________________________________________________________________ ___________________________ 11. If you enjoyed your experience and would like to volunteer again, or are interested in receiving agency publications, please provide your contact information Appendix E: below (name, address, phone number) _____________________________________________________________________ SAMPLE INTAKE/EXIT FORM ________ 44 Michigan Coalition Against Homelessness Revised 10/21/13 Appendix G: Sample Intake/Exit Form Volunteer Intake Form: This sheet has several functions: to count your volunteers, to provide demographic data on your volunteers, to measure volunteer knowledge of homelessness, and to collect information in case of emergency. (Collecting the emergency information is part of risk management, and not part of the reporting of volunteer statistics.) The information in RED is data you absolutely must collect in order to correctly report in OnCorps. The remainder of the information is data you must collect but won’t report on. This report can have questions added based on the needs of your agency and whether or not they want to collect additional information (for example, finding out if a volunteer was someone that ever received services from your agency before). Example: Volunteer Information Name: ___________________________________________________________ Telephone Number: __________________________ Email: _____________________ College Student YES or NO (circle one) Baby Boomer YES or NO (circle one) Emergency Contact Name: _______________________ Relationship: ___________________ Telephone Number: ______________________ Survey Information On a scale of 1 – 5, with 1 being the lowest and 5 the highest, how would you rate your understanding of the causes of homelessness? 1 2 3 4 5 **Revise as Necessary 45 Michigan Coalition Against Homelessness Revised 10/21/13 Volunteer Exit Form: This form serves three primary purposes for reporting: collecting hours served, measuring the change in volunteer knowledge as well as determining how effective your volunteer management was. It also collects important information about the event for the organizers, so that they may plan the next cycle’s event. Most of the fields below will be very helpful for you to keep on the exit form, especially if you want to maintain a dedicated group of volunteers at your agency. However, your agency may have different needs. As with the Volunteer Intake Form, fields in red text are pieces of information you must absolutely gather in order to report out correctly. Example: Volunteers, please take a moment to let us know what you think! Date:____________________________________________ How many hours did you serve today? _______________ Was your time well used today? How so? __________________________________________________ Now that you’ve received training and volunteered, how would you rate your understanding of the causes of homelessness? Please use the 1 – 5 scale below, with 1 being the lowest and 5 being the highest. 1 2 3 4 5 Do you have any other suggestions/comments? _________________________________ If you are interested in participating in additional volunteer events, please write your contact information below: (Name, address, e-mail) _____________________________________________________________________________________ **Revise as Necessary Remember, you are only reporting on NEW volunteers each quarter, NOT previous volunteers. Make sure you don’t double-count anyone when you do your reporting! 46 Michigan Coalition Against Homelessness Revised 10/21/13 47 Michigan Coalition Against Homelessness Revised 10/21/13