Volunteer Management Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Volunteer Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Volunteer Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Volunteer Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Volunteer Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Volunteer Management improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What is the relationship between your organizations volunteer program characteristics and reported benefits of, perceived challenges of, and satisfaction with engaging international volunteers?

  2. Will organizations whose services are in higher demand deal with the increased workload by hiring more staff, by engaging more volunteers and/or by looking to current staff to do more?

  3. Will your workplace giving program only focus on payroll giving, or will it include organization matching, workplace fundraising, volunteering, skills sharing and/or in kind support?

  4. How do you develop a comprehensive training plan to address the needs of managers, elected officials, support staff, direct service providers, volunteers, and board members?

  5. How do you recognize the importance of local and community volunteering, prioritize it with ongoing resources and support as well as develop robust metrics for success?

  6. How could volunteering by older people and intergenerational learning be better supported, including across borders, to foster knowledge sharing and civic engagement?

  7. Have the mechanisms that promote coordination and communication been evaluated through the response to actual events or tested through exercises and/or simulations?

  8. Have you thought about what is possible around expansion of impact, or identify trends in recruitment, volunteers aging in place, or expanded roles?

  9. What kind of research would help you to understand if volunteering is being altered by its association with compulsory forms of community service?

  10. What challenges do volunteer engaging organizations and organization departments face when trying to offer service opportunities to more people?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Volunteer Management book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Volunteer Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Volunteer Management Self-Assessment and Scorecard you will develop a clear picture of which Volunteer Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Volunteer Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Volunteer Management projects with the 62 implementation resources:

  • 62 step-by-step Volunteer Management Project Management Form Templates covering over 1500 Volunteer Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How does Volunteer Management project management relate to other disciplines?

  2. Risk Register: What are you going to do to limit the Volunteer Management projects risk exposure due to the identified risks?

  3. WBS Dictionary: Is the work done on a work package level as described in the WBS dictionary?

  4. Risk Audit: Does your organization have a register of insurance policies detailing all current insurance policies?

  5. Human Resource Management Plan: Is pert / critical path or equivalent methodology being used?

  6. Probability and Impact Assessment: How solid is the Volunteer Management projection of competitive reaction?

  7. WBS Dictionary: Are control accounts opened and closed based on the start and completion of work contained therein?

  8. Lessons Learned: How much flexibility is there in the funding (e.g., what authorities does the program manager have to change to the specifics of the funding within the overall funding ceiling)?

  9. Team Performance Assessment: To what degree are corresponding categories of skills either actually or potentially represented across the membership?

  10. Procurement Management Plan: Have Volunteer Management project management standards and procedures been identified / established and documented?

 
Step-by-step and complete Volunteer Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Volunteer Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Volunteer Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Volunteer Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Volunteer Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Volunteer Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Volunteer Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Volunteer Management project with this in-depth Volunteer Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Volunteer Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Volunteer Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Volunteer Management investments work better.

This Volunteer Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.