Volunteer Management Toolkit

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Establish that your organization operations provides your organizations administrative Management Functions as board support, Financial Management, Facilities Management, Volunteer Management, information Technology Management, communications, and other administrative Support Services.

More Uses of the Volunteer Management Toolkit:

  • Follow process and procedures for Volunteer Management, address performance issues and reassignment, replacement or removal.

  • Control: Community Outreach, technology, community and Economic Development, education.

  • Ensure organization philosophy on volunteer engagement is embraced by programs team and integrated into overall Volunteer Management practices.

  • Methodize: community relations program support.

  • Formulate: document program activities and provides scheduled reports for external funders, and provides accountability for community investments.

  • Secure that your business develops systems to support efficient Business Processes for event coordination.

  • Make sure that your planning complies; Crisis Management develops strategies to prevent, respond to and recover from Business Disruption.

  • Systematize: divisional staff on Technical Systems or process related topics.

  • Guide: risk develop strategies that help your organization assess, avoid and manage risk.

  • Ensure your planning complies; resources available to enhance all phases of Emergency Management.

  • Organize: organization mentors are available for additional support as agreed upon by staff and your organization management.

  • Maintain territorial Online Training curriculum that relates to emergency.

  • Coordinate the multi media production of all emergency services training.

  • Ensure your project leads Volunteer Management.

  • Oversee all the financial matters and work with your organization Management Team to develop and monitor your organization budget.

  • Support and provide training.

  • Arrange that your strategy provides ultimate accountability for measuring and reporting the effectiveness of the Team Structure, processes, services and results.

  • Govern: Volunteer Management Skills.

  • Methodize: approval to development to implementation.

  • Be accountable for learning and Professional Development.

  • Formulate: partner with gift (workplace giving) ambassador lead on Employee Engagement.

  • Govern: Volunteer Management coordination.

  • Devise: variety of time commitments are available.

  • Engage with professional Volunteer Management associations to utilize resources and develop Best Practices.

  • Ensure you meet; ondemand learning Management System, and the development of multiple.

  • Manage services and Volunteer Management.

  • Make sure that your organization identifies strategies and processes for improving volunteer recruitment and Data Management.


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 999 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 999 standard requirements:

  1. How is Change Control managed?

  2. What drives O&M cost?

  3. Where is Volunteer Management data gathered?

  4. What intelligence do you gather?

  5. What improvements have been achieved?

  6. Are there competing Volunteer Management priorities?

  7. Where do the Volunteer Management decisions reside?

  8. What Volunteer Management data should be managed?

  9. Is there any other Volunteer Management solution?

  10. Are your responses positive or negative?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Volunteer Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Volunteer Management Project Team have enough people to execute the Volunteer Management Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Volunteer Management Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.