civivolunteer: tips & tricks, ginkgo street webinar

GinkgoStreet.com @GinkgoStreet #CiviCRM

CiviVolunteer: Tips and Tricks

Ginkgo Street WebinarJanuary 29, 2015

Frank J. Gómez, CiviCRM DeveloperRoshani Kothari, Director of Strategy & Engagement

Ginkgo Street Labs


About Ginkgo Street Labs

Maintenance & Support ServicesWe make it easy for you to get started. We offer free hosting with a maintenance contract.

CiviCRM Upgrade ServiceAlready have CiviCRM and need an upgrade? We can help you to upgrade to 4.5.

CiviCRM CustomizationsPerplexed by CiviCRM customizations? We can help you.


CiviCRM Story

Founded in 2004CiviCRM started in 2004 by Dave Greenberg, Donald Lobo and Michal Mach. The founders had a lot of previous experience working with nonprofits and tools.

Grounded in Open SourceThere are no license costs or user fees associated with downloading, installing, or using the software.

Built for NonprofitsCiviCRM was created specifically for nonprofits, and takes into account nonprofit needs such as memberships, donations, events, volunteer management and more.

Nurtured & Improved by CommunityThe CiviCRM community is constantly coming up with improvements & innovations that are contributed back to the community, so everyone can benefit from them.


CiviCRM lets you manage…

Members

DonorsEvents

Volunteers

Campaigns

Email Lists

and more…

CiviEvents

CiviCampaign

CiviVolunteer

CiviMail

CiviContribute

CiviMember

http://book.civicrm.org/user/current/introduction/components

http://book.civicrm.org/user/current/introduction/components/

http://book.civicrm.org/user/current/introduction/components/


Ladder of Engagement


#1: Planning a Volunteer Program

StrategyDefine how a volunteer program will fit into the organization's structure.

ActivityDetermine what types of activities volunteers can help with. Ongoing activities, or discrete assignments at an event?

RolesCreate a process for defining volunteer job description, including qualifications required, skills needed and time commitment.

ManagementDetermine who will be managing, supervising and training the volunteers.

ScheduleCreate a schedule for when volunteers are needed during the year.


#2: Recruiting & Placing Volunteers

Define AudiencesIdentify who your ideal volunteers are and their characteristics and interests.

Find AudiencesWhere do potential volunteers hang out? Email lists, forums, events, local groups...

Define & Implement Marketing StrategyFigure out your marketing strategy, messages and start promoting the volunteer opportunities.

Easy Way to ApplyMake it easy for people to apply for the position and have a process in place to respond to applicants.

SelectionDefine how you will categorize and select volunteers.


#3: Volunteer Orientation & Training

Plan Orientation ProcessDefine who will be managing the volunteers. Determine volunteer expectations and create a volunteer handbook. Schedule orientation that allows you to onboard multiple volunteers if possible.

OrientationHere are some things to include during the orientation process:

– Define expectations– Create schedule– Provide skills-based training as needed– Introduce them to staff – Share how evaluations will be conducted– Demonstrate how valuable they are to your organization

Ongoing TrainingDetermine what type of ongoing training can be provided. Schedule monthly trainings and/or brownbags for training and sharing experiences


#4: Supervising & Recognizing Volunteers

Tracking TimeDetermine how volunteers will submit time, and how their time will be tracked.

Schedule Check-InsSchedule time to check-in with volunteers to discuss how work is going, what they need help with, and what follow-up training is required.

Recognizing VolunteersFigure out what criteria you will use to recognize volunteers, and best ways to recognize their contributions and the impact they are having through their work.


#5: Evaluating Volunteer Programs

Define Criteria for EvaluationFigure out how volunteer work will be evaluated.

Create Evaluation ScheduleDetermine how often the evaluation will take place.

Conduct EvaluationsWork with volunteers to conduct evaluations and determine successes, challenges, areas of improvement, additional training required, and next steps.

Evaluation Follow-UpDetermine next steps in terms of guidance and training needed.


Working Around CiviVolunteer's Limitations

My volunteer opportunities are not event-based

No volunteer project templating

Use custom fields

Exploring the API


What's Next for CiviVolunteer?

Commendations

Skill specification

First pass at skill matching

Improvements to volunteer sign up form

Introduction of volunteer interest form


How Can You Get Involved?

Looking for Partners

+ CiviVolunteer Road Maphttp://goo.gl/EmqU1P

+ CiviVolunteer Fundraising Campaignhttp://goo.gl/gwx34N

Discuss & Share Your Thoughts

+ CiviVolunteer Forumhttp://goo.gl/VQoWPH

http://goo.gl/EmqU1P

http://goo.gl/EmqU1P

http://goo.gl/gwx34N

http://goo.gl/gwx34N

http://goo.gl/VQoWPH

http://goo.gl/VQoWPH


Volunteer Management Resources VolunteerMatch.org – Webinars, Videos & Morehttp://learn.volunteermatch.org/

Idealist.org – Volunteer Management Resource Centerhttp://www.idealist.org/info/VolunteerMgmt

Energize, Inc. – A to Z Volunteer Managementhttps://www.energizeinc.com/

501 Commons – Volunteer Management Resourceshttp://www.501commons.org/resources/tools-and-best-practices/volunteer-management

ServiceVolunteer.org – Volunteer Engagement Resourceshttp://www.serviceleader.org/

International Association for Volunteer Effort http://iave.org/

Hands on Network – Volunteering Resourceshttp://www.handsonnetwork.org/nonprofitgov/toptools

Points of Light – Basic Volunteer Engagement Traininghttp://points-of-light-training.myshopify.com/products/basic-volunteer-engagement-series

http://learn.volunteermatch.org/

http://www.idealist.org/info/VolunteerMgmt

http://www.idealist.org/info/VolunteerMgmt

https://www.energizeinc.com/

https://www.energizeinc.com/

http://www.501commons.org/resources/tools-and-best-practices/volunteer-management

http://www.501commons.org/resources/tools-and-best-practices/volunteer-management

http://www.serviceleader.org/

http://www.serviceleader.org/

http://iave.org/

http://iave.org/

http://www.handsonnetwork.org/nonprofitgov/toptools

http://www.handsonnetwork.org/nonprofitgov/toptools

http://points-of-light-training.myshopify.com/products/basic-volunteer-engagement-series

http://points-of-light-training.myshopify.com/products/basic-volunteer-engagement-series


Upcoming

April 20-23, 2015: CiviCon Denver http://goo.gl/b8IvRk April 20-21: User and administrator training and developer trainingApril 21: CiviCRM Discovery sessionApril 21: Free showcase eventApril 22-23: CiviCon Denver

http://goo.gl/b8IvRk


Connect with us

Frank J. Gómez, Pricinpal & DeveloperCiviCRM, IRC & Skype: @GinkgoFJG [email protected]

Roshani Kothari, Director of Strategy & EngagementTwitter: @[email protected]

Ginkgo Street Labs Twitter http://twitter.com/ginkgostreet Linkedin https://www.linkedin.com/company/ginkgostreet-labs Facebook https://www.facebook.com/GinkgoStreet

mailto:[email protected]

mailto:[email protected]

http://twitter.com/ginkgostreet

https://www.linkedin.com/company/ginkgostreet-labs

https://www.facebook.com/GinkgoStreet

civivolunteer: tips & tricks, ginkgo street webinar

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