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2023 Tracking Volunteers in Bloomerang.pdf

This document summarizes a presentation about tracking volunteers in Bloomerang. It discusses setting up custom fields and groups to track volunteer data, including availability, interests, skills, and activities. It also covers creating forms for volunteers to submit hours and activities. Reports can then show volunteer metrics and impact. The presentation demonstrates these features in Bloomerang and promotes an additional volunteer management add-on for more advanced tracking across platforms.

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Welcome to
Bloomerang Academy
Thank you for joining us!
Please drop into the chat and tell us where you are joining us from
and what the weather is like where you are!
Ask questions
Live Transcript
Share ideas
Housekeeping
Housekeeping
We will share the slides and recording of this session with you via
email later today.
Dial in audio access: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
Volunteer Tracking In
Bloomerang
Poll
What data does your organization currently track
related to your volunteers?
a.) Names of past volunteers
b.) Activities they did while volunteering
c.) Dates and times they worked
d.) Availability schedules
e.) Special skills/qualifications they possess
f.) None of these
g.) All of these
h.) Other
What will we cover
today?
1. Volunteers are vital–and so is tracking
them
2. Set up Bloomerang to track volunteers
and volunteer activity
3. Groups: Volunteer group in Bloomerang
4. Volunteer reports to show value and
build relationships
5. Demo in Bloomerang Donor database
6. Bloomerang Volunteer add-on for more
in-depth tracking
7. Q&A and Resources

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2023 Tracking Volunteers in Bloomerang.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please drop into the chat and tell us where you are joining us from and what the weather is like where you are!
  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 5. Poll What data does your organization currently track related to your volunteers? a.) Names of past volunteers b.) Activities they did while volunteering c.) Dates and times they worked d.) Availability schedules e.) Special skills/qualifications they possess f.) None of these g.) All of these h.) Other
  • 6. What will we cover today? 1. Volunteers are vital–and so is tracking them 2. Set up Bloomerang to track volunteers and volunteer activity 3. Groups: Volunteer group in Bloomerang 4. Volunteer reports to show value and build relationships 5. Demo in Bloomerang Donor database 6. Bloomerang Volunteer add-on for more in-depth tracking 7. Q&A and Resources
  • 7. Volunteers are vital–good reasons to track and maintain those relationships ● 25% of American adults, or 63 million people have volunteered their energy, time, and talent. https://www.enterpriseappstoday.com/stats/volunteering-statistics.html ● Every year, on average, volunteers donate almost 50 hours of their time. ● In the United States, it is estimated that each hour a volunteer works is worth around $29.95-$31.80. ● In 2022, the economic value of volunteers has resulted in almost $123 billion. ● Volunteers take the workload off of paid staff, reducing stress and turnover; and volunteering makes volunteers happier and healthier.
  • 8. Key takeaways: ● Demand for services is UP ● Delivery of services is UP ● Staff is DOWN ● Hours worked by staff is UP ● Amount of organizational funding is FLAT Meaning that nonprofits need to be (and are) delivering more service with the same (or less) funding with fewer staff who are working more hours. VOLUNTEERS can help fill that void! THE STATE OF VOLUNTEER ENGAGEMENT: INSIGHTS FROM NONPROFIT LEADERS AND FUNDERS Changes in program operations over last year
  • 9. If you are struggling to get and keep volunteers, you are not alone. 33% of volunteer managers reported volunteer recruitment as their biggest challenge in 2023. How to Create a Volunteer Recruitment Plan: 5 Strategies
  • 10. Why track volunteers? If you track your volunteers, you are more likely to improve your volunteer experience and volunteer retention.
  • 11. CONSTITUENT: About the Volunteer ● Availability ● Interests ● Skills/Talents Custom Fields/Custom Data INTERACTION: About the Activity ● Volunteer Activity ● Volunteer Hours ● Event/Program Interesting fact: The actual financial impact of an hour of skilled volunteering in areas like marketing, strategic planning, HR, technology, and finance is valued at closer to $195/hr. The value goes beyond monetary support: 92% of nonprofits report that skilled volunteers are a strong resource to build capacity. Interesting fact: Tracking volunteer hours and impact could make a case for funders to support volunteer efforts. And funders need convincing. Examples of difference of perception: ● Volunteers to a “great extent” provide cost savings (73.9% for nonprofits vs. 38.9% for funders) ● Increase the quality of services or programs provided (72.2% for nonprofits vs. 25.2% for funders)
  • 12. BEFORE: ● Set-up in your database ○ Custom Fields Custom Data under Settings ○ Email Interests Delivery Settings/On the Constituent’s profile ○ Volunteer Reports Reports ○ Volunteer Signup Form Communication, Forms ● Engage Volunteers ○ Email Call to Action Communication, Emails, Link Bloomerang Online Form to Sign Up Volunteer Tracking Pieces in BLG Donor
  • 13. ● Use a Constituent Information Form ● Include Custom Fields Volunteer Sign-Up Form
  • 14. Set-up: Email Interests Communications, Email, Delivery Settings ● Decide whom you would like to ask. ● Showcase different activities and opportunities. ● Lay out needs and expectations. ● Include a link to your Volunteer Sign-Up form. Email Interests Email Call to Action
  • 15. Volunteer Tracking Pieces in BLG Donor AFTER: ● Post volunteer opportunity data entry ○ Volunteer activity form Communication, Forms OR ○ Import volunteers and volunteer activity Data Tools, Import ● Reporting ○ Reports for metrics Reports
  • 16. ● Volunteers can submit their volunteer information including hours worked through the volunteer activity form. ● Use either the volunteer activity form or do an import. Using both will create duplicate interactions on the constituents’ timelines. Volunteer Activity Form
  • 17. Import Interactions VOLUNTEERS: ● Use Account Numbers for an exact match ● Include: ○ Volunteer Hours ○ Volunteer Activity ○ Event (optional)
  • 18. ● Constituent Reports: ○ Generate a list of people who volunteered ○ Identify potential volunteers for an upcoming opportunity by using their availability ○ Generate a list of all potential volunteers Report on Volunteers
  • 19. ● Interaction Reports: ○ List all volunteer activities ○ Report on type of activity and hours ○ Volunteer recognition based on milestones (first-time, anniversary) ○ Annual reports -- for organizations that translate person-hours into dollars ○ What areas need more volunteers? Report on Volunteer Activity
  • 20. Volunteer Group in Bloomerang This group is Bloomerang-Created, but not Bloomerang-Managed. You will need to add any new volunteers to this Group. NOTES: 1. You will want to make adding volunteers to the Bloomerang Volunteer Group part of your data entry process. a. Adding to your Custom Fields–Edit profile b. Adding to Group–Summary or within the Group 2. If you have the Bloomerang Volunteer add-on, new volunteers from that system are automatically added to the Bloomerang Volunteer Group.
  • 23. How does this work? Bloomerang Donor Database Bloomerang Volunteer
  • 24. Profile Data Sync (Two-way) Email First name Last name Date of Birth Mobile # Address Activity Timeline Email First name Last name Date of Birth Mobile # Address Hours Worked Volunteer Group
  • 25. Hours Worked Sync (One-way) Activity Timeline Hours Worked =
  • 26. Consider these points. Can you relate? ● Volunteer experience is very important to your organization ● Finding and managing volunteers currently feels overwhelming ● Volunteers are organized through multiple tools and it’s hard to see everything in the same place (or you just don’t like your current software!) ● There are many moving parts (shifts, volunteers and other data) to manage your processes without automation
  • 27. Manage the entire volunteer lifecycle. Best-in-class volunteer management for: ● Nonprofit programs ● Fundraising events ● Corporate volunteerism SOLUTION
  • 28. Volunteer recruitment & qualification ● Build a beautifully branded volunteer sign-up page. ● Gather key information online with custom forms. ● Collect volunteer waivers, certification documents, and background checks.
  • 29. Volunteer scheduling ● Create schedules your way, with multiple calendar and list views, filters, and bulk actions. ● Match the right volunteer to the right role and shift with Bloomerang Volunteer’s RosterMode™. ● Empower volunteers to view and sign up for their preferred activities and missions.
  • 30. Engaging mobile management & communications ● Using the Bloomerang Volunteer Mobile App, view the entire master schedule and respond to schedule problems in an instant. ● Keep your team informed with automated notifications and shift reminders. ● Two-way communications to keep volunteers connected. Volunteer View Manager View
  • 31. Data management & reporting ● Collect and manage all your volunteer data. ● Measure your impact with advanced service time reporting and hours tracking. ● Easily filter, review, and report on your volunteer program data to help you secure funding.
  • 32. Poll Are you interested in seeing a live demo, viewing an online tour or speaking to a Bloomerang rep about Bloomerang volunteer?
  • 34. Resources Knowledgebase Track Volunteer Activity Create Volunteer Activity Forms Customize Confirmation Emails for Forms Add Bloomerang Forms to Your Website Bloomerang Volunteer Other Resources Bloomerang Volunteer: General Reporting (article) Crafting Memorable Volunteer Journeys: Tips For Success (article) A Guide To Building Lasting Bonds With Volunteers (article) 23 Best Volunteer Appreciation Gifts to Show Your Gratitude (article)
  • 35. Live Chat has a new look and a new location!
  • 36. Thank you for attending! And thank you for all you are doing in your communities! Visit our website to see more upcoming Bloomerang Academy webinars!