Attracting and Retaining
Volunteers
Judith Lindenau
Certified Association Executive
JWL Consulting and Executive Coaching
Who are your volunteers?
• Feel compassion for those
in need
86%
• Have an interest in the
activity or work
72%
• Gaining a new
perspective on things
70%
• The importance of the
activity to people
the volunteer respects
63%
Independent Sector, National Survey
2/2/2014

JWL Consulting
judith@judithlindenau.com

2
Profile of the Volunteer
• Boomers are looking to
contribute meaningfully
to the community.
• Donors want to
contribute more than
money.
• Increasing pool of
younger volunteers.
• Some are looking for job
experience, training, reentry to employment.
2/2/2014

JWL Consulting
judith@judithlindenau.com

3
Attracting Northern Michigan
Volunteers
•

•
•
•

2/2/2014

The population is
increasing:
10% in Benzie
8% in Grand Traverse
6% in Antrim
Retirement
communities
Seasonal residents
Rural culture/ sense of
community
JWL Consulting
judith@judithlindenau.com

4
National Trends in Volunteering
• Baby boomers have
highest rate of
volunteering and lowest
volunteer retention
rate.
• While overall volunteer
hours are down slightly,
more individuals and
younger people are
volunteering.
2/2/2014

• Volunteers are younger
and more skilled then in
the past.
• Family and group
volunteering are
popular.
• More people with
professional skills
available to nonprofit
organizations.

JWL Consulting
judith@judithlindenau.com

5
National Trends in Volunteering
• Many volunteers are
employed, students, or have
young families.
• Desire for freedom, ability to
act quickly.
• Volunteers want challenging,
interesting assignments.
• Volunteers come from a
broader cross-section of
society.
• Volunteers expect to be
treated professionally.
• Volunteers need flexibility in
hours.

2/2/2014

JWL Consulting
judith@judithlindenau.com

6
How do we best respond to these
trends?
• Design episodic, short-term positions.
• Provide group volunteer opportunities.
• Target recruitment to professionals, youth,
retired people, ethnic groups, etc.
• Offer flexible hours and locations.
• Organize a substitute system of volunteers.

2/2/2014

JWL Consulting
judith@judithlindenau.com

7
Eliminate Committees

2/2/2014

JWL Consulting
judith@judithlindenau.com

8
Instead of Committees:
• Design short term positions—work groups,
task forces, board advisory groups for specific
projects
• Online forums and discussion groups
• Start with the work that needs to be
accomplished and design a structure to do
only that

2/2/2014

JWL Consulting
judith@judithlindenau.com

9
Death By Meeting



Our meetings are
held to discuss
many problems
which would never
arise if we held
fewer meetings”—
Ashleigh Brilliant

2/2/2014

JWL Consulting
judith@judithlindenau.com

10
Maintain a Superior Data Base
• Current members and
contact information
• Skills and interests
• Demographic data
• History of Involvement
• Likes, dislikes
• Individual and overall
volunteer hours

• Results
• Evaluations and progress
reports

2/2/2014

• Tips:
– Use a good Data Base
program
• Microsoft Excel
• Volunteer Works
• Database software
»
»
»
»

Filemaker Pro
AccessVolunteer
VolunteerSpot.com
Tech Soup.org

– Periodic Updates
(online, response
card, phone, email)
– Active Communication s
program (social
media, annual
meeting, events)

JWL Consulting
judith@judithlindenau.com

11
Assign Volunteers Wisely
• Clear role description
• Strong fit: interests, experience, ability
• Authority to accomplish the role
– Budget
– Span of control- when must they check-in before making a
decision-making
– Reporting & communication requirements
– Communicate role to others in organization

2/2/2014

JWL Consulting
judith@judithlindenau.com

12
Give volunteers authority

2/2/2014

JWL Consulting
judith@judithlindenau.com

13
Authority for Volunteers
• Authority to accomplish the role
– Budget
– Span of control- when must they check-in before making a
decision-making
– Reporting & communication requirements
– Communicate role to others in organization

2/2/2014

JWL Consulting
judith@judithlindenau.com

14
Define All Responsibilities Clearly
• Position Descriptions
for individuals
• Task descriptions for
Committees and Work
Groups
• Clear Description of
expected results and
time frames
• Always appoint a single
person responsible
2/2/2014

• “To Do” list at the end
of the meeting minutes
• Responsibility Flow
Chart
• Process, not results

JWL Consulting
judith@judithlindenau.com

15
Flow Chart
Public Request

In Writing

Staff Receives

Committee Reviews and Recommends Action to Board

Board Reviews and Recommends Action

Budget
2/2/2014

Implementation
JWL Consulting
judith@judithlindenau.com

16
Train Volunteers
• History
• Language of your
organization
• Values and Mission
• Expectations for the
position
• Annual Calendar of
organization

2/2/2014

JWL Consulting
judith@judithlindenau.com

17
Volunteer Accountability
• Performance Reviews
• Evaluation of the Work
Plan
• Personal Conversation
• Reward and Recognition
for Excellence
• Clear, regular
Communication

2/2/2014

JWL Consulting
judith@judithlindenau.com

18
There’s an App for That….

2/2/2014

JWL Consulting
judith@judithlindenau.com

19
….and a book!

2/2/2014

JWL Consulting
judith@judithlindenau.com

20
CREATE A CULTURE OF MISSION AND GRATITUDE
2/2/2014

JWL Consulting
judith@judithlindenau.com

21

Attracting and retaining volunteers

  • 1.
    Attracting and Retaining Volunteers JudithLindenau Certified Association Executive JWL Consulting and Executive Coaching
  • 2.
    Who are yourvolunteers? • Feel compassion for those in need 86% • Have an interest in the activity or work 72% • Gaining a new perspective on things 70% • The importance of the activity to people the volunteer respects 63% Independent Sector, National Survey 2/2/2014 JWL Consulting judith@judithlindenau.com 2
  • 3.
    Profile of theVolunteer • Boomers are looking to contribute meaningfully to the community. • Donors want to contribute more than money. • Increasing pool of younger volunteers. • Some are looking for job experience, training, reentry to employment. 2/2/2014 JWL Consulting judith@judithlindenau.com 3
  • 4.
    Attracting Northern Michigan Volunteers • • • • 2/2/2014 Thepopulation is increasing: 10% in Benzie 8% in Grand Traverse 6% in Antrim Retirement communities Seasonal residents Rural culture/ sense of community JWL Consulting judith@judithlindenau.com 4
  • 5.
    National Trends inVolunteering • Baby boomers have highest rate of volunteering and lowest volunteer retention rate. • While overall volunteer hours are down slightly, more individuals and younger people are volunteering. 2/2/2014 • Volunteers are younger and more skilled then in the past. • Family and group volunteering are popular. • More people with professional skills available to nonprofit organizations. JWL Consulting judith@judithlindenau.com 5
  • 6.
    National Trends inVolunteering • Many volunteers are employed, students, or have young families. • Desire for freedom, ability to act quickly. • Volunteers want challenging, interesting assignments. • Volunteers come from a broader cross-section of society. • Volunteers expect to be treated professionally. • Volunteers need flexibility in hours. 2/2/2014 JWL Consulting judith@judithlindenau.com 6
  • 7.
    How do webest respond to these trends? • Design episodic, short-term positions. • Provide group volunteer opportunities. • Target recruitment to professionals, youth, retired people, ethnic groups, etc. • Offer flexible hours and locations. • Organize a substitute system of volunteers. 2/2/2014 JWL Consulting judith@judithlindenau.com 7
  • 8.
  • 9.
    Instead of Committees: •Design short term positions—work groups, task forces, board advisory groups for specific projects • Online forums and discussion groups • Start with the work that needs to be accomplished and design a structure to do only that 2/2/2014 JWL Consulting judith@judithlindenau.com 9
  • 10.
    Death By Meeting  Ourmeetings are held to discuss many problems which would never arise if we held fewer meetings”— Ashleigh Brilliant 2/2/2014 JWL Consulting judith@judithlindenau.com 10
  • 11.
    Maintain a SuperiorData Base • Current members and contact information • Skills and interests • Demographic data • History of Involvement • Likes, dislikes • Individual and overall volunteer hours • Results • Evaluations and progress reports 2/2/2014 • Tips: – Use a good Data Base program • Microsoft Excel • Volunteer Works • Database software » » » » Filemaker Pro AccessVolunteer VolunteerSpot.com Tech Soup.org – Periodic Updates (online, response card, phone, email) – Active Communication s program (social media, annual meeting, events) JWL Consulting judith@judithlindenau.com 11
  • 12.
    Assign Volunteers Wisely •Clear role description • Strong fit: interests, experience, ability • Authority to accomplish the role – Budget – Span of control- when must they check-in before making a decision-making – Reporting & communication requirements – Communicate role to others in organization 2/2/2014 JWL Consulting judith@judithlindenau.com 12
  • 13.
    Give volunteers authority 2/2/2014 JWLConsulting judith@judithlindenau.com 13
  • 14.
    Authority for Volunteers •Authority to accomplish the role – Budget – Span of control- when must they check-in before making a decision-making – Reporting & communication requirements – Communicate role to others in organization 2/2/2014 JWL Consulting judith@judithlindenau.com 14
  • 15.
    Define All ResponsibilitiesClearly • Position Descriptions for individuals • Task descriptions for Committees and Work Groups • Clear Description of expected results and time frames • Always appoint a single person responsible 2/2/2014 • “To Do” list at the end of the meeting minutes • Responsibility Flow Chart • Process, not results JWL Consulting judith@judithlindenau.com 15
  • 16.
    Flow Chart Public Request InWriting Staff Receives Committee Reviews and Recommends Action to Board Board Reviews and Recommends Action Budget 2/2/2014 Implementation JWL Consulting judith@judithlindenau.com 16
  • 17.
    Train Volunteers • History •Language of your organization • Values and Mission • Expectations for the position • Annual Calendar of organization 2/2/2014 JWL Consulting judith@judithlindenau.com 17
  • 18.
    Volunteer Accountability • PerformanceReviews • Evaluation of the Work Plan • Personal Conversation • Reward and Recognition for Excellence • Clear, regular Communication 2/2/2014 JWL Consulting judith@judithlindenau.com 18
  • 19.
    There’s an Appfor That…. 2/2/2014 JWL Consulting judith@judithlindenau.com 19
  • 20.
    ….and a book! 2/2/2014 JWLConsulting judith@judithlindenau.com 20
  • 21.
    CREATE A CULTUREOF MISSION AND GRATITUDE 2/2/2014 JWL Consulting judith@judithlindenau.com 21