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A Modern Approach To
    Managing and

 Valuing Volunteers
Why Place a Value on Volunteers?

•    How much is this woman worth to your organisation?
Why Place a Value on Volunteers?

•    To compare the value of different types of volunteers
•    To compare volunteer value to other types of supporters
•    To make a case for investment in volunteers
•    To understand which types of volunteers offer the highest
     value to your organisation
•    To understand which types of volunteer fundraising
     activities offer the highest value to your organisation
•    To understand how much you can afford to invest in
     building relationships and supporting different types of
     volunteers
Making a start: Segmentation

Instead of treating volunteers as an ‘amorphous
mass’ we need to:
    • differentiate types of volunteers
    • understand what makes each different

We then need to create a comprehensive list of
volunteer types for:
       i.groups
       ii.individuals
Managing Volunteers



• Recruiting
• Managing
• Rewarding
Recruiting volunteers



•   Clarity of request
•   Job description
•   Hours, location required
•   Support, training offered
•   Who they’ll be working with
•   Interview, recruit
Optimising my volunteer’s time




 How do I get them to focus
their energies on what is most
 important for the business?
Value Days


Assign a weighting to different activities
  undertaken depending upon their value to
  the organisation and the individual’s job
Monitor time against those activities
Calculate a weighted number of hours/days to
  measure performance
Set targets for the number of value days per
  month or per year
Value Days
Monthly Timesheet

Activity                 Value         Time spent   Value     Target        Variance
                                         (Hours)    Hours

Administration                   0.1           10      1.00
Sending out mailings             0.5            9      4.50
Calling supporters               1.0            0      0.00
Attending HNWI events            1.5            5      7.50
Finding new supporters           1.2            4      4.80
Pledger/HNWI Care                1.5            2      3.00

Total                                          30     20.80            30       -9.20
Optimising my investment


How do we know where we
should be investing our time
   supporting fundraising
        volunteers?
Hierarchy of Support Framework

Band     Social      Informal   Individuals
         Community   Crowds
         Groups
High

Medium

Low
value:support matrix

Used to plot the portfolio of community groups
assessing their value (most often financial)
against their required level of support.

It can help organisations to better understand
where each community group sits in terms of
their actual performance relative to their
support needs and how to assess what their
future could be.
value:support matrix
 high




VALUE




    low   SUPPORT          high
value:support matrix
 high




VALUE




    low   SUPPORT          high
contribution:value matrix


The logical next step as it goes beyond cash…

It is designed to help fundraisers place a value
beyond financial on their community groups and
can be used in two ways:
• to assess actual value
• to assess potential value
contribution:value matrix


To use this model effectively, an organisation
must be clear about how it measures value.

A key benefit of using this model is it enables the
organisation to think about actual value as well
as potential value.

So before making use of it, you must be able to
list value measures – both soft and hard.
contribution:value matrix

•To assess value, the fundraiser should:
•decide how the organisation would measure value
(e.g. income, time, activities etc.)
•give each a score: 3 (high) – 1 (low)
•you may wish to assign a relative value score
•plot each measure
•score each group

REMEMBER – this is about actual and potential
value
contribution:value matrix
Value measures might be:
•    active campaigners
•    their status in the real/virtual community
     (e.g. mayor, celebrity)
•    confident public speaker
•    Sneezer
•    understanding of the cause / personal
     experience
•    self-sufficiency
•    loyalty
•    longevity
contribution:value matrix

Then offset value against investment in each
group/individual, so follow the same process:
•    decide how the organisation would measure
     investment e.g. staff time, costs associated
     with the group e.g. travel / materials /
     resources
•    give each a score: 3 (high) – 1 (low)
•    plot each measure
•    then score each group against this
contribution:value matrix
Rewarding volunteers


• Why do I volunteer?
  •   Passionate belief in the cause
  •   Because I was asked by a friend
  •   I want to put something back
  •   I want to improve my CV
  •   The job looked interesting
Rewarding volunteers


•   Thank them
•   Celebrate
•   Treats
•   Anniversaries (personal and corporate)
•   Social activities
•   Lapel pins (silver, gold, diamante)
•   Training
•   Promotion

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Valuing and Managing Volunteers

  • 1. A Modern Approach To Managing and Valuing Volunteers
  • 2.
  • 3. Why Place a Value on Volunteers? • How much is this woman worth to your organisation?
  • 4. Why Place a Value on Volunteers? • To compare the value of different types of volunteers • To compare volunteer value to other types of supporters • To make a case for investment in volunteers • To understand which types of volunteers offer the highest value to your organisation • To understand which types of volunteer fundraising activities offer the highest value to your organisation • To understand how much you can afford to invest in building relationships and supporting different types of volunteers
  • 5. Making a start: Segmentation Instead of treating volunteers as an ‘amorphous mass’ we need to: • differentiate types of volunteers • understand what makes each different We then need to create a comprehensive list of volunteer types for: i.groups ii.individuals
  • 6. Managing Volunteers • Recruiting • Managing • Rewarding
  • 7. Recruiting volunteers • Clarity of request • Job description • Hours, location required • Support, training offered • Who they’ll be working with • Interview, recruit
  • 8. Optimising my volunteer’s time How do I get them to focus their energies on what is most important for the business?
  • 9. Value Days Assign a weighting to different activities undertaken depending upon their value to the organisation and the individual’s job Monitor time against those activities Calculate a weighted number of hours/days to measure performance Set targets for the number of value days per month or per year
  • 10. Value Days Monthly Timesheet Activity Value Time spent Value Target Variance (Hours) Hours Administration 0.1 10 1.00 Sending out mailings 0.5 9 4.50 Calling supporters 1.0 0 0.00 Attending HNWI events 1.5 5 7.50 Finding new supporters 1.2 4 4.80 Pledger/HNWI Care 1.5 2 3.00 Total 30 20.80 30 -9.20
  • 11. Optimising my investment How do we know where we should be investing our time supporting fundraising volunteers?
  • 12. Hierarchy of Support Framework Band Social Informal Individuals Community Crowds Groups High Medium Low
  • 13. value:support matrix Used to plot the portfolio of community groups assessing their value (most often financial) against their required level of support. It can help organisations to better understand where each community group sits in terms of their actual performance relative to their support needs and how to assess what their future could be.
  • 16. contribution:value matrix The logical next step as it goes beyond cash… It is designed to help fundraisers place a value beyond financial on their community groups and can be used in two ways: • to assess actual value • to assess potential value
  • 17. contribution:value matrix To use this model effectively, an organisation must be clear about how it measures value. A key benefit of using this model is it enables the organisation to think about actual value as well as potential value. So before making use of it, you must be able to list value measures – both soft and hard.
  • 18. contribution:value matrix •To assess value, the fundraiser should: •decide how the organisation would measure value (e.g. income, time, activities etc.) •give each a score: 3 (high) – 1 (low) •you may wish to assign a relative value score •plot each measure •score each group REMEMBER – this is about actual and potential value
  • 19. contribution:value matrix Value measures might be: • active campaigners • their status in the real/virtual community (e.g. mayor, celebrity) • confident public speaker • Sneezer • understanding of the cause / personal experience • self-sufficiency • loyalty • longevity
  • 20. contribution:value matrix Then offset value against investment in each group/individual, so follow the same process: • decide how the organisation would measure investment e.g. staff time, costs associated with the group e.g. travel / materials / resources • give each a score: 3 (high) – 1 (low) • plot each measure • then score each group against this
  • 22. Rewarding volunteers • Why do I volunteer? • Passionate belief in the cause • Because I was asked by a friend • I want to put something back • I want to improve my CV • The job looked interesting
  • 23. Rewarding volunteers • Thank them • Celebrate • Treats • Anniversaries (personal and corporate) • Social activities • Lapel pins (silver, gold, diamante) • Training • Promotion