Volunteer Screening Blog

You’ve successfully recruited and brought on some new volunteers for your nonprofit organization. Before you put them right to work, take some time to bring them up to speed. They’ll be happier – and so will you. And they might even stick around longer, too.

No matter what position you put your new volunteer in, you can’t assume they know how to do the work you expect from them. Other new volunteers come into a non-profit with great enthusiasm and ideas, and anxious to do a good job. Without clear direction, they may start making improvements or changes without understanding the organization. Both of these situations can lead to conflict.

A better approach is to invest some time to help new volunteers get off to a good start. Allow them to get to know your organization, meet paid and volunteer staff, ask questions and shadow other workers to see how things are done. Encourage them to observe the culture.

• While you’re working with new volunteers, make sure they hear about the “unwritten rules.” If whoever takes the last cup of coffee is supposed to make another pot, be sure they know that. If everyone brings in snacks on board meeting day, pass that along, as well as rules covering perfume, parking, and other etiquette issues.
• Designate a mentor for each new volunteer—someone they can go to when they have question or problems. Between yourself and the mentor, demonstrate what success at your organization looks like, so the new volunteer knows has a clear picture to work toward.
• Let your new volunteers take their time becoming oriented and integrating into your non-profit. Schedule a weekly 10-minute meeting for the first month, to check in and make sure they feel comfortable.

Putting in some extra time up front with your volunteers will pay off in higher productivity, less turnover, better morale and easier volunteer recruiting.

Volunteer management can be a satisfying and rewarding career. If you’re thinking about joining the field, it may be helpful to know some of the myths surrounding volunteers and non profits.

1. Volunteers are free: Not true. While they do not receive wages or benefits, volunteers often do require resources such as training and supervising. The wages and benefits paid to any staff member involved with volunteers is a direct cost of having them. And keeping volunteers happy may involve buying gifts, throwing parties, or other forms of appreciation that will cost the organization money, as well.
2. Anyone can manage volunteers: Another myth. Volunteering is on the rise, and as more people seek ways to give back or gain experience in a down economy, more organizations find they need someone to manage them. And that takes a variety of skills. For example, state and federal funding, and private grants may require extensive reporting on volunteer hours and activities. Volunteers need to be communicated with, regularly and well. And recruiting volunteers takes yet another set of skills, with networking, interviewing and screening volunteer backgrounds and criminal histories.
3. All organizations can handle volunteers: Knowing that volunteers require management and can be a significant expense to an organization, it is worth asking if yours can take on volunteers. Ask questions such as:

• Do you have tasks that need to be done that would be appropriate for volunteers? Where will you use volunteers?
• Will volunteers further the mission of your organization?
• Who will manage them?
• What benefits will volunteers gain working with you organization?
• What problems can you anticipate and how will they be handled?
• And most important: Why should you bring in volunteers?

Volunteers are an investment and an asset to an organization. And while many people are suited to manage them, not everyone is. And not all non profit organizations are suited to bringing in volunteers. If you’re being recruited to be a volunteer manager, assess your skills and the organization’s needs before jumping in!

While the Americans With Disabilities Act (ADA) has been in place for more than 20 years, many non-profit agencies think it does not apply to them, or are confused about which aspects of the law do.

Here are some facts about the ADA:

• The ADA gives rights of equal access to places of public accommodation, including non-profit organizations.
• Places of public accommodation must give persons with disabilities equal opportunity to participate in and benefit from their services.
• Small employers are not subject to ADA. This includes those with fewer than 15 employees.
• Employers with 15 or more employees may not ask whether a person is disabled when interviewing for a position, and must make reasonable accommodations for a worker’s disability.
• Making accommodations can be as simple as providing a foot stool to a volunteer with a disability, allowing a volunteer with lupus to take rest breaks or changing the orientation of a desk to accommodate a wheelchair.
• Temporary conditions, such as broken limbs or illnesses, are not covered under the ADA.
• You may choose a non-disabled volunteer over a disabled volunteer, according to qualifications.

About 20% of the U.S. population is disabled, and if you have not yet welcomed volunteers with disabilities into your agency, you may be missing out on a wealth of talent and skill.

For many non profit organizations, volunteer retention is a major challenge. Professional volunteer managers know that every volunteer needs something different from their volunteer experience.

Here are six ways to enhance the experience for your volunteers, and help them stick around as long as you need them:

1. Give the big picture: While the day-to-day tasks are important (someone needs to update the donor database), keep the focus on the long-term. The seemingly unimportant contributions made by volunteers allow the bigger work of the organization to be go on—so make sure they know what that is.
2. Be open: Share the challenges, both operational and financial, with trusted volunteers. If things are tough, let them know—they may be more inclined to stick around and help the organization through.
3. Move them around: Help volunteers develop new skills, if they’re interested in the opportunity to do so. Don’t think that just because Marcy seems happy greeting visitors at the front desk that she wouldn’t enjoy learning more about how to lay out the newsletter. Ask your volunteers about the skills they would like to develop.
4. Treat them fairly: Volunteers usually know when they’re being treated unfairly. And even if they’re not, they may feel it anyway. Avoid problems by being creative about finding ways to treat all of your volunteers fairly. Spread out the workload. Show your appreciation evenly. Don’t play favorites.
5. Challenge them: Don’t expect the least from your volunteers. Expect their best effort. Keep them challenged, and they will feel valued and engaged. If you can, offer training to volunteers to help them excel in their positions.
6. Respect their time: Volunteers need balance, too. If you have volunteers who are putting in too much time with your organization, gently let them know they need to take some time off. Burned-out volunteers might soon be ex-volunteers.

Volunteers can cost your non-profit organization money. While they don’t get a paycheck every two weeks, are not enrolled in your healthcare plan and don’t require any payroll taxes, volunteers are more of an investment than free employees.

Improper volunteer management can cost a charity dearly. Consider the case of one non-profit volunteer who was dismissed inappropriately. She campaigned for 18 months to clear her name, causing widespread negative publicity for the NPO, along with the expense of an internal investigation. Eventually, she was cleared and the executive director was forced to apologize. Who knows what impact the negative publicity had on donations?

Advertising, networking and recruiting for volunteers takes an investment of time. And sometimes there are out of pocket expenses – like background checks and training supplies. You don’t want to add in the costs of fighting a lawsuit to that total, do you? A volunteer recently sued a non-profit for discriminating against her because of a disability. Even though volunteers are not employees, it’s a good idea to become familiar with and follow the guidelines of the Equal Employment Opportunity Act.

This particular case was settled in favor of the NPO, but they still had a significant outlay of cash to cover legal defense. The ideal defense is a good offense; so to avoid expanding problems and expenses, consider creating a policy and a procedure for volunteer complaints. When volunteers submit complaints or grievances, acting quickly can prevent the problem from growing in scope and in cost.

Finally, a thorough background and credit check on potential volunteers can also help you avoid litigation – especially if your organization serves vulnerable populations. Keep your employees, clients and other volunteers safe by conducting thorough volunteer background checks.

Can a non-profit organization (NPO) be held liable for the actions of its volunteers? In general, common law allows that negligence in hiring is viewed equally whether a case involves a paid or unpaid volunteer position. Putting volunteers in positions where they can cause harm to others is a principle source of liability to NPOs.

Whether or not the volunteer coordinator, executive director, or board of directors know or should have known a volunteer posed an unreasonable risk of harm, and whether or not the NPO has any control over the volunteer’s activities are important considerations.

The best defense is a good offense, so knowing up front if a volunteer poses an unreasonable risk is the first step in preventing harm and the liability that comes with it. Screening volunteers is the only way to determine whether or not they pose a risk to a non-profit organization or its clientele.

Strong and safe volunteer recruiting procedures always include volunteer screening. It’s important to know what position a volunteer applicant will be filling once they are approved, so you can determine the level of screening required. This is typically based on the potential risk the position presents.

• Low-risk-level volunteer positions
  Filing, answering telephones, database management, marketing
• Medium-risk-level volunteer positions
  Serving meals, working in a service office, making deliveries to clients, cleaning, painting, landscaping
• Higher-risk-level volunteer positions
  Board of directors, financial and accounting, operating NPO-owned vehicles or equipment, caring for animals, any contact with the general public, working directly with clients, especially young, elderly and vulnerable populations

Professional volunteer background screening and credit checks can assure a non-profit organization’s clients and the public that its volunteers do not present a risk of harm. A trusted, thorough volunteer screening partner can recommend the most appropriate level of screening for your needs.

Managing risk in a non-profit organization can take many forms: proper management, adequate insurance coverage and financial oversight are three ways to prevent loss. Another is thoroughly screening all volunteers. Here are some basic guidelines:

• Create some standards for your volunteer screening process, and apply them to every volunteer applicant. You may decide to run the same level of background and credit check on each applicant. Or, you may determine the risk level to the organization of each volunteer position, and increase or decrease the screening level accordingly.
• Decide what to do with the information you receive on the credit and criminal background report. For example, if a potential volunteer has had several speeding tickets or other moving violations, you may decide they are qualified to supervise a kids’ basketball game, but not to drive the organization’s van to the game. It’s also important to decide at what level of legal trouble an applicant will be rejected.
• Keep good records. A spreadsheet listing the volunteer’s name, position, important dates, and results of the background check and reference checks could come in handy some day.
• If your organization serves vulnerable populations, it makes sense to take extra care with your interview and screening process. The same applies for any position that requires the volunteer to interact with the general public. But keep in mind that anyone deemed unsuitable to work with the public will probably have contact with other volunteers and staff—do you want them exposed to such a risk?

Remember, whether an employee is paid or a volunteer, the organization could be subject to liability for any harm resulting from his or her actions. Don’t subject your non-profit to unnecessary risk—conduct volunteer background screening on every applicant!

If folks start making good on their New Years’ resolutions, your phone could start ringing with new volunteers looking for opportunities to help your nonprofit in 2011.

Volunteer managers know that, it’s most important to interview prospective volunteers, and then run background checks to ensure you don’t bring anyone with a criminal past into contact with employees, clients or other volunteers.

What’s next? Training.
Proper training can make the difference between volunteers who enjoy their service and stick around and those who stop showing up after a couple of days.

When conducting volunteer training, remember to start with the paperwork—yours! You’ll need to plan before implementing any type of training program, so take out your laptop, notepad, or tablet computer and develop a plan using these tips:

1. Develop goals or expectations for each volunteer role. This will help you fit the right person with the right job.
2. Find out what your volunteers need from you. Listen carefully and incorporate their wishes into their role. Also, ask your volunteers about their motivations. Some may just want to keep busy, while others feel a desire to give back to others. Still others might want the interaction of seeing and talking with people during the day. If a volunteer just wants to help and stay behind the scenes, you’ll want to find tasks that accomplish that goal. For an extrovert who loves interacting with people, try to avoid assigning tasks like filing or mopping floors.
3. Be sure to incorporate information about your nonprofit organization into your training plan. Don’t assume the volunteers know the mission, purpose and funding source of the organization. Share with them as much information as you can, so they can spread the word about the good your NPO does in the community.
4. Use the buddy system to teach new volunteers exactly how they should do their jobs. Pair them with a staff member or current volunteer, but don’t let them start their new job until you’ve supervised and approved them to begin. Remember, some volunteers will need more training than others.

Fundraising events for non-profits are seldom hassle-free. But they are almost always extremely important to the bottom line. With so much riding on a successful fundraiser, it makes sense to be as organized and thorough in planning as possible. Not only does it make the event easier on everyone involved, it can help bring in more much-needed funds right away, and set the stage for increasing support for your non-profit in the future.

Tips That Can Make Anyone A Fundraising Event Guru

1. Set your objectives: know exactly what you hope to accomplish, the minimum fundraising goal that must be met and any other expectations that your board of directors or management might have.
2. Set a budget: This can be the sink-or-swim item on your planning list. You must know what the spending limit is before you purchase a single postage stamp. Base it on previous events, and add or cut to individual line items as necessary.
3. Start recruiting volunteers and sponsors early. This goes along with the budget—when you look at each budget item, ask yourself if there is a volunteer that can provide the service or a sponsor that can provide the product. Ask early and often. It’s a great feeling to cross a line off a budget because you managed to secure it free of charge!
4. Start making spreadsheets. Simple Excel spreadsheets serve as checklists and planning documents. They can save your life!
5. Select the right venue: Consider number of attendees, easy access, parking and accessibility for all. Make sure the main room won’t be too crowded, or you could see your attendees leaving long before the event is over. Get references from previous events and check up on service, food, comfort level (not too hot, not too cold) and accommodations.
6. Reach out: Not only do you want to contact your entire list of supporters, but you want to let the general community know about your event, too. Get signs and banners made and hung around the venue and in other high-volume spots. Send press releases to the local newspaper and community blogs. Set up Facebook and Twitter accounts and make sure you update them weekly, then daily when the event draws nearer. And ask your friends and family to spread the word through their Facebook and Twitter accounts, too. It works!
7. Get it in writing: Make sure you have the venue, caterer, speaker, auctioneer and anyone else involved in your event under signed contract. Don’t promote the event without them!

For volunteer managers, recruiting volunteers is only step one in a successful volunteer program. The process that includes background screening, matching skills with needs, and training. Sometimes the important step of orientation is overlooked.

Why orientation is so important?

• Orientation helps ensure volunteers are productive and that they stick around. Learning their place, their job, and the meaning of their work helps facilitate a job well done. Feeling productive leads to higher retention, too.
• Orientation helps new volunteers learn your nonprofit organization’s (NPO’s) policies and procedures. It’s frustrating and unproductive for volunteers to find out the dos and don’ts as they go. It can also be stressful for staff to correct the missteps of volunteers who don’t know any better. Just knowing where to park and which restroom to use can be extremely helpful to newbies.
• Volunteer orientation gives new folks a sense of partnership. Feeling like you’re a part of something leads to buy-in. A sense of belonging somewhere is very important—and it’s a big reason people volunteer in the first place. Skipping orientation could lead new volunteers to feel adrift and more like an outsider than an insider.
• Proper orientation for volunteers means the organization’s mission is clearly communicated. Knowing clearly what the organization’s mission and goals are makes volunteers valuable spokespeople in the community.

A Few Quick Tips for Successful Volunteer Orientation

1. Be organized: prepare packets of information ahead of time. Scrambling at the last moment makes you and your organization look unprofessional
2. Recruit a fully-trained staff member or volunteer to lead it: Even worse than being unorganized is leaving volunteers with the thought that they are not being taught well
3. Consider compiling a list of acronyms your volunteers will hear being tossed around. It will help them feel like insiders—not outsiders who aren’t privy to the organization’s activities.
4. Group orientations are a great way to save time and introduce new volunteers to staff and more experienced volunteers.

While training volunteers to do their specific jobs is extremely important, volunteer managers should remember that skipping orientation to get to training could leave volunteers unproductive and heading for the door!