Volunteer Management Toolkit

By having effective systems and structures in place, your organisation can ensure that volunteers are effectively involved, managed, and supported, and that volunteers who need additional measures in place to enable placement into roles are welcomed. 

Our Volunteer Management Toolkit is designed to be used by Trustees, Managers and Volunteer Coordinators to help attract, manage and retain volunteers, whether you are starting from scratch or looking to enhance or review your existing volunteering programme.

This section includes adaptable templates on planning volunteer involvement, creating policies and procedures, and tips for motivating volunteers online. If you would like any further information on the guidance provided or would like to make a suggestion on a resource that could be added, we would love to hear from you. 

The resources below offer a guide for how you could create your own versions and are a mix of online Google forms, which you can recreate and adapt, and word documents, which you can download and edit. We're relatively new to using Google forms as a tool, but Covid-19 has prompted us to review many of our own processes, making the move from paper to digital, enabling us to react quickly and efficiently. (click to read a helpful Beginner's Guide to Google Forms).

We're aiming to produce all our resources in a variety of formats to suit everyone. If there is a resource listed that you need in a different format please contact us.

 

Planning Volunteer Involvement

SWOT Analysis Template (Word Document) - click here to download

Project Sign-Off Checklist Template (Word Document) - click here to download

Policies and Procedures

Volunteer Policy Guidance (PDF) - click here to download

Volunteer Handbook Template (Word Document) - click here to download

Risk Assessment Template (PDF) - click here to download

Volunteer Agreement Template (Word Document) - click here to download

Recruitment and Selection

Volunteer Role Description Guidance (PDF) - click here to download

Volunteer Role Description Template (Word Document) - click here to download

Volunteer Registration Form Template (Google Form) - click here (opens in new window)

Volunteer Interview Guidance (PDF) - click here to download

Volunteer Interview Template (Word Document) - click here to download

Volunteer Interview Template Scoring Sheet (Word Document) - click here to download

Induction and Training

Volunteer Induction List Template (Google Form) - click here (opens in new window)

Volunteer Induction Management Process (Excel Document) - click here to download

Volunteer Emergency Contact Information Template (Google Form) - click here (opens in new window)

Equality and Diversity Monitoring Form Template (Google Form) - click here (opens in new window)

Photography and Filming Permission Form (Word Document) - click here to download

Support and Supervision

Volunteer Timesheet Template (Google Form) - click here (opens in new window)

Volunteer Supervision Meeting Template (Google Form) - click here (opens in new window)

Volunteer Supervision Meeting Template (Word Document) - click here to download

Support and Supervision

Volunteer Timesheet Template (Google Form) - click here (opens in new window)

Making volunteering accessible

Volunteer Recruitment Checks provided by Mencap (for organisations to create their own version) (pdf) - click here (opens in new window) 

Easy Read Volunteer Application Form provided by Mencap (for organisations to create their own version) (pdf) - click here (opens in new window) 

Training from Volunteer Coordinators' Forums

Recruitment and retention by Sutton Library (Word document) - coming soon

DBS/Vetting by Sutton Befrienders (Word document) - coming soon

Crowdfunding by Sutton Community Farm - coming soon

Volunteer conflict by Downlands Partnership - coming soon

Volunteer flashmob experience - coming soon

DBS Disclosure and Barring briefing (pdf) - click here (opens in new window) 

Investing in Volunteers Award (IiV) by St Raphael's Hospice (powerpoint) - click here

Volunteer Policy example for IiV Award by St Raphael's Hospice (Word document) - click here

Problem Solving Policy by St Raphael's Hospice - click here