Management Tools

Find applications, agreement forms, handbooks, training and orientation manuals and other tools here.

NOTE: These are examples from public libraries and should be reviewed and modified to ensure fit with local policies and culture.

Title Keyword Tags Year
Visiting Library Service Client Intake Form - Barrie Public Library
Form used by the Barrie Public Library to gather information from new potential users of their Visiting Library Service.
Confidentiality Policies Homebound, Home delivery, visiting library 2023
Volunteer Handbook - Dayton Ohio
Volunteer Handbook revised in 2023 shared by the Dayton Metro Library.
Volunteer Handbooks policies 2023
Staff Volunteer Appreciation Survey - Cedar Rapids IA
The Cedar Rapids Public Library uses this survey to gain feedback about volunteer engagement from staff. A wonderful tool to collect important data.… more
Volunteer Recognition surveys 2023
Tutor & Learner Responsibilities - Carlsbad CA
These lists of responsibilities are used in preparing new adult learners and volunteer tutors for their roles at the Carlsbad City Library Literacy… more
Confidentiality PoliciesVolunteer AgreementsVolunteer Screening / Interviewing adult literacy, literacy 2023
Role Descriptions for Branch Volunteer Coordinators - Columbus OH
These outlines are used by the Columbus Metropolitan Library volunteer services office to describe the roles of volunteer engagement coordinators in… more
Volunteer Coordinator Job Descriptions branch coordinator 2023
Volunteer Handbook - Charlotte Mecklenberg Library - NC
Charlotte Mecklenberg Library's Volunteer Handbook updated May, 2023.
Volunteer Handbooks policies 2023
All About You Questionnaire - Charlotte-Mecklenberg NC
This form is used at the Charlotte-Mecklenberg library to help get to know their volunteers better.
Volunteer Screening / InterviewingStaff Guides for Working with Volunteers Lived experience 2023
Group Volunteer Interviews
The London Public Library has begun group interviews for volunteers. They have started with 4 potential volunteers in an interview group, but are… more
Volunteer Screening / Interviewing Interview Questions 2023
15 Questions to Ask When Hiring a Volunteer Coordinator
Types of questions and sample questions to aid in your interviews for a new volunteer engagement coordinator.
Volunteer Coordinator Interview Questions 2022
Library Volunteer Leaders Meeting Notes - September 2022
During COVID-19, Wendy Johnson, CVA, Volunteer Engagement Specialist at the Indianapolis Public Library, brought together a nationwide group of… more
Volunteer Handbooks Home delivery, Homebound, diversity, equity, inclusion, retention, greeters, Banned Book Week, collaboration, partnering, Dolly Parton Imagination Library 2022
5 Nonprofit KPIs Your Volunteer Program Should be Tracking
Consultant Tobi Johnson shares five nonprofit KPIs (key performance indicators) in her December 2022 podcast and discusses how you can use them to… more
Strategic Planning evaluation, KPI, impact 2022
Records Retention Practices - Indianapolis Public Library IN
This procedure is used by the Indianapolis Public Library for record retention for support programs and volunteer resources.
Volunteer Handbooks Record Keeping, policies, procedures, retention 2022
Consent Waiver & Sign-in Sheet - Sherwood OR
Form used by the City of Sherwood Oregon as a sign-in sheet and waiver for participants in a project.
Volunteer Handbooks Waiver, Form 2022
Statement of Ethics for Library Trustees - Cedar Rapids IA
Ethics statement approved by Cedar Rapids Public Library's board in 2022.
Volunteer HandbooksVolunteer Agreements Board, Trustees, Ethics 2022
Library Volunteer Leaders Meetings Notes - January 2022
During COVID-19, Wendy Johnson, CVA, Volunteer Engagement Specialist at the Indianapolis Public Library, brought together a nationwide group of… more
Volunteer Management Systems Skilled Volunteers, staff training, COVID-19, Record Keeping, records retention, diversity, equity, inclusion, ESL 2022
Library Volunteer Leaders Meetings Notes - April 2022
During COVID-19, Wendy Johnson, CVA, Volunteer Engagement Specialist at the Indianapolis Public Library, brought together a nationwide group of… more
Volunteer Handbooks checklists, mandatory reporting, Reporting, On-boarding, surveys 2022
Board of Trustees Policy Manual - Cedar Rapids IA
This Board of Trustees Policy Manual from the Cedar Rapids Public Library covers all library operations including volunteers.
Volunteer Handbooks policies, Trustees 2022
Library Volunteer Leaders Meetings Notes - May 2022
During COVID-19, Wendy Johnson, CVA, Volunteer Engagement Specialist at the Indianapolis Public Library, brought together a nationwide group of… more
Volunteer Handbooks MOU, computer lab assistant, diversity, equity, inclusion, Library Volunteer Leaders Meeting Notes 2022
7 Tips for Managing Volunteers
Tips for conflict resolution when working with volunteers, and for dealing with challenging volunteers.
Staff Guides for Working with Volunteers conflict, challenging, problem 2022
15 Most Popular Strategic Planning Templates - Clearpoint
15 downloadable templates to assist with your strategic planning efforts provided by Clearpoint Strategies.
Strategic Planning planning, strategic planning 2022