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
Volunteer Orientation Packet - Sherwood OR
Policy handbook used with volunteers by the City of Sherwood Oregon.
Volunteer HandbooksConfidentiality Policies policies, procedures, Confidentiality, orientation, Agreement, volunteer agreement 2024
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
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
Sample Confidentiality Statement
I was asked to sign this form to become a grant-writing volunteer with an organization I care about in Hawaii. I thought it was a great example and… more
Confidentiality Policies forms, Confidentiality Forms 2022
Volunteer Confidentiality Policy - Columbus Metropolitan Library - OH
This form is used with volunteers at the Columbus Metropolitan Library in Ohio.
Confidentiality PoliciesVolunteer Handbooks Confidentiality 2021
Volunteer Confidentiality Policy -Barrie Public Library - Ontario, Canada
This document is used by the Barrie Public Library in Ontario Canada.
Confidentiality PoliciesVolunteer Handbooks Confidentiality 2021
Volunteer Confidentiality Policy - Dauphin County PA
Volunteer Confidentiality statement used by the Dauphin County Library System.
Confidentiality Policies Confidentiality 2021
Volunteer Guidelines - Lake Travis Community Library (TX)
This is a great two-page volunteer guidelines document that includes some nice policy wording and a terrific compact and readable format from the… more
Confidentiality PoliciesVolunteer Handbooks policies 2019
Volunteer Confidentiality Policy - Long Beach Public Library CA
This statement of confidentiality for volunteers is used by the Long Beach Public Library's Center for Adaptive Technology.
Confidentiality PoliciesVolunteer Handbooks Confidentiality, policies 2019
Volunteer Service Agreemenmt - Oceanside, CA
Oceanside (CA) Public Library's volunteer agreement -- includes their confidentiality policy.
Confidentiality PoliciesVolunteer Agreements Confidentiality Policy 2018
Sample Confidentiality Agreement - VolunteerMatch
Shared by Jennifer Bennett of VolunteerMatch during her June 27, 2018 webinar: New Volunteer Manager's Toolkit.
View the archived here: https… more
Confidentiality PoliciesVolunteer Handbooks Confidentiality 2018
Confidentiality of Customer Records Form - Ontario, California
This document from the Ontario City Library states their Confidentiality policy for Customer Records, and provides a space for both employees and… more
Confidentiality PoliciesVolunteer Handbooks Confidentiality Forms 2014
Volunteer Confidentiality Agreement - Santa Clarita, CA
This is the Santa Clarita Library's document that all volunteers sign to assure protection of library patrons' right to privacy.
Confidentiality PoliciesVolunteer Handbooks Confidentiality 2014
Confidentiality Agreement - Huntington Beach, CA
Form signed by Volunteers regarding confidentiality of library information.
Confidentiality Policies Form, Confidentiality, policy and procedure 2011
Confidentiality Policy - San Bernardino County, CA
Confidentiality policy for review by volunteers before signing their volunteer agreement.
Confidentiality Policies Confidentiality Policy 2010