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
Paws to Read Procedures - Indianapolis IN
Indianapolis Public Library's 2020 procedures for their "Paws to Read" program -- children reading to dogs.
Volunteer Handbooks reading, dogs, Paws to Read 2020
Phased Reopening Plan - Ann Arbor MI
Scroll down in  this link to find Ann Arbor's phased re-opening plan during the pandemic.
Volunteer Handbooks COVID-19 2021
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
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
Sample Volunteer Handbook - VolunteerMatch
This sample handout was created by VolunteerMatch, and shared in our April 2019 Webinar -- Playing By The Rules: Creating an Effective Volunteer… more
Volunteer Handbooks handbook, policies 2019
Staff Guide to Volunteer Engagement - Yolo County Library, CA
Volunteer engagement background, responsibilities, policies, procedures and expectations for library staff.
Staff Guides for Working with VolunteersVolunteer Handbooks staff, procedures, guidelines 2011
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
Survey re: Volunteer Return after COVID-19 - Paso Robles CA
The Paso Robles library developed this survey as a way to determine their volunteers' interest in returning to their volunteer positions following… more
Volunteer HandbooksStaff Guides for Working with Volunteers surveys, COVID-19 2021
Vaccine Verification Form for Volunteers - San Jose CA
Form used to verify volunteer vaccinations when bringing volunteers back to the library during COVID-19 pandemic
Volunteer Handbooks COVID-19, vaccine, Form 2021
Volunteer Code of Conduct - Multnomah County Library OR
Volunteer Code of Conduct used by the Multnomah County Library in Oregon.
Volunteer Handbooks Conduct, code of conduct 2024
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
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 - 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 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 Coordinator Manual – Columbus Metropolitan Library – OH
This 2021 manual is for training library staff who serve as Volunteer Coordinators (those who manage volunteers for a branch or department… more
Volunteer HandbooksStaff Guides for Working with Volunteers 2021
Volunteer COVID-19 Waiver - Huntington Beach CA
Waiver form for volunteer signature during COVID-19 pandemic
Volunteer Handbooks COVID-19, policy and procedure, policy, Waiver 2021
Volunteer Exit Clearance Form - California State Library
Form to be used when a volunteer completes their assignment and is leaving the organization.
Volunteer Handbooks Form, Exit 2011
Volunteer Exit Interview Example
Without a library example of a volunteer Exit Interview, we found this one which can be used as an initial template.
Staff Guides for Working with VolunteersVolunteer Handbooks Volunteer Recognition 2013
Volunteer Exit Interview Survey - Barrie Public Library - Canada
Survey used for exiting volunteers by the Barrie Public Library. Created to be used in SurveyMonkey or other online survey format.
Volunteer Handbooks Exit, Exit Interview 2021
Volunteer Exit Survey - London Public Library
Volunteer Exit Survey used by the London Public Library, Ontario, Canada
Volunteer Handbooks surveys, Exit, Exit Interview 2022