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
Best Volunteer Management Software Comparison
A comparison of some currently available systems for managing volunteer information.
Volunteer Management Systems Record Keeping 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
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
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
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
Volunteer Liaisons Handbook - Deschutes Public Library OR
This Working with Volunteers handbook was created for the Volunteer Liaison staff members in other departments and branches of the Deschutes Public… more
Volunteer HandbooksStaff Guides for Working with Volunteers liaison, procedures, policy and procedure 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
Volunteer Handbook - Metropolitan Library System, OK
Revised 2022 by the Metropolitan Library System in Oklahoma City.
Volunteer Handbooks policies, procedures, liaison 2022
Homebound Delivery Driver Agreement - Arlington Heights IL
This form is signed by all volunteers driving their own cars to deliver materials to the homebound for the Arlington Heights Memorial Library.
NOTE:… more
Volunteer Handbooks forms, Homebound 2022
Diagnosing the causes of volunteer recruitment problems
Tips from Jayne Cravens to help you solve your volunteer recruitment problems.
Volunteer Recruitment recruit 2022
Form for Staff to Request Volunteers - Sherwood OR
This form is used by the Volunteer Engagement Coordinator in Sherwood Oregon for staff to request volunteers.
See an example from Arlington Heights… more
Staff Guides for Working with Volunteers forms, request volunteers 2022
Form for Staff to Request Volunteers - Arlington Heights IL
Form used by the Arlington Heights Memorial Library's Volunteer Engagement Coordinator for staff to request volunteers.
See another example from… more
Staff Guides for Working with Volunteers forms, request volunteers 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
Volunteer Reference Check Form - Indianapolis IN
Volunteer Reference Check form from the Indianapolis Public Library.
Volunteer HandbooksVolunteer Screening / Interviewing reference check, forms 2022
Volunteer Reference Check Questions - Kitchener Public Library
Volunteer Reference Check questions used by the Kitchener Public Library for their English Conversation Circle volunteers.
Volunteer Screening / Interviewing reference check, Form 2022
Adding Shifts to Your VolunteerMatch postings
Instructions for how to add shift options to your VolunteerMatch posts.
VolunteerMatch shifts 2022
Adult Volunteer Application - Arlington Heights IL
Online application form used by the Arlington Heights Memorial Library
Adult Volunteer Applications Application 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
Adult Volunteer Application - Lincoln City OR
Online volunteer application used by the Driftwood Public Library in Lincoln City Oregon
Adult Volunteer Applications Application 2022
Volunteer Exit Survey - London Public Library
Volunteer Exit Survey used by the London Public Library, Ontario, Canada
Volunteer Handbooks surveys, Exit, Exit Interview 2022