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
New Volunteer Opportunities Survey - San Mateo County Libraries
Survey used by the San Mateo County Libraries to introduce current volunteers to new volunteer opportunities and seek their interest level in… more
Volunteer RecruitmentStaff Guides for Working with Volunteers surveys 2023
Active Volunteer Survey - San Mateo County Libraries
Survey of current active volunteers used by the San Mateo County Libraries.
Volunteer RecognitionStaff Guides for Working with Volunteers surveys 2023
Library Volunteer Survey - Mission Viejo CA
Volunteer Survey used by the Mission Viejo Public Library.
Staff Guides for Working with Volunteers surveys 2023
Volunteer Supervisor Survey - Arlington Heights IL
This brief survey is used to gather service information and anecdotes from staff working with volunteers that can be included in annual reports.
Staff Guides for Working with Volunteers surveys 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
Volunteer Onboarding Checklist - Oklahoma City OK
Need a checklist of things to remember and steps to take when bringing on new volunteers? These two documents from the Oklahoma City Metropolitan… more
Volunteer Screening / InterviewingStaff Guides for Working with Volunteers interview, onboarding 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
Volunteer Recognition Survey - City of Corona CA
Volunteer Recognition Survey used by the City of Corona California
Strategic PlanningStaff Guides for Working with Volunteers surveys 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
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