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
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
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, surveys 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
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
The Role of the Volunteer Coordinator
Indianapolis Public Library's take on the role of the volunteer coordinator.
Volunteer Coordinator Job Descriptions 2023
Volunteer Exit Survey - San Mateo County Libraries
Exit Interview Survey used by the San Mateo County (CA) Libraries.
Staff Guides for Working with Volunteers surveys, Exit Interview 2023
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
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