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
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
Diagnosing the causes of volunteer recruitment problems
Tips from Jayne Cravens to help you solve your volunteer recruitment problems.
Volunteer Recruitment recruit 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
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
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
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
Adding Shifts to Your VolunteerMatch postings
Instructions for how to add shift options to your VolunteerMatch posts.
VolunteerMatch shifts 2022
Volunteer Reference Check Form - Indianapolis IN
Volunteer Reference Check form from the Indianapolis Public Library.
Volunteer HandbooksVolunteer Screening / Interviewing reference check, forms 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
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
Adult Volunteer Application - Arlington Heights IL
Online application form used by the Arlington Heights Memorial Library
Adult Volunteer Applications Application 2022
7 Tips for Managing Volunteers
Tips for conflict resolution when working with volunteers, and for dealing with challenging volunteers.
Staff Guides for Working with Volunteers conflict, challenging, problem 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
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 Coordinator Job Description - Pikes Peak CO
Job Description used for the volunteer coordinator in Pikes Peak Colorado.
Volunteer Coordinator Job Descriptions 2021
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 Coordinator Job Description - Sherwood OR
Job Description for the Volunteer Coordinator for the city of Sherwood Oregon.
Volunteer Coordinator Job Descriptions 2021