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
Waiver & Release of Liability Specific to Covid-19 for Clients & Volunteers - Equest, Dallas TX
Although not a library, this document was shared by a non-profit organization in Dallas Texas in preparation for beginning their service during COVID… more
Volunteer Handbooks COVID-19, Waiver, Liability Waiver 2020
Staff Survey re: Volunteer Needs During the Pandemic - Cedar Rapids PL - IA
This survey was used to determine staff priorities for bringing back volunteers during the pandemic, and identifying new volunteer roles that need to… more
Staff Guides for Working with VolunteersStrategic Planning surveys, COVID-19 2020
COVID-19 Protocol for Volunteers - Equest, Dallas TX
Although not a library, this document was shared by a non-profit organization in Dallas Texas in preparation for beginning their service during COVID… more
Volunteer Handbooks COVID-19, Waiver, Liability Waiver 2020
Volunteer Return on Investment (ROI) Calculator
This worksheet will allow you to estimate your volunteer Return on Investment (ROI).
Strategic Planning ROI, Return on Investment 2020
Volunteer Handbook - City of Boulder CO
This is the recently revised (2019) handbook for the volunteer program for the City of Boulder Colorado.
Volunteer Handbooks policies 2020
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
Volunteer Management Software Comparisons
Three well-known consultants in the volunteer engagement field created reviews of a variety of volunteer management software platforms to assist… more
Volunteer Management Systems Data Management, Tracking 2020
Youth Protection Policy - Indianapolis IN
Library Procedures for maintaining a safe and secure environment for young people who visit the Library or are involved in Library programs and… more
Volunteer Handbooks safety, children, Youth 2020
Annual Report to Library Leadership on Volunteer Engagement - San Jose CA
This is San Jose Public Library's volunteer engagement program annual presentation made to library decision makers. Note that it goes beyond… more
Publicity and Promotion annual report, Data Management, statistics 2020
Book Store Fundraiser - "Secret Santa" - Indianapolis IN
A creative idea for expanding book sales during a pandemic, engaging volunteers in a fun way, and helping folks with their Christmas shopping. Here's… more
Publicity and Promotion Book sale, Book store, COVID-19 2020
Annual Volunteer Feedback Survey - San Jose Public Library CA
This is the survey used in 2020 by the San Jose Public Library's volunteer engagement team to gather information from their volunteers for reporting.
Staff Guides for Working with VolunteersStrategic Planning surveys, annual report 2020
The Volunteer Newsletter Template You Need to Start Using
Recommendations on best newsletter practices from Tobi Johnson at VolunteerPro.
Publicity and Promotion newsletter 2020
Youth Library Volunteer Parental Agreement - Cedar Rapids IA
Developed and utilized by the Cedar Rapids Public Library in Iowa, this form lays out expectations and guidelines for teen volunteers and their… more
Teen Volunteer ApplicationsVolunteer Agreements Teen, guidelines, policies, Agreement 2020
COVID-19 Volunteer Acknowledgment Form - Gail Borden PL, IL
This document was developed by the Gail Borden Public Library in Illinois to inform volunteers about safety issues and requirements for returning to… more
Volunteer AgreementsVolunteer Handbooks COVID-19 2020
Volunteer Engagement Specialist Job Description - Indianapolis IN
This is the job description for the person who plays the volunteer engagement coordinator role at the Indianapolis Public Library. Updated in 2020
Volunteer Coordinator Job Descriptions 2020
Library Volunteer COVID-19 Agreement - Mesa County Libraries CO
This form is used by the Mesa County Libraries as a waiver that volunteers must sign and submit in order to participate in library volunteer… more
Volunteer Handbooks COVID-19, Form 2020
Return on Investment Infographic Template #3
This is one of 3 templates you can use to report annual statistics and return on investment of your volunteer program. Each of the 3 templates varies… more
Publicity and PromotionCapacity BuildingStaff Training ROI, annual report 2019
Truth: Volunteer Programs have fun with strategic planning (AND reach their goals)
The strategic planning process is shared via case study.
Strategic Planning 2019
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
Volunteer Guidelines - Lake Travis Community Library (TX)
This is a great two-page volunteer guidelines document that includes some nice policy wording and a terrific compact and readable format from the… more
Confidentiality PoliciesVolunteer Handbooks policies 2019