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
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
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
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
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
Volunteer Management Systems
Adding Shifts to Your VolunteerMatch postings
Instructions for how to add shift options to your VolunteerMatch posts.
VolunteerMatch shifts 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
50 Project Ideas for Skilled Volunteers That Build Your Capacity
A great list of potential roles for skills based volunteers.
Staff Guides for Working with VolunteersVolunteer Recruitment Skilled Volunteers 2017
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
RoundUp: Best Volunteer Management Software
A 2022 summary comparing currently available volunteer management software systems from VolunteerPro.
Volunteer Management Systems Record Keeping 2022
Best Volunteer Management Software
Comparison of some volunteer management database systems.
Volunteer Management Systems Record Keeping 2022
Best Volunteer Management Software Comparison
A comparison of some currently available systems for managing volunteer information.
Volunteer Management Systems Record Keeping 2022
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
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
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