Management Tools

Find applications, agreement forms, handbooks, training and orientation manuals and other tools...

NOTE: These are examples from public libraries in California and should be reviewed and modified to ensure fit with local policies and culture.

Titlesort descending Year
Confidentiality of Customer Records Form - Ontario, California
This document from the Ontario City Library states their Confidentiality policy for Customer Records, and provides a space for both employees and volunteers to sign saying they understand and agree to following the policy.
2014
Confidentiality Policy - San Bernardino County
Confidentiality policy for review by volunteers before signing their volunteer agreement.
2010
Coordinator Volunteer Services - Palos Verdes Library District
Sample part time staff job description for the Palos Verdes Library District's Volunteer Coordinator position.
2010
Criminal History Background Checks
Things to consider when making decisions about criminal background checks, including the rights of the applicants. Includes information from the Nonprofit Risk Management Center and the California Attorney General's Office.
2014
CRM Integration - Idealware
Your library or nonprofit interacts with a lot of people, from program participants to donors to volunteers to board members. A good Constituent Relationship Management (CRM) solution lets you track and analyze those relationships in meaningful ways.
2018
Demonstrating ROI (Return on Investment) in Volunteer Engagement
You know your volunteers do valuable work -- but how do you know which of their results will be most compelling to the decision makers in your communities? In this one-hour webinar, Jennifer Rackow (JFFixler Group) outlines the kinds of results to look for, questions you can ask to uncover them, and considerations about who tells these stories about your library's investment in volunteer engagement.
2011
Developing Volunteer Orientation Programs
This section of "The Community Toolbox" will help you think through and design your organizational orientation for volunteers.
2013
Directory of Volunteer Engagement Professional Associations by Geographic Region
Looking for a place to meet up with other volunteer engagement professionals for networking and problem solving? A list of DOVIAs (Directors of Volunteers in Agencies) and other similar groups around the country is maintained here,
2018
Emergency Contact Form - Buckeye Public Library, AZ
Here's a good example of a emergency contact form for volunteers from the Buckeye Public Library in Arizona.
Tags: Template
2017
Engaging and Supporting Job Seekers as Volunteers
Developed by the Minnesota Association for Volunteer Administration to guide volunteer program coordinators during the recession in how to work with folks who are seeking volunteer opportunities while they look for work.
Tags: job coach
2011

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