Management Tools

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

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

Titlesort descending Year
Computer Coach Workplan - Huntington Beach, CA
Work plan created by Huntington Beach Public Library to prepare for creating a volunteer computer coach program.
Confidentiality Agreement - Huntington Beach, CA
Form signed by Volunteers regarding confidentiality of library information.
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.
Confidentiality Policy - San Bernardino County, CA
Confidentiality policy for review by volunteers before signing their volunteer agreement.
Coordinator Volunteer Services - Palos Verdes Library District, CA
Sample part time staff job description for the Palos Verdes Library District's Volunteer Coordinator position.
Criminal History Background Checks - California
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.
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.
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.
Developing Volunteer Orientation Programs
This section of "The Community Toolbox" will help you think through and design your organizational orientation for volunteers.
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,