VOLUNTEER MANAGEMENTASSESSMENT & RECOMMENDATIONSDATE

The Leadership Development and Strategic HR Practice Area is presented by American Express.

This Service Grant design is brought to you by American Express.

PURPOSE OF THIS TEMPLATE

When do I use this template?

►At this stage, the nonprofit and pro bono consultant team members review the pro bono consultant’s assessment of the overall strengths and weaknesses of the volunteer program and high-level recommendations for improvement.

How should I use this template?

►Remove and customize slides as needed for your particular project.

►Anything in red font is a note to the team and should not be included in the presentation.

►Send the final agenda to the rest of your team at least 48 hours before the meeting.

REMOVE THIS SLIDE BEFORE PRESENTING

MEETING ATTENDEES

REMOVE THIS SLIDE BEFORE PRESENTINGThe Kickoff Meeting sets the tone for the entire Service Grant Project and thus it is critical for all members of both the pro bono consultant and the nonprofit teams to be present.

Note: It is critical that all members of both the teams are present for all key milestone meetings / presentations throughout the course of the Service Grant.

Pro Bono Consultant Team Nonprofit Team

► Account Director

► Project Manager

► HR Strategist (2)

► HR Generalist

► Executive Sponsor

► Day-to-Day Contact

► HR or Volunteer Manager

► Board representative

► Translator (if needed)

AGENDA

► Meeting Goals

► Background Revisited

► Where We Are Now

► Research & Discovery Process

► Findings

► Recommendations & Assessment

► Top Two Priority Area Recommendations

► Next Steps

MEETING GOALS

►Present Volunteer Management Assessment & high-level recommendations

►Obtain nonprofit feedback

►Discuss the two priority areas of volunteer management to focus on

MEETING MATERIALS• Volunteer Management

Assessment

PREPARATION• Nonprofit team distributes

the Volunteer Management Assessment to stakeholders

• Nonprofit team gives pro bono consultants completed assessments

ATTENDEES• Entire consultant team• Entire nonprofit team

BACKGROUND REVISITED

6

SITUATION

► Fill in the situation here

KEY ISSUES

► Fill in the key issues here

SOLUTION

► Explain how a Volunteer Management Service Grant is the solution

WHERE WE ARE NOW

PROCESS

Establish rapport, conduct back-ground research and create project plan to serve as road map for rest of project

Conduct interviews,complete volunteer management assessments, and analyze data

Present assessment findings along with high-level recommendations for each volunteer management area

Create Action Plans for two priority areas based on agreed upon Assessment

Carry out agreed upon Immediate Action projects

Prepare and present summary of Immediate Action projects and plan for next steps

Celebrate successful project

Complete evaluations

Send deliverables to Taproot

Close project

PROCESS: A CLOSER LOOK

Present Recommendations for 8

Areas of Volunteer Management

Present Recommendations for 8

Areas of Volunteer Management

Identify & Approve 2 Priority Areas

Identify & Approve 2 Priority Areas

Develop & Present Action Plans for Priority Areas

Develop & Present Action Plans for Priority Areas

STAGE 2STAGE 2 END OF STAGE 2END OF STAGE 2 STAGE 3STAGE 3

RESEARCH & DISCOVERY PROCESS

DOCUMENTS

► List and discuss the relevance of the documents used in the Discovery Process

REMOVE THIS SLIDE BEFORE PRESENTING

INTERVIEWS

► ED, management, HR manager, Board members, Employees, Volunteers

► Were those interviewed representative of the organization as a whole?

► Are the opinions gathered representative of the organization’s as a whole?

REMOVE THIS SLIDE BEFORE PRESENTING

RESEARCH TOPICS

► Organizational objectives (broadly)

► Volunteer Management objectives

► Volunteer Management processes (e.g., the eight covered in the Volunteer Management Assessment Tool)

► Personal experiences

► Strengths and challenges

REMOVE THIS SLIDE BEFORE PRESENTING

FINDINGS

BACKGROUND

15

EIGHT AREAS OF VOLUNTEER MANAGEMENT:

1. Role Definition

2. Marketing & Recruitment

3. Screening & Selection

4. Training & Orientation

5. Communication & Supervision

6. Retention

7. Recognition & Rewards

8. Performance Measurement

FINDINGS

ROLE DEFINTION

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

MARKETING & RECRUITMENT

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

SCREENING & SELECTION

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

TRAINING & ORIENTATION

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

COMMUNICATION & SUPERVISION

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

RETENTION

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

RECOGNITION & REWARDS

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

FINDINGS

PERFORMANCE MEASUREMENT

WHAT WE HEARD FIRST IMPRESSIONS

► ► ► ►

► ► ► ►

RECOMMENDATIONS & ASSESSMENT

DISCUSSION

25

IN EACH AREA, WE’LL DISCUSS:

► Current strengths, weaknesses and strategic priorities from the Volunteer Management Assessment

► Recommendations for improving Volunteer Management practices in the immediate, near and long term

ASSESSMENT

Priority Capacity

High Needs Attention

Medium Needs Attention

Low Needs Attention

Medium Basic Capacity

High Moderate Capacity

Low Basic Capacity

Medium Moderate Capacity

High High Capacity

Role Definition

Marketing & Recruitment

Screening & Selection

Training & Orientation

Communication & Supervision

Retention

Recognition & Rewards

Performance Measurement

SNAPSHOT OF PRIORITY & CAPACITY (team should identify the priority & capacity levels for each area)

RECOMMENDATIONS

AREA #1: ROLE DEFINITION

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #2: MARKETING & RECRUITMENT

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #3: SCREENING & SELECTION

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #4: TRAINING & ORIENTATION

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #5: COMMUNICATION & SUPERVISION

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #6: RETENTION

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #7: RECOGNITION & REWARDS

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

RECOMMENDATIONS

AREA #8: PERFORMANCE MEASUREMENT

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic Capacity

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

TOP TWO PRIORITY AREA RECOMMENDATIONS

RECOMMENDATIONS

Priority: MediumCapacity Level: Basic System

Why is this area a priority?:

► Sample text

AREA #1:

Priority: MediumCapacity Level: Basic System

Why is this area a priority?:

► Sample text

AREA #2:

NEXT STEPS

NEXT STEPS

► Confirm that we are on the right track

► Agree to conclude the discovery interviews and data gathering

► Discuss any foreseeable contingencies or concerns about post-project implementation.

► Approve or set date for approval of two priority areas for Action Plan development

► Present project plan for approval

A Look Ahead at Stage 3: Action Plan Development

The goal of this stage is develop feasible Action Plans for strategically investing in two top-priority areas of volunteer management. The Action Plans will outline desired outcomes and deliverables and the necessary tasks and resources required to achieve those outcomes in the immediate, near term, and long-term.

NEXT MILESTONE MEETING

►Presentation of Action Plans should occur 4-5 weeks from now