Volunteer Excellence Creating Opportunities for Amazing Volunteer Experiences

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Volunteer Excellence: Creating Opportunities for Amazing Volunteer Experiences Lowell Aplebaum, CAE

Volunteer Excellence: Creating Opportunities for Amazing Volunteer Experiences Lowell Aplebaum, CAE

“There is incredible value in being of service to others. ” - Elizabeth Berg

“There is incredible value in being of service to others. ” - Elizabeth Berg “Volunteers are the only human beings on the face of the earth who reflect this nation's compassion, unselfish caring, patience, and just plain love for one another. ” - Erma Bombeck

My Volunteer Activities Professional Personal CAE Commission Through the CEO Lens Series Platelet Donor

My Volunteer Activities Professional Personal CAE Commission Through the CEO Lens Series Platelet Donor Solicitation – Red Cross Component Relations Tutoring ASAE Foundation

Just for fun USA Cooking Micro-brews Paired

Just for fun USA Cooking Micro-brews Paired

Home

Home

Session Ahead 5 Volunteer Trends Volunteer Lifecycle Overview Q&A

Session Ahead 5 Volunteer Trends Volunteer Lifecycle Overview Q&A

Your Volunteer Question

Your Volunteer Question

Traditional Volunteer Approaches Annual Call Opportunities - Committee/Occasional Task Force Service of 6 -10

Traditional Volunteer Approaches Annual Call Opportunities - Committee/Occasional Task Force Service of 6 -10 year commitment for BOD/Executive role Self-forged ‘paths’ of volunteering Annual recognition at conference – is the only recognition Recognition of ‘group’ and not individual efforts

5 Trends Young professional volunteers Skills based volunteers Micro-volunteering Retired volunteers Sustainable Volunteer Incubators

5 Trends Young professional volunteers Skills based volunteers Micro-volunteering Retired volunteers Sustainable Volunteer Incubators

Volunteer Trends - 2016 Bookends: Involving Young Professionals

Volunteer Trends - 2016 Bookends: Involving Young Professionals

Involving Young Professionals Loyalty vs. Relationship Community vs. Globalization Status vs. Inclusion Controls vs.

Involving Young Professionals Loyalty vs. Relationship Community vs. Globalization Status vs. Inclusion Controls vs. Freedom Relentless Pursuit of Innovation Knowing Y – Sarah Sladek.

Involving Young Professionals Structures of inclusion Executive leadership, starting early Empowering recruitment What do

Involving Young Professionals Structures of inclusion Executive leadership, starting early Empowering recruitment What do they want to learn What can they contribute

Microvolunteering

Microvolunteering

Volunteer Acceleration Curve Board/Cmt Chair Board/Cmt Officer Level of Commitment

Volunteer Acceleration Curve Board/Cmt Chair Board/Cmt Officer Level of Commitment

Volunteer Acceleration Curve Board/Cmt Chair Board/Cmt Officer SME Program Micro volunteering Level of Commitment

Volunteer Acceleration Curve Board/Cmt Chair Board/Cmt Officer SME Program Micro volunteering Level of Commitment

Expanded Micro-Volunteering Redefining Micro

Expanded Micro-Volunteering Redefining Micro

What Can They Do? For a Program For Communications For Social Media For Outreach

What Can They Do? For a Program For Communications For Social Media For Outreach

Skills-Based Volunteering

Skills-Based Volunteering

Skills Based Volunteering

Skills Based Volunteering

Skills Based Volunteering

Skills Based Volunteering

Skills Based Volunteering Skills Based Approaches What are core areas of expertise that will

Skills Based Volunteering Skills Based Approaches What are core areas of expertise that will make a volunteer better suited for a position? What are core skills sets that a volunteer will gain in fulfilling a position? What is the balance of experts/learners for each group?

Bookends: Involving Retirees What is walking out the door?

Bookends: Involving Retirees What is walking out the door?

Involving Retirees

Involving Retirees

Involving Retirees How do you keep them as part of your community in a

Involving Retirees How do you keep them as part of your community in a way that is additive and fun?

Information Systems Audit and Control Association (ISACA)

Information Systems Audit and Control Association (ISACA)

Sustainable Volunteer Incubators 1. Outstanding Industry Needs 2. Call for innovation/solutions 3. Member created

Sustainable Volunteer Incubators 1. Outstanding Industry Needs 2. Call for innovation/solutions 3. Member created pilot programs/products 4. Results 1. Association adoption 2. Volunteer Inclusion

Sustainable Idea Incubators Risks Pros - Expanded capacity for solution creation - Greater community

Sustainable Idea Incubators Risks Pros - Expanded capacity for solution creation - Greater community action - Growing number of volunteers - Advance the mission and vision of the organization in new ways - Risk of Independence - Positive outcomes from unsuccessful pilots - Incubator drives organizational strategy, rather than vice versa

Sustainable Volunteer Incubators 3 Examples Association Membership Happy Hour ASAE Foundation Small Donor Recognitions

Sustainable Volunteer Incubators 3 Examples Association Membership Happy Hour ASAE Foundation Small Donor Recognitions Through the CEO Lens

5 Trends Young professional volunteers Skills based volunteers Micro-volunteering Retired volunteers Sustainable Volunteer Incubators

5 Trends Young professional volunteers Skills based volunteers Micro-volunteering Retired volunteers Sustainable Volunteer Incubators

Volunteer Sorbet

Volunteer Sorbet

Volunteer Lifecycle Planning Recruiting Training Managing Evaluating

Volunteer Lifecycle Planning Recruiting Training Managing Evaluating

Planning Define Your Mission Assess Your Organization Develop Your Volunteer Program Describe Volunteer Positions

Planning Define Your Mission Assess Your Organization Develop Your Volunteer Program Describe Volunteer Positions

Volunteer Leadership Structure SHRM® Board Governance Committee* Membership Advisory Council Special Expertise Panels Regional

Volunteer Leadership Structure SHRM® Board Governance Committee* Membership Advisory Council Special Expertise Panels Regional Councils Members State Councils • Ethics/Corporate Social Responsibility & Sustainability • Global • HR Disciplines • Labor Relations • Technology & HR Management • Workplace Diversity Local Chapters Staff Support *Governance Committee approves appointment of members to special expertise panels. ©SHRM 2007 As of March 2012

Assess Your Organization Map out your current volunteer structure

Assess Your Organization Map out your current volunteer structure

Develop Your Volunteer Program Do you have the breadth and depth of engagement opportunities

Develop Your Volunteer Program Do you have the breadth and depth of engagement opportunities to involve your members?

Volunteer Descriptions

Volunteer Descriptions

Position Description Position title Purpose of position Volunteer’s responsibilities/tasks Outcomes/goals (success measures) Training and

Position Description Position title Purpose of position Volunteer’s responsibilities/tasks Outcomes/goals (success measures) Training and support plan Reporting Time commitment Qualifications needed Benefit

Planning

Planning

Recruiting Assess Your Image Decide How to Recruit Develop Your Message Ask Select Volunteers

Recruiting Assess Your Image Decide How to Recruit Develop Your Message Ask Select Volunteers

The Reality of Perception

The Reality of Perception

How do you Recruit?

How do you Recruit?

Some Possible Paths Current volunteer network At events/programs Online sign up Social media asks

Some Possible Paths Current volunteer network At events/programs Online sign up Social media asks Referrals Cross volunteer partnerships

Communication Intimacy

Communication Intimacy

Selecting Volunteers More important than getting a volunteer for a position is getting the

Selecting Volunteers More important than getting a volunteer for a position is getting the RIGHT volunteer for a position.

Selecting Volunteers What are the traits you need for the position? Leadership skills Connection

Selecting Volunteers What are the traits you need for the position? Leadership skills Connection to the cause Attitude Desire to serve Leadership skills Sense of humor

Recruiting

Recruiting

Training Orientation Materials Mentors Ongoing Development

Training Orientation Materials Mentors Ongoing Development

Orientation

Orientation

Orientation Welcome letter with action items Orientation meeting w/Board member Connect to strategy Emphasize

Orientation Welcome letter with action items Orientation meeting w/Board member Connect to strategy Emphasize impact Vision of group success Review ‘success’ with each group, and how that drives the organization Tools/Resources, and ask Recognition of committment

Materials

Materials

Materials Chapter Handbook? Templates Emails Prospects Marketing Volunteer resources

Materials Chapter Handbook? Templates Emails Prospects Marketing Volunteer resources

Mentors

Mentors

Mentors Volunteer elections/selection/induction timelines Previous measures of success Where they knocked it out of

Mentors Volunteer elections/selection/induction timelines Previous measures of success Where they knocked it out of the park Where the effort came up short Where there is still work to be done

Ongoing

Ongoing

Ongoing Where do YOU go to learn? Articles to share Free tools you find

Ongoing Where do YOU go to learn? Articles to share Free tools you find useful Survey/check-ins

Example/Resources http: //www. arma. org/Leadership. Academy/Online. Courses. aspx http: //www. peoplepowerunlimited. com/chapter-leader-article/be-a-moreengaging-leader/ http: //www.

Example/Resources http: //www. arma. org/Leadership. Academy/Online. Courses. aspx http: //www. peoplepowerunlimited. com/chapter-leader-article/be-a-moreengaging-leader/ http: //www. energizeinc. com/art/subj/train. html

Training

Training

Managing Volunteers Line of communications Volunteer support Volunteer recognition Volunteer risks

Managing Volunteers Line of communications Volunteer support Volunteer recognition Volunteer risks

Lines of Communication Internal understanding Proactive outreach Checking for support needs Recognizing milestones Focusing

Lines of Communication Internal understanding Proactive outreach Checking for support needs Recognizing milestones Focusing on performance improvement External understanding Investing in the volunteer’s success

Volunteer Support Tools and resources Strategic insight and oversight Connections and reflections Time

Volunteer Support Tools and resources Strategic insight and oversight Connections and reflections Time

Volunteer Recognition

Volunteer Recognition

Managing

Managing

Evaluation Measures of Success Program Position Person

Evaluation Measures of Success Program Position Person

Succession Planning

Succession Planning

Succession Planning Approach Determine the key leaders for whom successors will be identified Identify

Succession Planning Approach Determine the key leaders for whom successors will be identified Identify the competencies of current key leaders Select the high-potential members who will participate in succession planning Interview and select a member for the new leadership position Evaluate succession planning efforts and make changes to program based on evaluation for future programs

Evaluation

Evaluation

Where to Start?

Where to Start?

The Power of a Volunteer “I am only one, but still I am one.

The Power of a Volunteer “I am only one, but still I am one. I cannot do everything, but still I can do something; and because I cannot do everything, I will not refuse to do the something that I can do. ” – Edmund Everett Hale

Questions

Questions

Thank you! Lowell Aplebaum, CAE laplebaum@gmail. com www. linkedin. com/in/lowellaplebaum @lowellmatthew

Thank you! Lowell Aplebaum, CAE laplebaum@gmail. com www. linkedin. com/in/lowellaplebaum @lowellmatthew