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
Criminal Records Check Policy - Portland OR
Policy on criminal history background checks for volunteers from the Multnomah County Library in Oregon.
Volunteer Handbooks policy, background checks, criminal background check 2020
Annual Volunteer Survey - Cedar Rapids Public Library IA
This volunteer survey is used annually by the Cedar Rapids Iowa Public Library.
Strategic PlanningStaff Guides for Working with Volunteers surveys 2020
Branch Volunteer Coordinator Responsibilities - Indianapolis IN
Indianapolis Public Library has one central Volunteer Coordinator and then a staff member assigned as the volunteer coordinator in each branch. If… more
Volunteer Coordinator Job Descriptions branch, branch coordinator 2020
Waiver & Release of Liability Specific to Covid-19 for Clients & Volunteers - Equest, Dallas TX
Although not a library, this document was shared by a non-profit organization in Dallas Texas in preparation for beginning their service during COVID… more
Volunteer Handbooks COVID-19, Waiver, Liability Waiver 2020
Volunteer Exit Survey - Multnomah County Library - OR
This is the form used by the Multnomah County Library asking for feedback from a volunteer who is leaving their service.
Staff Guides for Working with Volunteers surveys, Exit 2020
Volunteer Handbook - Lewiston City Library ID
Volunteer Handbook used by the Lewiston City Library in Idaho.
Volunteer Handbooks handbook 2020
COVID-19 Protocol for Volunteers - Equest, Dallas TX
Although not a library, this document was shared by a non-profit organization in Dallas Texas in preparation for beginning their service during COVID… more
Volunteer Handbooks COVID-19, Waiver, Liability Waiver 2020
Staff Survey re: Volunteer Needs During the Pandemic - Cedar Rapids PL - IA
This survey was used to determine staff priorities for bringing back volunteers during the pandemic, and identifying new volunteer roles that need to… more
Staff Guides for Working with VolunteersStrategic Planning surveys, COVID-19 2020
Volunteer Handbook - City of Boulder CO
This is the recently revised (2019) handbook for the volunteer program for the City of Boulder Colorado.
Volunteer Handbooks policies 2020
Survey of Branch Library Volunteer Coordinators - Charlotte Mecklenberg Library - NC
This survey is used by the Volunteer Coordinator at the Charlotte Mecklenberg Library to assess needs, issues and ideas from the branch library… more
Strategic PlanningStaff Guides for Working with Volunteers surveys, branch coordinator, branch 2020
Volunteer Management Software Comparisons
Three well-known consultants in the volunteer engagement field created reviews of a variety of volunteer management software platforms to assist… more
Volunteer Management Systems Data Management, Tracking 2020
Annual Report to Library Leadership on Volunteer Engagement - San Jose CA
This is San Jose Public Library's volunteer engagement program annual presentation made to library decision makers. Note that it goes beyond… more
Publicity and Promotion annual report, Data Management, statistics 2020
Paws to Read Procedures - Indianapolis IN
Indianapolis Public Library's 2020 procedures for their "Paws to Read" program -- children reading to dogs.
Volunteer Handbooks reading, dogs, Paws to Read 2020
Volunteer Return on Investment (ROI) Calculator
This worksheet will allow you to estimate your volunteer Return on Investment (ROI).
Strategic Planning ROI, Return on Investment 2020
Annual Volunteer Survey - San Jose Public Library CA
This is the survey used in 2020 by the San Jose Public Library's volunteer engagement team to gather information from their volunteers for reporting.
Staff Guides for Working with VolunteersStrategic Planning surveys, annual report 2020
Youth Protection Policy - Indianapolis IN
Library Procedures for maintaining a safe and secure environment for young people who visit the Library or are involved in Library programs and… more
Volunteer Handbooks safety, children, Youth 2020
Relative Impact Model for Measuring the ROI of Volunteer Engagement
Description, worksheet and example of Better Impact's "Relative Impact" model for calculating Return on Investment (ROI) of volunteer engagement.
Strategic Planning ROI, Return on Investment 2020
Return on Investment Worksheet & Infographic Templates
California's Get Involved Regional Leaders develop networking and training events for library volunteer engagement coordinators in their regions… more
Publicity and PromotionCapacity BuildingStaff Training ROI, annual report 2019
How to Find a VMS System That Actually Meets Your Needs
There are a lot of VMS choices out there, probably something for every program, depending on your size and budget. This brief article provides things… more
Volunteer Management Systems Record Keeping, Data Management 2019
Volunteer Confidentiality Policy - Long Beach Public Library CA
This statement of confidentiality for volunteers is used by the Long Beach Public Library's Center for Adaptive Technology.
Confidentiality PoliciesVolunteer Handbooks Confidentiality, policies 2019