Tag Archives: management

Creating a Speak-up Culture in the Workplace

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speak upMission-based agencies – nonprofits, non-governmental organizations, charities, government offices, schools, etc. – are often thought of as being in the business of doing good rather than the business of making money. We like to believe, therefore, that such programs are naturally, inherently good, righteous, even superior. We like to believe that, at such programs, everyone – employees, consultants, volunteers and program participants – is on the same page when it comes to honest practices and integrity.

However, the reality is that such agencies are run by humans, and humans suffer lapses in ethics, common sense and judgment. Humans are fallible and, therefore, mission-based organizations are fallible.

I don’t know of many nonprofits or government programs that make ethics a written, central priority to their operational strategy. According to the Ethics and Compliance Initiative, research shows that such a practice can reduce misconduct “by as much as 66 percent in organizations with effective programs,” as noted in this article “Before the Whistle Blows: Creating a Speak-up Culture at Work,” from August 2016 in Workforce magazine. Yes, the author is talking about for-profit businesses, but I can’t imagine anything in this article isn’t also applicable, and essential, to the mission-based world.

The subtitle of the article is “Creating an environment in which employees feel empowered to speak up when they suspect wrongdoing starts at the top.” I would love to go to an entire workshop on this subject, and see such workshops offered at any and all conferences for managers of volunteers and conferences regarding any kind of nonprofit management.

From the article:

Creating a “speak-up” culture puts a premium on ethical decision-making across the board with responsibility shared by all. But setting the tone and promoting that culture rests squarely on the shoulders of organizational leaders. Their endorsement and modeling create an atmosphere of openness and trust that reassures employees who are understandably anxious about coming forward, whether out of fear of being let go or fear of being ostracized. Leaders who take employee concerns seriously and follow through send a strong message about integrity.

That should be a wake-up call to all senior staff at mission-based organizations. How many of you have communicated your views to your staff regarding ethical behavior?

The heart of how to create such a speak-up culture is this, at least IMO:

Make sure that managers and supervisors receive thorough training in how to respond to and guide employees who come forward. These sessions may also expand to include full team training with hypothetical scenarios or case studies. Simultaneously, the organization ensures that the ethics and compliance policy is clear on how violations are identified and acted upon. Employees must know what constitutes misconduct within the organization and at what point it should be reported. From there, employees need to know the methods available for speaking up. A high quality ethics program will have multiple methods for reporting concerns.

The profound failures at Penn State to address reports of suspicions of crimes against children and to warn people if their safety might be threatened, all regarding former assistant football coach Jerry Sandusky, convicted of child molestation while working at Penn State, should give every organization pause. There was no “speak up” culture at Penn State, and not just within the athletic program. I remain flabbergasted as I read about the case – and I read extensively about it – that people did not report what they saw, or if they did report, those who received the information did not act appropriately about it. And I wish I could say it was the exception, but I quiz organizations about their reporting procedures regarding suspected misconduct and, more often than not, find they do not have such. Many will say, in their defense of not having any procedure, “Well, we haven’t had any problems!” And I say, “So far.”

Every organization is different in how it should set up methods for reporting suspicion of misconduct or unsafe conditions, for response to such and for follow-up. In addition to getting legal advice on how it should be done, creating procedures can be a terrific exercise for employees and volunteers – they will be buying in to it by designing it. But you have to create a trusting environment where participants feel comfortable asking questions and discussing sensitive topics, such as what they think they should do if they:

  • hear a client telling a joke that is racist or sexist to a staff member
  • have seen an employee, consultant, volunteer or client use an organization’s device and/or Internet access to visit pornography sites
  • know a staff member is taking equipment home without permission
  • learn that an adult volunteer frequently texting with an under-aged teen volunteer
  • suspect an adult volunteer at your organization is dating a minor he or she met through your organization

How will you create that trusting environment? That’s the subject of another blog.

Also see:

How did volunteers impact the 2016 USA Presidential election?

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social cohesionIn 2012, I knew that President Obama was going to be re-elected because of the number of people volunteering for his campaign was far, far more than the Mitt Romney campaign. And I was right.

Four years later, I thought, like most everyone, that Secretary Hillary Clinton was going to win because, like President Obama, she had a far superior official deployment of volunteers, and management of such, than the Donald Trump campaign. She did, indeed, win the popular vote, garnering more than two million more votes than Trump and also receiving more votes than any person in the history of the USA for President except for President Obama. But she lost the election because of the USA’s archaic electoral college rules. Even with that popular vote win, however, the race was far, far closer than I ever expected, given the massive difference in volunteer numbers for the two campaigns.

PBS profiled the gap in the number of Trump volunteers versus those of the Clinton campaign in August, noting “the Trump campaign faces a jaw-dropping gap in the ground game: Hillary Clinton currently has more than three times the number of campaign offices in critical states than does Donald Trump.” As of Aug. 30, Clinton had 291 offices in 15 battleground states, compared to just 88 for Trump. Clinton was using a refined version of the data-driven, on-the-ground volunteering machine that won two elections for Barack Obama. “Trump, on the other hand, insists he does not need traditional campaign tactics to win the election, pointing to his overwhelming nomination victory achieved with a relatively small team and little spending.”

Then, in early November, FoxNews.com noted that, while Trump had far, far fewer official offices and official volunteers than Clinton, he had people acting entirely independently on behalf of his campaign, “an army of volunteers who began boosting his ground game, in some cases, before the professionals got heavily involved.” The outlet “talked to volunteers in five western states who were among Trump’s main source of on-the-ground support at a time when neither the Trump campaign nor the RNC had dedicated staff.” These volunteers were calling friends, hosting campaign parties, posting signs, sharing information on social media and registering voters, entirely on their own, with no official direction.

Volunteers who officially signed up for Donald Trump’s campaign, to help with phone banking, had to sign a lengthy, jargon-filled nondisclosure agreement that would prevent them from saying anything bad about the GOP nominee, his family, companies or products for the rest of their lives. You can see the entire contract here and highlights of the most outrageous parts of the agreement here. By contrast, Hillary Clinton’s campaign didn’t require phone bank volunteers to sign any sort of agreement – which was probably a big factor in her having far more official volunteers. And also by contrast, unofficial volunteers for Trump also never signed any agreement, and there was no organization counting them in the official volunteer rolls – they took their campaign action ideas from each other, not the campaign.

The reality is that this election was not won by volunteers nor volunteer management. In fact, a headline of one of my earlier blogs, Volunteers are more important than social media in Presidential elections, has been proven wrong by this election, as my blog before the one you are reading now details. Social media DID win this election. It proved an ideal vehicle for promoting misinformation and generating fear and excitement that turned into action. As I noted in my last blog, BuzzFeed reported that fake news stories about the USA Presidential election this year generated more engagement on Facebook than the top election stories from 19 major news outlets COMBINED – that included major news outlets such as The New York Times, The Washington Post, CNN, and NBC News, and on and on. And the majority of these fake news stories did NOT come from any campaign operatives; rather, they came from a man in Los Angeles who originally built fake news sites as a way to expose the extreme right, a plan that most certainly did NOT work. And these fake stories, most of which promoted Trump for President and made false claims regarding Hillary Clinton, were shared by millions of people via social media – independent, passionate volunteers who believed them.

What does this mean for the future of volunteer engagement in Presidential elections? Please share your thoughts in the comments below.

Also see:

Al Gore Campaign Pioneered Virtual Volunteering

Update:
Donald Trump might be more popular than you think, from Politico, Feb. 2, 2017

To Do List the Day After the USA election (2016)

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The USA Presidental election is over in the USA at last. While not everyone is happy with the results, everyone is happy that it is over. It feels like it’s been going on for two years or more!!

This Presidential election has been contentious, controversial and very, very heated. I wrote in another blog about mistrust being rampant in so many communities in the USA and elsewhere, but the reality is that, fueled by this election, mistrust has seeped into organizations and families all over the USA: friendships have dissolved, many people aren’t speaking to various family members, and employees and volunteers may also not be speaking to each other because of what’s been said and done in this election, perceptions of the candidates and perceptions of the candidates’ supporters.

Strong feelings about the election and the issues it raised can poison workplace congeniality, kill employee and staff motivation and drive the exit of employees and volunteers you really didn’t want to lose. Maybe some of this has already happened at your nonprofit or government agency. You may need to do a number of things over many months to ease tensions, heal hurt feelings, reinforce your policies regarding workplace behavior and culture, and make sure everyone understands that the mission of your organization is always the priority while acting in an official capacity as an employee or volunteer.

You could:

  • Encourage departments to organize lunch together one day every other week, or do this for your entire organization if staff numbers are small, for a few months. You could introduce non-work topics for each lunchtime: recommendations for binge-watching, best classic black and white movies, predictions about March Madness, etc. Or have lunchtime trivia contests. The goal is to create fun, friendly, non-political conversations and help employees and volunteers again see each other as real people with real feelings. You don’t have to say why you are doing this – just do it.
  • Have a simple, fun contest for staff. For instance, ask them to bring in photos of themselves as babies or very young children, or in a Halloween costume, put the photos on the bulletin board in a common area and ask people to say who they think each person is. Or staff can bring in photos of pets they have, or have had, and staff can guess what animal belongs to what staff member. Or have a weekly staff award, like most tenacious, or most congenial, or person with a work situation that would make the best reality show. The winner could get a gift card. Again, this creates fun, friendly, non-political conversations and help employees and volunteers again see each other as real people.
  • Consider posting appropriate quotes in the break room that encourage humanity and kindness. For instance, from Abraham Lincoln’s Second Inaugural Address: Let us strive on to finish the work we are in, to bind up the nation’s wounds, to care for him who shall have borne the battle and for his widow and his orphan, to do all which may achieve and cherish a just and lasting peace among ourselves and with all nations. Or this quote from Carlos P. Romulo: Brotherhood is the very price and condition of man’s survival.
  • Organize several activities over the course of coming weeks that will remind staff and volunteers of the mission of your organization, such as a Q & A with frontline or program staff, a video of clients talking about the difference the organization makes, etc. This is good advice anytime, not just after a contentious election.
  • Remind staff in various ways that, at your organization, people matter, and in the workplace, we need to take care of each other, we need to have each other’s back. Cite individuals in front of all staff that have demonstrated this, or any teamwork, in some way. Have a brainstorming session on what kinds of words your staff would like, ideally, to be able to say about their workplace culture.
  • Note in an all-staff meeting that your organization’s staff has the right and responsibility to ensure that the work environment is free of hostility aimed at employees, consultants, volunteers or clients because of protected classification, such as race or gender, and that there are federal and state laws that prohibit hostile work environments on the basis of sex, race and religion. It’s better to do this in-person, in a conversational tone than a memo, as it feels less like a cold command, but certainly, you can also send out a written memo as a reminder of what you discussed in a recent meeting on this topic.
  • Remind staff – employees and volunteers – that, in the workplace, political discussions should never interfere with work, should be avoided with clients, and among staff, should never be allowed to devolve into debates over race, national origin, gender roles or religion, as such talk could be construed as creating a hostile work environment, even by someone not participating in such debates but just hearing such. Remind staff that such discussions should not happen in the workplace and, instead, should happen outside of the organization. This may require a written memo to drive home the point if things are getting out of hand.
  • Immediately take aside any employee, consultant or volunteer who seems to be crossing the line regarding political comments and remind them in specific terms what they have said that is inappropriate and in violation of your policies. Take appropriate action for repeat offensives, including dismissal.
  • If your organization, as a part of its mission, is focused on issues that came up frequently in the election, such as marriage, immigration, refugees, veterans, safety, government transparency, women’s health, insurance coverage, etc., make sure all staff, including non-program staff, know where the organization stands on these issues and knows how to properly refer any questions or criticisms of such.
  • Be absolutely strict on senior staff demonstrating the behavior they want out of subordinates and volunteers in all of the above. If they aren’t walking the talk, all of the aforementioned is for naught.
  • Be prepared to say goodbye to employees, consultants or volunteers who cannot let go of hostility about the election and are letting such affect their work and the work place.
  • Welcome questions or discussions from staff about any of the above.

If you try anything at your organization, or are struggling with staff cohesion, share your experience in the comments below.

Also see:

For Nonprofit Organizations: How to Handle Online Criticism

Addressing anger in the workplace (including online)

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help.

Gossip’s toll in your workplace

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gossipBack in March 2010, an article (registration may be required for access) in Workplace.com highlighted a study in the Journal of Contemporary Ethnography regarding workplace gossip. It reviewed how rumors among employees about a company can dilute authority, can poison workplace congeniality and contribute to staff turnover, all of which can cause harm an organization without ever becoming public (external to the organization). The study is focused on paid employees, but, of course, its findings are important to nonprofits and volunteers as well. The study’s author, sociologist Tim Hallett, calls such gossip “reputational warfare,” and says that once a bad reputation has been solidified, justified or not, it usually sticks — often with negative consequences for the entire organization.

Employees and volunteers will always talk internally about how things are going at an organization, what they think the future holds, what obstacles they see facing the country, etc. There’s nothing wrong with that. But a misunderstanding, a small fear, an unanswered question or an observation by someone uninformed about a situation can turn conversations into negative gossip, layout the foundation for mistrust, conflict, and negative public relations.

Don’t try to stop conversations about the internal workings of an organization – those conversations can be important informal training for new staff and help you discover and address issues before they become full-blown problems. But do work to make sure conversations by staff – employees, consultants and volunteers – are fact-based and within the bounds of your confidentiality policies, and work continually to create a culture where employees and volunteers share their fears, questions and suppositions early with supervisors, without fear of retribution for merely expressing a fear or asking a question.

Gossip tends to crop up when there are voids in communication. Therefore, address fears, questions and suppositions quickly and regularly. Filling the void with information — about possible office relocation, promotions, layoffs, firings, conflicts with funders or partners, budget shortfalls, etc. If a situation must be kept confidential and can’t be shared with employees, consultants and/or volunteers — for instance, the reasons why a staff person was fired — then explain why such information is kept confidential, in such a way that employees realize that you will honor their personnel issues, positive or negative, in a confidential manner as well. If the information could be damaging to the organization if released too early, then say so, explicitly. If you should have released the information sooner internally, apologize to staff and talk about what you will be doing to ensure that information is not withheld again — or ask them how they would have liked the situation to have been handled.

If you don’t want to commit anything or everything to writing, such as in a company-wide memo, then meet individually with staff and volunteers, have the executive director or a senior manager address individual department meetings, and have all-staff meetings. Give employees multiple opportunities to ask questions and voice concerns about rumors that they have heard.

But how do you know gossip is happening? By having trusting relationships across the organization – including across an organization’s hierarchy. That comes from regular conversations, formal and informal, and by showing explicitly how feedback from staff is heard, how suggestions from volunteers does influence the organization, etc. And building trust would take several more blogs to explore…

In short, you must create a culture of faith and trust among your paid staff and volunteers in each other and in the organizational leadership in order to prevent damaging gossip. It’s much easier to create and sustain such a culture than it is to try to overcome “reputational warfare.”

Also see

For Nonprofit Organizations: How to Handle Online Criticism.

Feuds in the nonprofit/NGO/charity world

Some Truths About Volunteer Retention

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graphic by Jayne Cravens representing volunteersI’ve been trying to draft a blog about volunteer retention… and then read the latest update from Susan Ellis and Energize, Inc. and her article said it better than I can say it myself. This is reposted online with permission from Susan:

SOME TRUTHS ABOUT VOLUNTEER RETENTION

Schools used to focus on the 3 Rs (reading, ‘riting, and ‘rithmetic), but in volunteer management we have the 2 Rs: recruitment and retention. I can’t tell you how often I’ve been asked to speak on both in a single session! Apart from this request minimizing what it takes to do all the critical tasks of volunteer management, the real problem is that recruitment and retention do not mirror each other.

You can do activities to recruit volunteers, interview them, train them, etc. But you cannot spend Tuesday mornings “retaining” them. Retention happens when everything else is going right. It is an outcome, not a task.

One of the problems with retention is defining it. People often ask me what a “good rate” of retention is, as though there is some external standard for all volunteer programs. Of course there is no such thing.

The desire to measure effective retention is tied to the fervent wish that volunteers might stay forever! Turnover has to be anticipated and planned for (and I might mention that there is lots of turnover among employees, too). How realistic are your expectations for the length of time volunteers will remain with your organization?

Some volunteers leave because things have changed in their own lives…and you had nothing to do with it. People get married, have babies, move away, change jobs, become ill – that’s life. The only thing you can do is leave the door open for a possible return. A volunteer who is forced to leave for external reasons may be willing to remain involved as a trainer of new volunteers, as an on-call substitute in a pinch, or at least as a reader of your newsletter. If the person is moving to another city, might you refer them to a counterpart program in the new location?

Here are some thoughts to ponder:

  • Retention can only be defined in relation to the commitment made by each volunteer at the start of service. So your recordkeeping system should show the amount of time the volunteer promised during the interview and then, if the person stays to that point, you have “retained” them! Anything afterwards is additional.
  • Do you clearly state the minimum commitment that is needed from a volunteer to make the training period worthwhile or to be able to make a difference to the client or cause? (This may be a different amount of time for each volunteer position.) Then, when you interview applicants, do you discuss anticipated length of stay? If neither of these things happen, how can you possibly know what volunteers intend to do in terms of longevity?
  • If a lot of volunteers leave in the first months of their work, it’s a symptom that what they expected and what they experienced did not match. Recruiting and interviewing are the start of the retention process!
  • Is there a pattern to when and from where volunteers drop off? Does one unit seem to keep people happy for a long time while another unit has a revolving door of new recruits? Analyze why and problem solve the situation.
  • Who is staying? Are you keeping long-time volunteers or the best volunteers? These may not be the same people! Again, assess what is going on. If newer recruits or people with top skills seem to become disenchanted with the program, why? How can you re-commit them?

The list of reasons why people volunteer in the first place is very long. After time, however, the reasons volunteers remain committed to your organization distills down to four factors:

  • The work they are doing is visibly meaningful
  • They feel appreciated for their service
  • They continue to learn and grow
  • They enjoy it
  • Quite simple, really – and the outcome of a welcoming, well-run volunteer program.

This outstanding blog content comes from Susan J. Ellis, President of Energize, Inc. More of Susan’s wisdom via her amazing books and services. It is HIGHLY recommended you subscribe to Energize Inc.’s FREE Monthly Volunteer Management E-mail Update for more great stuff!

sabotage your organization’s productivity: tips from the CIA in 1944

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In 1944, the CIA’s precursor, the Office of Strategic Services (OSS), distributed a secret pamphlet, the “Simple Sabotage Field Manual“, providing instructions to citizens living in Axis nations who were sympathetic to the Allies on how to weaken their country by reducing production in factories, offices, and transportation lines. It was declassified in 2008 and is available on the CIA’s website.

Most of the tips are about easy-to-do, hard-to-trace physical vandalism: sabotaging electric motors, fuel, cooling systems, power grids, railways and more. But several are timeless instructions on how to be a terrible employee in meetings and in management. And these instructions would be really funny except that I have encountered people in many of my work places that employ these methods. The motivations of employees using these methods today aren’t to help foreign governments – at least I hope not. I’m not really sure what their motivations are. But here’s my favorite productivity-crushing activities recommended in the manual, because I’ve encountered them so often (quotes are used because the manual used them; italics show exact quotes):

When possible, refer all matters to committees, for “further study and consideration.” Attempt to make the committee as large as possible — never less than five.

Bring up irrelevant issues as frequently as possible. Refer back to matters decided upon at the last meeting and attempt to re-open the question of the advisability of that decision.

Refer back to matters decided upon at the last meeting and attempt to re-open the question of the advisability of that decision.

Frequently advocate “caution.”

Multiply the procedures and clearances involved in issuing instructions, pay checks, and so on. See that three people have to approve everything where one would do.

Do your work poorly and blame it on bad tools, machinery, or equipment. Complain that these things are preventing you from doing your job right.

Give people wrong numbers and cut them off “accidentally”

Delay the transmission and delivery of telegrams (now emails and other messages)

Ruin presentations by coughing loudly and by talking (or ignore them while you play on your phone)

When training new workers, give incomplete or misleading instructions.

Misfile essential documents.

Spread disturbing rumors that sound like inside dope.

Work slowly.

Give lengthy and incomprehensible explanations when questioned.

Act stupid.

The last one made me laugh out loud.

But what the manual recommends is not all bad: there’s also this recommendation, which I find particularly valuable it getting what I want when working with government clerks:

Cry and sob hysterically at every occasion especially when confronted by government clerks

Even if all your volunteers are “traditional”, you need to explore virtual volunteering

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Even if your program’s volunteers are working onsite, and you frequently interact with them onsite, face-to-face, here are 11 easy ways you should be using the Internet and text messaging to support and involve those volunteers:

  • Have a list of volunteers and their accomplishments on your organization’s web site, and regularly update that list. Photos of volunteers in action are great too. This says to your volunteers, “Your contributions matter to us – YOU matter to us.” It also helps anyone who visits your web site understand that you value volunteers, and helps others at your organization see volunteer engagement as important as financial donations, client relations, and program activities.
  • Profile a volunteer and his or her accomplishments at least twice a month on your program’s Facebook page, Twitter account and other social media. Do this for all the same reasons mentioned in the first bullet.
  • Have an online discussion group for all volunteers, where information of value ot your volunteers is regularly posted, questions are regularly posed, and feedback regularly sought. Use this group to remind volunteers of new policies, or changes in policies, as well. All volunteers should stay on the group when they go on maternity leave, or take a break from volunteering for any reason, to keep them engaged with the organization.
  • Use text messaging to remind volunteers of work shifts, very special events or critical deadlines.
  • Create a policy for volunteers regarding the taking of photos during their service times, and regarding how they should share them and how they should tag them, including how they should tag your organization.
  • Encourage volunteers to allow such photos to be used by your organization, with permission.
  • Invite volunteers to write a blog on behalf of your organization, and if you track volunteer hours, count this time in tracking their service time.
  • Post your volunteer policies online. If you don’t want to share them with the public, post them in a password-protected area. If you have an online discussion group on Yahoo, you can post these in the “files” section, which an be accessed by your group members at any time.
  • Create a one-minute video showcasing the contributions of your volunteers – showing them in action, showing them laughing, etc. – and post it to YouTube or Vimeo, and link it from your web site and all your social media accounts.
  • Look for software that would allow volunteers to submit their completed service hours and volunteering accomplishments online, via their own devices, from wherever they want to, and to be able to see their hours and accomplishments to date.
  • Suggest an app or other online tool – or more than one – that would be particularly helpful for your volunteers as a part of their service. For instance, if a significant number of volunteers take mass transit to get to your location, is there a free app available that could help them buy tickets and find bus and train schedules on demand? If volunteers need to record their mileage during volunteer activities or record hours worked, is there a good, free app you can recommend to them for that? Are there health-related apps your volunteers could use in their work with clients regarding health issues? If volunteers are assisting people in domestic violence situations, do they know about apps that could help them identify places where clients could seek shelter immediately? If volunteers are assisting people living in poverty, do they know about apps that could help them identify free summer meal programs for children?

Please, no “our volunteers are seniors and don’t use the Internet” excuses (the facts dispute this), nor “our clients are homeless/refugees and don’t have smart phones” (again, the facts say otherwise). If you don’t believe most of these folks are online, fine, but there are enough of them online that you need to adopt these 10 simple activities. To do so demonstrates that your program is competent, organized, supportive, even transparent. To not do so will turn young volunteers away, hide the importance and impact of volunteer engagement from both the public and from people at your organization, and make some people suspicious of your stated abilities to meet your mission.

vvbooklittleWant more ideas for using computers, tablets, smart phones, even old-fashioned cell phones, to support and involve volunteers? Or want to create tasks specifically for volunteers to do online, remotely?  The LAST Virtual Volunteering Guidebook has all of this information and more. It’s available both as a traditional printed book and as a digital book. It’s written in a style so that the suggestions can be used with any online tools, both those in use now and those that will become popular after, say, Facebook goes the way of America Online. This is a resource for anyone that works with volunteers – the marketing manager, the director of client services, and on and on – not just the official manager of volunteers.

And if you have more simple ideas for easy ways an organization or program can use the Internet and text messaging to support and involve volunteers, please offer such in the comments below.

Also see why we called it The LAST Virtual Volunteering Guidebook.

United Nations personnel system needs radical overhaul

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UNLogoI only just found out about this excellent piece in the New York Times in March by Anthony Banbury, former United Nations assistant secretary general for field support. I can’t believe I’m finding out about it only now.

I could not agree with it more.

An excerpt:

the United Nations is filled with smart, brave and selfless people. Unfortunately, far too many others lack the moral aptitude and professional abilities to serve. We need a United Nations led by people for whom “doing the right thing” is normal and expected.

Please read it. It would take a monumental push by many people to reform the UN, especially the horrific human resources system, but it’s got to happen or, truly, the organization is doomed.

I speak as a former UN employee and sometimes consultant. I love the UN too much NOT to share this.

Keynote speaking in South Carolina & Washington state!

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logoCome here me speak this month or next!

Me in South Carolina Jan. 27 – 29, 2016
I’ll be the keynote speaker and presenting workshops at the South Carolina Association for Volunteer Administration (SCAVA) annual conference, January 27-29, 2016 in North Myrtle Beach! You do not have to be a member of SCAVA to attend. Join me!

Me in Vancouver, Washington (state – USA) Feb. 11, 2016
I’ll be the keynote speaker at the Nonprofit Network Southwest Washington / Directors of Volunteer Programs Association (DVPA) conference on Thurs., February 11 in Vancouver, Washington (state), USA.

You can book me for your conference or workshop! After February 2016, my consulting schedule is wide open. I am available for presentations, short-term consultations, long-term projects, part-time positions, and, for the right role, a full-time permanent position. Here’s what I can do for your organization/initiative.

There are free online workshops by me which you can view anytime, if you want to know more about my presentation style. Most are more than 45 minutes long:

I’m available for interviews on Skype or your preferred video conferencing tool, and, of course, by phone – I’m on West Coast time (the same as Los Angeles). I’m available for in-person, onsite interviews in and around Portland, Oregon (the area where I live), and am willing to travel most anywhere for an interview or as part of a short-term consultation.

Tracking distributed volunteers (& their distributed managers)

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In the last two months, I’ve gotten the same request from two different organizations. I know how I would advise them entirely on my own, but I wanted to open this up to crowdsourcing.

Each of these organizations is based on just one region (they aren’t national), but have different work sites across the city/county. These work sites are sometimes offices, sometimes a garden, sometimes a farmer’s market, sometimes an airplane hanger… diverse! Each is well-established and growing, attracting lots of volunteers, from very diverse demographics. Their work is exciting, and their work cultures feel dynamic and fun, so they don’t have problems recruiting, nor retaining, volunteers – people REALLY want to be associated with these orgs because of the nature of their work (which could not be more different).

Each has distributed managers of volunteers – people in charge of various programs at these organizations and that, in addition to their program work, also recruit and work with volunteers – and that’s been a BIG part of their success at working with and involving volunteers. Volunteers don’t feel like they are working with an HR manager – they are working with people in charge of programs central to the missions of these organizations (that’s not a slam against HR managers, FYI). But that blessing has become a challenge and a potential for problems: the official, overall manager of volunteers is supposed to track all of these different volunteers working in different programs, ensuring each is trained properly, supported properly, etc., and that volunteers contributions are being properly recognized and tracked. But it’s not happening. Those that are working directly with these volunteers hate bureaucracy, and each have their own way of tracking and supporting volunteers. There’s no central database of information – every attempt to do so as failed.

I think the very first step to take is for the overall manager of volunteers at each organization is to make it clear that the goal of her effort is to create an on-going strategy to implement policies and practice that will create a system where every volunteer involved is properly screened and tracked, but a system that DOESN’T add a huge layer of bureaucracy such that it kills the incredible success these organizations have had in recruiting and involving volunteers, and the current very positive feeling volunteers have. It has to be emphasized again and again that the goal is to better support volunteers, and to better protect clients, volunteers themselves and staff as a result of whatever system is development – not just to create burdensome procedures.

I also think each organization needs to get executive director buy-in for this goal and development of a strategy, that the directive to staff to explore and implement a strategy has to come from the ED, loud and clear and more than once. I think the executive director needs to communicate to all staff that a system is going to be put in place because, while volunteer recruitment and retainment are, indeed, wildly successful at both organizations, there are some very negative scenarios that could arise because of the lack of accurate volunteer tracking – and then name some of those scenarios.

Then I think the overall manager of volunteers has to sit down, face-to-face, with each person involving volunteers, talk to them directly, and create a map, literally or figuratively, of how different volunteers in different programs are currently recruited, tracked and supported.

And after all of the above is done, only then is it time to start developing the actual strategy, and that’s where I would love your crowdsourcing in particular:

— Having every volunteer meet with the overall manager of volunteers is unrealistic, IMO – Habitat for Humanity doesn’t do that, SOLVE here in Oregon, which recruits huge numbers of volunteers to clean up beaches and trails and parks, doesn’t do that, etc. Each of the organizations I’m working with needs to identify exactly what kind of volunteer can have minimal screening and tracking, and exactly what kind needs to be strictly screened and supervised, and everything in between – and this needs to be clearly communicated, in writing, and enforced – meaning there are consequences for managers that don’t do it. What do you think enforcement/consequences would look like? If you had to do this – how did you get buy-in?
(I know how to advise them re: what volunteers need what level of screening).

— Do any of you have similar scenarios regarding distributed management of volunteers, and therefore have a central database where every volunteer registers himself or herself? Do they register by an onsite computer? Their smartphone? What software do you use? Do volunteers also use the database to report their hours, or only to register as volunteers? How do you ensure all volunteers are in the database? (I have my own ideas regarding all this, but would really like to hear yours!)

— What other advice would you have for this organization to get all those working with volunteers to buy-in to a more formal system of tracking volunteers? and what other advice do you have regarding tools they can use?

I will compile all answers, including my own, and share them with the organizations – and via my web site or this blog, if the comments section gets too unwieldy.

vvbooklittleOf course, there are also tips in The Last Virtual Volunteering Guidebook. about managing remote staff – both online volunteers, who do most of their service online, and remote volunteers, who do their service in a physical onsite location remote to the organization and who provide updates and interact with HQ staff primiarily online.