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ED 311 046 AUTHOR TITLE INSTITUTION REPORT NO PUB DATE NOTE AVAILABLE FROM PUB TYPE EDRS PRICE DESCRIPTORS DOCUMENT RESUME SP 031 540 Tedrick, Ted; Henderson, Karla Volunteers in Leisure. A Management Perspective. American Alliance for Health, Physical Education, Recreation and Darce, Reston, VA. American Association for Leisure and Recreation. ISBN-0-88314-436-0 89 177p. The American Alliance for Health, Physical Education, Recreation and Dance, 1900 Association Drive, Reston, VA 22091. Reports - Descriptive (141) MFD1 Plus Postage. PC Not Available from EDRS. Fund Raising; *Institutional Characteristics; *Leisure Time; *Program Administration; Program Development; *Recreational Activities; *Volunteers; Volunteer Training ABSTRACT The first nhapter of this monograph presents some major themes and fundamental issues surrounding leisure activities volunteers and their management from a system perspective. Chapter 2 discusses the results of a survey conducted to obtain a status report of selected volunteer system characteristics. The third chapter focuses on dealing with volunteers with regard to planning, marketing, training and placement, supervision, and recordkeeping, evaluation and recognition. The fourst chapter covers other concerns related to volunteer management, e.g., liability, the agency/volunteer relationship, current and future roles for volunteers, and characteristics of special groups of volunteers. The appendices offer detailed examples of effective volunteer management techniques. (JD) * Reproductions supplied by EDRS are the best that can be made * from the original document. * *

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Page 1: DOCUMENT RESUME ED 311 046 AUTHOR Tedrick, Ted; … · K Volunteer agreement form, 140 L Training setting checklist, 142 M Meeting effe ctiveness checklist, 143 N Sample recc rdkeeping

ED 311 046

AUTHORTITLEINSTITUTION

REPORT NOPUB DATENOTEAVAILABLE FROM

PUB TYPE

EDRS PRICEDESCRIPTORS

DOCUMENT RESUME

SP 031 540

Tedrick, Ted; Henderson, KarlaVolunteers in Leisure. A Management Perspective.American Alliance for Health, Physical Education,Recreation and Darce, Reston, VA. AmericanAssociation for Leisure and Recreation.ISBN-0-88314-436-089177p.

The American Alliance for Health, Physical Education,Recreation and Dance, 1900 Association Drive, Reston,VA 22091.Reports - Descriptive (141)

MFD1 Plus Postage. PC Not Available from EDRS.Fund Raising; *Institutional Characteristics;*Leisure Time; *Program Administration; ProgramDevelopment; *Recreational Activities; *Volunteers;Volunteer Training

ABSTRACTThe first nhapter of this monograph presents some

major themes and fundamental issues surrounding leisure activitiesvolunteers and their management from a system perspective. Chapter 2discusses the results of a survey conducted to obtain a status reportof selected volunteer system characteristics. The third chapterfocuses on dealing with volunteers with regard to planning,marketing, training and placement, supervision, and recordkeeping,evaluation and recognition. The fourst chapter covers other concernsrelated to volunteer management, e.g., liability, theagency/volunteer relationship, current and future roles forvolunteers, and characteristics of special groups of volunteers. Theappendices offer detailed examples of effective volunteer managementtechniques. (JD)

* Reproductions supplied by EDRS are the best that can be made* from the original document.

*

*

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U DEPARTMENT Of EDUCATIONOffice of Educational Research and ImprovementEDUCATIONAL RESOURCES INFORMATION

CENTER (ERIC)

C This document has been reproduced as'scented horn the persnn or organizationoriginating it

C Minor changes have been made to improvereproduction ought?

Pot nts ot view or ocunionS stated t his docu-ment do not necessarily rOrsent officialOERI position or policy

2

"PERMISSION TO REPRODUCE THISMATERIAL IN MICROFICHE ONLYHAS BEEN G ANTED BY

ad

TO THE EDUCATIONAL RESOURCESINFO9MATION CEt4TER (ERIC"

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VOLUNTEERSIN LEISUREA Management Perspective

Ted Tedrick, Ph.DTemple UniversityKarla Henderson, Ph.D.University of North Carolina

Sponsored by theAmerican Association for Leisure and Recreationan ass gelation of theAmerican Alliance for Health, Physical Education,lUtcreation, and Dance

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copyright © 1989

The American Alliance forHealth, Physical Education,

Recreation, and Dance1900 Association Dr.`estop, Virginia 22091ISBN 0-88314-436-0

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ABOUT THE ALLIANCE

The American Alliance i3 an educational organization, struc-tured for the purposes of supporting, encourag3 ag, and providingassistance to member groups and their personnel throughout thenation as they seek to initiate, develop, and conduct programs inhealth, leisure, and movement-related activities for the enrich-ment of human life.

Alliance objectives include:

1. Professional growth and developmentto support, en-courage, and provide guidance in the development andconduct of programs in health, leisure, and movement-related activities which are based on the needs, interests,and inherent capacities of the individual in today's so-ciety.

2. Communicationto facilitate public and professional un-derstanding and appreciation of the importetnce andvalue of health, leisure, and movement-related activitiesas they _ontribute toward human well-being.

3. Researchto encourage and facilitate research whichwill enrich the depth and scope of health, leisure, andmovement- related activities; and to disseminate the find-ings to the profession and other interested and con-cerned publics.

4. Standards and guidelinesto further the continuous de-velopment and evaluation of standards within the profes-sion for personnel and programs in health, leisure, andmovement-related activities.

5. Public affairs- -to coordinate and administer a plannedprogram of professional, public, and governmental rela-tions that will improve education in areas of t. ealth, lei-sure, and movement-related activities.

iii

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iv About the Alliance

6. To conduct such other activities as shall be approved bythe Board of Governors and the Alliance Assembly, pro-vided that the Alliance shall not engage in any activitywhich would be inconsistent with the status of an educa-tional and charitable organization as defined in Section501(c)(3) of the Internal Revenue Code of 1954 or anysuccessor provision thereto, and none of the said pur-poses sball at any time be deemed or construed to be pur-poses other than the public benefit purposes and objec-tives consistent with such educational and charitablestatus.

Bylaws, Article III

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CONTENTS

CHAPTER 1Volunteers and the Leisure Service System, 2Why Volunteers?, 5The Value of Volunteers, 6Volunteering as a Leisure Pursuit, 9The Demographics of Volunteering, 13Summary, 17

CHAPTER 2A Survey of Volunteer System Characteristics, 18Summary of Findings, 26

CHAPTER 3The Nuts and Bolts of Volunteer Management, 28Planning, 29

What Can Volunteers Do?, 33Planning Summary, 35

Marketing, 37Recruitment, 38Position Descriptions, 40

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vi Contents

Target Markets, 41Promotions, 44Selling and Getting People to Sign Up, 47

Placement and Training, 49Interviewing, 49Placimg Volunteers, 51Training and Orientation, 52

Supervision and Motivation, 56General Supervision, 57Communication, 58Motivating the Volunteer, 59Recordkeeping, 60Supervision and Disengagemert, 61

Evaluation and Recognition, 63Evaluation, 63Recognizing Volunteer Worth, 66Recognizing Individuals, 67Recognizing Economic Worth, 69

Summary, 71

CHAPTER 4Other Concerns Related to Volunteer Management, 72Volunteers and Liability Crisis, 73The AgencyNolunteer Relationship, 76Legislative Attempts to Improve the Existing Climate, 77Current and Future Roles for Volunteers, 80

Future Roles, 81Special Groups of Volunteers, 86

Older Adults, 86Persons with Disabilities, 89Volunteers from the Court System, 93Children as Volunteers, 94

Volunteers Who Coach Youth Sports, 98Boards and Commissions, 102Insurance and Risk Management, 105Tax Deductions, 106Fund Raising, 107

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CONTENTS vii

Corporate Volunteers, 108Volunteering as a Feminist Issue, 109Why Volunteers Will Not Solve All the Problems, 111Bibliography, 112Appendices

A Survey questionnaire: The use of volunteers within leisureservice agencies, 12.;

B-1 Characteristics of the volunteer program, 127B-2 Evaluation of the volunteer program, 128C-1 Chi-square analysis of survey: Number of full-time staff by

whether the volunteer is evaluated and meetings held toreview progress, 129

C-2 Chi-square analysis of survey: Size of population served bywhether a volunteer coordinator is present, 129

C-3 Chi-square analysis: Therapeutic or non-therapeuticthrust by whether a volunteer coordinator is present, 129

C-4 Chi-square analysis: Therapeutic or non-therapeuticthrust by whether the agency does a good job recruitingvolunteers, 130

D-1 Code of responsibility for volunteers, 131D-2 Bill of rights for volunteers, 132

E Volunteer position planning worksheet, 133F-1 Worksheet: Volunteer position description, 134F-2 Volunteer position description: Special events helper, 135

G Community groups that can help, 136H Sample illustration of recruitment brochure, 137I Volunteer application, 138

gI Placing volunteers, 139K Volunteer agreement form, 140L Training setting checklist, 142M Meeting effe ctiveness checklist, 143N Sample recc rdkeeping for volunteers, 144O Test your performance with volunteers, 145

r-1 Sample (to be adapted to agency requirements), 146P-2 Profile of volunteer-staff characteristics 148P-3 Volunteer personnel evaluation, 154P-4 State of New YorkDepartment of Correctional Services,

Correctional Volunteer Services Program, 156g 101 Ways to give recognition to volunteers, 159

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viii Contents

R Cost effectiveness analysis worksheet, 163S Dollar worth of volunteers, youth soccer, boys 8 and un-

der, 164T What board members need to know, 164U Board profile and nominating grid, 167

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1

VOLUNTEERS ANDTHE LEISURESERVICE SYSTEM

11.

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DX., Chief Executive, Assistant Director, or Program Super-visor, so you've managed to survive a few rough years of whatmight be called "fiscal stringency," or more appropriately"budget havoc," and the docket of things undone remains full. Ifonly there were ways of doing more without hiring additionalworkersa rather implausible consideration when maintainingcurrent staffing levels requires daily doses of administrative aswell as political savvy. The thought "volunteers" flashes throughyour mind as a seemingly low/no-cost solution to the dilemma.However, your agency's past efforts to enlist the services ofvol-unteers can best be described as floundering. "Should time allowit," you think, "we really could put our volunteers to better use."

If the comments above are descriptive of how your leisureservice organization conceives of, thinks about, or attempts todeal with the volunteers who find their way to your doorstep, thenthe messages found in the following pages should be helpful.There is a great der I to be gained, both from the agency's and thevolunteer's perspectives, by establishing and maintaining a vol-unteer management system. Like most things in life, the creationof such a system demands planning, effort, and resources, butwe firmly believe the rewards will far outstrip the effort ex-pended.

To gain an understanding of the value of volunteers to a lei-sure service department, the context in which volunteering oc-curs must be reviewed.

A climate exists which supports, in many ways, the effectiveutilization of volunteers within leisure service organizations. SolCousins, national director of the YMCA, speaking recently ontrends and challenges in the industry, identified strengtheningthe role of volunteer leadership as his organization's number onepriority: "Strong, broad-based volunteer leadership ensures thatYMCAs are genuinely responsive to community needs" (Hallman,1988, p. 53). Clearly, it is inaccurate to categorize all efforts, asdescribed earlier, as floundering. There are leisure service de-partments which have been successful in recruiting, training,

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4 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

motivating, and rek.ognizing their volunteers on a continuing ba-sis.

Among the factors w' Fitt: signal a need to advance volun-teerism in parks and recreation entities are resource shortagescalling for creative methods of accomplishing tasks, and the at-tention given the topic on the national level. The decade of the1980s saw President Reagan create a task force whose purposewas to look at potential avenues for synergism between the pri-vate and public sectors, Volunteers, including those who comefrom private corporations, were viewed as essential in dealingwith problems at the local ler :I. The Republican National Com-mittee (1984) published a Community Partnership Manualwhich ot;ered suggestions for creating community task forces toexplore issues and establish frameworks for action. After taskforces were established, nonprofit organizations would come intoplay and use their talents to stimulate action. The third compo-nent of the strategy was the assistance to be provided throughfoundations, corporations, and professional associations. Thethrust of the program was in keeping with the Reagan Adminis-tration's pu losophy of constricting the federal role, and the im-plications for expanded volunteer use were evident.

Likewise, the President's Commission on Americans Out-doors (1986b) strongly recommended that a "prairie fire of ac-tion" was reeled to deal with the outdoor/environmental,:concerns of the nation: "Americans working together in their owncommunities will spark a renaissance for caring about our greatoutdoors" (p. 49). Volunteerism was an often ir.-tntioned themewithin the recommendations, and specific guidelines were of-fered to local communities so that planning could proceed tomeaningful action. The concept of a vital "outdoor corps" wasstressed, the backbone of which would be volunteers (pp. 69-70).The working documents of the Presidential Commission includedone section highlighting 24 successful projects within the coun-try utilizing a variety of community sources and tapping the po-tential of volunteers (President's Commission on AmericansOutdoors, 1986a). It was clear from these recommendations thatthe United States could benefit greatly if volunteers could be sys-tematically organized and managed at the local level.

We must further realize that olunteers, like the agenciesand communities they serve, do gain from their nonpaid efforts.

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Why Volunteers? 5

Some volunteers take satisfaction in seeing improvements intheir favorite organization or agency. Others like the personalcontact and the opportunity to help others. Many enjoy the spiritof camaraderie that develops when fellow volunteers pull to-gether to achieve an objective. If, then, both individuals and lei-sure service agencies benefit from a systematic and well-managedvolunteer program, a logical starting point for our discussionmight be to review the reasons for or the "why" of volunteerismfrom the organizational perspective.

WII r VOLUNTEERS?

Persons assuming top-level administrative or management re-sponsibilities would be wise to analyze why efforts should be de-voted to creating, expanding, or improving their organization'svolunteer management system. The reasons most often given forvolunteer utilization reveal a rather "selfish" orientation heavilyslanted toward the organization rather than toward the individ-ual volunteer: "We use them because we don't have enough full-time staff." "We've always used volunteers; they've coached ouryouth athletic teams from the beginning." "The courts demandthat juvenile offenders participate in community service, so weuse them to clean our parks." Such orientations frame the issuefrom the viewpoint of the department or agency to the neglect ofthe person who is willing to donate time and effort for personaland institutional betterment. This outlook results in what Ellis(1986) terms "second choice" rather than "first choice" reasonsfor seeking a quality volunteer management program. As an an-tidote to a problem, or as something that's been around for a longtime, volunteers can be perceived as useful in the short term orsimply "tolerated" to some degree by administrators of recrea-tion and parks departments. By negating this tendency to seevolunteers only as a potential response to a problem and by fore-going thoughts which center on using volunteers to "make theagency look good," we can start with a clean slate and explorethe fundamental question, "why volunteers?"

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6 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

THE VALUE OF VOLUNTEERS

Assume that your agency's healthbudgetary, programmaticand politicalis robust. Forget all problems for a moment, andeven suspend thoughts of how x action could result in y benefitwhich would ultimately further your agency's good name. Let usexamine some of the "first choice" reasons for considering vol-unteers.

First, volunteers offer credibility because they are unsala-ried. Volunteers engage in their favorite activity without thethought of personal financial gain. The desire is to help others,sometimes specific others such as their children or friends, ,itthe goal is assistance. As such, volunteers are most often viewedby those receiving their assistance as legitimate and sincere.Money does not drive them to do anything in their role, and thisfreedom often permits a functioning devoid of vested interests orbehavior motivated by "oneupmanship" designed to improveone's place in the organizational hierarchy. Service recipients doappreciate this fundamental spirit of volunteerism, and it doeslend a type of credibility which differs from that afforded to paidemployees.

Consider also that nonattachment to salary permits volun-teers to be objective policy makers and ultimately to have greatfreedom in analyzing the agency's functioning. Since volunteershave no hidden agendas related to pay (they do perceive benefitsfrom what they do, but their agenda is not tied to dollars earned),they can serve as objective evaluators of what goes on in the or-ganization. Likewise, volunteers can be direct, even blunt, in theirevaluations, unlike staff, who may fear reprisal for a bold actionthat could offend those higher up the organizational hierarchy.This factor could divide administrators into two types, those whofavor a "bones locked in the closet" approach, which compressesinterchange within the ranks under the threat of an autocratichand, and those who welcome critical self-examination as ameans to make improvements. Once in the system, volunteerscan provide a self-examination function resulting in constructivecriticism. For the openly honest administrator/programmer/su-pervisor, this is P plus; for others, volunteers may present an-

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The Value of Volunteers 7

other threat to what is probably a self-deluded notion of powerthrough the status quo.

Two other be.,efits offered by volunteers as noted by Ellis(1986) relate to pressures normally associated with full-time em-ploym -it. Because volunteers schedule their activities aroundother obligations and commit themselves only to the number ofhours they feel they can handle, they often feel less pressure inperforming their tasks. Contrasted with a full-time employee whomay be juggling a dozen different duties, programs, or deadlinesat once, the volunteer understands the level of intensity requiredfor the task and should be in a position in which his or her abil-ities are in concert with what needs to be done. This sense of con-trol over pressures associated with the workplace can prove verybeneficial to both clients and full-time employees.

Another benefit of reduced pressure is that volunteers maybe a bit more likely to experiment and try new approaches. Vol-unteers can be very productive when given an assignment whichcalls for creative approaches. Regular paid staff may fear failurein such situations, and hence may revert to "safe," uncreativemethods, or be so constrained by other responsibilities that theassignment is shortchanged. However, when thrown into a chal-lenge with few competing demands, a volunteer can often devisea creative solution which would not have come from a staff mem-ber.

Additional benefits may be directly attributable to the back-grounds of the volunteers. Volunteers represent varied life ex-periences, specific types of knowledge, and interests that areoften directly manifested in the tasks they choose when donatingtheir talents. An axiom from the field of gerontology that appliesto volunteers is that older adults are a heterogeneous populationcomprised of persons who are unalike in many ways because eachhas accumulated a myriad of personal experiences over their life-time. Likewise, the athlete who has spent many years in the realmof sports and wishes to share enthusiasm for it, or the devotedreader whose joy is seeing others gain a proficiency with the writ-tom word, or the highly visible community organizer whose forteis applying pressure in the right places so that large-scale proj-ects can be attained, each possess special qualities that can turnpersonal interest into a share.: feeling of enjoyment and accom-

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8 VOLUNTEERS AND THE LEISUIL SERVICE SYSTEM

plishment with others. The challenge presented to the leisureservice manager is to harness the talents existent in the com-munity served and use them through a well-managed volunteersystem.

Volunteers serve another most useful function that shouldnot be forgotten. Because volunteers represent the communityfrom which they are drawn, they can serve as excellent publicrelations spokespersons for the agency or organization withwhich they are affiliated (Ellis, 1986). Volunteers who have pos-itive experiences with those they serve are far better ambassa-dors of the agency than any staff person. Proud volunteers willhail the good works of a leisure service agencythey go out intothe community spreading a message which results in an im-proved image of the organization. Of course, this scenario as-sumes a positive experience on the part of the volunteer.Administrators who use volunteers must ensure that a system isin place to guarantee their proper selection, training, and place-ment so that s uccelss will be achieved.

An additional benefit of volunteers (Gallup, 1981, 1985)arises from their charitable nature. Volunteers are more likely tosupport worthwhile organizations financially than are nonvolun-teers. In 1985, Gallup found that 92 percent of volunteers alsogave financial assistance to charities, and 50 percent gave di-rectly to the agency of their volunteer affiliation.

Administrators need to be keenly aware of these two impor-tant areas of support provide," by the volunteerpublic relationsand financial assistance. These are to be valued, especially giventhe current climate facing leisure service providers.

By way of summary, let us retrace some significant pointsabout the way administrators and other staff view volunteers andtheft- potential benefits to agencies. It was indicated that therecan be "first choice" reasons for developing an effective volun-teer management program. Frequently, however, it is "secondchoice" reasons that are at the foundation of the volunteer pro-gram, and these "second choice" reasons create a real impedi-ment to the creation of a successful volunteer system. Poorreasons for implementing or continuing volunteer efforts mightinclude: taking them for granted because they've been around fora long time; viewing them as a free labor source, with little regardfor the time and resources required to effectively manage them;

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Volunteering as a Leisure Pursuit 9

or, taken to the extreme, condescendingly accepting them simplybecause the agency feels an obligation to provide something todo for those who express a desire to volunteer. The overridingphilosophy or the "why" of a volunteer management program isoften clearly seen in the operational aspects of the system. Itsimportance cannot be underestimated.

Reviewed were some of the "first choice" reasons for en-listing volunteer support. If these reasons are at the foundationof the system, then efforts are likely to be rewarded by way ofpeople who feel they are achieving both personal and organiza-tional goals. Volunteers possess a certain type of credibility be-cause they are not paid. Their interests and motives are quiteapparent and consumers and staff ascribe a legLimacy to theirefforts. Volunteers bring special talents, often beyond those ofthe regular staff of the leisure agency. Clearly, volunteers shouldnever be looked upon to replace staff. There are clear advantagesto using paid personnel instead of volunteers. The intent shouldalways be to capitalize on the strengths of those who donate *heirtime so that they complement the roles and duties performed bypaid professionals.

Volunteers can and will be objective in a manner perhapsdifferent from staff. They should be able to focus on a specifictask and complete it well because the pressure of having to domany things in a short time period does not face them as it doespermanent staff. Volunteers are also likely to donate not just timebut money, and managers E.hould never forget a volunteer's pub-lic relations value. Volunteers can serve as excellent emissariesfor the agency when positive experiences are gained through theirefforts.

VOLUNTEERING AS A LEISURE PURSUIT

Beyond the issues of benefits to individuals or departments andthe reasons for instituting or upgrading a volunteer managementsystem stands a conceptual, even a definitional message whichwe feel is critical in supporting a leisure service orientationtoward volunteer enhancement. The message in its simplest form

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10 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

is that volunteering is a legitimate, desired form of leisure par-ticipation by those who select it and, as such, the volunteerpar-ticipant should receive just as much attention from thedepartmental staff as any other program or service participant.The goal must be to ensure a quality experience for the volunteer,just as we strive to provide the best environment and leadershipfor any recreation consumer. In the end, a well-managed, suc-cessful volunteer program becomes another opportunity underthe umbrella of total leisure activities available.

Readers who have taken any foundation course in a recre-ation or leisure studies curriculum at the university level will re-member the time devoted to defining key terms, such as"recreation" and "leisure." Conceptualizations of time, activity,or experience are discussed in an attempt to have the studentseek personal meanings for the terms. The how and why of se-lecting an experience within a given time block is analyzed, as isthe meaning attached to what occurs during that experience.Linking the act of volunteering with these definitional issues ofleisure serves to justify concern for volunteer development.

"Time" presents a departure point. It is generally agreedthat leisure or recreation takes place only when work and per-sonal maintenance obligations have been met, and thus personaldiscretion permits one to select an activity for the time blockavailable. Pie diagrams are often vieually effective in showingwork obligations, personal maintenance such as eating andsleeping, and the remaining "discretionary" period. Under thetime paradigm, a volunteer obviously selects a period for involve-ment which remains after work and personal maintenance com-mitments have been met. Like recreation, volunteering occurswithin one's discretionary time blocks.

Experience analysis is also a fundamental exercise in com-ing to grips with leisure or recreation. Frequently a number ofcriteria or qualifiers are associated with notions of leisure or rec-reation. It must take place during free time, as mentioned above.It must be intrinsically motivated. It must lead to enjoyment orsatisfaction. Some claim it must be nondetrimental or positive ina societal sense (however that might be defined). And it must bevoluntary! Since by definition the act of volunteering meets (ormore accurately, seems to revel in) these basic qualifiers ofleisure/recreation activity, then it follows that volunteering canbe legitimately viewed as a form of leisure or recreation.

:I S

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Volunteering as a Leisure Pursuit 11

The leisure scholars provide further support when defini-tions are scrutinized. As one example, Godbey (1985) includeswithin his definition of leisure the following: ". . . to be able 0act from internally compelling love in ways which are personallypleasing, intuitively worthwhile, and provide a basis for faith"(p. 9). Isn't a great deal of volunteering motivated by love anddirectly pleasing to the volunteer? As to being worthwhile, itwould seem the scope of volunteer efforts ranges from individualgrowth to community benefit on a grand scale. Raplan's (1975)often-quoted definition of leisure offers direct comparisons withvolunteering:

Leisure consists of relatively self-determined activity experiencesthat fall into one's economically free-time roles and is seen as lei-sure by the participant, is psychologically pleasant in anticipationand recollection, potentially covers the whole range of commit-ment and intensity. that contains characteristic norms and con-straints. and that provit'es opportunities for recreation, personalgrowth and service to others. (p. 26)

Of note, obviously, is the notion of "service to others"; in fact,Kaplan uses the term "voluntariness" to describe the self-deter-mined nature of leisure. The descriptors within the definition ap-pear to be mirroring the basis and outcomes of volunteering.

Research conducted by one of the authors (Henderson, 1979,1984) further substantiated the conceptual linkage between vol-unteer engagement and leisure. A study of 200 4-H volunteersrevealed a high level of agreement as to leisure compo,..ents whichcould also be found in volunteer pursuits, such as the opportu-nity to provide interaction, the interesting nature of the 'Activity,and the aspect of intrinsic motivation. In fact, 11 out 'f 13 de-scriptors were found to be shared when leisure and volurteningwere considered. It was noted that volunteers who were highlymotivated also tended to perceive their volunteerism as a leisureexperience. Marando (1986) also investigated volunteer use inleisure services, and stated that volunteering is a form of rec-reation to those who choose it. Thus, support is found for theidea that volunteering is a legitimate way to meet leisure needs.

We might also recall Jim Murphy's (1975) concept of leisureas a social instrument. This is a therapeutic approach wherebyservice agencies, among them leisure organizations, assist those

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12 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

who displayed special needs. The ill and disabled could be recip-ients under the social instrument view of leisure. Supportive ofthat concept would be any volunteer who chose to plan, lead, orconduct recreation programs for such clients. Another popularconcept advanced by Murphy was the "holistic" approach to lei-sure where the fusion of work and nonwork was projected be-cause of societal factors. No longer would tightly prescribedparameters define work or leisure. The focus was to shift towardwhat individuals did and how they felt about those endeavors; itwas a concept focused upon "meaningful activity."

While we probably have not achieved this holistic perspec-tive, volunteering stands as an excellent bridge between the workand nonwork spheres. Often volunteers seek the same personalbenefits (other than money) found in the workplace, i.e., social-ization, working to solve a problem, status within a group, andfeelings of achievement; yet the matters of intrinsic motivation,personal enjoyment, and scheduling at one's discretion are as-sociated with leisure. Should changing conditions within societydictate a movement toward a holistic perspective, volunteerismmay be one element furthering the transition.

Perhaps even on a higher plane stands the conceptual notionof leisure as a state of being, a condition, a psychological re-sponse, or an ideal, all of which can also be linked to volunteer-ing. DeGrazia (1962) comes quickly to mind as an initialproponent of leisure as an ideal that is sought by many butachieved by few. The leisure condition was characterized by feel-ings of tranquility and peace with oneself. Maslow (1943) in-cluded among his higher order needs those of self-esteem,belonging, and self-actualization, all of which have often beenmentioned as elements of volunteer motivation. It is conceivablethat some volunteers even view their efforts as one metuud toapproach a state of self-actualization. More recently, Gray (1972)challenged us all to conceive of recreation as an emotional con-dition. Characteristic of this condition were feelings of well-being,mastery, achievement, success, achievement of personal goals,and positive feedback from others. Similar benefits are oftenmentioned by volunteers, i.e., feeling needed, helping others,helping a friend, interest in an activity (Gallup, 1981, 1985).

So we can see that there is a relationship between leisure asan ideal or condition and how one might seek that state of being

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7

The Demographics of Volunteering 13

through volunteer activity. If the positive condition is built upona series of satisfying endeavors or accomplishments, thesemeaningful voluntary pursuits, for some, can be the vehicle toreach the desired state.

THE DEMOGRAPHICS OF VOLUNTEERING

Two points need to be kept in mind as one reviews the who, howmuch, and where of volunteering. The first is that volunteering,like leisure, exists in a complex sociological, political, and eco-nomic environment which at any given time presents problemsand opportunities when the demographics of volunteering arescrutinized. Societal phenomena such as increased numbers offemales occupying full-time positions, more dual-income fami-lies, more families headed by single parents, and the overdonecharacterization of youth and young adults as being driven onlyby monetary reward might seem to portend a serious shortage ofvolunteers. Free time appears to be a very scarce commodity inour society. A Harris Poll (see Ho Hie, 1985) noted a decline inpersonal leisure time from 24.3 hours per week in 1975 to 18.1hours in 1984. However, reported levels of volunteering do notbear out these seemingly apparent negative forces. It appearsthat many factors are weighed in the decision to volunteer, notthe least of which is a commitment to better the human conditionin spite of pressing time demands.

The second point to be remembered is that there is no uni-versal definition of volunteering which has been utilized eitherby those who conduct national surveys or by those who respondto such surveys. Thus, differences in statistics cited can be at-tributed in some measure to the definition of volunteering thatis being employed. In the United States, for example, estimatesof how many persons volunteer range from roughly one-third ofthe population (36 percent in the Gallup Poll, 1986) to just aboutone-half (46 percent according to United Media Enterprises,1983). The discrepancy may lie in the form of the question asked,from "are you involved in any charitable or social service activ-ities?" to a broader "do you volunteer?" National surveys have

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14 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

probably underestimated situations where the volunteering hasbeen relatively informal (as in helping clean up a park on a singleoccasion) or sporadic.

At any rate, it appears that between one-third to one-half ofus do donate our talents on a regular basis to an organization inneed. Gallup (1986) has noted a steady increase over the yearsin adult involvement in charitable activity (formal definition usedhere) from 27 percent in 1977, to 29 percent in 1982, to 31 per-cent in 1984, to 36 percent in 1986. Another survey undertakenby the Gallup Organization in 1985 which looked at not onlycharitable organizations but all forms of volunteering placed thefigure at 48 percent of persons aged 14 and over. The United Me-dia study (1983) was in near agreement, with 46 percent of theirsample, including teenagers, indicating that they volunteered ona regular basis. Gallup (1985) also noted that the average amountof time volunteered was 3.5 hours per week, up from 2.6 hoursin 1980.

How might recreation rank as a category of volunteer ac-tivity? Gallup (1985) placed recreation fourth as a category withabout 10 percent of the total population donating time to recre-ation agencies (21 percent of those who volunteer give their timeto recreation agencies). Recreation trailed religious organiza-tions, education, and fund raising as a category of involvement,and the dollar value of time donated for recreation purposes wasestimated at nearly seven billion dollars. If arts and cultural ac-tivities were added to recreation, the total worth of volunteer timewould be over 10 billion dollars.

The "who" of volunteering offers interesting contrasts whensocietal trends are compared. As outlined earlier, with the ma-jority of females now in the workforce and the increase in single-parent families, the logical conclusion would be that fewerpeople, particularly females, would have the time to devote tovolunteer activities. However, women continue to volunteer at ahigher rate than do males: 51 percent as opposed to 45 percent(Gallup, 1985). When comparing the 1985 survey with one con-ducted in 1980, Gallup did note a slight decline (5 percent) in fe-male volunteering. However, more significant was the drop involunteering among persons 18-24 years old (down 11 percent),full-time workers (down 6 percent), and single persons (downnearly 20 percent). In spite of hectic work and family schedules,

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The Demographics of Volunteering 15

it is clear that many females value their nonmonetary pursuitsand make a conscious decision to volunteer.

The United Media study (1983) found that dual-career par-ents (59 percent) had the highest level of volunteeringamong theeight age and family groups surveyed. Volunteerism in a life cycleperspective was characterized as follows:

Volunteerism is high in the mid-teenage years. It tapers off be-tween the ages of 18 and 34, the years when most Americans arefinishing school, beginning careers, and starting families. Volun-teerism is highest from ages 35-64, when most Americans haveestablished careers and families, and have settled into their com-munities as well. After the age of 65 volunteerism tapers off again.(p. 48)

Other soclo- demographic variables impacting upon volun-teerism are education, income, church membership, and city size:those with higher levels of education and income are more likelyto volunteer; church membership is positively correlated withvolunteerism; and those living in rural and suburban environ-ments are more likely to volunteer than are those who reside incities (Gallup, 1981, 1985, 1986; United Media Enterprises,1983). Although Morgan (1986) has noted that young profes-sionals who work in the city do volunteer in very specific ways,they are most interested in using their specific skills in a pro-ductive way and they want to see results. For example, one vol-unteer used marketing and record keeping skills to reorganizethe acquisition and subscription lists of an arts council.

Another fundamental question which has been the focus ofresearchers and pollsters is, "Why does one choose to volun-teer?" The intuitive answer is that there are many reasons whysomeone might elect to donate her or his talentsa desire to helpothers or a wish to feel that one is providing a needed servicewould probably head the list. The benefits received from volun-teering may differ, depending upon one's life circumstances andthe type of service rendered.

Gallup's (1985) national survey revealed the following rea-sons given for volunteering: like doing something useful (52 per-cent), interested in the activity (36 percent), likevolunteer workand feel needed (32 percent), it helps a friend or family member

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16 VOLUNTEERS AND THE LEISURE SERVICE SYSTEM

(26 percent), religious reasons (27 percent). Very few respon-dents listed reasons where personal gain was the primary objec-tive, such as gaining job experience, keeping taxes low througadeductions, or simply to fill up free time. Henderson's (1979,-1984) study of 4-H volunteers found similar benefits ("activitywas interesting," "provides interaction, cooperation"; "activityis its own reward," etc.). Patton's (1988-87) survey of businesspeople found similar reasons: 82 percent indicated they enjoyedthe activity, / 5 percent liked helping others, and some felt theiriolunteerf.4 has helped to enhance their company's image. Asurvey taken of Chicago youth (Popowski, 1985) found that theylisted caring about others, caring about their community, and de-

- sire to improve their self-esteem as reasons for volunteering.While motivations for volunteering may differ according to thegroup surveyed, it does appear that helping others and enjoying-the activity chosen are prime motivators.

Increasing attention has been g_ en to older adults as a po-tential and growing pool of volunteers but which so far has prob-ably been underutilized. The theoretical perspective frequentlyoffered is that volunteering could provide a new and particularlymeaningful role to the adult who has suffered losses, perhapsthrough the death of friends or abandonment of the full-timework role. However, an empirical test of the substitution theoryconducted by Chambre (1984) found that volunteerism in the el-derly was better explained by socioeconomic status, gender, andeducational level. In fact, it was suggested that older volunteersmay be more likely to have volunteered earlier in life, rather thansimply selecting it as an alternative activity in late life. The im-plication here is that it is best to attract volunteers early in lifeand maintain their involvement in a variety of tasks throughouttheir life cycle.

There is a message here for those in leisure service agencieswho may come in contact with volunteers: Make the effort tospeak to your volunteers and discover why they chose to donatetheir time. Perhaps the initial interview is the best opportunity.It is clear that the reason that each individual gives should meshwith the duty to which they are to be assigned. As time pro-gresses, check to see if the desired benefits are being realized andif not, take the necessary steps to see that they are.

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Summary 17

SUMMARY

A few major themes have been presented in hopes that the readermight consider some of the fundamental issues surrounding vol-unteers and their management from a system perspective. Formany reasons. it would behoove leisure service organizations todevelop, maintain, or expand their volunteer programs. Volun-teerism has received attention at the national level. Not only doesit offer meaning to those who participate, but it enables agenciesand organizations to supplement the efforts of their paid workersthrough the careful selection of tasks suited to volunteer talents.

Leisure service organizations must consider why time andeffort should be devoted to the management of volunteers. Vol-unteers are more than an inexpensive labor poolthey bring spe-cial skills, they can be very effective advocates for the agencyand its causes. they have inherent public relations value, andthey are likely to provide additional assistance to the agencythrough financial contributions.

Volunteerism was discussed as a legitimate leisure pursuit.Persons opt to volunteer in their free time and they indicate per-sonal gains realized through these endeavors. Persons adminis-tering leisure programs should maintain a system which allowsvolunteers to reach the goals they establish just as they shouldbe concerned with the outcomes of any recreation program.

While it is evident that many people today are overextendedin terms of time demands, the act of volunteering is still viewedas significant for the one-third to one-half (depending on the def-inition or source) of adults who do so. Females, although nowworking in record numbers, have not abandoned the volunteerrole. and currently outnumber male volunteers. Volunteers haveexpressed personal benefits from their charitable servicehelp-ing others, feeling useful or needed, and enjoying the activitychosen top the list.

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2

A SURVEYOF VOLUNTEER SYSTEMCHARACTERISTICS

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Asurvey to obtain a status reporting of selected volunteerassuagement system characteristics was conducted as a part ofthis project. The survey was conducted under the auspices of theAmerican Association for Leisure and Recreation (AALR) and itsmembers served as the sample for the study. The AALR memberswho responded to the survey represent many diverse leisureser-vice organizations: some are employed by local or state govern-ments; soar e work for profit-making organizations; some areemployed by quasi-public organizations funded through a vari-ety of sources; and others serve private, nonprofit corporationsor hospitals.

In February 1988, 377 mew',ers of AALR were mailed a four-page questionnaire entitled ""-,e Use of Volunteers Within Lei-sure Service Agencies" (see Appendix A for a copy of the instru-ment). Four sections were included in the questionnaire. SectionI sought information relative to background characteristics of theagency in which the AALR member was employed. Section II con-sisted of 16 questions that called for yes or no answers on as-pects of the volunteer program such as planning time, whetherone person served as the coordinator, whether records were kept,etc. In Section III, respondents evaluated different characteris-tics of their agency's volunteer programs using a Likert scale(strongly agree, agree, disagree, strongly disagree, not sure). Sec-tion IV called for open responses to questions about successfulroles volunteers were currently filling, areas that could be bet-ter served through volunteer use, and new roles that volunteerscoull assume in the future.

An alpha coefficient of .86 was obtained when the group ofreturned questionnaires was subjected to a reliability analysisusing the Statistical Package for the Social Sciences (Nie et al.,1975). Thus, the questionnaire demonstrated acceptable relia-bility.

Of the 377 questionnaires which were mailed, 82 were re-turned. Two we-e only partially completed and hence weredeemed unusable, so 80 questionnaires were used in compilingthe data. Budgetary considerations precluded follow-up post-

3

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AIWRVEY OP VOLUNTEER SYSTEM CHARACTERISTICS

other reminders. Although the response rate did not ap-50 percent (a 21.2 percent return rate was realized), theaaaa lidered to be useful, given the exploratory nature of

farm* The reader is cautioned to be conservative regardingof nouns to all leis. Are services organizations man-

. Return addresses showed that responses cameof the country. It was not possible to determine if

differed significantly from those who did return

the AALR members who responded, a relatively small115105114 staff was the norm. While 42.6 percent said their agency

Alleplulment consisted of fewer than 5 workers, and 22.5 per-indicated the size to be between 8 and 10, only 15 percent

fair a department or agency with more than 50 full-timeitatf simians*.

Variation was seen in the size of the population served aswelL Percentages were equally divided between small (fewer than

A0,000) and large (more than 251,000) service populations, with18.2 percent responding to each. Since this question applied only*those who worked for a local government agency, 47.5 percentindicated that the question was not applicable.

The types of agencies represented in the survey were as fol-lows: private, for-profit (8.8 percent); publicly supported, localgovernment (33.7 percent); publicly supported, state govern-ment (12.5 percent); quasi-public agencies with mixed fundingsources (21.2 percent), and other types of organizations (23.8percent). Twentyir-rcent also stated that therapeutic recreationwas the primary thrust of their organization.

Figure A pcitrays in bar graph form the responses obtainedfrom questions which focused on selected characteristics of thevolunteer management system. The percentage given indicatesthose agencies in which the given characteristic was present (ayes response). They are arranged in descendirl order, and it isnoteworthy that the graph reveals only one characteristic whichexceeded a 50 percent post Ave response level: that experiencedvolunteers were assuming more responsibility in the organiza-tion (80 percent).

Five characteristics received positive responses in the rangeof 50 to the low-40 percent levels. These characteristics were:having a written job description for volunteers, providing inser-

21)

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POtellat 100nalloadinif 90*lee

GO-70GO

5040302010

Characteristic

80.0

Figure A

Characteristics of the Volunteer Program(characteristic present indicated by "yes" response)

50.0 48.7

1

43.8 43.5 42.5 9e.7ION 27.598 2

4r1

f

11 I al I I itI xi 11 ;I 11111 11 4 t

111 11 11 Mil 11 n 1 1 gill

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22 A SURVEY OF VOLUNTEER SYSTEM CHARACTERISTICS

vice training. having one person assigned as a volunteer coordi-nator. keeping formal records on volunteers, and keeping annualrecords of timevolunteered and its dollar equivalent.

PA the lower end, or negative side of the scale (all below aone-third positive response rate), were the following: having aprocedure manual for volunteers; signing a written co itract;having clear policies on recruiting, assigning, and evaluating vol-unteers; and conducting regular evaluations of volunteers andmeeting with them. It is apparent from these findings that, ingeneral, leisure service organizations could benefit through ex-panded planning and managing activities relative to the use ofvolunteers.

The characteristics highlighted in this section of the ques-tionnaire are frequently mentioned in the literature as being im-portant in establishing and maintaining a well-run system. Whileit is probably not reasonable to expect that agencies would re-spond positively at a level of 90 percent or even 75 percent formost characteristics, with one exception the figures here are ator below the 50 percent level. Only 38.7 percent said that ade-quatitime is spent on planning for the volunteer program. With-out more time being devoted to planning and managingvolunteers, it is unlikely that most departments will achieve greatsuccess with their volunteer program even if its members wereto somehow increase by significant amounts. To the contrary,simply having more persons available to volunteer could be prob-lematic if there is no clear direction as to what and how they areto perform and no guidance offered by way of training and mean-ingful evaluation.

Section III of the survey tool permitted respondents to eval-uate on a Likert scale additional components of their volunteerprograms. Figure B portrays the positive evaluation ("agree" and"strongly agree" responses were combined) of these compo-nents. Appendix B provides the complete breakdown of re-sponses in all categories.

Perhaps of most interest is that survey participants' viewsof the efforts of their agencies in terms of volunteers fall in themiddle of the positive/negative continuum. Nearly half (48.7 per-cent) agreed they had an effective volunteer program, while a 1L'cepercentage (47.4 percent) assessed their program in a negativefishion. This finding might serve as a summary of the entire sur-

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Percent 100

strongly 5070605040302010

Characteristic

nrwe IEvaluation of Selected Volunteer Program Components

(strongly agree-agree components combined)90.0

86.3

72.5

58.753.7 53.7 51.3 48.8 48.7

38.1

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24 ,OF VOLUNTEER SYSTEM CHARACTERISTICS

vey: it appears that some departments are doing a good job andpaying attention to a number of aspects within the volunteersystem, yet overall, there is plenty of room for improvement.

Two additional findings stand out. Staff are clearly suppor-tiVe of volunteers (90 percent agreement), and those who benefitfrom volunteer efforts, e.g., clients or program participants, arealso receptive to such efforts (86.3 pement). This bodes well whenevaluating one of the major considerations of instituting a vol-unteer program: "will they make a difference?". The perceptionshere answer that question strongly in the affirmative. Mentionhas been made of the possibility that full-time employees mayresent volunteers and even view them as a threat to continuedemployment; this fear was not displayed in the survey. It is ap-parent that volunteers can be incorporated as a part of the team,complementing rather than competing with paid workers.

About three-fourths (72.5 percent) of the respondents indi-cated that they were able to retain the same volunteers from yearto year. Agreement was noted in the 50 percent range for the fol-lowing: whether volunteers were accorded appropriate recogni-tion; whether the agency did a good job in recruiting volunteers;whether it was easy to motivate volunteers; and whether vol-unteers received feedback on how they were doing.

Two additional findings of interest emerged. In Chapter 1,support was given to the idea of considering the volunteer pro-gram as another leisure program similar to athletic leagues, in-structional classes, or any other opportunity offered by theleisure service organization. The survey respondents were notquite clear as to whether this was the case. Nearly 50 percentagreed that the volunteer program was another leisure oppor-tunity, 31.3 percent disagreed, and 20 percent were not sure. Atthe low end in terms of agreement stood the characteristic ofhaving the goals of the volunteer program written and understood by those in the agency. Only 35.1 nercent said that thiswas the case. This finding, coupled with the fact that only aboutone-third of the agencies are spending adequate time planningthe volunteer program, gives the impression that a "system" oforganized volunteers is a misnomer for many leisure service de-partments. The impression is that volunteers are being utilized,but there is a lack of focus on the part of administrators as towhat should be accomplished from their efforts, and little con-

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A Survey of Volunteer System Characteristics 25

mete attention given to how the agency can respond to those whowillingly donate their time and talents. At the core of any taskshould be a firm understanding of what is to be accomplished,yet this fundamental aspect appears to be missing in a majorityof agencies that accept the services of leisure-oriented volun-teers.

A final statistical analysis was conducted to determine if se-lected background characteristics had any relationship to theevaluation of the various management aspects of the volunteersystem. The background characteristics used for analysis were:size of the agency; size of the target population served; type ofagency (private, public, quasi-public, etc.); and whether or not theagency was primarily offering therapeutic recreation services.These items represented ne-gmbers 1 through 4 on the question-naire. Chi-square analyses were conducted using the StatisticalPackage for the Social Sciences (Nie et al., 1975). A .05 signifi-cance level was employed; strength of association was measuredusing phi or Cramer's V. Some variables or response categorieswere combined to reduce the number of cells where no responseor number was present.

The "not sure" responses were deleted from the analysis.The categories of "strongly agree" and "agree" were combined,as were those of "strongly disagree" and "disagree." Thus, theanalysis was dichotomous in the fashion of simply agreeing ordisagreeing with the statement under observation. Some of thebackground variables were collapsed as well. Size of the popu-lation served was divided into 3 groups: 50,000 or fewer; 51,000to 250,000; and above 250,000. All tables were checked to seethat no fewer than 20 percent of the cells had an expected fre-quency of less than 1.5. See Appendix C for chi-square analyseswhere significance was found.

In analyzing staff size, one characteristic revealed signifi-cant differences. Agencies with fewer than 5 staff members wereless likely to evaluate volunteers regularly; medium-sized agen-cies (11-24 and 25-50 staff) were more likely to evaluate andmeet with volunteers. The strength of the relationship (Cramer'sV) was moderate (.43).

Significance was found regarding size of the populationserved and whether or not a volunteer coordinator was utilized.Those serving the largest target population (above 250,000) were

3,;

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26 A SURVEY OF VOLUNTEER SYSTEM CHARACTERISTICS

more likely to have assigned a volunten coordinator (.03 signif-icance, strength of association .41 using Cramer's V).

No significant differences were found when responses wereanalyzed by type of agency, i.e., private, public, or quasi-public.Two areas were found to be significant when therapeutic andnontherapeutic agencies were compared. Therapeutic agencieswere found to be more likely to have a volunteer coordinator onhand (.01 significance, .31 phi). Nontherapeutic agencies weremore likely to agree that they were doing a good job recruitingvolunteers (.05 significance, .26 phi).

SUMMARY OF FINDINGS

The survey was conducted to determine how AALR members per-ceived various management aspects of the volunteer programswhere they were employed. A relatively low return rate (21 per-cent) was realized from the 377 members who were mailed ques-tionnaires. However, the purpose of the survey was to obtain abaseline about the perceptions of volunteer programs, and read-ers may find it useful to compare the management characteris-tics of their volunteer programs with the evaluations of thosewho participated in the survey. Caution is urged in generalizing,particularly in regard to the chi-square analyses conducted forindependence. The questionnaires analyzed did reveal organiza-tions or agencies where the AALR memberswere employed whichrepresented variety in terms of size, purpose, and organizationalbackground. Respondents used a Likert scale to rate selectedcharactevistics of their volunteer programs and three open-re-sponse questions were directed toward areas of current effec-tiveness and possible roles for volunteers in the future.

Overall, survey participants rated their volunteer programsabout in the middle of the positive/negative continuum. A num-ber of management aspects of volunteer programs could be tar-geted for improvements. At the core would be greater efforts inplanning for and establishing goals of the volunteer system.Without attention in these crucial areas, agencies may face a sit-uation where volunteers will continue to be utilized but the im-

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Summary of Findings 27

pact of their services will not be maximized. On the positive side,80 percent indicated that experienced volunteers are able to as-sume more responsibility where they serve. Also, staff are clearlysupportive of volunteers (90 percent agreed) and there was astrong feeling (86.3 percent) that recipients are receptive to ef-forts from volunteers. Nearly one-half of organizations viewedthe volunteer program as a leisure opportunity. A summary ofthe entire survey might be represented by the finding that anequal number of respondents rated their volunteer program aseffective as rated it ineffective. The feelings expressed throughthe questionnaire indicate there is room for improvement in op-erating volunteer programs within leisure service organizations.

Background characteristics (size of agency, size of targetpopulation, type of agency, and therapeutic or nontherapeutic fo-cus) were used as variables in comparing responses to the man-agement aspects of volunteer programs. Chi-square analyseswere conducted and a .05 significance level was used. Based uponstaff size, one characteristic revealed differences. Agencies withfewer than 5 full-time staff members were less likely to evaluatevolunteers than were those agencies who employed from 11-50people. Agencies serving the largest target population (greaterthan 250,000) were more likely to have a volunteer coordinatorpresent. Finally, agencies with a public or nontherapeutic focuswere more likely to agree they were doing a good job recruitingvolunteers than were therapeutic agencies. Public agencies werealso less likely to have a volunteer coordinator than were orga-nka dons with a primary thrust of therapeutic recreation. Find-ings from the open-ended responses are discussed in the finalchapter.

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3

THE NUTS AND BOLTSOF VOLUNTEERMANAGEMENT

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Management of volunteers utilizes many of the same prac-tices as management of paid employees. The biggest differenceis that volunteers do not get paid for their work whereas em-ployed staff do. The nonmonetary benefit for the volunteers is thepersonal satisfaction they derive from their efforts. The focus ofvolunteer management for the recreation, park, and leisure ser-vice agency is based on several broad categories:

1. Planning2. Marketing3. Placement and Training4. Supervision and Motivation

5. Evaluation and Recognition

These categories provide a means for understanding vol-unteer management in general. 'they are standard to many formsof personnel management and have been particularly useful inthe organization of volunteer services. These five major topicswill also be addressed based on the importance assigned to themby a group of park, recreation, and leisure service professionalswho responded to the AALR survey about the use of volunteerswithin leisure service agencies which was discussed in Chapter2. Special issues related to volunteering, such as working withboards and committees and conducting fund-raising campaigns,are discussed in the last chapter.

PLANNING

A volunteer management plan is like a mapit sets the directionfor the organization. Park and recreation professionals often donot have enough time for adequate planning, yet planning is in-

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30 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

tegral to the success of a volunteer program. The volunteers, aswell as the staff and the community. ought to understand in gen-eral how volunteers and volunteerisiz. tit into the entire agencyplan. Agency decision makers such as boards and commissionmembers must also know the policies pertaining to selecting,training, and evaluating volunteers. Everyone involved must un-derstand what goals are to be accomplished and how planningobjectives will be used to reach those predetermined ends.

In the AALR survey, slightly less than 50 percent of the re-sponding agencies indicated that they felt they had an effectivevolunteer program. Only 35 percent of the organizations had pro-gram goals that were written and understood by all involved.Four out of the ten of the agencies said they had a person incharge who was assigned the role of coordinating volunteers.However, only 36 percent of the agencies indicated that otherstaff were recognized for working directly with the volunteers. Aheartening 90 percent agreed that the leisure services staff werevery supportive of the volunteers, and nearly the same percent-age indicated that clients and/or program participants were re-ceptive to volunteer staff.

Planning involves developing strategies for what will be ac-complishedhow, with whom, in what manner, and according towhat time frame. Only four out of ten agencies in the AALR studyindicated that adequate time was spent planning volunteer pro-grams, thus indicating the need to examine how this might bebetter undertaken by leisure service agencies.

The most critical aspect of planning lies in determining whatvalue volunteers bring or contribute to the agency. Most peoplewould agree that the primary functions of volunteers are to(a) extend current services, (b) enhance current services,and/or (c) expand services (Institute for Community Service,1973). The contributions of volunteers must fit into the overallmission of the park and recreation program as well as relate tospecific objectives.

Saving money is generally not a valid goal for volunteer pro-grams, although it is often a misconceived benefit. Instead, thefocus ought to be on the value of the services provided. In somecases, the volunteer program may, in fact, involve expendituresof direct funds or require the additional use of staff time andenergies. Such aspects as insurance, postage, telephone, training

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Planning 31

manuals and materials, uniforms, provision of child care, feesand tuition, professional development, awards, travel allow-ances, and indirect costs such as management and supervision,secretarial help, and other overhead can add up to considerableadditional expense. The agency must take all these costs into ac-count. The leisure services agency must make a commitment tosupport volunteers through the coordination role, which doescost monetarily as well as in time and effort.

Another important role related to planning involves theteamwork between volunteers and the other staff in an agency.In some cases there is a real resistance to volunteers among staff.All staff, ranging from the director to the secretaries, mainte-nance people, and part-time workers, must agree that volunteershave an appropriate role within the leisure services agency. Ma-goon (1978) has listed a number of reasons why staff may fearworking with volunteers:

1. Concern for the client or participant, in that volunteersmay not be as effective as staff members.

2. Concern for their own job statusthe fear that volun-teers may be better than staff and may take away theirjobs. (The fact of the matter is that good volunteer pro-grams more frequently have led to the creation of newjobs for people. Volunteers tend to supplement, not sup-plant staff.)

3. Concern for loss of controlstaff fear they will lose theiraccountability.

4. Fear that community members who volunteer will ex-amine their operations and find they are not as efficientas they thought. (On the other hand, volunteers may takethe message back to their friends and families aboutwhata wonderful job the agency is doing.)

5. Fear of change for its own sake.6. Fear of voicing their concerns.

Each of these apprehensions must be addressed by the staff,and time should be allocated to work through any problems. Onemust assume that staff experiences are going to be positive and

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32 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

they generally are. Howe ter, staff at all levels need to be involvedas early as possible in the planning of the volunteer program. Thefirst assessment ought to be of "where the staff is at." If a com-mittee of staff who will be working with volunteers is used, oneshould make sure the committee is representative of the staffwho will be affected by the volunteer program. The staff need toknow the goals and objectives for the program and ideally shouldbe involved in the creation of those goals and objectives.

To motivate the staff, it may be necessary to offer severalalternatives: make working with volunteers a priority, rewardstaff formally as well as informally for working with volunteers,provide professi al development opportunities related to vol-unteer supervision, develop a method to provide regular feed-back about how staff are working with volunteers i -om theperspectives of both administrators and volunteers, ant developregular procedures that all staff understand for recruiting, train-ing, and evaluating volunteers.

The overall perspectives may be different, but the goals forthe outcomes of the volunteer program should be the same forboth the volunteers and the staff. The roles of each and con, i-butions that each can make to the organization must also beunderstood. Each group needs to consult and share approaches,openly communicate, and nourish mutual respect.

One practical approach to volunteer management planningsuggested by Rippel (1978) involves the following steps:

1. List past achievements of the organization.2. List hopes for the future.3. List concerns/issues that need to be addressed.4. List barriers that are thwarting possible achievements.

5. List practical solutions to problems.6. Gain conse nsiis from the staff.

7. List steps to achieve solutions and how volunteers mightassist.

Ultimately the goal of any volunteer program ought to be todesign meaningful tasks or opportunities, recruit good volun-

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Planning 33

teens, interview and place persons carefully, and create a climatethat allows volunteers to function effectively and creatively. Thismay be the focus of the leisure service organization or it may beaccomplished in conjunction with other organizations or withother government agencies in a community.

What Can Volunteers Do?

Volunteers are different from paid staff in that they valuedifferent aspects of a job assignment. In today's climate for vol-unteering, many possibilities exist for utilizing volunteers in aleisure services agency.

Two major types of volunteerism can be found: structuredand nonstructured. These types might also be classified as reg-ular versus lend-a-hand volunteers, or short-term (single event)versus long-term volunteers. Change In the nature of volunteerprograms and volunteerism has been largely due to a change inthe orientation of people from service-oriented to self-servingvolunteer opportunities (Watts & Edwards, 1983). People arelooking for volunteer positions which meet their personal needsas well as make a contribution to society.

Within the "formal" volunteer structure, many possibilitiesexist for how volunteers can help. Volunteers can do administra-tive work such as involvement with policy-making groups, or of-fice work related to organizational activities. Some volunteerscan do advocacy work or lobby on behalf of certain causes. Somecan provide technical assistance in areas such as fund raising oranother specific expertise. Some can serve as specialists in a par-ticular area, such as a sports program. Others can serve in anadvisory or a policy-making capacity.

The most prevalent type of volunteer is the direct servicevolunteer, such as those who provide group instruction, dem-onstrations, and one-to-one coaching; develop exhibits, commu-nity projects, and special events; provide facilities or funds; helpadvertise or promote; recruit other volunteers or clientele; trainother volunteers; assist with community surveys . . . the list goeson and on. For example, according to a study done by the Min-nesota State Planning Agency (1979), activities that volunteers

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34 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

in parks and recreation enjoyed most were: interpretive pro-grams, planning and management-related assistance, scientificresearch and data coD action, demonstrations and displays, firecontrol programs, art hunter safety instruction.

New ways of volunteering seem to be emerging. Service-oriented opportunities will continue to be common, but issue-oriented volunteers are also becoming more prevalent. For ex-ample, advocacy has become legitimized, as evidenced by thestrength found in groups such as the Gray Panthers and alliancesformed by special population groups. Community based self-interest groups such as hobby clubs and athletic clubs are be-coming more common. Occupational/self-interest groups such asprofessional or business organizations are also becomingstronger than ever. Some growth seems to be evident in philan-thropic/f and-raising volunteer efforts. In fact, the Gallup Poll(1982) revealed that service volunteers are also likely to lend fi-nancial support to organizations. However, it is generally betterto separate efforts needed for fund raising from other aspects ofthe direct service volunteer management program. (More infor-mation on fund raising with volunteers is included in Chapter 4.)

Scheier (1980) has developed ten dimensions which describethe range of experiences which volunteers are seeking. Thesecontinuums may be useful in planning for the ways in which vol-unteers can assist a leisure service organization:

continuous . . . occasional

as an individual . . . as a group

direct . . . indirectparticipating action . . . observation

organized, formal . . . informal, unstructuredvia work . . . via gift giving

for others . . . for self

accept system values . . . address system valuesfrom inside the system . . . from outside the systemlose money . . . break even

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Planning 35

It is the responsibility of the leisure services agency to uncoverhow these dimensions might be combined to create useful tasks.It is also necessary to consider the specific desires of the vol-unteer. For example, an elementary teacher may wish to volun-teer only for two weeks during the summer with a group of othervolunteers. The volunteer coordinator must then figure out howthis individual might be accommodated within the framework ofthe goals of the organization. Sometimes the person responsiblefor working with volunteers can help a person do great things.John Gardner (1965) summarized it in this way:

Leaders can conceive and articulate goals that lift people out oftheir petty preoccupation, carry them above the conflicts that teara society apart, and unite them in the pursuit of objectives worthyof their best efforts.

At other times, volunteering for an individual can be seen as sim-ply a way to kill time until something better comes along. Theprofessional must be aware of all these possibilities in planningvolunteer programs.

Many types of volunteers exist. Some will be committed tolong-term voluntornig and are content with a structured pro-gram and a specific tide. Other people are willing to lend a handwhen they are asked. The recreation, park, and leisure serviceprovider will need to utilize both types. Management procedureswill vary, depending upon the tasks involved and the people whoare involved in the volunteer system. Planning should take all ofthis into account.

Planning Summary

It may be useful to the persons working with volunteers tothink about pitfalls that might cause problems in the organiza-tion that works with volunteers. When volunteer programs do notwork, it is usually due to one or more of these causes:

The needs of the organization simply cannot be met by vol-unteers.

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36 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

The commitment to volunteers is not shared by staff.

Staff are not involved in planning.Lack of staff training for teamwork.

Lack of apparent rewards for staff, resulting in poor sup-port for the volunteer program.Failure to think goals through.

A need for better job descriptions and qualifications sovolunteers are not over- or underqualified.

Training is insui.- lent or inappropriate.Recruitment methods are ill-chosen.

Staff are not prepared to accept responsibility.Lack of recognition of volunteer contributions.

The planners of volunteer programs must be prepared forpossible problems that arise from costs, the time required forvolunteer coordination, a poor match between person and task,wasted talent, overwhelming projects, high turnover and saggingsupport, overlap in services, and obtaining and paying for liabil-ity coverage. Planning may prevent these problems from becom-ing major obstacles. Preparation is vital to ensure success.

Staff in the Institute for Community Service (1973) sug-gested several steps that ought to be followed for successfulplanning:

1. Finish planning before beginning action.

2. Allow time for the planning process.

3. Don't skip steps in planning and develop contingencyplans beforehand "just in case."

4. Make a timetable or schedule of events and indicate atwhat point volunteers need to be recruited, trained, etc.

5. Don't feel compelled to involve a large number of vol-unteers to be successfuluse as many as necessary toreach the goals of the organization.

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Marketing 37

6. Expect that the volunteer program will improve with ex-perience.

One last activity which may be useful at the outset is to de-velop a volunteer manual listing the policies and procedures ofthe organization. Similar procedure manuals are typically usedfor new full-time staff, and their value has the same extension tovolunteers. In the AALR survey discussed in Chapter 2, only 30percent of the organizations indicated that they used such a man-ual. However, the development of a manual, while time consum-ing initially, may be a great help in training and supervision inthe future. The manual might consist of the following parts: in-troduction, department philosophy, organizational chart, list ofgeneral volunteer responsibilities, responsibilities of the orga-nization, other volunteer opportunities, demographic or otherdata about the community or population being served, safetyprocedures, volunteer forms such as application, records, eval-uation forms, etc., and any other specific information for the or-ganization.

In the initial planning, if one keeps in mind the rights andresponsibilities of volunteers (see Appendix D), efforts directedtoward success may be greatly enhanced. Once the planning isdone, it is time to move on to the actual task analysis, positiondevelopment, and marketing phase of the program.

MARKETING

Marketing offers many applications to be considered in workingwith volunteers and establishing volunteer programs within lei-sure service agencies. The challenge lies in how leisure serviceprofessionals utilize volunteers to reach the goals of the orga-nization as well as the goals of the individual volunteers. Thisrelates to the transition of potential volunteers to active volun-teers. Recruiting is done only after all planning has been com-pleted. Recruiting is only one step in the entire marketing system.Recruitment and marketing, as aspects of the total volunteer

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38 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

management system, are more than merely conveying the mes-sage that volunteers are needed.

Fifty-three percent of the respondens in the AALR surveydiscussed in Chapter 2 agreed that their organization did a goodjob recruiting volunteers. Less than 30 percent said that therewere clear policies about recruiting, assigning, and evaluatingvolunteers, but over 50 percent indicated that written job (posi-tion) descriptions were used.

Marketing is what leisure service professionals use to get po-tential volunteers to offer their energy, resources, and time(Vineyard, 1984). Marketing is superior to "digging up" volun-teers indiscriminately or waiting for them to call. Experts sug-gest that the aim of marketing is to make selling superfluous byknowing and understanding the custo .ner so well that the prod-uct or service fits the customer so well that it sells itself. Ideally,marketing should result in a nustomer who is ready to buy.

The marketing mix refers to the four Ps: product, place,pricing, and promotion. As a result of careful planning, the prod-uct and the place where services are to be delivered should befairly well known. The pricing will involve the convincing of vol-unteers (recruitment) that they will receive benefits from theirexperience. The promotion will be the identification of possiblevolunteers and the actual advertising of the "product"the vol-unteer experience.

Recruitment

According to the Gallup Poll (1985), 10 percent of the vol-unteers in this country are involved in some kind of recreationvolunteering. This is likely to continue in the future. Recreationis an area perceived quite positively as a source of volunteer en-;oyment. In the AALR study. almost 50 percent of the respon-dents in recreation, park, and leisure service agencies indicatedthat they saw volunteering as a leisure experience and consid-ered it almost like another program offering. Thus, volunteeringin recreation activities appeals to an established marker that hasthe potential for continued growth.

Fveryone is a potential volunteer. Sometimes volunteer co-

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Marketing 39

ordinators think there are not enough volunteers; however, manypotential volunteers exist who are just waiting to be recruited.Scheier (1978) suggested that "recruiting volunteers is not likefinding water in the desert; it's more like controlling NiagaraFalls." People are not volunteering any less than they used to,but the number of organizations competing for volunteers hasgrown dramatically in recent years. Many people think it is moredifficult to recruit these days, largely because the "typical" vol-unteers (i.e., housewives) are not as prevalent as they were. Thisis not necessarily true, since more working people (includingwomen) are now volunteering (Gallup, 1982). Moreover, the lackof "traditional" volunteers has simply opened the way for othergroups to be considered. These will be discussed later in thischapter.

Few easy answers to marketing volunteer programs exist;there are no "quick fix" solutions. There is no easy alternativeto an active, ongoing recruitment plan. Further, recruitmentcan't be isolated from the rest of basic management (Vineyard,1984). The success of volunteer recruitment depends on havingsomething worthwhile for volunteers to do, identifying sourcesof volunteers, and getting themessage across by asking for help(Ellis, 1985). Recruitment is a form of public relations and mustreflect the philosophy and character of the leisure service agency.According to Selvidge (1978), five basic steps are necessary inmarketing volunteer programs:

1. Know the product (the volunteer experience and the or-ganization's goals) and have an image of what is needed.

2. Assess the needs based on the organization'smission andgoals and the particular objectives of a program, and de-velop formal or informal position descriptions.

3. Target the audience who may be potential volunteers.4. Choose a medium or a variety of media for "getting

the word out."5. Sell.

The product that is to be "sold" shuuld have been specifi-cally addressed in the initial planning discussion. The possible

4n,)

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40 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

roles and tasks for volunteers must then be defined. Can the rolebe carried out by a volunteer? Is it feasible to train volunteers todo certain tasks? Is it a position that will be interesting and chal-lenging to a volunteer? Will the agency support a volu^.teer inthat role?

One method that may be useful in analyzing the types of vol-imteers needed could follow the format shown in Appendix E.This worksheet is useful for determining the tasks to be done,the number of volunteers needed, the frequency of participation,the importance of the position, and the expertise required. Thisassessment of needs should lead to the development of position(job) descriptions for volunteers.

Position Descriptions

Not all volunteers need formal position descriptions, but allvolunteers do need direction about what it is they need to do. Po-sition descriptions should be available for all volunteer endeav-ors to indicate that planning has occurred within the volunteerprogram. For some types of tasks, the position description willbe extremely helpful in identifying Nvhat is expected of the vol-unteer. The position description is an explicit statement of whatis involved in the volunteer's role. Recruitment, screening, train-ing, supervising, future planning, and evaluation are based onposition descriptions. The position descriptions shqpld be spe-cific enough to describe the tasks that need to be donethe moreresponsible volunteer positions may need less detail, but theyneed no less specified direction. Position descriptions should notbe too confusing, but they should be explicit. They should con-tain concrete, easily understood explanations and must reflectthe priorities of the tasks that need to be accomplished. Positiondescriptions are not rules and regulations, but guidelines. Theyshould be flexible enough to be changed as needed. New positiondescriptions should be incorporated as they are developed withinthe leisure service organization.

A position description should consist of several compo-nents: title, purpose of the position, supervision to be received,

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Marketing 41

time commitment required (both amount of hours and the lengthof service), qualifications needed, training to be provided, andduties and tasks. Additionally, information might be includedabout working conditions, expected length of the assignment, andavailable ancillary experiences. The skills identified or neededmay be specialized, technical, practical, human relations, ormanagement/consultative skills. The description should includespecific words that describe duties such as accept, administer,advise, develop, formulate, guide, interpret, implement, prepare,review, recommend, recognize, and so on. Appendix F-1 gives anexample of a worksheet for a position description which mightbe used. Appendix F-2 shows an actual position description as itmight appear. Based on the position description, one would thenmove on to targeting the audiences to be recruited.

Target Markets

As was discussed earlier, there are many ways that individ-uals can volunteer. Efforts will be most fruitful if targeted towardparticular groups. A relationship and a congruency between typeof person and the position description should be identified. Peo-ple need to be recognized as diverse and "triangles treated as tri-angles and octagons treated as octagons" (Minnesota Office ofVolunteer Services, 1984). It is also true today that volunteersare becoming more sophisticated. People are coming to volunteerjobs with specific interests and needs in mind.

The "traditional" volunteer of the past has been women whowere young to middle-aged and educated. Everyone, however, isa potential volunteer, and professionals in leisure service agen-cies will need to target specific groups for specific activities. Theimage of volunteering as something everyone can do should bekept ever present in the minds of both staff and potential vol-unteers. As indicated before, the structures for volunteeringranging from formal, once-a-week tasks to informal, single-eventactivities must be kept in mind. The underutilization of certaingroups must be a concern for recreation providers. '";.;.se under-utilized groups might include:

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C-

42 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

1. Older persons who tend to volunteer in small numbers,but who offer a great potential. Retirees and ei rly re-tirees may be very anxious to volunteer. Voluntkteringmight also be included as an aspect of pre-retirementcounseling.

2. Former participants in programs who generally havesome commitment to what a particular program or spe-cial event has meant to them.

3. Non-joiners who will have to be specificallyasked ratherthan expected to knock on your door.

4. Men who are becoming more evident in volunteering sothat today volunteering has begun to lose its sexist con-notation.

5. People of all races and income groups who participatein leisure and recreation. Too often we tend to recruitothers just like ourselves. It is essential not to overlookpeople of other races and income levels as potential vol-unteers.

6. Persons who lack formal education have not tended tovolunteer in the past, but they should not be over-looked.

7. The unemployed, for whom volunteering can be a wayto gain new skills as well as to fill extra time.

8. Young people, students, and members of youth groupswho can contribute a great deal. Do not discount youngvolunteers, particularly if they can be matched withcaring adults.

9. Persons with disabilities who may have just the righttalents for certain volunteer activities.

10. Institutionalized persons and people who are under-going life changes (e.g., divorce, death of spouse) andwho can find volunteering a helpful and healing en-deavor.

11. Shift workers, weekenders, and those with odd or openschedules who frequently have time when others are

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Marketing 43

working. Possibilities may exist for those on flex-timeor those doing job sharing. Better outreach and targetmarketing is needed to reach these "non-traditional"people.

12. Families, as groups, where volunteering can be a greatfamily activity as well as a way to get volunteer power.Mothers and/or fathers can have an opportunity to bringtheir children along, or day care can be provided forsmall children while the parent volunteers. One possi-bility is to provide cly'ld care volunteers in order to getother volunteers to assist with certain programs.

13. Self-help groups which can be sources of volunteers forany number of activities. The whole area of group vol-unteering, no matter what kind of group (civic organi-zation, hobby club, etc.), may be a very valuable sourceof volunteers. Individuals may be recruited from thesegroups, or the groups can be asked to taire on volunteerassignments as a group. Youth groups are one possibil-ity, as are religious groups and social action groups. Lo-cal volunteer groups are in a buyer's marketthere areso many possibilities which exist for them.

14. Working people who should not be ignored Accordingto Ellis (1985), every study and poll of the last 20 yearshas shown that volunteers are likely to be working forpay in addition to volunteering.

15. Corporate volunteers who appear to be a major wave ofthe future. The mechanics of how these corporate pro-grams work varies from company to company. Theoverall goal is to help the community. This includes in-dividuals within corporations who receive release timeto volunteer, or it may mean actual donations from cor-porations for direct expenses. These corporate relation-ships should be carefully nurtured. Further detailsabout corporate volunteering will be discussed in thelast chapter.

Once target groups have been identified, the choices of ad-vertising media and promotion can be developed.

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44 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

Promotion

The purpose of marketing is to bring together people whowant a significant experience as volunteers and the agencies whoneed the volunteers. The specific recruitment of volunteers takestime Staff in an agency generally will need to allow at least threemonths to promote any recruitment plan for a particular pro-gram or special eventtime to get the information out, to enablesources to pass it on, and to have it read, assimilated, and thenacted upon (Institute for Community Service, 1973). Staff in theleisure service organization will need to decide whether to recruitprogram by program, to do a major recruitment effort once a yearor seasonally, or to do both. In general, the fall and winter monthsare the best months for promoting and recruiting. Only about2-5 percent of the people respond to a general recruitment ap-peal, so an agency's promotion will need to reach at least 95 per-cent more people than it actually needs for the volunteerpositions (Institute for Community Service, 1973). It must bekept in mind that actual person-to-person contact will yield morevolunteers than the most well-organized, flashy mass-promo-tional effort.

Recreation, park, and leisure se.-vices professionals will needto determine what resources exist in the community to help inreaching the targeted volunteers. While specific groups may betargeted, all community groups should know that they are neededand wanted. Community organizations, bulletin boards, andnewsletters can be used for general announcements of the needfor volunteers. Additionally, it may be useful to develop a work-sheet which would identify how particular community groupsmight be helpful to you. This would include a listing of the typeof organization, the contact person, why the members might beinterested in helping, the positions required, meeting times, andother pertinent information. A sample worksheet is given in Ap-pendix G.

As a volunteer coordinator, remember that it is usually bet-ter to actually ask someone to help than to expect high calibervolunteers simply to show up. People most often volunteer be-cause they are asked. Experience has shown that less than 5 per-cent of the volunteers walk into an office and offer to help

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Marketing 45

(Institute for Community Service, 1973). The best recruiting fre-quently occurs informally by satisfied volunteersthey tell theirfriends or invite them along to participate. Certain people can be-come contacts for recruiting persons they know or work with.

The medium that is used for promotion and recruitmentmust appeal to people's motivations. As mentioned earlier, per-sonal contact is the best way to get volunteers, whether it is doneby the recreation staff person or by another volunteer. It mightbe best to think, "How would I like to be approached about beinga volunteer?"

A number of agencies have been successful in using recruit-ment teams. These teams can work in a number of ways. A com-mittee is generally formed which analyzes the tasks needed,develops materials, sets time lines, assigns territories or jobs,advertises, monitors, and plans. Informants might also be use-ful. Informants tell where potential volunteers are and might in-clude mail carriers, bartenders, police officers, adult educators,clergy, bus drivers, and other such groups.

A recruitment drive might be used as a broad based publicitytactic. This involves getting other groups involved, and providesa focus for a volunteer marketing campaign. The drive might beorganized by a committee of volunteers or by agency staff. Trig-ger events can be developed to highlight the need for volunteers.These events occur in the hopes that if a person hears aboutsomething enough and is triggered to think about it, he or shewill eventually volunteer (Chambre, 1982). An example would beto focus major efforts on a group intensely for a week, includingall forms of mediaflyers, posters, meetings, public service an-nouncementsso that individuals will hear about an opportu-nity several times.

A good volunteer recruitment brochure can be very helpful.A sample layout for one is included in Appendix H. The bro-chure should include a description of what the position or posi-tions involve(s), training and supervision needed, necessaryrequirements and qualifications, and list of dates and deadlines.The brochure must provide adequate information about the tasksand positions because it is a part of the initial screening process.One brochure could be prepared for a particular position, and an-other, more broad-based brochure outlining the agency's varietyof volunteer opportunities could also be developed.

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46 THE NUTS AND BOLTS OF VOLUNTEER MANAGEVENT

Posters placed strategically in banks, movie theaters, ele-vators, laundromats, supermarkets, waiting rooms, the cornerbar, drug stores, elevators, libraries, gas stations, anc, estau-rants can be effectively utilized to recruit volunteers. Billboardsare another possibility.

Cable TV and other mass media are now used more fre-quently for recruiting volu; .eers. The leisure service agencymight run ads on a local cable channel or in the local newspapergiving a "wish list" of projects the agency would like to havedone, or the kinds of equipment it needs. This wish list mightinclude such projects as cleaning up parks or performing partic-ular office tasks. Public service announcements on radio or tele-vision might also be beneficial.

Another way to promote volunteerism is to have a meetingor an open house. Although this can be useful sometimes, it isgenerally better if the professional makes a direct appeal tt peo-ple at meetings of specific groups like church groups, civic clubs,and other community organizations. The leisure service staffmember can ask for 5-25 minutes to -.1escribe the kinds of pro-grams being done, the help that is needed, and how people canget involved The leisure service staff member can recruit indi-viduals for a project or try to enlist the help of the entire orga-nization.

News releases can be useful in targeting particular groups.However, a more successful approach is to try to get a specialinterest story about a particular volunteer or a unique programoffered by the organization that utilizes volunteers. Human in-terest stories have far greater appeal to the public, and the news-paper is more likely to print them rather than a generalannouncement.

Additional places where one can go to recruit volunteers arecolleges and universities, labor unions, government agencies,businesses, and community agencies. Sometimes joint projectscan be identified that benefit the leisure service agency as wellas the community or government agency. For example, promo-tional efforts can be coordinated with the Welcome Wagon rep-resentatives or with Parent Teacher Organizations. Bumperstickers, pencils, and other handouts are a good way to call at-tention to your organization and its need for volunteers.

The use of videos, slides, direct mail, telethons, and volun-

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Marketing 47

teer fairs are also effective ways to find volunteers. Church bul-letins are another. If the community has a Voluntary ActionCenter, the Center can be very useful in publicizing the volunteerneeds of the leisure service organization, and may even be willingto help by screening volunteers.

No single medium will work with all targeted groups for allprojects. Tht leisure service provider needs to choose those thatfit the budget and that are most likely to get results. Selling isthe next critical step.

Selling and Getting People to Sign Up

The final step in the marketing procedure related to volun-teers is to sell them on the idea. This involves getting them to"sign on the dotted line." Once the promotional techniques elicitan inquiry, it is important to respond immediately. The steps in-clude preparing, approaching, presenting the material, and clos-ing the deal (Robins, 1982). It is important to be honest and notto oversell. Stress the idea that something good will happen tothe person when a mutually agreeable assignment is negotiated.Some practical considerations include:

Sell personally; do not wait until the last minute to get thevolunteer's commitment.Make sure the volunteer knows about the organization.Tell the volunteer why you are involved.Share the position description as formally or as informallyas it is written.

Emphasize how and why the person is needed.Show how the volunteer will be asvisted with training andsupervision.

Tell what qualifications are being sought.Do not minimize the task to be done unless it really is aminimal task.

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48 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

Ask the person to apply.

Explain the procedure for how decisions will be made andwhat future communication to expect.

Volunteer coordinators are most successful at getting peo-ple to say yes by telling them what is expected, breaking a largejob into smaller pieces, being specific rather than general, askingfor a definite short-term commitment, being complimentary andnot apologetic, being friendly and sincere, having a specific pur-pose in mind, offering a challenge, and making the task achiev-able. The seller must be persistent yet patient. The ultimate goalis to get the potential volunteer to apply for the position.

The application enables the agency to acquire informationabout the volunteer's particular experience and skills. A samplevolunteer application is given in Appendix I. In some cases a for-mal interview should be held before placement. In other cases theapplication is sufficient to ensure that the volunteer's needs andabilities match the agency's needs and goals.

A final note about marketing concerns retention of the vol-unteer workforce. Retaining volunteers is the most cost-effectiveway to build a program (Acker, 1983). The use of appropriatetraining, good communication and supervision, and meaningfulrecognition are the best ways to keep volunteers. Almost three-fourths of the respondents in the AALR survey indicated thatthey were able to retain volunteers year after year. Most socialservice agencies, however, do not do a very good job of trying tomaintain volunteers (Watts & Edwards, 1983).

The more volunteers are retained and given additional re-sponsibilities in the agency, the less new marketing that needsto be done. Eighty percent of the staff in the agencies involvedin the AALR study stated that they provided opportunities forexperienced volunteers to assume greater responsibilities. Itmust be kept in mind, however, that new volunteers are contin-ually needed, and retention can become detrimental if volunteersare not given new challenges and opportunities to grow. Helpingvolunteers to move on to new experiences within the agency oroutside of the agency will enhance both the contributions theymake and their feeling of accomplishment.

Park, recreation, and leisure services staff must continually

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Placement and Training 49

keep in mind the barriers which prevent people from volunteer-ing. There might be personal barriers such as lack of transpor-tation, physical disabilities, conflicting work schedules, or lackof child care, or institutional barriers such as parking problems,lack of training materials, inconvenient time schedules, or lackof information. Staff in leisure service agencies should addressthe institutional barriers directly and try to create solutions tothe personal barriers. Any barriers which exist should be ad-dressed as a part of the ongoing marketing program. Staff shouldpromote the benefits of volunteering and be "user-oriented"(Vineyard, 1984) in all their marketing activities.

PLACEMENT AND TRAINING

Placement and training is the third major dimension of volunteermanagement. This includes the aspects of interviewing, place-ment, and training in the form of job orientation, on-the-jobtraining, and continuing education. Interviewing and placementare phases of marketing as well as initial processes in trainingvolunteers.

About one-third of the agencies responding to the AALR sur-vey indicated that all volunteers sign written contracts, and al-most half indicated that they used inservice training on a regularbasis in working with volunteers.

if marketing and promotional techniques have been suc-cessful, potential volunteers are interested in the organizationand a specific volunteer opportunity within it, and have filled outan application. Interviewing is the next step.

Interviewing

A formal interview, especially for a long-term volunteer po-sition, helps ensure a proper match between the volunteer's abil-ities and the agency's needs. There is a danger in working withvolunteers that they will perceive their work as a waste of time,

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50 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

that their skills will not be used properly, or that jobs will not besuited to their talents. It is also possible that, in a volunteer co-ordinator's enthusiasm about "selling" the volunteer position,the entire truth has not been told. The purpose of the interviewis a final opportunity for both the volunteer and the agency todecide if the union will work, Ideally, both arrive at the same con-clusion after the interview.

Interviewers must have positive attitudes about themselves,the organization, and the value of volunteers. They must be open,sensitive, and honest. Interviewing is a complex and challengingskill Individual interviews are the ideal, but it is possible to dothem as a group. The interviewer must ask appropriate questionsand listen actively. The interview should be conducted in aprofessional manner, with a set appointment and within a spec-ified time frame. No promises should be made that cannot be car-ried out. The interview is often the first step in orienting thevolunteer to the leisure service organization. The interviewee is"checking out" the professional and the agency just as the in-terviewer is "checking out" the potential volunteer.

The three major goals of an interview are to establish afriendly relationship, to secure information from the prospectivevolunteer, and to disseminate information about the position andthe agency. One of the purposes of the interview is to determinethe needs of the volunteer. Often the volunteer does not knowexactly what he or she needs or desires. The interview helps toidentify specific interests and to discover or clarify the skills andpotential of the individual. The interview should bring togetherthe requirements of the position and the qualities and goals ofthe applicant.

The volunteer's needs can be determined in the interview bycovering such topics as:

What do you want to gain?

What did you like best about your last volunteer position?

What did you like least about it?

How did you hear about this position?

What kind of people do you most like to work with?

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What gives you the greatest satisfaction in life?

Why did you choose to come here?

What do you do for leisure?

Describe your work habits.

What makes you angry?

Tell me about your family

Are you more of a task-oriented person who relishes get-ting a job done, or are you more the people-oriented type?

It is essential in ending an interview that the person knowsexactly what will occur next. The interviewee needs to know onwhat date they will hear if they have been chosen, on whatdate they will begin, specific dates for orientation or trainfng, andany other information that is critical to the position.

Placing Volunteers

With the use of position descriptions and target marketing,matching volunteers to appropriate tasks is simplified becausevolunteers can be specific about what they want and need. It isstill necessary, however, to ensure proper placement. It is betterto have a position just a little bit more challenging than the skillsof the volunteer so as to hold the person's interest than it is tohave the position be too easy and therefore become boring. Ap-pendix J illustrates pictorially the need for challenge.

When evaluating a volunteer for placement, it is best to con-sider availability and flexibility, source of interest, attitudetoward the clientele, sel: concept and personality, growth poten-tial, and the overall subjective evaluation of the interviewer (In-stitute for Community Service, 1973). If compatible placementsare made in the beginning, problems are less likely to occur lateron.

The agency's expectations for the volunteer should be madeclear; likewise, what the agency will provide must be stated in

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52 THE NUTS AND WILTS OF VOLUNTEER MANAGEMENT

unambiguous terms. If one position does not work for a volun-teer, he or she should be encouraged to try another assignmentor another agency. A volunteer agreement form such as the oneshown in Appendix K can be a useful tool to use along with theposition description. The agreement should stipulate clearly theduties and manner of accomplishing the volunteer assignmentand the assistance that will be received from the agency.

Once the interviewing and placement are completed, the vol-unteer should be notified that he or she is accepted. It is pref-erable to notify the person in writing so that information caii beincluded about the training program that will follow.

Training and Orientation

Volunteers do not come to most programs "ready made."Training is necessary to enable the volunteer to learn about therole, agency, and clientele in more detail. Training should alsooffer an opportunity for personal growth and a chance to identifyand discuss specific questions. The purpose of training is to ex-tend horizons, encourage competency, build confidence, andshare in new discoveries. Training is not only desirable but nec-essary for most volunteer positions in park, recreation, and lei-sure service agencies. Not only can skill development, knowledge,and agency or client information be given in training, but it alsocan lead to better working relationships with the paid staff.

It is difficult to train by mail, although it may be adequatefor some simple tasks. One-on-one training is best.

Generally, training consists of three dimensions: (a) orien-tation, which can be done when a volunteer first begins work orprior to the initial starting date and involves providing an over-view and introduction to the agency as well as to the specific job;(b) on-the-job training, where a volunteer learns specifically whathe or she is to do and is given supervision so that major problemsare avoided; and (c) continuing education, where specific topics,workshops, or meetings are presented for general knowledge,skill development, and personal growth during the person's ten-ure as a volunteer.

Many techniques exist for training. In some cases, training

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can be done in conjunction with other agencies. In parks and rec-reation, for example, board and commission members are some-times trained along with those from other cities in regional orstate-sponsored meetings. Most of the time, however, training isthe responsibility of the leisure services agency staff.

Trainers (agency staff) must believe in the value of volun-teers, have an understanding of group processes, and know howthe agency and its personnel function. The purpose of the train-ing session should be clearly stated as to whether it is educa-tional, for information dissemination, for decision-making andplanning, or geared toward team development. The methodscho-sen will vary depending upon the purpose of the training. Thetrainer should consider whether he or she is the best person todo the training, if the training is congruent with the goals of theorganization, if the training promotes participation by the vol-unteers, and how best to accomplish the agency's goals.

A good learning experience will result from openness, mu-tual trust, mutual respect, mutual concern, challenge, and ex-citement. Since most volunteers are adults who are voluntarylearners, they will reject learning experiences if theyare not sat-isfied by t.:aem (Knowles, 1970).

Learning can be divided into at least two types, pedagogicalor child-centered, and andragogical or adult-oriented. The impli-cations for training adults based on principles of andragogy in-clude:

Recognize and use varied life experiences.

Structure the training around the volunteer's needs.

Develop learning experiences related to the problems andconcerns of the volunteer and make them timely.Help the volunteer to be self-directed.

Plan for the productive involvement of the voluliteer.

Provide a framework for the volunteer to be ready andanxious to learn.

Foster equality and mutuality.

Make the trainer and trainee equally responsible for theoutcomes.

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54 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

The trainer should create and maintain a learning environ-ment focusing on the goals at hand, present information asneeded, process information and pull from all volunteers' per-spectives, direct and monitor the activities, and manage the in-dividual participation (Schindler & Chastain, 1980).

The trainers) should be chosen wisely, staff in the agencyshould be involved, both humor and seriousness should be used,and a relaxed atmosphere should be facilitated. It is often helpfulto use handouts, personal experiences, socializing opportunities,group participation, time for practice, modeling behavior, and re-spect for individual styles (Schwartz, 1982).

In a nutshell, training consists of establishing a learning cli-mate; achieving goal agreement; conducting the learning activi-ties using appropriate formats, methods and techniques; andevaluating the training experiences. The focus of training will de-pend upon the particular volunteer position descriptions. Cog-nitive training might be useful, wherein knowledge andunderstanding are the aim Affective training involves looking atvalues, attitudes, and beliefs. Skill training consists of develop-ing or perfecting the specific techniques called for by the positiondescription.

The timing and setting for the training can affect its out-come. Training should be conducted as needed, such as monthly,or semiannually. The setting is very important. If the meetingcan be held at the leisure service agency's offices, it often helpsmake volunteers feel a part of the entire office staff. The use ofmoveable chairs is most effective for the types of training donewith volunteers. The time of day, day of week, time of year, lengthof session, and frequency of sessions must be carefully consid-ered to ensure they meet the needs of the people who volunteer.The meeting should be as convenient as possible and not toolongno more than 2-3 hours. A list of additional considera-tions when choosing a training setting is given in Appendix L.Jorgensen (1980) proposes the following 14-step method fortraining volunteers:

1. List the tasks you want the volunteer to perform.2. List the specific knowledge the volunteer must have.

3. Develop specific learning objectives.

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4. List the content to be taught.5. List the teaching methods possible.6. Select the best teaching method.

7. Estimate the time needed to do the training.8. Decide what to do in orientation.

9. Decide what to do in inservice training.10. Develop the training program format.11. Determine the training materials required.12. Identify the personnel to use.13. State how you intend to evaluate.14. Do the training, amend, and try again.

If the training session is long, vary the methods used. Themethods selected should maximize the abilities of the trainer andshould keep the volunteers involved. Create initial enthusiasmfor the training. Use an outline; be seen and heard; talk in simplewords and avoid agency jargon; tell, show, repeat, and encouragelearning by doing; move with confidence; use humor. Rememberthat both staff and volunteers are teachers and learners at anygiven time.

A variety of specific methods can be chosen for the volun-teer training. These include lectures, slides, debates, guestspeakers, videotapes, audiotapes, packaged programs, demon-strations, readings, brainstorming, field trips, listening teams,experience sharing, buzz groups, problem solving, panel discus-sions, negotiations, reporting out, guided discussions, role play-ing, case studies, critical incident processes, socio-dramas, andin-basket exercises. The possibilities are numerous. Don't over-look the fact that other volunteers might serve as trainers andshare their various skills with new volunteers.

Orientation and continuing education training which is doneproperly has a multiplier effect and will spread throughout thegroup. The greatest reward of training is the opportunity to seepeople grow and develop.

Training should always be evaluated to see if it was useful

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56 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

and to determine whet'aer things ought to be done differently nexttime. Evaluation can be done by giving volunteers a question-naire at the end of their time with the organization or by goingthrough a checklist such as the one in Appendix M.

One final word about training involves other staff in theagency. Staff should be an integral part of the training. Involve-ment will help them feel a part of the process and will also givevolunteers a chance to get to know the staff better. The staff alsomust be well informed and motivated so they can effectively workwith volunteers. It has been said that the best way to learn is toteachwhile doing training, staff also are being trained. As withany other part of the volunteer program, if training is to be ef-fective, it must be a team effort, and all staff who have contactwith volunteers ought to be involved.

SUPERVISION AND MOTIVATION

If volunteers are well trained, supervision will be much easier.The purpose of supervision is not to constrain the volunteer, butto provide guidance, encouragement, support, and sometimes ad-ditional on-the-job training. Supervision is the process throughwhich the volunteer is given guidance whicn will enable him orher to perform assigned tasks more efficiently and effectively.Supervision should help the volunteer to maintain interest andenthusiasm for the job. The emphasis on supervision should beon developing a strong working relationship with volunteers. Thefailure of most volunteer programs is usually due to poor super-vision. Walt Disney described supervision best when he definedmanagement as "getting work done by developing people, whilehaving fun" (Kennedy, 1985). The leisure service provider su-pervising volunteers is managing a "talent bank"what could bemore exciting?

Several components are involved in volunteer supervision.These include general supervision, communication, motivation,record keeping, and disengagement. Each of these will be dis-cussed as they apply to volunteer management.

Over half of the recreation, park, and leisure services profes-

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Supervision and Motivation 57

sionals who responded to the AALR survey discussed in Chapter2 agreed that the volunteers in their agencies received feedbackconcerning how they were doing. Slightly more than half indi-cated that it was easy to motivate volunteers to do their tasks.Less than half of the respondents indicated that they kept formalrecords on all volunteers and that the agencies kept annual rec-ords concerning the amount of hours vol eered and the dollaramount that time represented. These results indicate that atten-tion is being given to volunteers by some leisure service agencies,but there is a need for more efforts in supervising and recordkeeping.

General Supervision

Effective supervision is expected by volunteers. If a greatdeal is expected from volunteers, they will usually live up to it.A leisure services professional should not lower standards justbecause the people involved are volunteers and less is expectedfrom them than from paid staff.

Supervising volunteers takes time. Volunteers are not "freehelp" --they require expenditure of time and energy for effectivesupervision. If supervision takes more time than the payoff inresults, then perhaps the agency should reconsider volunteer re-cruitment or align volunteers' tasks with a supervisory stylewhich is reasonable from the agency's perspective. In most cases,however, volunteers are more than worth the time it takes forplanning, marketing, training, and supervision.

Today's enlightened supervision or management is just asconcerned with the strengths of the volunteer as with any otheraspect. The focus in this type of supervision is on positive feed-back, reassurance, and reinforcing the volunteer on what is beingdone properly rather than pointing out weaknesses. A focus oncontinuous innovation, renewal, and rebirth is necessary in su-pervising volunteers. A fine line exists between too much super-vision and too little. The climate of the organization must be onethat fosters trust and caring, and commitment and hard work arenecessary for the program to be effective. In addition, the linesof authority must be defined so that accountability is possible.

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58 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

In general, supervision involves helping people understandwhat is expected of them, guiding them in doing their work, rec-ognizing good work, providing constructive criticism when nec-essary, helping them accept greater responsibility, encouragingthem to improve themselves, and providing a safe and healthfulenvironment. Supervision should be sc iduled regularly, shouldpertain to the volunteer assignment, and should not differ fromother supervision. Supervision should be planned and carried outearly in the volunteer's assignment. Management by persuasionrather than coercion is essential (Wilson, 1984). Participatoryleadership is the key.

It takes interdisciplinary skills to be an effective volunteersupervisor. In fact, some college curricula are now preparingprofessional volunteer managers who possess the needed skills.To be an effective supervisor of volunteers, one must be able todeal with and lead people, possess problem-solving skills, be ableto delegate responsibility and manage by exception, and be ableto manage time. The volunteer supervisor must know what is ex-pected of volunteers, keep adequate records, provide meaningfuland challenging tasks which accomplish goals, find ways toquantify nonfinancial contributions, ensure an institutionalcommitment that makes volunteer assignments work, commu-nicate with volunteers often and honestly, and provide meaning-ful recognition (Gibson, 1986).

Communication

A major part of supervision is communication. Feedbackmust be systematically given. Volunteers need to be heard. A par-ticipatory style of communication is most effective when it al-lows give and take in talking. One of the major reasons whypeople leave volunteer positions is because of poor communica-tion (Proudfoot, 1978). The biggest problem between staff andvolunteers is frequently the lack of communication. Communi-cation must take time, must be continuous, and must be sensi-tive. The volunteer's time must be respected, since volunteersoften are very busy. Many times it is useful to treat the volunteeras you would a co-worker.

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Supervision and Motivation 59

Communication can occur in the form of individual confer-ences, group conferences, and telephone contact. The key is thatit must be constant and must reflect the needs of the volunteer.Some communication can be handled effectively by mail, writtennotices, or newsletters. However, a leisure service staff membercannot rely on written communication as the sole means of pro-viding communication.

Motivating the Volunteer

Volunteer motivation ought to be a duty assumed by the vol-unteer supervisor and all other leisure services staff. Threepoints occur when volunteer motivation is paramount: (a) at theoutset phase, when a potential volunteer decides to volunteer andbegins the assign-nent; (b) during the stability phase, when thevolunteer must maintain enthusiasm for the position; and (c) atthe drop-off phase, when the volunteer wants to quit or to moveon to something else.

Motivation is like the two blades of a scissorsone blade isthe individual and the other is the organization, and motivationinvolves the coming together of the two (Wilson, 1976). Motiva-tion is the process of meshing individual goals with group objec-tives.

A number of motivational forces are occuring in volunteers.Some of these forces say yes and others say no. There are inter-nal forces, interpersonal and group member forces, and situa-tional forces (Schindler-Rainman & Lippitt, 1971). Most volunteeractivity is a result of multiple causation, with altruism as a veryminor factor (Gidron, 1983). Many people are interested in theself-actualizing possibilities of volunteering as opposed to "re-payment of debt." People are oriented toward their own learning,growth, and excitement. People are conscious of an inner orien-tation. They come not necessarily with overflowing altruistic mo-tives, but a need for self-growth, work experience, self-esteem,enjoyment, relationships with others, contributing to goals, andaffiliation (Briggs, 1982). Supervisors working with volunteersneed to spend time finding out which forces are driving the in-dividual volunteer, and then help volunteers to meet those needs

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60 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

within the context of the organization's goals. If the volunteer'sagenda matches what is possible within a volunteer position, theexperien t is likely to be mutually satisfying.

In his 1982 study, Briggs found that most volunteers weresatisfied with their jobs (and thus motivated to continue) if theywere doing things that made them feel good about themselves, ifthe staff members were friendly, if they got respect from staff,and if they were recognized for doing their jobs well. The super-visor must minimize the amount of compromise between whatvolunteers consider most important and the satisfactions theyreceive. For example, some aspects of a particular volunteer po-sition may not be the most fun, but a supervisor can help em-phasize how important those tasks are to the organization andthus help the volunteer find some satisfaction in doing them.

Many persons have developed theories about motivation,primarily in the workplace. These theories can be applied to thesupervision of volunteers. Most emphasize the need to try tomatch volunteer needs with organizational needs and then pro-vide a way to recognize volunteers for their efforts. Volunteersmay be additionally motivated by job enrichment and job en-largement, particularly the volunteer who has reached a plateauand is ready to assume a larger, expanded role. To be adequatelymotivated at all phases, a volunteer needs a job where self-expression is possible (Gidron, 1983).

In summary, to best motivate volunteers and to keep themmotivated, Kennedy (1985) suggests that volunteer supervisorsprovide volunteers with a big picture of what the agency is tryingto accomplish and let them see how their tasks fit into that pic-ture, help them to find self-esteem in their work, empathizerather than sympathize, prt.vide legitimate training, provide rec-ognition, and set an example.

Recordkeeping

Recordkeeping is another critical role of the volunteer su-pervisor. Records can tell about a volunteer's profile, can be aplanning tool for training, and can help to determine how to planthe volunteer program in general. Recordkeeping is often one of

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Supervision and Motivation 61

the weakest aspects of a volunteer organization. What a super-visor chooses to record shows what is worth noting about whatthe volunteer does (Honer, 1981). Records also provide baselinedata to be used in writing proposals, doing evaluations, and doc-umenting servicr s.

The data recorded may relate to whatever the agency con-siders important: hours worked, training undertaken, supervi-sion notes, recognition given, questions asked by the volunteer,and other such data. To be most effective, the records should bemeaningful, appropriate, congruent, timely, and serve some use-ful purpose. Both formal and informal notes concerning person-nel may be kept. Appendix N shows a sample record that can bekept for an individual volunteer.

With the use of data-tmaed systems on computers, it is eas-ier today than ever befo . , ..., ....;ep data, manipulate it, and useit. Data-based management systems are numerous for micro- andmini-computers. Data-based programs can be set up similar tohandwritten records and can provide a means for more quicklyanalyzing quantitative data such as number of hours volun-teer ,x1. Whatever the method, handwritten or computerized, someuniform system of recordkeeping should be used tr_roughout theleisure service organization.

For the volunteer, agency records allow access to what he orshe has done. The records can be useful for determining tax de-ductions or for insurance/liability purposes. A record of trainingreceived can also be useful to the volunteer if at some later datehe or she needs a renommendation.

Supervision ar 1 Disengagement

Volunteers will eventually decide to disengage from their or-ganizations, regardless of how good the supervision has been.This is a positive happening because it allows for new people tocome hi and assist. Volunteers should not stay indefinitely. Park(1984) suggested that perhaps there should be four Rs of vol-unteeringrecruitment, retention, recognition, and release.

T} ie supervisor should conduct a periodic formal review withth rt volunteer to determine how he or she is doing. The volunteer

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62 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

should feel that it is not impossible to move on to a different vol-unteer experience or agency. Volunteers should be encouraged tolook for job enlargemcnt and enrichment activities.

Sometimes volunteers change their minds because their ex-pectations are not met, they lack appreciative fee1back, or theworking conditions are not good. Sometimes there is a change inthe volunteer's personal situation or the volunteer is not per-forming as adequately as he or she would like. It is possible thatan unrealistic expectation existed from the beginning as to whatwould be accomplished and how the volunteer would be received.The volunteer supervisor needs to try to find out why a volunteeris leaving so that steps can be taken to correct any problems thatcould cause the premature exit of other volunteers. Turnover isonly bad when it is unanticipated, untimely, occurs frequently,or when time is wasted decrying it (Park, 1984).

Sometimes it is necessary to ask a volunteer to resign or toleave an agency. To prevent this dif;:cult situation from happen-ing, it is important to know the types who are least likely to workoutno shows, procrastinators, know-it-alls. Sometimes insteadof firing a volunteer, she or he can be reassigned. At other timesthe volunteer just does not fit into the organization, and he orshe needs to know this.

If it becomes necessary to release a volunteer, several as-pects should be taken into consideration. First, establish clearparameters for what the performance ought to be and refer to theposition description and written contract if necessary. Second,ask yourself what the consequences are going to be, from boththe agency's and the volunteer's perspective, if you fire the per-son or if you do not. Clearly, leisure service providers should notbe in the business of shattering egos, yet if performance has beenwoefully inadequate or the volunteer has had unrealistic expec-tations, then it will be a disservice to both the agency and theindividual to continue a relationship that is obviously not work-ing out. It is most important to try to help the volunteer correctthe problem. Otherwise the individual should be helped to findanother position. The volunteer should be corrected in private,and all efforts should be made to try to understand the volun-teer's point of view. It is important to be as constructive and spe-cific as possible with the volunteer.

Appendix 0 offers a brief quiz which may help leisure ser-

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Evaluation and Recognition 63

vice staff members identify how well they are doing on variousaspects of volunteer management. The AALR survey asked anumber of these questions, and they provide some sense of howprofessionals in recreation, park, and leisure services perceivevolunteer management. Although it appears that some leisureservice agencies are doing a very good job, room for improvementis evident. The "bottom line" suggests that the volunteer coor-dinator must be a continuous example of communication andcommitment to the work with volunteers.

EVALUATION AND RECOGNITION

Evaluation is DEc process of determining whether or not a vol-unteer program has been successful, where problems exist, andwhat can be done to improve the program. Evaluation means ex-amining the quality of a volunteer program by measuring its ef-fectiveness in both qualitative and quantitative terms.Recognition of volunteers is closely tied to evaluation as leisureservice providers try to discern what impact the volunteer pro-gram has had and how those who have been responsible can berewarded. The purpose of both evaluation and recognition in themost idealistic sense is to strive for a perfect organization, a per-fect administration, and for perfect volunteers.

Only a quarter of the recreation, park, and leisure servicerespondents to the AALR survey indicated that they had a sys-tem for regularly evaluating volunteers. Almost 60 percent, how-ever, agreed that their volunteer recognition was excellent.

Evaluation

Three aspects of the volunteer system must be consideredin evaluation: the volunteers themselves, the actual program andwhether or not its objectives are being accomplished, and the su-pervision of the program. Each needs to be considered in a sys-tematic manner.

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64 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

To be useful, evaluation must be practical, efficient, and ap-propriate to the particuukr setting. Evaluation shoted be done ina spirit of honesty and sincerity, should demonstrate which goalshave been reached and which have not, and must be used simul-taneously with planning. Evaluation can help to organize and fo-cus the commitment toward volunteers by demonstrating orquantifying worth. The evaluation can act as a catalyst for otheractivities, and can be used to challenge and achieve consensus.For example, by struggling with a problem concerning why some-thing did or did not work, new solutions can arise that volunteersand staff agree are better than previous modes of operation.

Evaluation may be done by the supervisor, the staff, the vol-unteers, the community, or a combination of all of these groups.Three basic steps are involved in any type of evaluation system:determining criteria, collecting data, and making judgments andinterpretations of the data. No generally accepted guidelines ex-ist for how to evaluate specific volunteers or how to evaluate vol-unteer programs in general. Some general questions to considerare: Is the volunteer learning from the assignment? Does theagency show progress toward its goals? Has the communitygained? Has the organization gained?

One approach to the evaluation process includes identifyingprogram objectives, deciding how to determine or measurewhether the objectives were met, designing and implementing aninstrument, determining who will answer the questions and whenthey will be answered, and ascertaining how the results will beanalyzed and reported.

Program evaluation can be formal or informal. It can be in-tuitive or analytical. It can be formative and occur periodicallythroughout the year, or it can be summative and done at one par-ticular time to cover an entire program. Whatever the style ormethod, program evaluations are useful in identifying key prob-lems, planning and implementing means to address problems andgoals, and raising understanding in order to direct efforts.

Evaluation might focus on program goals, outcome mea-sures, or process measures. Program goals are frequently mea-sured by determining if the objectives for a program have beenmet. For example, an agency might have an organizational ob-jective of recruiting X number of volunteers in appropriate po-sitions. The evaluator would then see if that measurable objectivehas been attained.

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Evaluation and Recognition 65

Outcome measures might relate to more qualitative dimen-sions of what happens to volunteers as a result of their service.Other outcomes to measure might be budget accuracy, funding,training, relationships with other community agencies, public re-lations, board and committee participation, accomplishments,concerns, information on special projects, cost effectiveness,general program information, and hours expended.

A number of process measures might be evaluated such asthe number of volunteer assignments, the time spent by activevolunteers, the potential volunteers, the number of days beforevolunteers are assigned, the number of contacts made to recruitone volunteer, the average duration of volunteer participation,or the hours contributed (Pryor, 1982).

Evaluating the performance of an individual volunteer as anaspect of supervision was discussed earlier. In general, the sameprocess of developing cliteria, collecting data, and interpretingdata should be used with individual volunteer evaluation. Theevaluation should be formative (once every three months, for ex-ample) for long-term volunteers and summative for "lend-a-hand" volunteers. The evaluation should include feedback basedon the position description and the expectations of the agency.The volunteer should know what the evaluation criteria arefrom the outset. The supervisor should be as specific as possibleabout the volunteer's accomplishments and should offer sugges-tions on how to improve or how to continue to do an effective job.It is useful to keep written notes or evaluation forms on file forfuture review or in the event the volunteer needs a letter of ref-erence from the supervisor.

The supervisor and other staff ought to be evaluated period-ically by the volunteers. This can be in the form of a brief ques-tionnaire or might be a formal part of the conference between thesupervisor and the volunteer. Again, the criteria for effective vol-unteer management should be known by both volunteers and theregular staff person, and evaluation should be based on those cri-teria. As with volunteers, the staff member needs feedback fromhis or her supervisor as well as from the volunteers who are beingsupervised.

In general, evaluation should occur at all levelsvolunteern. anagers should be evaluated by volunteers as well as their su-pervisors; volunteers should be self-evaluated, evaluated byclients, and evaluated by the paid staff; the program should be

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evaluated by the board or commission, the staff, the volunteers,and the clientele served. In addition to the people that are in-volved, various instruments should be used. Information fromdifferent perspectives obtained in both qualitative and quanti-tative forms will be most useful in providing the best possiblevolunteer program. Appendices P-1 through P-4 provide some ex-amples of possible evaluation instruments.

Recognizing Volunteer Worth

The recognition of volunteers requires open and creativethinking. Recognition involves two basic aspects: (a) letting thevolunteer know that she or he is appreciated and worthwhile tothe organization, and (b) proving and showing volunteers, theagency, and the community the value of the volunteer program.

Most attempts to document volunteer worth have beenunderestimations of what really is occurring. It is difficult to de-pict the true value of voluntary efforts because intrinsic moti-vations and outcomes are very difficult to measure. It is verydifficult to enable a volunteer to realize his or her impact on thelarger organization without specific measures of volunteer worth.The onus has been on the agency to demonstrate the worth, butmost organizations, including leisure service agencies, have beennegligent in measuring much more than time contributed.

The value of a volunteer effort is witnessed by a number ofspecific groups. Fo purposes of this discussion, four groups willbe identified including the community, the volunteers, theagency, and the clientele served:

i. The group affected by the merit of volunteer programs isthe community or the society in general. The communityincludes both citizens and organizations. Because vol-unteers are putting forth effort, the quality of life is im-proved in a community.

2. The volunteers include all who participate in a particularprogram and are most obviously aware of the value of

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Evaluation and Recognition 67

volunteering. Their rewards come from something otherthan a paycheck.

3. The agency also receives much value. The agency itselfbenefits through the use of volunteers because of thepositive public relations that are extended. The staff whowork for an agency also receive the benefits of the vol-unteer program.

4. The clients served may see the benefits of volunteer pro-grams most readily. The participants in an agency's pro-gram can be the biggest advocates for the value of usingvolunteers.

Each of these groups must be continually appraised of how thevolunteer program is effective. Each must be acknowledged whenassessing the value of the volunteer programs in leisure serviceorganizations.

Exchange theory provides a means for understanding howrecognition is created in organizations. Four basic assumptionsare offered here which volunteers, the agency, or the communityin general may want to consider. First, those who volunteer doso as a means of obtaining desired goals. Second, all activity en-tails some cost in time, energy, dollars. Third, volunteers, theagency, and the community seek to economize their activities bykeeping costs below or equal to the rewards. Fourth, only thosevol'inteer activities that create a profit or have merit across timeare continued. This concept applies to all recipient groups thathave been identified.

Recognizing Individuals

Probably the most meaningful kind of personal recognitionthat can be given is to say thank you often and in as many waysas possible. There is no such thing as too much recognition (Ken-nedy, 1985), and it is not possible to say thank you too manytimes. Actually stating "thank you" in words is extremely im-portant. It is just plain good communication policy, and it helps

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68 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

people feel they are needed. Praise and recognition ere extremelyimportant to everyone. When accomplishments are recognized,people are motivated to cr retinue moving forward. Nonmonetaryrewards such as praise and other verbal recognition have beenundervalued and underutilized in many agencies. Since volun-teers receive no actual pay, recognition is often the currency ofexchange.

Many other ways exist for recognizing the worth of volun-teers. Recognition amounts to saying thank you in small ways(most of the time), in big splurges (occasionally), often verbally,and sometimes formally. People need to be recognized with signsof appreciation that are significant to them. Here are some ex-amples of formal means:

1. Distribute a "Monday Memo" which identifies the simplethings that particular people have done to make thingsrun more smoothly.

2. Use insignia or badges of various kinds to show howmany hours people have worked in a particular place.

3. Have a recognition banquet.

4. Give pins, plaques, and other physical items.

5. Hold a surprise party for a a licated volunteer.

Informal means include a verbal or handwritten thank you,but the most meaningful way to recognize volunteers is to re-spect themlisten to what they have to say, use their time andtalents wisely, reward them for participation and success. Ap-pendix Q shows 101 ways that volunteers can be recognized bothformally and informally.

In whatever form, recognition is welcomed when it is genu-ine, proportionate to the work done, and related to on-the-job ac-tivity. Recognition might also refer to additional duties or a newposition in the organization.

Recognition cannot stop with volunteers. Staff must also berecognized for their efforts in working with volunteers. By rec-ognizing volunteers, an agency recognizes itself and honors it-self. The publicity speaks not only to the volunteer, but to the

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Evaluation and Recognition 69

community as well. Staff can see the important roles they havehad to play in bringing about the recognition.

Recognizing Economic Worth

Another way to recognize the value of volunteers is througheconomic analyses. The key to cost-benefit analysis is creativity,because little consensus exists concerning the best way to ana-lyze costs and benefits with volunteers. No right and wrongwaysexist. Cost-benefit analysis as a way of thinking may help staff,agencies, the community, and even the volunteers themselves tounderstand better the contributions of volunteers.

It is difficult to put costs or benefits into economic terms.Qualitative dimensions frequently do not lend themselves toquantitative terms. The goal of any form of cost-benefit analysismust be to provide the decision maker with more and better in-formation than is otherwise available (Moore, 1978). One of thebiggest criticisms of cost-benefit analysis is that benefits are im-possible to measure because they are intangible; cost and bene-fits are incommensurable. The inability to quantify or to find amarket value should not, however, preclude analysis.

Benefits are not the same as outputs. For example, an out-put is easily quantifiable as a unit of work or effort such as num-ber of hours or number of participants. Benefits invoice themorequalitative assessment of the participant, which addresses howthe program affected them. Some benefits (e.g., increase in staffmorale) may simply not be calculable. For these reasons it maybe best to stick with cost-effectiveness analyses rather than cost-benefit analysis. A cost-effectiveness analysis is a way of lookingat the cost of providing the same benefit in other ways.

Several steps exist in doing a cost-effectiveness analysis(Moore, 1978):

1. Identify the objectives or the criteria for success of theanalysis, which must be clearly measurable.

2. Identify the jobs or the activities which exist.

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70 THE NUTS AND BOLTS OF VOLUNTEER MANAGEMENT

3. Itemize the direct and indirect costs of the program suchas coordinator's salary, recordkeeping, secretarial time,plaques and other forms of recognition, mileage, meals,printed materials, manuals, office supplies, insurance,etc., and include the percentage for indirect costs suchas overhead, office space, utilities, other staff, record-keeping, equipment use, etc.

4. Establish the outputs (i.e., the total number of hours ofvolunteer service). If a volunteer coordinator does notknow the exact number of hours, a random sample canbe conducted to determine this. It is best to keep goodrecords in a system that allows the data to be directlyaccessed.

5. Calculate the total number of hours of service divided by2080 (40 hours per week times 52 weeks per year) to ar-rive at the full-time equivalent (FTE) of volunteer time,and then convert this to a salary. Questions always areraised concerning what the equivalent salary should be.This might be done using the minimum wage or a figureof $4.86 which was established by Wolozin formula(Moore, 1978). The national median wage or the averagewage of the agency could be used. Probably the best com-parison would be to determine the comparable (equiva-lent) paid wage. This is done by identifying the tasks androles, assessing the duties and knowledge, comparing thevolunteer to the standard employment classification sys-tem, locating the yearly salary and calculating an hourlyrate, and multiplying the hourly rate by the number ofvolunteer hours. Another possibility is to use the salarythat a person might get if he or she were working in aregular paid job in that particular area of expertise.

6. Develop a ratio to show that every dollar spent on vol-unteers yields X dollars of output. This might be thoughtof as the cost to buy the services (Utterback & Heyman,1984). It is probably better not to consider this as dollarssaved, but to calculate the value of the added services.The value of the volunteer work is not the earning power,but the actual value of the contribution.

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Summary 71

Other calculations can be done to assist the coordinator inmanagement decisions. One can calculate the cost per volunteer,the cost per client, and the cost per service hour. See AppendicesR and S for a worksheet explaining this economic procedure aswell as a short example of the calculation of the value of usingvolunteer coaches.

SUMMARY

The nuts and bolts of volunteer management include a system oftasks that result in mutual benefits to an agency and to volun-teers. The major components of tt. d! system involve planning,marketing, training and placement, st ipervision and recordkeep-ing, evaluation, and recognition. Each of these components is de-pendent upon each of the other components. Each is generic toany kind of personnel management, whether for paid staff or vol-unteers.

Volunteer management is time consuming. Volunteers arenot the "free help" they are sometimes perceived to be. A sys-tematic program for working with volunteers can provide manybenefits to volunteers, the agency, and the community, but sucha program will take time, effort, and support. The tips presentedin this chapter should provide food for thought for anyone work-ing with volunteers. It may be impossible to do everything thathas been suggested, but the leisure service provider is encour-aged to consider what makes the best management sense for theparticular agency and for the volunteers and clientele with whomthe professional works. Sound techniques of volunteer manage-ment will make working with volunteers a satisfying and re-warding opportunity for everyone involved.

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4

OTHER CONCERNSRELATED TOVOLUNTEERMANAGEMENT

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So far we have discussed the general aspects of operating avolunteer program: planning, marketing, training, supervision,and recognition. Now we explore some of the trends, issues, andspecial considerations that apply to the utilization of volunteersby leisure service organizations.

VOLUNTEERS AND THE LIABILITY CRISIS

Managers and administrators of leisure service organizationsarewell aware of the dual threat imposed by the likelihood of a law-suit brought against the agency and the skyrocketing costsof premiums for liability insurance. To say that we live in alitigious-minded society is indeed an understatement. Attend anytype of a professional conference, open any magazine or journalintended for the leisure service field, or talk to any board memberor manager on the front line, and the topics of lawsuits and lia-bility insurance are guaranteed to arise.

The effects of this crisis are "Jeing manifested in many ways,chief among them the reluctance on the part of many people tocontinue serving or even consider serving as boar,' members,coaches, or direct-service volunteers in leisure service organi-zations. In the AALR survey discussed in Chapter 2, the sectionin which respondents completed open-ended questions revealeda number of comments which indicate that administrators arefinding it increasingly more difficult to locate willing volunteers.While time demands certainly can be considered one cause, re-cent large-scale surveys of persons in volunteer organizationspoint to the fact that many fear the possibility of a lawsuit re-sulting from their role as a volunteer. The Gallup Organization(1987) queried 600 leaders (both administrators and board mem-bers) of voluntary organizations, and half reported a decline involunteers which could be linked to liability concerns. Likewise,

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74 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMEdT

a Peat, Marwick study (1987) of 2,500 volu. Acary agency man-agers concluded that the liability situation had reached the crisisstage.

Who's to blame? Possibilities range from individuals whobring frivolous, costly lawsuits, padded with exorbitant amountsfor pain and suffering; to lawyers who are more than ready tolitigate such actions; to insurance companies who claim to be vic-tims of circumstance, yet simply pass on costs via triple-digitpremium increases; to the recreation and park departmentsthemselves, in failing to adopt strategies to reduce the likelihoodof an accident and a resulting lawsuit ever occurring in the firstplace. Of the respondents to the Peat, Marwick survey (1987), halfpointed the finger at lawyers and juries who award huge sumsand half said the insurance industry was to blame. Nearly halfof the respondents felt that the publicity generated f-am lawsuitsand outrageous settlements helped to fan the flames and keepthe cycle going.

As to actual numbers of lawsuits brought against organi-zations, board members or executives, or individual volunteers,the findings reported by Gallup (1987) and Kahn (1985-86) in asurvey of 400 leaders of voluntary agencies seem to indicate thatthe level of fear being expressed is not in concert with the inci-dence of suits experienced by agencies. In the Gallup sury Ly, onlytwo percent of respondents had been sued as a result of their rolewithin the organization, five percent of the organizations re-ported suits related directly to the board of directors, and one-fourth said their organization had been sued at some time in thepast. Kahn reported 12 percent of those working for a volunteerprogram had been involved in a trial, settlement either in or outof court, or a threatened court action; another 11 percent indi-cate they were aware of other agencies who had experienced anyof the above actions. Although the percentage of respondents whoindicated involvement in lawsuits is small, it is important to notethat the amount of settlements was not reported in the surveys.Few voluntary agencies, municipal recreation and parks depart-ments, or individtv ^ls could be expected to recover from Et multi-million dollar judgment against them. Thus, the fear of beingsued is understandable, even though the incidence of ntigati Inremains low for reporting organizations.

An additional factor gleaned from these recent surveys is the

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Volunteers and the Liability Crisis 75

startling increase in insurance premiums. Gallup respondents in-dicated an average premium increase of 155 percent since 1984;of those sampled by Peat, Marwick, one-third said their insur-ance rates had risen 300 percent since the last renewal period!Only six percent indicated they had not experienced an increasein insurance premiums in the recent past. One could also spec-ulate that, like private consumers, the agencies and organiza-tions are getting reduced coverage while paying sharplyincreasing premiums.

It is little wonder, then, that executives and board membersor commissioners are in a quandary as to how to react to the li-ability situation. In the attempt to reduce risk, it appears that anumber of tactics are being used. An obvious starting point is toeasui t that executives and board members have personal liabil-ity insurance. Surprisingly, only two-thirds of the organizationsrepresented in the Gallup survey carried director and boardmember liability insurance; the percentage in the Peat, Marwickpoll was slightly higher at three-fourths. Given the circum-stances, however, one would expect that nearly all agencieswould carry such policies for their executives and board mem-bers.

Other reactions from the board perspective include fromGallup): 50 percent said they perceive that fewer persons arewilling to serve on boards or commissions; 16 percent said theyhave withheld services dye to liability fears; 5 percent have madechanges in board structure to lessen the likelihood of liability,including the elimination of committees; and 14 percent said en-tire programs have been abolished because of pervasive lawsuitfears. Eighty percent of the organizations have a regulationwhich stipulates who can and cannot speak on behalf of theboard, and 70 percent of board members are more careful of whatthey say or do as a result of their voluntary position. If publicand nonprofit organizations are to continue in their presentstructure of using decision-making belies comprised of volun-teers, it is imperative that techniques be developed which willnot only place the organization or department at reduced risk but,in addition, alleviate the ubiquitous concern held by individua',board members that they are likely to become involved in a liti-gious action. Specific recommendations are offered later regard-ing the management of risks.

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76 OTHER CONCERNS RELATED TO VOLUMMER MANAGEMENT

THE AGENCYNOLUNTEF.R RELATIONSHIP

The legal relationship between volunteers and the organizationwhich they serve is being given scrutiny as a result of lawsuitsbrought against volunteers who have acted improperly, resultingin client or participant injuries, or as a result of actions broughtagainst agencies when volnnteers have been injured or treatedimproperly. A survey by .hn (1985-86) of administrators ofvolunteer programs revealed that legal concerns are a top prior-ity and that a large number of managers (41 percent) felt theirknowledge of legal issues was inadequate. It is apparent thatthose who supervise volunteers must either become knowledge-able about legal matters or know where to turn to obtain answersto questions. The majority of respondents to Kahn's survey in-dicated they seek legal counsel when not clear on legal issues.

In the first area of liability, injury caused by a volunteer, thekey issues relate to negligence and cause. Kahn notes definitionsof negligence do vary from state tc stte, but the important fac-tor is that volunteers can be held p:_rsonally liable if they arefound to act in a negligent manner (ti t-1r actions depart from anappropriate standard of care) which causes injury or harm to aparticipant. Kahn further stresses that about a dozen recentcases have upheld the concept that organizations are responsiblefor the actions of their volunteers. He amplifies the agency/vol-unteer relationship in the following manner:

This imposition of liability for the acts of volunteers is exactly thesame as for salaried workers. It is well established that an em-ployer is liable for the acts of its salaried employees if the neces-sary conditions are satisfied, and recently courts haT -t beenapplying this scheme of liability to cases where the worker 7!s anunsalaried volunteer. (p. 30)

Again, one cannot escape the need for risk management ap-proaches in current times. The need is apparent to systemati-cally plan and operate the volunteer program using the guidelinesand principles outlined in Chapter 3. Proper planning, place-ment, training, supervision, and evaluation of volunteers will not

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Legislative Attempts to Improve the Existing Climate 71

guarantee freedom from court actions, but will reduce the like-lihood of exposure to risk.

The second category for concern is liability for injury to avolunteer. The strategies mentioned herein also help to createanenvironment in which the v: unteer feels competent and therebyis able to function safely. Nonetheless, incidences have occurredwhere negligence was shown to exist on behalf of the agency ororganization so that volunteers have received judgments for per-sonal injuries.

Kahn notes another area where volunteers have tested thecourts, namely their right to maintain their voluntary status. Heconcludes that volunteers can be fired. If the situation cannot beresolved ta any other fashion and a volunteer's services are ter-minated, then proper documentation must exist. Discriminationand claims of improper selection and training of volunteers havebeen noted as potential problem areas. The systems approach asoutlined in this book will act as a deterrent to such 'mations.

LEGISLATIVE ATTEMPTS TO IMPROVETHE EXISTING CLIMATE

As a result of the increasing threat of lawsuits coupled with theneed to continue to use the talents of volunteers, legislative at-tempts have been made, primarily at the state level, to protect ingreater measure the welfare of those who charitably offer theirservices. One notable exception has been the effort at the federallevel through House Bill 911, the Volunteer Protection Act, toprovide an incentive to states which would ultimately make itmore difficult to successfully sue a volunteer. The implicationsof this legislation are discussed later.

McCurley (1987) conducted an analysis of legislation en-acted in 1986 and early 1987 to protect volunteers, and notedthat during that period 13 states modified the legal frameworkaffecting suits against volunteers. The basic change has been toshift the definition of negligence to more serious or deliberateactions in order to qualify for a legal action. In essence the minor,

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78 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

frivolous suits brought 9g the volunteer have been the tar-get, while the opportu .iity to litigate for serious and wanton actshas remained intact for the potential plaintiff. McCurley (p. 7)has developed four levels along a continuum of fault:

1. Accident: Something happened, but there was no faultdue to an act or omission on the part of a volunteer.

2. Simple Negligence: The volunteer contributed to thewrongdoing, but the action was inadvertent or a smallmistake was made.

3. Wanton or Gross Negligence: The volunteer was respon-sible for the wrongdoing in a direct way and the resultwas serious.

4. Intentional or Malicious Misconduct: The volunteer en-gaged in wrongdoing, knowing it was incorrecta deliberate act.

Prior to the recent legislative thrusts, "simple negligence" wasthe qualifying level at which to bring suit, but the states who havealtered their laws have pushed the definition to wanton or ma-licious misconduct. Again, the effect has been to afford protec-tion to those injured, yet make it harder for the plaintiff byrequiring that a more serious degree of fault on the part of thevolunteer be demonstrated.

Originally two groups, coaches of youth sports teams andthose who serve as volunteers on boards, were intended to be theprime beneficiaries of the revised legislation. Some states havealso included other volunteers who provide direct service, court-referred volunteers, and organizations or corporations who en-gage in large-scale charitable projects under the protection avail-able through the more stringent laws. McCurley summarized thenew laws as having effects in three ways: volunteers now haveto be directly involved in the improper action, with the result thatit becomes more difficult to sue a board member; small errors onthe part of volunteers should not result in court actions, al-though volunteers can still be held accountable for serious mis-takes; and willful or deliberate acts of a serious nature by avolunteer can result in a legitimate suit. He further emphasized

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Legislative Attempts to Improve the Existing Climate 79

that the new state laws have not prevented volunteers from beingsued, nor have they eliminated the need for insurance protection.Furthermore, and perhaps of greatest importance to those read-ing this book, it has not eliminated the need for good volunteermanagement. One outcome of these legislative initiatives hasbeen that training is now mandated for certain volunteer posi-tions. A case in point is the growth of certification plans forcoaches of youth sports. This topic is discussed later in the chap-ter.

At the federal level, attempts were made by both the 99thand 100th Congress to move a bill forward which would createlegislation to afford greater protection to citizen volunteers.Originally introduced in the House by Representative John Por-ter and followed by a similar bill in the Senate written by JohnMelcher, the measure ,vas designated as H.R. 911. Attention wasdrawn to the state of emergency experienced by volunteer ad-ministrators and agencies who found it difficult to recruit poten-tial volunteers because of liability concerns. The intent of the billwas to provide an incentive to states to write legislation thatwould protect individual volunteers from civil liability whenper-forming within the scope of their duties, providing that any dam-age or injury was not willful on the part of the volunteer. Theincentive to states was the withdrawal of one percent of their So-cial Service Block Grants if they failed to adopt such legislation,with the funds being redistributed to states that hae complied.

As expected, support came from numerous nonprofit orga-nizations, but Haberek (1987) noted that grass-roots activity atthe local level was proceeding at a slower pace than was neces-sary. Hearings were held in the Senate during May of 1988, andover 200 co-sponsors backed the measure in the House. However,as the 100th Congress drew to a close in the fan of 1988, it againappeared that no vote would be taken on the floor and tie billwould die in committee.

If attempts are to be successful in the future, leisure serviceagencies must play a prominent role with other charitable, socialservice organizations. One fact remains clear: the problem willremain until strategies are implemented to deal with the issue.Some have expressed a preference for an approach that wouldforce agencies to pay greater attention to the selection, training,and monitoring of all volunteers, coupled with active risk-

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80 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

management plans. Such tactics will not completely eliminatesuits or threatened court actions, but they will bring about a sit-uation whereby volunteers are competent. know how to preventaccidents wherever possible, and know how to respond if anemergency does occur. The preferred option is for leisure servicemanagers to take an aggressive stance in fully preparing volun-teers for their duties. Legislation must also be drafted which re-jects frivolous nuisance lawsuits. Legislative momentum can beexpected to continue at the state level. and if passage of a federallaw such as H.R. 911 happens in the near future, the fears of cur-rent or prospective volunteers will be reduced.

CURRENT AND FUTURE ROLES FOR VOLUNTEERS

The concluding section of the AALR survey asked participants toexamine currently successful roles and possible future roles forvolunteers in leisure service organizations. Stated earlier was theidea that external conditions present at any given time affect vol-unteer participation. Political, social, and economic conditionsalso greatly affect the roles or tasks in which volunteers engage.Thus. the survey questions in the final section of the AALR Sur-vey allowed a look at the common tasks perforraed with success.and projected some of the ways that agencies could benefitthrough new or expanded use of volunteers. For ease in presen-tation, the tasks or roles are discussed from top to bottom interms of rankings (numbers given in parentheses represent rawfigures. not percentages from the survey). Individual responsesfrom the survey instrument were categorized so that topicalareas could be discussed.

Not surprisingly, AALR members (69) listed leading or as-sisting with an activity or program as the area in which volun-teers were currently most successful. Coaching or assisting withsports (30) and helping with special events (30) followed as otherareas of success. Respondents from AALR noted participation onboards or commissions (12) as a category of effectiveness. andother roles included: assisting with the operational or supervi-sory aspects of a recreational facility (10), helping out with office

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work (5), fund raising (4), and officiating (2). A variety of otherfunctions which tallied only a single response included: phonechairperson, neighborhood park supervisor, information giver,junior counselor, axed chaplain's assistant. It is clear that thescope of duties performed by leisure service volunteers extendsbeyond the apparent ones of leading an activity or coaching.

These AALR findings are comparable to a survey conductedby Allen. Kraus, and Williams-Andy (1986) of the PhiladelphiaRecreation Department and Fairmount Park. Volunteers werefound most often to work with special events, serve as leaders oradvisors to athletic organizations, lead activities themselves, orhelp with fund raising. Administrative assistance, such as reg-istering or clerical work, was also seen as appropriate for vol-unteers. Neighborhood projects, i.e., clean-up days or providingspecialized services, were noted as well.

Future Roles

When AALR members were given the opportunity to suggestnew roles for volunteers, many cf the same types of jobs werelisted, but the emphasis (in terms of priority) shifted somewhatas compared to current rolt.s_ Activity assistance (34) was men-tioned most often as a desired future role. Although the role itselfis not novel, the variety of specific activities given was quitelarge. Survey participants definitely perceived a continued rolefor volunteers in directly leading or supporting the conduct ofactivity programs.

The next most popular response from the survey was fundraising (10). Perhaps it is the sociopolitical characteristic of con-strained budgets for those providing leisure opportunities whichelevated fund raising as a desired role for volunteers in the fu-ture. Concessions planning and work with booster clubs weregiven as specific functions. As the fund-raising function becomesincreasingly more sophisticated, this may indeed become an areawhere leisure services may benefit through the use of knowl-edgeable volunteers.

Following fund raising as a future task for volunteers werethe categories of facility assistance (9) and office or clerical work

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(8). Other, less frequently given answers which could be groupedwere: coaching sports, committee or board membership, offici-ating, and special event aid. Unique responses (listed only once)suggested many interesting potential volunteer roles: video as-sistant, public relations specialist, project evaluator, stafftrainer, and remotivation therapist were ai'ong this group. Thosewho participated in the survey were not at a loss when thinkingabout ways that volunteers could be utilized.

Another category, mentioned by nine persons, was the de-velopment or improvement of the volunteer program by usingvolunteer talent. One suggestion was a volunteer who would servein the capacity of volunteer coordinator. Recruiting other vol-unteers was noted as an appropriate activity for current volun-teers. Others hinted that operational or management aspects ofthe volunteer program could be handled by volunteers them-selves.

The intent of this open-response exercise was not to developa definitive list of potential volunteer roles and then construct anational recruiting plan for such specialists. Rather, it wasthought that an interesting comparison could be made betweencurrently successful roles occupied by volunteers and the de-sired or future ones. It should also be stressed that many, manyexamples exist across the country where volunteers have morethan proven their worth in outdoor or environmental projects, ininstituting fund raising projects, and in helping out whenever aneed has arisen. A few of these notable success stories involvingvolunteers are highlighted in the following paragraphs.

One recent endeavor which drew national attention was theNational Volunteer Project under the direction of the Appala-chian Mountain Club (see Rawls, 1983; Moore, La Forge, & Mar-torelli, 19C7). A grant was obtained from the Richard King MellonFoundatior in Pittsburgh, and six demonstration projects werecompleted in New Mexico, Washington State, Florida, California,Pennsylvania, and Colorado. The projects included trail mainte-nance and construction, sign repair, innovative ways to attractother volunteers, tit:cation efforts aimed at providing a moreknowledgeable outdeor user, resource studies, and other landmanagement projects. ')ne notable example from the project wasthe cooperation gained !rom the U.S. Forest Service whereby spe-cialists were assigned to work on a full-time basis with the Ap-

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palachian Mountain Club. This type of cooperative agreementbest illustrates the concept of "partnerships."

The U.S. Forest Service and the National Park Service bothhave longstanding, organized volunteer programs (Greer, 1985).The Forest Service has used the talents of volunteers since itsinception in 1905, and in 1972 the Volunteers in the NationalForests Act permitted an expansion of their use. Typical areas ofservice have been trail maintenance, mapping work and publi-cations, camp hosts, and general maintenance work. Help hasalso been given in data collection regarding site use or wildlifecounts. The companion program in the National Park Service isthe Volunteers in the Park Program, wherein volunteers provideassistance in interpretation and information dissemination aswell as with the traditional office work and maintenance duties.A cooperative program with Camp Fire, Inc., was establishedwhere high school youth were chosen to perform a number of eco-logical service projects ir. selected national parks (Henderer,1983). Both the Forest Service and Park Service have benefittedthrough a systematic approach to recruiting, training, and man-aging of volunteers.

Volunteer talents have been put to use in a number of re-search projects at federal or state sites. Magyar (1983) noted theimportant role played by volunteers in caring for endangeredspecies and in projects such as bird banding and counting. Suchwork has often fueled a professional interest for students whohave participated. Other research efforts have been aided by vol-uk. teers who record head counts, work in data preparation or tab-ulation, and help to prepare reports of the completed research.

States have also become increasingly more sophisticated intheir marketing orientations to potential volunteers. Most statesnow have a coordinated effort, either in a centralized or decen-tralized fashion, to attract volunteers. Various green thumb orvolunteer-in-the-park programs operate at the state level. NewYork (O'Brien, 1983) has reported success in using volunteers torecreate history through serving as docents dressed in periodcostume. Village persons, craftsmen, and soldiers are typicalroles portrayed by volunteers with an interest in living history.Trail maintenance, building rehabilitation, and program leader-ship are functions performed by volunteers working in stateparks. The sophistication has also extended to management as-

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pects as well. For example, Pennsylvania's Volunteers In ParksAct (Volunteers in Parks, 1982) affords volunteers liability pro-tection, auto insurance coverage if driving is designated underthe tasks performed as an official volunteer, and entitlement top-otection under worker's compensation. With state park bud-gets under continued scrutiny, it would be reasonable to assumethat volunteers will be valued as an important component tocomplement what is often an understaffed workforce.

Creativity at the municipal or community level of govern-ment has also been evident in conceiving, implementing, andcompleting tasks which could not be undertaken by full-time lei-sure services staff alone. The Philadelphia Recreation Volun-teerism Project, funded through the National RecreationFoundation and the Fels Foundation, provided incentives to localcommunities to develop innovative volunteer projects (Allen,Kraus, & Williams-Andy, 1986). The outcome of these efforts re-sulted in effectiveness in four areas: leadership or leadershiptraining; administrative assistance, including the strengtheningof advisory bodies; special events; and maintenance projects.Notable successes included: programs for latch-key children, theintegration of handicapped youth in ice-skating programs, a fes-tival to encourage Hispanic pride, and construction of storagespace for an indoor facility. The project served to highlight animportant point: with the impetus provided through a smallamount of seed money and an organized effort on the part of staff,much can be accomplished at the local level when volunteer tal-ent is properly harnessed.

Other municipal projects noted in the literature have beencitizens serving as volunteer park rangers through a type ofneighborhood watch program in nearby parks (Price, 1984), con-struction of a nocturnal habitat for animals (Trudeau, 1983), andthe development of a gifts catalogue (Migliazzo, 1983) in West-minster. California, where the public is urged to donate moneyor volunteer talent to help the recreation department. Gainingenthusiasm in many areas is the adopt-a-park concept wherebymaintenance activities are done by citizens or financial supportis generated by citizens to help pay for park improvements.

The initiation of volunteer support does not always beginwith local government officials. There are many examples ofbeneficial partnerships oi projects initiated by the private or cor-

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porate sector. Donald Trump's action-oriented approach in mar-shalling private resources to complete the refurbishing of theWohlman Rink in Central Park is illustrative of such private sec-tor involvement. Another private concern, Robert Leathers andAssociates in Ithaca, New York, has capitalized on the spirit ofvolunteerism in planning and constructing some 450 play-grounds in 35 states across the country. The Leathers organi-zation provides the technical expertise and allows communityvolunteers to plan and construct the large, multistation play-scapes. Construction of the project resembles a barn-raising ofyesteryear, with committee volunteers busy cutting and haulingwood, preparing food, and keeping overeager kids out of the way.The concept is one which brings out the best in private-publiccooperation.

The intent has not been to report each instance of novel vol-unteer use within the nation; space precludes such an exhaustivetask. However, the examples given do serve to portray what canbe done when vision, creativity, and organizational support areteamed with volunteers who are willing to aid projects in our parkand recreation sites. No doubt the future will bring new ventures,and the projections from the AALR respondents give us some-thing to consider. While every community does not have a Don-ald Trump waiting in the wings, most communities could benefitthrough volunteers who would help plan and carry out a fund-raising project. A need to better supervise volunteer activitieswas evident from the survey; staff should look to volunteers tohelp in this regard. It would also appear that special projectswould hold appeal for volunteers, e.g., cleaning the stream in anearby park or helping to build a concession stand that one'schildren will enjoy. Such projects have a definite beginning andending, and the results can be easily viewedaspects that appealto volunteers.

Many leisure service agencies continually complain that alack of time precludes the initiation of any type of research, evenof an applied nature. Local administrators may wish to considerthe example noted above where volunteers assist with projectsinvolving wildlife or endangered species, and attempt to locatepersons who are willing to help with research. Program evalua-tion, market analysis, the collection of data for master planning,historical researchall are potential projects which could be as-

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sisted by community volunteers. With creativity and a desire toaccomplish a task, the forward-looking administrator will dis-cover exciting ways to use volunteer talent.

SPECIAL GROUPS OF VOLUNTEERS

A number of special groups of volunteers were identified in Chap-ter 3 in the discussion pertaining to recruitment. An elaborationof the potential benefits to the leisure service agency and the spe-cial volunteers themselves is provided in this section. Uniquestrategies may be necessary in some cases to market volunteer-ism to these groups; in other cases, the same management tech-niques used for any volunteer are applicable. These specialgroups include: older adults; persons with disabilities, who oftenreside in the community in group homes or other congregate liv-ing arrangements; court-referred volunteers; and children.

Older Adults

Two important notions are apparent when considering olderadults as volunteers. The first is that the older population isgrowing (now about 12 percent of the total population), and thesecond is that most surveys reveal the fact that this group is cur-rently underutilized as a volunteer source. Administrators of lei-sure programs should also be aware that the segment containingthe :..-lest of the older adultsthose above age 75is growing ata faster rate than is the population of persons 65 and older. Thus,it is likely that many older persons reside in every community.

It was mentioned earlier that volunteering appears to taperoff among olde, persons as compared to the under-65 population.However, there is not complete agreement on this point in theempirical literature. Exact numbers cited of older volunteers dovary according to source and how volunteerism is defined. A re-cent Gallup Poll (1986) defining involvement in charitable or so-cial service activities noted that 44 percent of persons age 65 and

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over are serving in such capacities, a figure slightly above thatgroup's total population percentage of 36 percent. Involvementfor the over-65 age group was actually higher than either the50-64 age group or the total 50-and-over group. The Gallup Na-tional Survey conducted in 1985 used a broader definition of vol-unteer activities, and volunteering declined with each age groupof adults examined. The national avera: was roughly 50 per-cent, while those ages 50-64 reported a .4 percent rate, thoseages 65-74 reported a 43 percent rate, and the oldest, over age75, noted a 25 percent rate of participation. The United MediaEnterprises (1983) found the over-65 population to volunteer ata 38 percent rate, below the norm for all grout - (46 percent). Infact, the over-65 population reported the lowest level of volun-teering for any of the eight age groups examined. Harris's Survey(1981) noted that 23 percent of adults over age 65 volunteer, witholder men volunteering at a slightly higher rate than in an earlierstudy, and older blacks volunteering at a slightly lower rate thanolder whites. It is evident that such studies are not in agreementas to the percent of the aging population that elects to volunteer.

Another finding revealed in these national surveys is that anumber of older adult: desire to volunteer or see themselves asa potential volunteer, yet for one reason or another are not doingso. About ten percent in the 1981 Harris poll said they desiredto volunteer but weren't doing so. McGuire and Adams (1986) in-vestigated older volunteers in outdoor recreation sites and foundthat about 16 percent said they could teach an outdoor activityor skill, but three-fourths of that group weren't doing so. The rea-sons for this were: not knowing the right person or agency to con-tact; not having enough personal time; health reasons; and nothaving been asked by anyone. Other reasons for nonparticipa-tion which Harris (1975) found included: lack of transportation;other family responsibilities; beng too busy with work; and lackof energy. What is interesting to note is that many older respon-dents do not perceive themselves as having considerable freetime; in fact, to the contrary, while most have disengaged fromtt e workforce, they are involved in a number of activities andoften find competing activities or desires to be a problem. Thus,a recruiting effort which perceives older adults as idle with vastblocks of unscheduled time may be in error.

On a very practical plane or one oriented to personal benefit,

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there are many reasons to justify seeking out and involving olderadults. Theories of aging often speak about the continued proc-ess of role replacement or substitution as one ages. Parallels canbe drawn between the positive benefits from the work settinge.g., accomplishing tasks, working with a group, personal cre-ativity aid similar benefits which can be realized from volun-teer eta:mayors during retirement. Older volunteers in varioussettings have reported the same types of benefits from their ser-vice as have persons from younger age groups. The relative valueor priority may shift, depending on life circumstances (perhapsa need for social contact arises after the loss of a close friena), butthe benefits apparent to older volunteers match those to begained by any volunteer.

Leisure service administrators should carefully consider thetasks to which older volunteers can bring particular expertise ortalent. Any teaching, leading, skill-building, counseling, or facil-itating role may be appropriate for an older volunteer if itmatches his or her interests and capabilities. MacNeil andTeague (1987) have noted recreation agencies as successful inusing older volunteers in roles such as playing music, perform-ing maintenance tasks, and constructing and ,-pairing toys, aswell as the active administration of the Retired Senior VolunteerProgram under the auspices of the municipal leisure services de-partment. Other possible projects could include: assistance withthe interpretation of local history, as in the living history con-cept; intergenerational efforts, where all ages come together forcommunity benefit; senior clubs who band together to assist witha large, community-wide event; and assuming nurturing roles inafter-school or latch-key programs. The possibilities are endless,and older volunteers themselves may provide excellent feedbackin exploring further ways that they can offer assistance.

An approach focused on reaching, enlisting, and supportingolder volunteers should include the following:

The message must be delivered that older volunteers areencouraged to link with the leisure services organization.There is a cone :sus that many over-65 persons are will-ing to volunteer, but need to be matched with the correctperson or agency representative. The information and re-ferral function is critical if older adults are to become vol-unteers.

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Don't make the hasty generalization that the elderly aresitting at home with nothing to do. Many of them expresstime constraints, and idleness is .ar from a reality. Sched-uling will be an important consideration for this group,just as it is for others.

A one-to-one approach may be necessary to coax the re-luctant older volunteer. Granted, this may take time, butpersonal attention may be the answer to reaching the hes-itant volunteer.

Group approaches can also prove very successful. Often aspecific projectpark beautification effo,ts, fund raiserswith an immediate goal, or time-bound, urgent problemsolvers, as examplescan mobilize support through clubsor centers.

Discover why the older adult wishes to volunteer. Don'tassume all retired individuals are lonely. Tedrick (1975)found the social benefit to be a relatively low priority forfoster grandparents and retired senior volunteers.Don't forget to evaluate and provide feedback to older vol-unteers. Like any volunteer, they have a keen desire toknow the impact of their efforts.

With certain modifications or shifted emphasis, the samemanagement techniques outlined in Chapter 3 will be successfulwith older adults. It is apparent that this is one g:oup that canbe encouraged to volunteer, and one whose members will greatlybenefit through expanded service.

Persons with Disabilities

One societal trend which has direct implication for the re-cruitment of special volunteer groups is the process of deinsti-tutionalization of persons with disabilities which has occurred ata swift pace over the past few years. With the philosophy of "leastrestrictive environment" in mind, many large state institutionsbegan a process of seeking appropriate community residences forpersons who previously had not been considered candidates for

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noninstitutional living. Persons with mental retardation or de-velopmental disabilities who are at a higher level of functioninghave been prime candidates for community placement. Congre-gate housing arrangements and other forms of community livingresidences are now common in nearly all cities, towns, and vil-lages.

Both the age span and the types of disabilities representedby those who reside in community locales are factors which mustbe considered when such individuals are viewed as potet.tial vol-unteers. Two points are evident: the number of persons with dis-abilities who live outside of an institutional environment issignificant and will not likely decrease, and the benefits to begained by volunteering could be particularly meaningful for thisgroup. While some of these persons find a structure to the daythrough participation in community workshops or supervisedemployment experiences, there is often a lack of leisure time opportunities. Thus, volunteering could offer a perso.. with specialneeds an appropriate way to structure free time and build self-esteem through the accomplishment of volunteer goals or tasks.

Shank (1984) noted that very few disabled persons are em-ployed in leisure service organizations. He cited a national studyconducted in the early 1970s which indicated that approxi-mately one percent of leisure service employees had a disability,and the vast majority of those were utilized in non-professionalcapacities. A follow-up study was done to determine barriers toemployment of such persons in leisure service agencies. Identi-fied as barriers were unfavorable attitudes on the part of em-ployees, problems created by the nature of the physical disability,poor career guidance materials (many persons with disabilitiesweren't aware of leisure as a career field), and demands inherentin the provision of recreation activities which made participationdifficult for persons with disabilities (but perhaps o an active,teaching or leading role was considered here). These barrierswould logically need to be considered if volunteering rather thanwork were the area of focus.

In a similar vein, Kennedy. Austin, and Smith (1987) havegiven a comprehensive discussion of the barriers which can blockpeople with special needs from participating in recreation activ-ities. Three broad categories were classified as intrinsic envi-ronmental, and communication barriers. Intrinsic barriers

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011141.

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include a lack of knowledge Caout programs and services; socialineffectiveness, perhaps stemming from parental overprotectionor lack of practice in social situations due to the living situation;health problems associated with a disease or disability whichmay prevent one from participating in certain activities; physicalor psychological dependency, which can be an artifact of a sys-tem which forces one to become dependent; and skill gaps, wherenot knowing how to do something prevents one from engaging inan opportunity. Environmental constraint include attitudinalbarriers manifested in overt negative beha% urs toward a personwith disabilities, or paternalistic or simply apathetic behaviortoward those with special needs. Other environmental problemscan be architectural (steps, no ramps) or ecological (snow, rain).Communication barriers include not knowing how to communi-cate, not making the effort to learn assistive communicationmethods, or simply no knowing how to contact persons with dis-abilities. If efforts to reach potential volunteers with disabilitiesare to be successful, such barriers must be identified and over-come.

With the preceding discussion as a background, the follow-ing suggestions are offered in utilizing the talents of persons withdisabilities who live within the community. Administrators ormanagers will need to create a plan aimed at identifying resi-dents with special needs. Appropriate agencies and local plan-ning bodies would be a good starting place. Ideally, the leisureservice organization should be active in Bathe: ing this informa-tion for the purpose of including such individuals in regularlyscheduled recreational events. If this is not the case, then the firsttask at hand is locating potential volunteers among persons whohay,. disabilities.

Plan to spend an adequate amount of time to ensure that thematch between the special volunteer and the task to be com-pleted is a sound one. For persons with physical disabilities, thereare certainly many jobs which can be done irrespective of mo-bilityfund raising, teaching various skills, and special eventsplanning. Persons with developmental disabilities may serve asvolunteers in routine tasks. as aides in activity settings, or asHelpers in ecological projects. An up-to-date file of volunteer de-scriptions will prove in aluable.

Be aware that activity modification can apply to volunteer

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tasks just as it can to recreation participation. Examine what keyelements are needed to complete a job. If the volunteer does notpossess the ability to do the entire task, consider breaking itdown into component parts. Most complex tasks can be simpli-fied. Two or three volunteers with disabilities can be used to doa job which might normally be completed by one person. Don'tconsider special volunteers only from the penis' ctive of whatcan't be done. They bring special talents just as do any othertypes of volunteers.

If your staff is a victim of any of the attitudinal barriers pre-viously discussed, plan to do some education. The worst possiblesituation would be one of an eager volunteer with a disability whois shown apathy or paternalism on the part of the leisure servicesemployee. An appropriate match is needed not only in terms ofthe volunteer and the task to be accomplished, but also in termsof the staff person who will give the volunteer guidance and su-pervision.

Time must be taken to determine any barriers which may beexperienced by the volunteer with special needs. Scheduling andmeans of transportation must be carefully coordinated. Reoem-ber that snow, rain, or other weather-related problems often cre-ate particular hurdles for those with gait or mobility deficiencies.If unique accessibility problems exist at a given volunteer site,they must be atteneed to. During the interview stage, all poten-tial barriers should be discussed with the prospective volunteer.It is imperative that the agency be forthright in detailing accom-modations that may be necessary to allow the volunteer accessto the facility and to permit successful completion of the taskassigned.

Should skills (social or task-oriented) be lacking in volun-teers with disabling conditions, be prepared to teach or educate.Training is an established part of the volunteer management sys-tem, and special volunteers can require minimal or extensiveamounts depending upon the tasks to be undertaken. Special ap-proaches to training may be required as well. Attention to mei:lodof communication, orgaiization and breakdown of learningtasks, rate of progression, and opportunity for hands-on, expe-riential training will be factors to be considered when designingtraining sessions. An educator who has experience with the par-ticular disability under consideration may be sought as a vol-unteer. Training for the special volunteer is similar to all aspects

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of the volunteer management systemit requires planning, time,and agency effort to reach the desired goals.

Leisure service organizations must be in the forefront in en-couraging persons with disabilities to become volunteers. A hu-manistic field cannot afford to claim scheduling problems, or lackof staff capabilities, or sentiments of "it's not our primary pur-pose" as reasons to overlook volunteers who may have specialneeds but would ultimately benefit greatly through their service.Helping others, sharing talents, and improving lives are benefitsall volunteers can experience. A boost in self-esteem is a signif-icant reward to the special volunteer desiring to assist others.

Volunteers from the Court System

One could legitimately question the philosophical happen-stance of court-referred "volunteers" who are assigned to fulfillobligations of a specified length of community service. While notvolunteers in a pure sense, most cities and counties are increas-ingly using alternative sentencing as a method of dealing withovercrowding of detention facilities. It is likely that parks de-partments and recreation agencies may qualify to receive thosewho have been assigned such alternative sentences. The situa-tion is somewhat unique from the perspective of volunteer man-agement.

Ellis (1986, pp. 9R-99) has noted a number of policy impli-cations pertaining to court-pssigned volunteers. The agencyshould have a clear idea of the minimum number of hours to beserved if such volunteers are to be accepted. If the tasks to bedone require little planning or training, the amount of time servedmay be irrelevant. If the tasks require more than minimal train-ing and organization, however, a group of persons with few hoursto serve may not suit the agency's needs.

The department might also stipulate that information begiven on the nature and purpose of the alternative sentence.Prudence demands caution in using volunteers who must submitto community service. There are projects that certainly do lendthemselves to short-term, intensive workers who do not need highlevels of training or skill. Clean-up details or other maintenanc e

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projects may be ideal. Like all other situations, the match be-tween the volunteer and the task to be undertaken is critical.

Ellis (1986) also indicates that the agency must decide be-forehand how to deal with court-assigned persons who don't ful-fill their obligation. Is the court or a probation officer to benotified? These issues must be carefully considered.

It is likely that the practice of alternative sentencing willcontinue in the future. While an opportunity exists for leisureservice organizations to utilize persons referred from the courtsystem, the advantages must be weighed against the effort re-quired to properly place, assign, and monitor those assigned tocommunity service. Projects can be identified where the benefitsundoubtedly surpass the agency's costs. Agencies consideringthe nse of court-referred "volunteers" are advised to contact lo-cal agencies which have experience with such workers to gain anunderstanding of the positive and negative factors associatedwith their utilization.

Children as Volunteers

Another special group for leisure service organizations toconsider as volunteers is children. Volunteering can presentunique benefits to kids, among them the increased self-esteemthat arises from being viewed as a contributor rather than justa recipient of services or programs. Another apparent reward forvolunteering is that children will gain directly from their la-bors painting a room or lounge at a r inter or cleaning up a parkin their neighborhood are examples. The following discussiondoes not detail all of the principles of volunteering or volunteermanagement; such an examination is provided in Chapter 3.However, there are certain considerations that should be notedif leisure service departments are to actively recruit and useyouthful volunteers.

One possible value of volunteering which has been consid-ered recently (see Goode, 1988) by child development specialists,the clergy, and others concerned with the proper upbringing ofour children is its link to instilling a sense of social or moral re-sponsPliliry. Volunteering offers an excellent and very practical

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Special Groups of Volunteers 95

opportunity for children to understand that they can make a con-tribution to society. Service activities related to park or recrea-tion concerns can provide to children the beginning of what maybecome a lifelong interest in assisting others, the local commu-nity, or the environment in which they live. Young children oftenare aware of, but feel at a loss in personally deal g with, someof the major social problems or inequities in the world in whichthey live. The to assist others can be realized throughprojects undertaken by or coordinated through leisure service or-ganizations. By being active in such activities as clean-up days,park beautification projects, and painting or maintenance proj-ects, children are able to see that they can make a difference.

Another direct benefit of volunteering for children is thatthey often can appreciate the results of their labors through re-creating at the site they helped to improve. Many athletic orga-nizations ask for volunteers to help prepare fields prior to theopening of the season. Cutting grass, painting fences or dugouts,and picking up trash are common activities. Youth centers oftenask their participants to help paint, volunteer for fund-raisingprojects, or make telephone calls to gather support for a pro-gram. In all of these ventures, the youthful volunteer is able toreceive direct benefit from his or her efforts.

Volunteering with a local leisure service agency also allowspreteens to discover that there are many roles to beenjoyed withany activity, sport, or event. One does not have to be the "star"or the outstanding player to receive enjoymem. Helping youngerchildren learn to play a sport can be gratifying and lead to a life-long interest in this area. Many local theater buffs got their startearly in life as volunteers who helped to paint scenery, preparethe stage, or make posters. Volunteering offers many ways tolearn that there be a number of interesting and worthwhile rolesassociated with any endeavor.

Volunteering also coincides with the goals of youth organi-zations who have a service ethic. Parks or recreation depart-ments should capitalize on this opportunity. Many of theseorganizations, like the Scouts or 4-H Clubs, also have a sincereinterest in the environment and outdoor preservation. Often, witha little effort in planning and scheduling, a service project canenlist many of these youth agencies for community betterment.Earth day or other similar conservation projects are natural proj-

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96 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

ects for youth-serving agencies, conservation groups, and school-related clubs.

Another possible benefit to be realized from using youth vol-unteers is a decrease in the generation gap when parents or otheradults join children in a project of shared concern and effort (El-lis, 1983). Getting adults and children together to accomplish atask fosters communication between them and allows them toshare equally in the satisfaction of completing the job. Fund-rais-ing projects or undertaking a community needs assessment couldbe examples where support from volunteers of any age would beDeeded. The planning should be structured to allow active inputby children. This will not only permit them to fee; that they arepart of a team but, will also provide a perspective that differsfrom adults.

In conducting group interviews with children aged 5-14, El-lis (1983) obtained their views on volunteering and the role theycould play. Their descriptions of volunteering and the benefits tobe gained were not markedly different from those of adults. Avolunteer was described as one who helps or serves or gives as-sistance. They described how they felt when volunteering asbeing satisfied, feeling proud, showing love, and 1..ering a senseof accomplishment. When asked what types of volunteer projectsthey would be willing to do, a number of the responses reflectedan interest in ecological or outdoor concerns. Clean-up detailswere frequently mentioned with parks, ponds, streams, or one'sneighborhood as prime sites. Other answers included cleaning upgraffiti, teaching people not to litter, preventing fires, and col-lecting cans. These responses should be of interest to leisure ser-vice personnel, as there appears to be an awareness among theyouth surveyed of the value of a clean environment. Such inter-est needs to be translated into active, ongoing projects.

Managers or administrators should employ the same tech-niques in recruiting, orienting, and placing young volunteers asthey would with other groups, although an emphasis on certainareastraining, for examplemay be needed. The recruitmentof youth should involve the existing group structures available.Church youth groups, Scouts, youth clubs, conservation organi-zations for children, school affiliated clubs, and all youth athleticassociations are prime resources for recruiting. This approachmay prove more beneficial than seeking individual youth. Proj-

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]Special Groups of Volunteers 97

ects suited for such groups also need to be considered. The environmental beautification efforts mentioned arc most suitablefor group efforts. Certainly teams and athletic associations whouse park facilities should be targeted for such improvement proj-ects. A primary role that should be plEyeti by the leisure serviceagency is one of coordination; direction may be needed to mobi-lize a number of youth organizations and begin the planning ef-fort for a large-scale community project.

Do remember to allow young volunteers to provide ideas onhow to complete a task. Ellis (1983) notes this as crucial in work-ing with younger volunteers. If the agency is willing to use theirtalents, it should be willing to carefully listen to their sugges-tions.

Special attention must be given to scheduling when childrenare involved. Obviously, very long stretches of involvement maybe inappropriate for younger volunteers. Projects that have a def-inite beginning and ending and allow the youthful volunteer tosee results quickly often work best.

Involve parents in all stages of a project in which their chil-dren will be volunteering. A permission slip and a signed contractare recommended. Stressing the benefits of the volunteer effortthat will be seen by their children is a good method of selling anyproject to parents.

Training is certainly a concern when children are serving asvolunteers. Previously it was mentioned that a well-run volun-teer system is not without its costs. Training represents a costin human resources. If the amount of time it takes to train a groupof children exceeds the projected value of the project, then per-haps a different type of volunteer would be more appropriate.There are many projects, however, which don't require largeamounts of training. Beautification often starts simply withpicking up trash.

Finally, remember that kids are just like adults in appreci-ating recognition of their efforts. A button or patch that can beworn on a jacket or bag can be a constant reminder of one's timespent with a volunteer project. The leisure serviceagency shouldalso be in a position to offer volunteers reduced rates for any ac-tivity where a fee is charged. These little incentives or reminderscan be most meaningful to children. Anyone who doubts thisshould consider how many two-inch trophies still remain on chil-

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98 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

dren's shelves even though parts are missing and mom o. dadhas tried to dispose el these keepsakes for years.

It might be fair to conclude that children are often over-looked as a volunteer source. The benefits to be gained throughtheir use as volunteers in leisure service agencies are many. Pos-itive experiences may set the stage for a lifetime of similar ac-tivity. When groups of young volunteers are properly directed,their accomplishments can indeed be very significant. Like theother special categories of volunteers in this section, it is rec-ommended that children be considered as a group who will bringmuch to the volunteer setting within leisure service organiza-tions.

VOLUNTEERS WHO COACH YOUTH SPORTS

It is probably accurate to state that leisure service agencies wouldbe devoid of youth sports programs were it not for the dedicatedvolunteer administrators, managers, and coaches who combinea love of a particular sport with the desire to share that love withyoung athletes. However, as indicated previously, the situationfs more complex today than it once was. Lawsuits or threatenedlitigation have created a cloud of negativism which has damp-ened the desire of both experienced and prospective volunteercoaches. Many volunteer coaches have made the decision to con-tinue in their role, but have done so with a degree of hesitation.Leisure service administrators and the volunteer parent officialsof athletic leagues have been left to solve a difficult dilemmahow to maintain what they believe to be worthwhile athletic op-portunities for the youth of their communities while providing aclimate that is safe for participants and minimizes liability fears.No easy task, indeed, and like private consumers, leagues havefound their coffers being emptied to pay foi rapidly rising insur-ance costs.

One obvious approach to alleviate the situation describedabove has been the development of training programs to educatevolunteer coaches about much more than simply the strategy ofthe game they teach. While at one time training for volunteer

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Volunteers Who Coach Youth Sports 99

coaches may have entailed a hastily organized, one-and-a-half ortwo-hour session where practice drills were taught, the trend nowis for a much more comprehensive format where ptilosophy, skilldevelopment, injury prevention, parental communication, andpsychological motivation are covered in a series of highly orga-nized exercises using techniques of group interactionand the lat-est in multimedia presentations. In the past, training wasconsidered desirable and encouraged, but today safety, liability,and insurance concerns have created a climate where frequentlythe volunteer coach is required to undergo some form of specifictraining, often with certification awarded upon completion. Feig-ley's (1988a, b) analysis of state civil immunity legislation re-garding volunteer coaches found two states, New Jersey and NewHampshire, mandating an approved coaches' training workshopwith certification in order for the volunteer to quality for civilimmunity protection. Where not required by law, many com-munities have seen the wisdom in such a risk-avoidance ap-proach and have made training programs available or requiredfor all volunteer coaches of children's sports.

Two national programs, the National Youth Sports CoachesAssociation' and the American Coaching Effectiveness Pak'graint2 have been active in providing comprehensive training :orvolunteer coaches of youth athletic programs across the nation.The ACEP has estimated that approximately 60,000 coacheshave received training through their efforts. Differences do existin certain areas of focus between tue two organizations, but theyare similar in that they are national in scope, offer several leveeof training, have comprehensive curricula offering instructionalunits in many areas, use a multimedia approach, and are con-cerned with certifying local instructors who can then begin train-ing volunteer coaches in their own communities.

As mentioned earlier, the intent of the training far exceedsgame- or sport-specific strategy. Those who undergo such train-ing are required to consider some of the fundamental issues con-fronting a youth coach, such as: "What is my primary goal inundertaking this coaching assignment?" and "How should I bal-ance competitive urges with a philosophy of fun and enjoyment

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100 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

tor tie youthful participants?" Other topics discussed includeorganiaing a well practice, safety and the prevention of in-*if& how to respond to an a acident, teaching sport skills, how

,10-des1 with parents, and the psychology of working with youngathlete& More specific training and higher level concerns are ad-dowsed in leadership sessions for more advanced coaches. Typ-

- teeny, the Hine required for the workshop is one full day or two-baff-day sessions, with participants required to do follow-up

on their own. Role playing is often utilized to personalize

Not only are such formal training programs available from-,Atourcesadth Sr national interest, but states have also begun to

organize and to teach coaching skills for those within their bor-ders. Some have done so as an outgrowth of legislation aimed to_protect volunteer coaches, while at the same time attempting toupgrade their coaching skills. New Jersey's Youth Sports Re-search Council and Michigan's Youth Sports Institute (see Feig-/my, 19S8a, b) and New York's Volunteer Coaches Institute (seeTedddt & Wytoner, 1985) are examples.

Whether or not certification of coaches is mandatory bystate legislation, it is clearly an issue of concern to all parents,public officials, and leisure service administrators, and the wis-dom of providing a comprehensive, organized, and effectivetraining 'program for volunteer youth coaches is readily appar-ent Reducing risks and prey rating injuries are two critical goalsof sue:. formalized training. Having coaches on the field or courtwho are dedicated to accomplishing these goals is a situation allwill heartily support.

The intent of this section has not been to instruct the readeron how to conduct a training program for volunteer coaches;there are many excellent formats available which provide ampledetail. Persons who work with athletic leagues for children andteens should be aware, however, that resources are available toassist in the preparation of qualified volunteer managers andcoaches. One can turn to organizations such as the NationalYouth Sports Coaches Association or the American Coaching Ef-fectiveness Program for help in developing a plan for training lo-cal coaches. State or regional organizations are other logicalresources. It would be a mistake for leisure service managers toavoid volunteer coach training with the thought that time does

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Vnlunteeri Who Coach Yeah Sports 101

not permit the organization of a program. Effective help is avail-able and it should be utilized.

Another issue which may arise is the consideration that vol-unteer coaches are like everyone today in having many commit-ments and only a lilmited amount of free time. To ask coaches togive ups* additional half day or full day to undertake such train-ing might appear to be an unreasonable request. However, theadministrator should consider whether he or she can afford notto reqatat them to do so. The risks are too great for administra-tars not to_demand training. The coaches themselves wish to feelcompetent in handling an emergency or injury situation or indealing with a difficult parent or athlete. Thus, while empathiz-ing with ve::nteers and their busy schedules, the administratorshould nevertheless require and provide appropriate training.

Volunteer training can also offer an appropriate format fordealing with an issue which is often considered a thorn in every-one's side: the much publicized claim that leagues are overlycompetitive and have a "win at all costs" philosophy that is det-rimental to youth. At times, leisure service adminir -Mors areamong the loudest complainers about such programs, yet oftenthey become willing accomplices by turning over virtually all ad-ministrative control to a group of overly zealous parents who feelwinning is the primary, perhaps even the only, goal of any ath-letic endeavor. In such situations, the leisure service organiza-tion becomes little more than a maintainer of athletic fields. Thepoint is that training workshops for volunteer coaches offer ex-cellent opportunities to communicate major goals and dictate thelevel of competitive pressure to be permitted in a league. Ti ad-ministrators feel that competition is reaching a point where funand skill development are being pushed to the background. thentraining sessions conducted prior to league play are opportuni-ties to deal with the issue in a straightforward manner. It doesappear that a combined effort consisting of the professional view(the paid leisure service administrator) and the lay or parentalperspective (those who volunteer to coordinate, coach, and offi-ciate youth sports leagues) can create a philosophy which allowsboth a reasonable amount of competition and a rewarding,growth-producing experience for the youthful sport enthusiast.

Two final benefits of proper training for volunteer coachesare worthy of note. Leagues may obtain a slightly reduced in-

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rlllIl-:_---02 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

F'Slitanie premium for participants if coaches have attended and.PP-Successfully completed designated clinics. Over 400 recreation

dons have taken advantage of personal liability insur-v; ewe which includes coverage for volunteer coaches through aK =plan pm !noted through the National Recreation and ParkVI Asiociationa. Some organizations, the National Youth Sports'',--1- Cos** Association, for example, offer liability protection for..._,010111.11111 an incentive to participate in their training programs.riloWerr, -the most important benefit to be gained through the

trOinitig et volunteer coaches is the likelihood that the kids who--play in youth sports will receive a richer experience. Since this

ti -=goal is at the foundation of what coaches are attempting to cre-ate, the time and effort devoted to instructional clinics for vol-unteer coaches is a necessary and valuable expenditure.

BOARDS AND COMMISSIONS

Hoard and commission members are a special type of volunteer,and many of the principles that apply to other volunteers alsoapply to them. Their commitment is voluntary, yet, they areunique in their policy-making role. Hence, several aspects ofworking with these elected or appointed volunteers are note-worthy.

The board of a public or quasi-public recreation, park, or lei-sure service organization is responsible and accountable. By law,several board functions are mandated. A board is an active andresponsible governing body, serving without compensation,holding regular meetings, and giving effective administrative di-rection. The board exists only when it meets as a board. Theboard represents citizens because it is impossible for everyoneindividually to make policy for an organization. Boards can bemost helpful in the identification and development of options andrecommendations as a first step toward policy development.Board members are also vital in c"mmunity relations.

The park and recreation professional may work with three

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on to where, when, what, who, why, and how (Poummitt,I. The use of Roberts Rules of Order may be useful in mostLions for all board members to use.Ideation of board members is very important if they are torent the varied clientele served by park and recreationdes. Appendix U provides a form for compiling profiles ofImembers which may be useful in selecting or nominatinglmembers. Representation should be broad based, not onekith the profile of nearly all commission members is theThe board should be comprised of individuals who have

at perspectives and strengths, yet who are able to work to-reffectively. A recent Gallup Poll (1984) showed that 52 per-* the urban residents said they would be willing to serveadvisory committee, and 84 percent said they would serveocal committee if asked. This special type of volunteer will-serve on a board, commission, or committee is available,

he matICrOiselecting, orienting, and involving them lies atDart of any successful leisure service venture.

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Insurance and Risk Management 105

INSURANCE AND RISK MANAGEMENT

Most park, recreation, and leisure service agencies have takensome time to develop risk management plans. These are essentialfor natural resource and facility areas, but may also be usefulfor volunteer programs, at least for assessing what potentialproblems might be. Some of the questions that might be askedinclude: Is there a risk associated with this volunteer activity?Could the risk be handled in some other way? Does a volunteerhave personal coverage or should that be required? Does the staffor agency insurance cover volunteers?

As discussed earlier in this chapter, some people are afraidto volunteer because they are afraid of being sued. Although thisrarely happens, it is always a possibility. The degree to which -states provide protective legislation for volunteers varies sub-stantially in terms of how the state defines a "qualified" orga-nization, what kinds of volunteer positions are covered, and thescope of protection (Porter, 1988). The solution to the crisis fac-ing America's volunteer community is to exempt all volunteersfrom civil liability, except for willful and wanton misconduct.States are in various processes of adopting this type of exemp-tion for volunteers. Until that time, however, other measuresmust be taken.

Insurance programs can offer some protection for volun-teers. One should never forget that the best insurance is pre-ventive. In training volunteers, the emphasis should be onthinking before acting. The agency should have insurance,though, to protect both the individual and V organization itself.

According to Aspin and McCurley (1977), there are fourkinds of insurance to consider for volunteers: accident, personalliability, auto liability, and board liability. The coverage theagency has for staff may provide a framework for the coveragethat should be offered to volunteers. Volunteers should be ad-vised to check their personal, homeowners, and automobile in-surance to see what is covered. The agency can cover most of thetypes of insurance for a volunteer under an umbrella policy. It isimportant that the agency obtain a clear statement from its in-surance carrier concerning the coverage or limitations of insur-ance for volunteers.

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106 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

The agency should see if the state worker's compensationprogram piovIdes coverage for volunteers or if Volunteer Work-er's Blanket Accident insurance should be obtained. Volunteerliability insurance covers acts of negligence and can be coveredby the organization's comprehensive liability policy. For volun-teer professional liability, the person in charge of volunteersshould consult the insurance representative. If the position in-volves driving, volunteers should be asked to carry automobileliability insurance, and it may be necessary to determine if po-tential volunteers have a suitable driving record before they areselected. The organization may need to carry nonowned and hiredcar liability insurance in special cases. If volunteers are requiredto drive for their assignment, the limits of liability should becarefully scrutinized.

Board liability should be obtained for officers and boardmembers. These costs are rising, but the coverage is necessary.It is also possible for the volunteer to use personal liability in-surance for the volunteer assignment that is done. Volunteersmight get this individually or the organization might provide away to assist volunteers by obtaining blanket liability insurance.

Specific questions concerning insurance and liability for aparticular agency should be addressed directly to the businessoffice, the insurance carrier, or legal counsel. Each situation isslightly different.

TAX DEDUCTIONS

The federal tax laws changed a great deal in the latter half of the1980s. The leisure service organization should try to get tax in-formation so that volunteers will know what aspects of their vol-unteer position might be deductible. State income tax laws varyin this regard, but in general all out-of-pocket expenses directlyattributable to volunteer services rendered are tax deductible, in-cluding food, travel expenses, and tuition for training. Insuranceand depreciation are not deductible.

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Fund Raising 107

Fund raising is a unique way that volunteers can be utilized inan agency. Specific "phonathons" or direct-contact campaignsare often used to solicit money for specific activities. Volunteerswho work on these programs are usually short-term volunteers,but they need training similar to that which would be given toanyone working in this capacity.

Not only are fund-raising drives important for raising neededmonies. but they can also be used in accomplishing research, inmarketing the program, as communication vehicles, and to as-sist in volunteer recruitment.

In any fund-raising effort, it is good to have one particularfocus for the money which is to b.: collected and specific targetaudiences to address. Fund raising can be done through directcontact on a person-to-person level, generally from a staff mem-ber or active volunteer, or it can be done by a phonathon or directmail solicitations. In any fund-raising effort, one must keep inmind the costs that will be associated with it: telephone or mail-ing costs, salaries and incentives, computer costs, printing, andsupplies. The leisure service agency might be able to get dona-tions to cover these direct costs of raising money as well. In thisday of computers, it is easier to identify and keep contact withpotential donors. It is critical to have good lists, to keep track ofwho has been contacted, and to know what follow-up is neededin terms of additional contacts or thank-you notes.

A fund-raising campaign should be consistent with the agen-cy's overall mission and goals. It is imperative that every contactthe agency has with its audience, whether through volunteers oragency staff, reinforces the donor's interest and good feelingabout the financial investment she or he is about to make (Gal-owich & Smith, 1985). Several key questions must be consideredin the fund-raising efforts:

1. What is the major reason for the fund-raising effort?

2. Who should be called or contacted?

3. Who should make the contact?

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108 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

4. How will this effort affect other programs of the leisureservice organization?

5. How much money can be raised?6. When should the effort be undertaken?7. What is a reasonable cost to raise money in this way?

If volunteers are being used for fund raising, they will needto be heavily involved in the planning as well as the actual ef-forts. Volunteers can be most useful because they are already fa-miliar with the organization. A planning committee composed ofstaff and volunteers can be useful in setting goals and addressingthe above questions. Volunteers, however, will need training inorder to do their jobs most effectively. Opportunities should beprovided for volunteers to role play and practice the "art of ask-ing." Possible topics to be included in a training program mightbe: why people give, how to pepare for the visit or phone contact,conducting the visit/telephone solicitation, fielding questions,and closing the solicitation. Practice sessions which involve roleplaying followed by a critique are especially useful in buildingvolunteers' fund-raising skills (Goodale, 1987).

A number of good resources exist for conducting effectivefund-raising solicitations. It is important to encourage the effec-tive management of volunteers for these events or projects, in-cluding appropriate orientation, supervision, and recognition.

CORPORATE VOLUNTEERS

Corporations have been providing funding in a number of waysin recent years. Corporate volunteering refers both to individualswho might volunteer to assist an organization on behalf of thecorporation, and to those corporations that provide donations ofgoods as well as money in the form of sponsorships.

jasso (1983) has suggested several key steps in attractingthe support of corporations. First, the staff member will need toadopt the new roles of detective, business executive, salesper-

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Volunteering Ps a Feminist Issue 109

son, and missionary. The detective role involves determiningwhich corporation to contact. This will require some "under-cover" work to ascertain who might be a likely donor, who shouldbe contacted, how the contact should be approached, and what

::----information-the corporation will need. "Targeting" specific cor-porations is usually the most successful approach. Second, usecontacts to get your foot in the door. Friends, relatives, acquaint-ance*, and agency volunteers can be helpful in finding out whoto contact within a corporation. Before making the contact, eval-uate the image of the leisure service agency as well as the profes-sional image of the staff. Prepare a presentation about yourorganization by using a proposal folder that might includea cur-.rent financial statement, list of the board, statement of purpose,and other pertinent information. Remember, the competition isstiff and resources are limited, so the leisure service provider willwant to present the best case possible. Arrange an interview andtry to convince the corporation's representative that by satis-fying your organization's needs, the person will be satisfying hisor her company's needs. Do not take no for an answer until youare absolutely sure the answer is no. Be sure to ask just exactlywhat needs to be asked to get the person to say yes. Be persistentand patient. Be enthusiastic, but not too enthusiastic. Lastly,once the corporation agrees to help in whatever way, realize thatthis relationship will need to be nurtured for years to come if itis to continue. All of the above steps will need to be repeated con-tinually.

VOLUNTEERING is A FEMINIST ISSUE

Volunteers have typically been women in most organizations.Their participation has been very important. In the 1970s, fem-inist organizations became very critical of the role of women vol-unteers because of the connotation of "free labor" which wasoften devalued in that predominant sector of society that focusedprimarily on monetary rewards. The National Organization forWomen (NOW) felt that service-oriented volunteering was detri-mental to improving the status of women. Opponents of the crit-icism of women's volunteering agreed that women needed to have

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110 OTHER CONCERNS RELATED TO VOLUNTEER MANAGEMENT

adequate employment opportunities and recognized status, butargued that service-oriented volunteering was not the cause ofwomen's problems.

The result of the dialogue about volunteerism and womenhas been productive for both the volunteers and the organiza-tions they serve. The organizations began to rethink the ways inwhich they had always used volunteers. They became more con-scious of the need to identify and use each volunteer's interestsand abilities, to match appropriate tasks, to provide suitable ori-entation and training, to involve a broader base of volunteersrepresentative of the community, and to advocate the value ofvolunteer participation for both women and men (Rubin, 1982).Organizations also began to consciously plan new scheduling andmatching techniques to make volunteering more attractive towomen. Women also began to consider volunteer activity as a wayof developing new educational and employment opportunities.Much of the criticism of women as volunteers abated as thesechanges occurred, and women volunteers have assumed greaterpolicy-making roles in addition to their direct-service efforts.

A problem concerning volunteerism as a feminist issue willcontinue to arise as long as society devalues the work of womenand as long as value is measured solely in economic terms. Onthe other hand, the contributions made by women to societythrough voluntary efforts are becoming more widely acknowl-edged. In addition, volunteer opportunities have provided a wayfor women to enrich their lives and to learn skills that can bedirectly transferred into paying jobs. The conception of volun-teers being white, middle-class "do-gooders" has also changedgreatly. Today, people of all races, classes, sexes, and ages arevolunteering.

Many volunteer agencies have been concerned about thenumber of women returning to the paid workforce and how thishas affected the volunteer ranks. While more women do work to-day, many women still find the time to volunteer. In addition,with less reliance on the typical young, educated housewife, morepeople of diverse backgrounds have been recruited into the vol-unteer ranks. Volunteerism is no longer a feminist issue but twoaspects must be kept in mind: the work that women do, whetherpaid or unpaid, must be valued, and volunteering, whether

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Why Volunteers Will Not Solve All the Problems 111

women or men, is an integral past of what makes our societyfunction as well as it does.

WHY VOLUNTEERS WILL NOT SOLVEALL THE PROBLEMS

Volunteers are sometimes seen as the panacea for the problemsof social service organizations. While they can do much to help,the limitations of using volunteers must also be recognized. Thiscaveat is offered simply to foster a realistic approach to the useof volunteers.

Volunteers are good and helpful, but a recreation, park, andleisure service agency cannot expect that the use of volunteerswill solve all its problems. Volunteers can expand, enhance, andextend services, but they cannot do the planning and adminis-tration that paid staff are trained to do. Staff should listen tovolunteers, but the volunteer role should not administer a pro-gram. The major drawback of working with volunteers is that ittakes time, money, and energy to work with them. Volunteers donot drop in off the street, ready to teach a class or coach a team.They require recruiting, training, supervision, and recognition,all of which involve personal contact. Unless an agency is willingto make the commitment to providing volunteer management onan ongoing basis, its volunteer program will not be successful.

Volunteers cannot supplant staff. They need direction andguidance from professional staff members. This need for guid-ance must be paramount when working with volunteers. Howmany volunteers can a leisure service staff member effectivelysupervise? This question needs to be considered in planning forenhancing leisure services through volunteers.

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BIBLIOGRAPHY

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REFERENCES

Acker, P. (1983, March-April). Retention of volunteers. Minne-sota Office of Volunteer Services, 3-4.

Allen, L., Kraus, R., & Williams-Andy, D. (1986). PhiladelphiaRecreation Volunteerism Project. Philadelphia, PA: City ofPhiladelphia Department of Recreation and Fairmount ParkCommission.

Aspin, M. S., & Mc Curley, S. (1977, Fall). A guide to insurance forvolunteers. Voluntary Action Leadership, 16-17.

Ballman, G. (1988, July/August). Addressing concerns across theindustry: YMCA: Committed to the community. ManagedRecreation Research Report, 52-53.

Banes, R. E. (1975, December). Maximizing human resources.Parks and Recreation, 27-29,48.

Bjurburg, R. (1981, October). Those darn volunteers. Paper pre-sented at the National Conference on Volunteerism, Phila-delphia.

Briggs, D. L. (1982). On satisfying the v llunteer and the paid em-ployee: Any difference? Volunteer, Administration, 14(4), 1-14.

Chambre, S. M. (1982). Recruiting black and Hispanic volun-teers: A qualitative study of an organization's experiences.Journal of Volunteer Administration, 1(1), 3-10.

Chambre, S. M. (1984). Is volunteering a substitute for role lossin old age? An empirical test of activity theory. The Geron-tologist, 24(3), 292-298.

DeGrazia, S. (1962). Of time, work and leisure. New York: TheTwentieth Century Fund.

Ellis, S. J. (Ed.) (1983). Children as volunteers. Philadelp!,-1, PA:Energize Associates.

Ellis, S. J. (1985). Daytime volunteers: An endangered species?Journal of Volunteer Administration, 3(3), 30-33.

Ellis, S. J. (1986). From the top down: The executive role in vol-unteer program success. Philadelphia, PA: Energize Asso-ciates.

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Feigley. D. (1988a). 1988 comparative analysis of youth sportseducational programs. New Brunswick, NJ: The RutgersYouth Sports research Council.

Feigley, D. (1988b). State civil immunity legislation: Summa-ries and interpretations. New Brunswick, NJ: The RutgersYouth Sports Research Council.

Gallup, G. (1981, Winter). Americans volunteer 1981 (for inde-pendent sector). Voluntary Action Leadership, 22-31.

Gallup, G. (1982, Winter). Gallup survey on volunteering. Vol-untary Action Leadership, 26-29.

Gallup, G. (1984, Winter). The 1983 Gallup survey on volunteer-ing. Voluntary Action Leadership, 20-22.

Gallup, G. (1985). Americans volunteer 1985 (for independentsector). Washington, DC: Author.

Gallup G. (1986, May). Volunteerism in U.S. continues to thrive.Gallup Reports, 14-15.

Gallup, G. (1987, Spring). The liability crisis and the use of vol-unteers by non-profit associaticns highlighted in advocacy:A Gallup Organization survey conducted for the ASAE Foun-dation. Voluntary Action Leadership, 13-14.

Galowich, R., & Smith, L. (1985, August). The do's and don'ts oftelethonsa primer. Fund Raising Management, 38, 40, 42,44, 46, 48.

Gardner, J. (1965). The onti-leadership vaccine. New York: TheCarnegie Corporation.

Gibson, M. M. (1986). The volunteer's view. Currents, 12(4), t.Gidron, B. (1983). Sources of job satisfaction among service vol-

unteers. Journal of Voluntary Action Research, 12(1), 20-35.

Godbey, G. (1985). Leisure in your l(fe: An exploration. StateCollege, PA: Venture Publishing, Inc.

Goodale, T. K. (1987, January). Teaching volunteers the art ofasking. Fund Raising Management, 32, 35-36, 38.

Goode, E. (1988, November 21). How to bring up children whocare. U.S. News and World Report, 68-69, 71.

Gray, D. E. (1972, December). Exploring inner space. Parks andRecreation, 18-19, 46.

Greer, J. (1985).Volunteers in resource management: A forestservice perspective. The Journal of Volunteer Administra-tion, 3(4), 1-10.

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References 115

Haberek, J. (1987, Spring/Stuamer). Getting H. R. 911 passed:How the process works and what you can do. Voluntary Ac-tion Leadership, 15-17.

Hanlon, B. (1976). In boards we trust. Voluntary Action Lead-ership.

Harris, L., & Associates. (1975). The myth and reality of agingin America. Washington, DC: The NationalCouncil on Aging.

Harris, L., & Associates, (1981). Aging in the eighties: Americain transition. Washington, DC: National Council on Aging,29-30.

Henderer, J. (1983). Youth volunteers in national parks. Trends,20(4), 21-23.

Henderson, K. (1979). Motivations and selected characteristicsof adult volunteers in extension 4-H youth programs. Un-published Ph.D Dissertation, University of Minnesota.

Henderson, K. (1984). Volunteerism a' :eisure. Journal of Vol-untary Action Research. 13(1), r 5 -63.

Hollie, P. G. (1985, September 22). More work, less play. The NewYork Times, Section three, Column 1.

Honer, A. S. (1981). Manage your measurements, don't let themmanage you. Volunteer Administration, 14(4), 25-29.

Institute for Community Service. (1973). A process for develop-ing agency based volunteer social wore staff. Appleton, WI:Aid Association for Lutherans.

Jasso, G. (1983). In search of volunteers: How to crack a majorcorporation. Journal of Volunteer Administration, 1(4), 12-16.

Jorgensen, J. D. (1980, July-August). A 14-step planning guidefor volunteer trainers. Minnesota Office of Volunteer Ser-vices, p. 4-5.

Kahn, J. (1985-86, WI*, ter). Legal issues survey results. TheJournul of Volunteer Administration, 28-34.

Kaplan, M. (1975). Leisure: Theory and policy. New York: JohnWiley and Sons.

Kennedy, D. S. (1985, Jan-Feb). Staff and volunteer motivation:Helping people overcome discouragement. The Non-ProfitWorld Report, 12-13,30.

Kennedy, D., Austin, D., & Smith, R. (1987). Special Recreation:Opportunities for persons with disabilities. Philadelphia,PA: Saunders Publishing, 67-75.

.i. ''''.-x. .

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_Knowles, M. (1970). The modern practice of adult education.New York: Association Press.

MacNeil, R., & Teague, M. (1987). Aging and leisure: Vitality inlater l(fe. Englewood Cliffs, NJ: Prentice-Hall, 249-252.

Magoon, E. (1978). Volunteer - stagy," relationship3; A team ap-proach. Washington State Office of Volunteer Programs.Unpublished manuscript.

Magyar, I. (1983). For the birds: Volunteers in research at thePatuxent Wildlife Research Center. Trends, 20(4), 35-38.

Marando, V. L. (1986). Local service delivery: Volunteers and rec-reation councils. The Journal of Volunteer Administration,4(4), 16-24.

Maslow, A. H. (1943, July). A theory of human motivation. Psy-chological Review, 50,370t' 96.

Mc Curley, S. H. (1978, SeptOct). liabilities and responsibilitiesof board members of non-profit corporations. Minnesota Of-fice of Volunteer Services, 4-5.

Mc Curley, S. (1987, Spring/Summer). Protecting volunteers fromsuit: A look at state legislation. Voluntary Action Leader-ship, 17-19.

McGuire, F. & Adams, E. (1986). Older volunteers and outdoorrecreation: A nationwide study. Journal of Park and Rec-reation Administration, 4(3), 10-16.

Migliazzo, S. (1983). Are volunteers the answer? Trends, 20(3),17-20.

Minnesota Office of Volunteer Services. (1984). Recruiting alter-native sources of volunteers.

Minnesota State Planning Agency. (1979). Volunteer activities inpublic outdoor recreation and resources managementareas. St. Paul: Environmental Planning Division.

Moore, N. A. (1978). The application of cost-benefit analysis tovolunteer programs. Volunteer Administration, 11(1), 13-22.

Moore, R., La Forge, V., & Martorelli, T. (1987). Organizing out-door volunteers, Boston, I IA: Appalachian Mountain Club.

Morgan, T. (1986, December 3). Young professionals: New skillsin old job of volunteerism. The New York Times, Cl, £14.

Murphy, J. F. (1975). Recreation and leisure service. Dubuque,IA: Wm. C. Brown Co. Publishers.

Nie, N. H., Hull, C. H., Jenkins, J. G., Steinbrenner, K., & Bent,

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Refereo,tes 117

D. H. (1975). Statistical Package for the Social Sciences.New York: McGraw Hill.

O'Brien, M. (1983). Volunteers at New York State historic sites.Trends, 20(4), 43-47.

Park, J. M. (1984). The fourth R: The case for releasing volun-teers. Journal of Volunteer Administration, 2(3), 1-8.

Patton, J. H. (1986-87). Business people volunteer 1986: A sur-vey and analysis. The Journal of Volunteer Administration,5(2), 31-34.

Peat, Marwick, Mitchell & Co. (1987, Spring/Summer). Liabilitycrisis in the making. Voluntary Action Leadership, 16.

Popowski, H. J. (1985). Youth views on volunteering and servicelearning from the Chicago area youth poll. The Journal ofVolunteer Administration, 3(4), 34-41.

Porter, J. E. (1988). Volunteers: The fight for survival. Leader-ship, 12-13,15,50.

Poummltt, M. R. (1983, Sept-Oct). Are your board meetings boredmeetings? Nonprofit World Report, 16-18,35.

President's Commission on Americans Outdoors: Case studies.(1986a, December). Washington, DC: U.S. GovernmentPrinting Office.

President's Commission on Americans Outdoors: Report and rec-ommendations to the President. (1986b, December) Wash-ington, DC: U.S. Government Printing Office.

Price, B. (1984, February 27). Looking for a few good volunteerpark rangers. The Philadelphia Inquirer.

Proudfoot, M. B. (1978). Communication skills. Volunteer Ad-ministration, 11(1), 32-37.

Pryor, J. (1982). A volunteer program evaluation checklist. Min-nesota Office of Volunteer Services, 5-6.

Rawls, C. (1983). National volunteer project. Trends, 20(4), 8-11.

Republican National Committee (1984). Community partnershipmanual: Working together at the local level. Washington,DC: Author.

Rippel, P. W. (1978). Planning organizational goals and roles.Unpublished manuscript.

Robins, H. P. (1982). Eyeball to eyeball. Case Currents, 8(9), 20-22.

Rubin, S. G. (1982). The dialogue between voluntarism and fern-

123,

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118 BIBLIOGRAPHY

inism: Implications for higher education. In E. Greenberg(Ed.), New directions for experiential education. San Fran-cisco: Jossey-Bass.

Scheier, I. (1978, Summer). Time to reconsider. Voluntary Ac-tion Leadership, 38-39.

Scheier, I. (1980). Exploring volunteer space: The recruiting ofa nation. Boulder, Co: Volunteer Readership.

Schindler, A., & Chastain, D. (1980, Sept-Oct). Careful planningand effective managementqualities of a successful trainer.Minnesota Office of Volunteer Services, 5-6.

Schindler-Rainman, E., & Lippitt, R. (1971). The volunteer com-munity. Washington, DC: Center for a Voluntary Society.

Schwartz, J. C. (1982, Jan-Feb). Training volunteers. MinnesotaOffice of Volunteer Services, 6.

Selvidge, N. (1978). Marketing Volunteers. Volunteer Adminis-tration, 10(4), 12-15.

Shank, J. (1984, February). Employing disabled persons in lei-sure service agencies. Parks and Recreation, 50-54,70.

Tedrick, T. (1975). The influence of the Foster Grandparent andRetired Senior Volunteer Programs as perceived by olderparticipants. Unpublished master's thesis, PennsylvaniaState University.

Tedrick, T., & Wagoner, H. S. (1985, Fall). The New York StateVolunteer Coaches Institute: A key to the survival of localyouth sports. The Voice, 28-31.

Trudeau, R. (1983). Volunteer programs in the East Bay RegionalPark District. Trends, 20(4), 39-42.

United Media Enterprises. (1983). Where does the time go? NewYork: Newspaper Enterprise Association, 45-49.

Utterback, J. & Heyman, S. R. (1984). An examir ation of meth-ods in the evaluation of volunteer programs. Evaluation andProgram Planning, 7,229-235.

Vineyard, S. (184). Recruiting and retaining volunteers: No gim-micks, no gags. Journal of Volunteer Administration, 2(3),23-28.

Volunteers In Parks. (1982). (Brochure outlining legislation andintent.) Harrisburg, PA: Bureau of State Parks.

Watts, A. D., & Edwards, P. K. (1983). Recruiting and retaininghuman service volunteers: An empirical analysis. Journal ofVoluntary Action Research, 12(3), 9-22.

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Additional Readings 119

Wilson, M. (1976). The effective management of volunteer pro-grams. Boulder, CO: Volunteer Management Associates.

Wilson, M. (1984, July). The new frontier: Volunteer manage-ment training. Training and Development Journal, 50-55.

ADDITIONAL READINGS

Allen, K. (1982, Sept-Oct). Kenn Allen addresses VFM Confer-ence. Minnesota Office of Volunteer Services, 3-6.

Allen, K., Mc Curley, S., & Mosel, D. (1982). Will volunteering sur-vive? Washington, DC: The National Center of Citizen In-volvement.

Corporate Volunteer Coordinator's Council. (1984). The virtuesof volunteering. Personnel Journal, 63(8), 42-44,45-48.

Dorang, E. S. (1981, March). A UNA-Organized hospice volunteerprogram. Nursing Outlook, 170-173.

Eggert, J. D. (1984). Program evaluation In V. Lawson (Ed.),Management handbook for volunteer programs. Syracuse,NY: Literacy Volunteers of America, Inc.

Gallup, G. (1981). Volunteers: America's best hope for the future.Minnesota Office of Volunteer Services, 3-5.

Hanlon, B. (1975, Summer). Is anybody listening? Voluntary Ac-tion Leadership.

Hardy, P. (1981). Experiences and training records: Volunteerrecognition that counts. Volunteer Administration, 11(1),27-29.

Hardy, R. (1982). Guidelines for the physical education major.Journal of Physical Education, Recreation, and Dance,53(3), 72-73.

Highet, G. (1950). The art of teaching. New York: Knopf.Ilsley, P. J., & Niemi, J. A. (1981). Recruiting and training vol-

unteers. New York: McGraw-Hill.Implications for Volunteers in Extension. (1984). National Pro-

jections. Madison, WI: University of Wisconsin, Departmentof Continuing and Vocational Education.

Junior League of St. Paul, Inc. (1977). A handbook for admin-istrators of volunteers. St. Paul: Voluntary Action Council.

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120 BIBLIOGRAPHY

Meisel, M. J. (n.d.) Motivations and social characteristics of ac-tive volunteers in three Alberta trial organizations. Alberta,Canada: University of Alberta, Department of Recreation andLeisure Studies.

Lynch, R. (1982, Jan-Feb), Training volunteers, Minnesota Officeof Volunteer Services, 3-5.

McCurley, S. H. (1980, May-June). How much are volunteersworth? Minnesota Office of Volunteer Services, 4-5.

McDuff, N. L. (1987, Spring). Volunteer recruiting teams. Jour-nal of Volunteer Administration, 4-6.

Minnesota Office of Volunteer Services. (1984). Insurance cov-erage for volunteers.

Minnesota Office of Volunteer Services. (1984). The unemployedperson in the volunteer workforce.

Moore, W. M. (1987). Volunteers: A changing scene. Fund Rais-ing Management, 17(11), 56,58.

Mosel, D. (1982, Nov-Dec). How to plan for a productive and sat-isfactory meeting. Minnesota Office of Volunteer Services,3-5.

Moyer, K. L. (1982, January). Four steps to effective communityinvolvement. Educational Leadership, 285-287.

National Councils of YMCAs. (1978). Voluntarism: Confronta-tion and opportunity. New York: National Council of YMCAs.

Navaratnam, K. K. (1986, Fall). Volunteer training volunteers: Amodel for human service organizations. Journal of Volun-teer Administration, 19-25.

Neddermeyer, D. M. (1983, Sept-Oct). Volunteering in America:Are you getting your fair share? Non-profit World Report,19-21.

Park, J. M. (1983) Meaning well is not enough. South Plainfield,NJ: Groupwork Today, Inc.

Pocock, J. W. (1981). Fly right with volunteerz. Case Currents,20-23.

Pokrass, R. J. (1986). Fire when ready. Currents, 12(4), 20-23.Ray, G. W. (1982). Meeting volunteers on their own ground. In E.

Greenberg (Ed.), New directions in experiential learning.San Francisco: Jossey-Bass.

Scheier, I. (1978). Winning with staff: A new look at staff sup-port for volunteers. Boulder, CO: Volunteer Readership.

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Additional Readings 121

Schindler-Rainman, E. (1982). Trends and changes in the vol-unteer world. Journal of Voluntary Action Research, 11(2-3), 157-163.

Tedrick, R., Davis, W. & Coutant, G. (1984). Effective manage-ment of a volunteer corp. Parks and Recreation, 19(2!, 55-60.

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Appendices

131

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Appendix A Survey questionnaire: The use ofvolunteers within leisure service agencies

Please take a few moments to complete this questionnaire. Most itemsrequire only a check in the appropriate column; a few require a briefwritten response.

Section I. Background Information

1. How many full-time staff are there within your leisure serviceagency or department?

Fewer than five6-1011-2425-50More than 50

2. If you work for a local government agency, what is the size of thepopulation within your borders?

Fewer than 20,00021,000-50,00051,000-100,000101,000-250,000Over 250,000Not Applicable

3. Which description most clearly resembles your leisure serviceagency or department?

A private, for-profit organizationA publicly supported, local

government departmentA publicly supported, state

government departmentA quasi-public agency supported

through local funds anddonations from organizationssuch as the United Way

OtherBriefly describe:

123

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124 APPENDICES

4. Is the primary thrust of your organization or agency therapeuticrecreation services?

YesNo

Section 11. Characteristics of the Volunteer Program

1. Our agency has one person assigned the role of coordinating volun-teers.

YesNoNot Sure

2. Our agency spends an adequate amount of time in planning our vol-unteer program.

YesNoNot Sure

3. Our agency has written job descriptions for volunteers.YesNoNot Sure

4. All volunteers sign a written contract.YesNoNot Sure

5. Our agency has clear policies on recruiting, assigning, and evaluat-ing volunteers.

YesNoNot Sure

6. Inservice training is provided our volunteers on a regular basis.YesNoNot Sure

7. Our agency regularly evaluates volunteers and meetings are held toreview progress.

YesNoNot Sure

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Appendices 125

8. Formal records are kept on all volunteers.

YesNoNot Sure

9. Our agency has a procedure manual which all volunteers are given.YesNoNot Sure

10. Our agency keeps annual records on the amount of hours volun-teered and the dollar amount that time represents.

YesNoNot Sure

11. E7nerienced volunteers are able to assume more responsibilitywitnin our organization.

YesNoNot Sure

12. Our paid staff are recognized for their contribution to the volunteerprogram.

YesNoNot Sure

Section III. Evaluation of the Volunteer Program

1. Currently our agency has an effective volunteer program.Strongly StronglyAgree _ Agree _ Disagree Disagree _ Not Sure _

2. The ,;oals of our volunteer program are written and understood bythose in our agency.

Strongly StronglyAgree _ Agree _ Disagree Disagree _ Not Sure

3. Our clients or program participants are receptive to volunteer staff.Strongly StronglyAgree _ Agree _ Disagree _ Disagree Not Sure_

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126 APPENDICES

4. Our agency does a good job in recruiting volunteers.

Strongly StronglyAgree _ Agree _ Disagree _ Disagree Not Sure

5. On the whole our staff is very supportive of volunteers.

Strongly StronglyAgree _ Agree _ Disagree Disagree Not Sure _

6. Our volunteers receive regu'.ar feedback on how they are doing.

Strongly StronglyAgree Agree _ Disagree _ Disagree _ Not Sure

7. Our agency offers excellent recognition of volunteers.

Strongly StronglyAgree _ Agree _ Disagree_ Disagree _ Not Sure

8. Our agency's volunteer program is considered another "leisure"opportunity for people.

Strongly StronglyAgree Agree _ Disagree _ Disagree _ Not Sure _

9. Our agency finds it relatively easy to motivate volunteers.

Strongly StronglyAgree _ Agree _ Disagree _ Disagree _ Not Sure _10. We are able to retain the same volunteers from year to year.

Strongly StronglyAgree _ Agree _ Disagree Disagree Not Sure_Section IV. The Present and Future Uses of Volunteers

List the 3 programs or areas in which your volunteers are most suc-cessful.

1.2.3.

List the 3 programs or areas that could most benefit through better useof volunteers.

1.2.3

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Appendices 127

Looking to the future, list 3 new roles that you would like to see volun-teers occupy in your agency.

1.23

Appendix B-1 Characteristics of the volunteer program

PercentagesCharacteristic Yes No Not sure

One person assigned as volunteercoordinator 43.8 53.78 2.5Adequate time for planning thevolunteer program 38.7 51.3 10.0Written job descriptions forvolunteers 50.0 46.2 3.7Volunteers sign a written contract 28.8 66.2 5.0Clear policies on recruiting,assigning, evaluating volunteers 28.8 61.2 10.0Inservice training provided on aregular basis 48.7 46.2 5.0Volunteers regularly evaluated andmeetings held to review progress 27.5 65.0 7.5Formal records kept on volunteers 43.8 48.7 7.5Volunteers given a proceduralmanual 30.0 66.2 3.7Annual record kept on amount ofhours volunteered and dollar amountrepresented 42.5 46.2 11.2Experienced volunteers assume moreresponsibility 80.0 15.0 5.0Paid staff recognized in assistingvolunteer program 36.2 53.7 10.0

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128 APPENDICES

Appendix B-2 Evaluation of the volunteer program

Percentages

Characteristics

Agency has aneffective volunteerProgramGoals of volunteerprogram are writtenand understood

Clients/participantsreceptive tovolunteers

Good job in recruitingvolunteers

Staff very supportiveof volunteers

Volunteers receivefeedback on how theyare doing

Excellent recognitionof volunteers byagency

Volunteer program isconsidered a "leisure"opportunity

Easy to motivatevolunteers

Some volunteersretained from year toyear

Stronglyagree Agree Disagree

Stronglydisagree

Notsure

10.0 38.7 33.7 13.7 3.7

6.3 28.8 36.2 16.2 12.5

31.3 55.0 3.7 3.7 5.3

13.7 40.0 23.8 18.8 3.7

28.8 61.2 5.0 1.2 3.7

7.5 43.8 32.5 7.5 8.8

11.2 47.5 25.0 10.0 6.3

7.5 41.3 25.0 6.3 20.0

5.0 48.7 26.2 7.5 12.5

7.5 65.0 11.2 6.3 10.0

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Appendices 129

Appendix C-1 Chi-square analysis of survey: Number of full-timestaff by whether the volunteer is evaluated and meetings help toreview progress

Skiff size YesResponse

No

Fewer than 5 6 (27.3%) 28 (53.8%)6-10 5 (25.0%) 12 (75.0%)11-24 5 (50.0%) 5 (50.0%)25-50 4 (100.0%) 0 (0.0%)More than 50 3 (30.0%) 7 (70.0%)

Chi-square = 13.97 with 4 d.f.; significance .007Crammer's V = .43

Appendix C-2 Chi-square analysis of survey: Size ofpopulationserved by whether a volunteer coordinator is present

Size of ResponsePopulation served Yes No

Fewer than 50,000 4 (21.1%) 15 (78.9%)51,000-250,000 3 (30.0%) 7 (70.0%)More than 250,000 8 (66.7%) 4 (33.3%)

Chi-square = 6.84 with 2 d.f.; significance .03Crammer's V = .41

Appendix C-3 Chi-square analysis: Therapeutic or non-therapeuticthrust by whether a volunteer coordinator is present

ResponsePrimary Thrust Yes No

Therapeutic Recreation

Non-TherapeuticRecreation

12

23

(75.0%)

(37.1%)

4

39

(25.0%)

(62.9%)

Chi-square = 5.93 with 1 d.f.; significance .01phi = .31

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130 APPENI ICES

Appendix C-4 Chi-square analysis: Therapeutic or non-therapeuticthrust by whether the agency does a good job recruiting volunteers

ResponsePrimary Thrust Yes No

Therapeutic Recreation

Non-TherapeuticRecreation

4

39

(28.6%)

(61.9%)

10

24

(71.4%)

(38.1%)

CM-square = 3.90 with 1 d.f.; significance .05phi = .26

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Appendices 131

Appendix D 1 Code of responsibility for volunteers

BE SURE

BE CONVINCED

BE LOYAL

ACCEPT THE RULES

SPEAK UP

BE WILLING TO LEARN

KEEP ON LEARNING

WELCOME SUPERVISION

BE DEPENDABLE

BE A TEAM PLAYER

Look into your heart and know that youreally want to help other people.

Do not offer your services unless youbelieve in the value of what you aredoing.

Offer suggestions, but don't "knock."

Don't criticize what you don'tunderstand. There may be a goodreason.

Ask about things you don't understand.Don't coddle your doubts andfrustrations until they drive you away,or turn you into a problem worker.

Training is essential to any job welldone.

Know all you can about your agencyand your job.

You wilt do a better job and enjoy itmore if you are doing what is expectedof you.

Your word is your bond. Do what youhave agreed to do. Don't make promisesyou can't keep.

Find a place for yourself ON THE TEAM.The lone operator is pretty much out ofplace in today's complex community.

Source: Joey Bishop, Coordinator of Volunteer Services, Des Moines,Iowa

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132 APPENDICES

Appendli D-2 PAH of rights for volunteers

THE RIGHT TO BE TREATED AS A CO-WORKER . . . not just free help. . . not as a prima donna.

THE RIGHT TO A SUITABLE ASSIGNMENT . . . with consideration forpersonal preference, temperament, life experience, education andemployment background.

THE RIGHT TO KNOW AS MUCH ABOUT THE AGENCY AS POSSIBLE. . . its policies . . . its people .. . its programs.

THE RIGHT TO TRAINING FOR THE JOB . . . thoughtfully plannedand effectively presented training.

THE RIGHT TO CONTINUING EDUCATION ON THE JOB . . . as afollow-up to initial training . . . information about newdevelopmentstraining for greater responsibility.

THE RIGHT TO SOUND GUIDANCE AND DIRECTION . . . by someonewho is experienced, patient, well-informed and thoughtful . . .

and who has the time to invest in giving guidance.

THE RIGHT TO A PLACE TO WORK . . . an orderly, designated place .. . conducive to work . . . and worthy of the job to be done.

THE RIGHT TO PROMOTION AND A VARIETY OF EXPERIENCES . . .

through advancement to assignments of more responsibility . . .

through transfer from one activity to another . . . through specialassignment.

THE RIGHT TO BE HEARD . . . to have a part in planning . . . to feelfree to make suggestians . . . to have respect shown for an honestopinion.

THE RIGHT TO RECOGNITION . . . in the form of promotion . . .

awards . . . through day-by-day expressions of appreciation . . .

and by being treated as a bona fide co-worker.

Source: Joey Bishop, Coordinator of Volunteer Services, Des Moines,Iowa

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Appendix E Volunteer position planning worksheet

Tasks To Be Done* of Volunteers

NeededFrequency ofParticipation

JobImportance Expertise Needed

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134 APPENDICES

Appendiz F-1 Worksheet: Volunteer position cescription

Agency: Service Unit.

Position.

1. Purpose of the job:

2. Responsibilities and Duties:

3. Supervisory Plan:

Qualifications:

Time Required:

Commitment Required:

Comments:

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Appendix F-2 Volunteer position description: Special events helper

Special events helpers will assist in the planning and/or implementationof social activities scheduled periodically for MSers. The purpose of thespecial events program is to provide the opportunity for social activitiesand experiences for MS patients. All special events helpers will be re-quired to take the two-day general communications training session.When necessary, additional information and instruction will be given bystaff immediately prior to the event.

At an interview with the Volunteer Coordinator, the Special EventsHelper will choose one or more of the following activities in which toparticipate:

1. Cultural events. Volunteers are needed in two areas. Some volun-teers will serve on a steering committee and work with staff to orga-nize events. Responsibilities of this committee willbe to organize oneevent a month, publicize it in the MS newsletter, arrange for ticketsto be ordered, and help to arrange transportation. Volunteers whowork at the event will help the MSers attending with their coats, es-cort them to their seats, and help them onto the bus.

2. Christmas party. The volunteers will assist MSers as they arrive,help with coats, serve refreshments, and assist in any other waysneeded to make the party an enjoyable one for the guests.

3. Twins baseball games. Approximately four games a year are sched-uled. Volunteers will attend the games with the MSers, assist withseating, obtain and serve refreshments, and, in general, share theexperience with the MSers. A commitment to all four games wouldbe ideal. However, if this is not possible for the volunteer, any num-ber the volunteers can commit to would be acceptable.

4. Picnic. The volunteers will pick up the food, organize the food, grill,plates, drinks, etc., before the picnic begins. During the picnic, vol-unteers will help serve food and make the eventan enjoyable socialexperience for the MSers.

Following the event, the Volunteer Coordinator will contact the specialevents helpers so they can evaluate the experience together and discussthe possibility of plans for future volunteer involvement in other specialevents.

Example from:

MINNESOTA NORTH STAR CHAPTERNATIONAL MULTIPLE SCLEROSIS SOCIETY4306 West 361/2 StreetMinneapolis, MN 55416

14, 4:

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Appendix G Community groups that can help1-,coa

Type oforganization

Religious

Political

rraternal

Service

Corporations

Civic

Social

Professional

Educational

Military

Self-Help

Hobby Clubs

Unions

Business

NameContact person& telephone

Purpose oforganization

1 *:)

Meeting information Other

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Appendices 137

Append': H Sample illustration of recruitment brochure

Agency Statementof Purposeand Goals

Applicants willwant to know withwhom they willbe involved.

JOB TITLE(S)

0

Back Cover (71/4") Front Cover

InsidePage 1 InsidePage 2

Brief Synopsis ofJob Description

Training andSupervisionOffered

Qualificationsand Requirements

Schedule ofImportant Datesand Deadlines

Mr

sw

14 u'

TITLE OFPROGRAM(S)

Should beconcise andaccuratelydescribethe Job.

Agency Nameand Address

Request forInformationForm

AgencyMailingAddress

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138 APPENDICES

Appendix I Volunteer application

Date

NAMELast First Middle

ADDRESS Zip Phone

OCCUPATION

EMPLOYER_ BUSINESS PHONE

ACTIVITIES (clubs, organizations, church groups)

LIST HOBBIES, SPECIAL SKILLS AND INTERESTS

PREVIOUS VOLUNTEER EXPERIENCE

WHAT HOURS/DAYS ARE YOU AVAILABLE?

MEANS OF TRANSPORTATION

PERSON TO CONTACT IN CASE OF EMERGENCY:

NAME RELATIONSHIP

ADDRESS PHONE

PHYSICIAN PHONE

LIST ANY HANDICAP THAT MIGHT LIMIT YOUR WORK AS A VOLUN-TEER_HOW DID YOU HEAR ABOUT THIS AGENCY?

WHAT WOULD YOU LIKE TO ACHIEVE BY VOLUNTEERING AT THISAGENCY?

147

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Appendix J Placing volunteers

O

= Volunteer's Skills

= Volunteer Position

Appendices 139

Volunteer's skills are not being adequately used.

Position is too much for the volunteer. She/he is likely tobecome frustrated.

Volunteer will be able to perform the job adequately but willneed additional challenges.

n jBest situation. Volunteer will be challenged to expandwithin the job.

1 4 S

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140 APPENDICES

Appendix K Volunteer agreement form

AGREEMENT BETWEEN (AGENCY)

(VOLUNTEER)on the terms of volunteer service

The (Agency) agrees to:

1. Pro vide all necessary orientation, training and supervision for thevolunteer position.

2. Provide continuing education, conferences and workshops for volun-teers, to enable them to exchange ideas, suggestions and recommen-dations.

3. Change the volunteer assignment or add new duties only throughmutual agreement between the volunteer and his/her supervisor.

4. Conduct a periodic evaluation of the volunteer's performance, keeprecords of length of service, maintain a personnel file and providethe volunteer with a letter of reference when requested.

5. Offer volunteer opportunities for more responsible volunteer jobswith the agency's program when appropriate and available.

6. (Optional) The (Agency) agreesto provide benefits. (Example:uniforms, free parking, lunches, etc.)

The volunteer agrees to:

1. Become familiar with and adhere to the policies and procedures ofthe agency.

2. Attend orientation sessions, on-the-job training and continuing edu-cation programs when possible.

3 (volunteer) agrees to perform(hours, days of service) at

(Agency) in the position of(job).

4. Provide at least 24 hours notice to the agency if he/she will be unableto work. (Except in case of sudden illness or emergency).

5. Give prior notice if volunteer work is to be terminates nr interruptedfor an extended period of time.

6. Facilitate recordkeeping by signing in and out when working andwearing identification when required.

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Appendices 141

7. Protect confidential information and exercise good judgment whenacting on the agency's behalf.

8. Maintain a nonjudgmental attitude with clients.9. Accept supervision with a willingness to learn and a willingness to

ask about things you don't understand.

Volunteer Agency Date

1 5 J

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rie14

Appendix L Training setting checklist

Physical surroundingsHuman and

interpersonal relati is Organizational

Space

Lighting

Acoustics/Outside 1,...)ise

Decor

Temperature/Ventilation

Seating Arrangement andComfort

Refreshments

Writing Materials

Ashtrays/Coat Racks

Rest Rooms

1,:idiovisual Aids

Parking and Directions

Name Tags or Cards

Welcoming

Comfortable Setting

Informality

Warm-up Exercises

Democratic Leadership

Interpersonal Relations

Handling VIPs

Mutual Planning

Assessing Needs

Formulating Objectives

M.signing andImplementingActivities

Evaluation

Closing Exercise

Close on Time

Policy

StructureClientele

Meeting Announcements

Informational Literature

Program Theme

Advertising

Posters/Displays

Exhibits

Budget and Finance

Publish Agenda andClosing Time

Frequency of ScheduledMeetings

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Appendix lit Meeting effectiveness checklist

1. Are meetings held during convenient hours?2. Do you have a planned agenda?

3. Do volunteers or committee members have apart in the planning?

4. Are meetings generally too long in length?

5. Are meetings dominated by a few?

6. Does the administrator dominate the meeting?

7. Are materials handed out and then read wordfor word?

3. Is adequate time allowed for discussion ofmutual problems?

9. Do meetings move too slowly?

10. Are agendas handed out before the meeting?

11. Is "hedge hopping" (beating around the bush)present?

12. Are decisions reached based upon previousprejudices?

13. Do volunteers (committee members) understandthe purpose of the meeting?

14. Are individuals criticized before the entiregroup?

15. Do your meetings wander aimlessly off thetopic?

16. Are the physical surroundings adequate?

17. Are meetings interrupted frequently by outsidecircumstances?

18. Do you start and finish meetings on time?19. Could the agenda be taken care of just as well

by a memorandum?

20. Do volunteers (committee members) keepcoming back to future meetings?

Appendices 143

Yes No

152

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144 APPENDICES

Appendix N Sample recordkeeping for volunteers

5 x 8 card

Side one:

Name Phone

Address

Contact in Case of Emergency

Volunteer Record: (Put dates and times and any other notes)

Side two

Training Received: (Type, duration, instructor, date, resources pro-vided)

Recognition Given: (date, what, where, by whom)

Comments:

15 J

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Appendices 145

Appendix 0 Test your performance with volunteers

1. Do you always think out exactly what you want a volunteer to do?(a) Always (b) Sometimes

2. When a volunteer writes or telephones offering help, do you (a) re-ply at once? (b) reply after a few days? (c) reply after two weeks? orbecause you are not in need of volunteers (d) make no reply?

3. Do you clearly inform your volunteers about: (a) your organiza-tionits aims and achievements? (b) office hours? (c) when best toreach you by telephone? (d) who's who in your agency?

4. Do all your volunteers know how to claim their expenses? (a) Yes(b) No

5. Do you encourage volunteers to meet with you (a) at regular inter-vals? (b) when they need help?

6. Do you give volunteers adequate guidelines on when to seek youradvice and help? (a) Yes (b) No

7. 1. Do you listen to volunteers' comments? (a) Yes (b) No2. Do you encourage volunteers to express their views? (a) Yes (b)

No3. Do you take up their suggestions for giving better service, or

where this is not possible, explain why? (a) Yes (b) No8. Do you always remember to thank your volunteers? (a) after a par-

ticularly good job has been done? (b) on leaving? (c) on offering theirservices?

9. Do you know your volunteers' addresses and telephone numbersand do you have a written record of these? (a) Yes (b) No

10. Do you try to find out why volunteers leave when no reason isgiven? (a) Yes (b) No

11. Do you provide (a) some preparation for the job? (b) some continu-ous training? (c) suggestions for visits of observation, books toread?

12. Do you (a) provide opportunities for suitable volunteers to progressto more responsible jobs? (b) discover their special skills then makethe best use of them?

13. Do you help vol, nteers to feel part of your organization by: (a) in-cluding them in staff meetings where appropriate? (b) having a vol-

1 5i1 ',

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146 APPENDICES

unteer bulletin board/newsletter? (c) insisting on good work stan-dards? (d) informing them of plans and progress?

14. Do you use (a) written job descriptions? (b) written contracts?

15. Do you use a volunteer procedures manual for (a) planning? (b)training? (c) supervising? (d) evaluating?

16. Is your entire staff supportive of volunteers? (a) Always (b) Some-times

Adapted from Joey Bishop, Coordinator of Volunteer Services, DesMoines, Iowa

Appendix P-1 Sample (to be adapted to agency requirements)

VOLUNTEER SELF-EVALUATION FORM

PROGRAM

Confidential

1. As a volunteer, did you enjoy your assignment? Yes NoGenerally

2. About how long did your assignment last?

3. Did the program demand a reasonable or unreasonable amountof your time?

4. About how much time per week did you spend?

5. Did you have good communication with:

Staff Yes Generally NoUnit Supervisor Yes Generally NoCoordinator Yes Generally NoClient Yes Generally No

6. If you needed assistance, was it given promptly?Yes Generally No Anything specific?

7. Do you think the program was too rigid? Yes Generally Notoo loose? Yes Generally No

Please explain.

1 5 5

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Appendices 147

8. Did you receive benefit from the monthly meetings?Any suggestions?

9. What was of most value to you?

10. Do you wish to be reassigned?PROGRAM WHEN?

11. Do you have any friends you would recommend as volunteers?

If so, please list:

SignatureDate

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Appendix P-2 PrIfile of volunteer-staff characteristics*

a* Instructions:1. Please mark each item below with an "n" at the point on the scale which in your experience best

describes your organization now.

2. Then mark each item with a check (X) where you would like to have it be with regard to that item.

Note: Please check if you are Paid Staff Volunteer

I. LEADERSHIP:

1. How much confidence and trust doesstaff have it volunteers?

2. How much confidence and trust do vol-unteers have in staff?

3. How free do you feel to talk to your im-mediate volunteer or staff supervisorabout your job?

4. How often are your ideas sought andused constructively by your volunteeror staff supervisor?

5. How do you feel about delegation of au-thority?

System 1Virtually none

I I

System 2Some

System 3Substantial

amount

System 4A great deal

Virtually none Some Substantialamount

A great deal

Not veryfree

Somewhatfree

Quite free Very free

Seldom Sometimes Often Very frequently

I

DiscouragedAlmost never

occurs

-- I I I

Occasionallyoccurs

Encouragedmost levels

Good at alllevels

III I

j

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Q. MOTIVATION:

1. The motivational forces usedmost in organization are:

2. Who feels responsibility forachieving the goals of this or-ganization?

3. How much cooperative team-work exists

a. between members of paidstaff?

b. between volunteers andpaid staff?

c. between volunteers?

4. How much satisfaction do youderive from your job and yourachievements here?

Minimal recognition,personal involvement

and achievement

Moderate recognition,involvement and

achievement

Frequent recognition,some involvement,

marginal achievement

Optimum involvement,personal enrichment

and achievement

Top administration Top administrationand Board volunteers

Most people whowork here

Everyoneadmin.,staff and volunteers

Very little Relatively little Moderate amount Great deal

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

IllsVery little Moderate amount Adequate Very high

153

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III. COMMUNICATION:

1. What is the amount of interaction andcommunication aimed at achieving thegoals?

2. What is the usual direction of the flowof information?

3. How well do supervisors comprehendproblems faced by their volunteersand professional staff?

4. How would you rate the general com-munications between staff & volun-teers?

Very little Some Quite a bit Much, with bothindividuals& groups

I I 1 I 1 1 L I I I I 1111Downward Mostly downward Down & up Down, up. and

sidewaystill flt 11 1111Not very well Rather well Quite well Very well

1111 1111 IIII IllsPoor Need more Adequate Very good

1111 1_11A I 1____L 1111

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IV. DECISIONS:

1. At what levels are decisionsmade?

2. Are volunteers involved indecision making process?

3. Are volunteers and profes-sional staff involved in deci-sions relating to their work?a. Paid Staff

b. Volunteers

1

Mostly attop levels

1 1 1

Policy decisionsmade at top,

some delegation

1 1 1 1

Broad policy at top,more delegation

1 1 1 1

Decision makingdone throughout

organization

1 [ 1 1

Very Superficially but not Adequate Their involvement isseldom in serious matters involvement sought at all decision

making levels

1 1 1 1 1 1 I 1 1 1 1 I 1 1 1 1

Almost Occasionally Generally Fullynever consulted consulted involved

1 1 1 1 1 1 1 1 1 [ 1

1

_I

1 1 1 1 1 1 1 Ill! 1 1 1 1

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V. GOALS:

1. How are agency goals estab-lished?

2. Do you have the opportunityto set goals for your job?

3. How well informed are mostmembers of this organiza-tion of the goals?

4. Are your personal goals be-ing met in your present job?

By management andstaff to volunteers in

condescending manner

I I

By Board volunteers tostaff in an arbitrary

manner

i i I i

By select management.staff and volunteers ina controlling manner

1 1 I I

By management,staff & volunteers ina democratic manner

I I I iNever

I I

Seldom

I I

Occasionally Usually

Know very little

I I I

Vague knowledge

I I I I

Adequately informed Well informed

Not at all Minimally Adequately Very well

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I.,

VI. GENERAL KNOWLEDGE:

I. Physical Facilities. Extent towhich the physical facilitiesand equipment within the of-fice are conducive to cre-ative initiative and achieve-ment.

2. Extent to which printed in-ternal communicationsserve as information tool.

3. Extent of my personal knowl-edge and understanding of:

A. the programs of thisagency

B. mission and principles ofthis agency

C. the policies

4. Image. Within your personalcontacts what response doyou get regarding the imageof the agency in the commu-nity?

Inhibits initiative andachievement

1

Sometir es conduch ebut with many

restrictions

1 1 1

Adequately conducive

1 1 1 1

Extremely conducive

1 1 1 1

Inadequate informs-tl ow

Information flowadequate

Information flowsvery well

Keeps everyone wellinformed

Almost none

I

I

Limited Adequate Excellent

1 1 1 1 1 1 1 1 1 1 1 1 I_

1 _1 1 1

Negative Disinterested Vague i 'osi tive

alco Adapted by Marlene Wilson from an instrument used in industry

(Rensis Likert). 162

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Appendix P-3 Volunteer personnel evaluation

Volunteer Rated by:Home Address.

(title)Volunteer Period: from to Date.Position Held. Tel

NotExcellent Good Fair Poor Observed

1. PERSONALITY AND ATTITUDE:

A. Cheerful and friendly with everyone

B. Alert for new ideas

C. Cooperative attitude toward fellowvolunteers, supervisors and otherparticipants

D. Suitable personality for position

E. Interest in and loyalty to the agency anddiscretion in discussing it and its policies

2. POSITION DESCRIPTION (listspecific responsibilities and rate)

A.

B.

C.

D.

1 C i

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E.

COMMENTS:

3. LEADERSHIP:

A. An example to others

B. Not content with the status quo;constantly trying to improve bothprogram and himself

C. Has an ability to provide leadershipD. Enthusiastic

E. Skills and past experience enrichprogram

4. RELIABILITY:A. Is punctual in meeting all time schedules

B. Accepts full share of responsibility

C. Carries out, in cooperative spirit,policies and requirements

COMMENTS.

5. OTHER (All oilier concerns):

REMARKS & FUTURE:

1f 4

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010-` Appendix P-4 State of New YorkDepartment of Correctional Services, Correctional Volunteeral Services Program

VOLUNTEER SERVICES PROGRAM EVALUATION

FOR VOLUNTEER SERVICES PROGRAM USE ONLY

FACILITY/AREA OFFICE:

PROGRAM:

PROVIDED BY:

To provide the best possible volunteer services, we are constantly examining our activities and attemptingto improve the programs provided inmates and parolees. To reach this goal, I need your assistance. Pleaseanswer the questions on this form and return it in the addressed envelope provided. All replies will be treatedin confidence. Signing your reply is optional.

Thank you for your assistance.

1. You are a: Correction OfficerInmateParole OfficerParoleeVolunteerOther:

COORDINATOR, VOLUNTEER SERVICES PROGRAM

2. What is your understanding regarding the purpose of the Volunteer Services provided:

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3. How did you hear about this Volunteer Services Program?

4. Do you feel the volunteers you have met have, in performing their service, demonstrated:

YES NO

OrganizationResponsibility 1

SincerityQualified Backgrounds

Comments.

5. Do you find that this ,oniuLuer service interfered with the regularly scheduledprograms and services of the Department?

6. Do you feel the rules and regulations of the Department prevented volunteersfrom providing the best possible services?

7. Were you given any kind of orientation or trainin, ?If Yes, by whom?

Correctional StaffVolunteer Services Program StaffOther VolunteersOther

1 C 6

YES NO

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at-. YES NOcs S. Do you feel the training was adequate?

Comments.

9. In general, do you think the Volunteer Services provided was worthwhile?

10. Should this volunteer service be:

ExpandedContinued in present formContinued but with changesDiscontinued

Comments.

11. What additional volunteer services do you feel could be provided by theCommunity?

11 4III 4

Pig nature (Optional)

Date

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Appendices 159

APPENDIX Q: 101 ways to give recognition to volunteers

Continuously, but always inconclusively, the subject of recogni-tion is discussed by directors and coordinators of volunteer programs.There is great agreement as to its importance but great diversity in itsimplementation.

Listed below are 101 possibilities gatheredfrom hither and yon.The duplication at 1 and 101 is for emphasis. The blank at 102 is forthe beginning of your own list.

1 think it is important to remember that recognition is not somuch something you do as it is something you are. It is a sensitivityto others as persons, not a strategy for discharging obligations.

1. Smile.

2. Put up a volunteer sug-gestion box.

3. Treat them to a soda.4. Reimburse assign-

ment-related ex-penses.

5. Ask for a report.

6. Send a birthday card.

7. Arrange for discounts.

8. Give service stripes.

9. Maintain a coffee bar.

10. Plan annual ceremo-nial occasions.

11. Invite them to staffmeetings.

12. Recognize personalneeds and problems.

13. Accommodate per-sonal needs and prob-lems.

14. Be pleasant.

15. Use them in an emer-gency situation.

16. Provide a baby sitter.

17. Post Honor Roll in re-ception area.

18. Respect their wishes.

19. Give informal teas.

20. Keep challengingthem.

21. Send a ThanksgivingDay card to the volun-teer's family.

22. Provide a nursery.

23. Say "Good Morning."

24. Greet them by name.

25. Provide good preser-vice training.

26. Help develop self-con-fidence.

Vern Lake, Volunteer Services Consultant, Minnesota Department ofPublic Welfare.

16

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160 APPENDICES

27. Award plaques tosponsoring group.

28. Take time to explainfully.

29. Be verbal.

30. Motivate agency VIPsto converse withthem.

31. Hold rap sessions.

32. Give additional re-sponsibility.

33. Afford participation inteam planning.

34. Respect sensitivities.

35. Enable them to growon the job.

36. Enable them to growout of the job.

37. Send newsworthy in-formation to themedia.

38. Have wine and cheesetasting parties.

39. Ask client-patient toevaluate their work-service.

40. Say "Good After-noon."

41. Honor their prefer-ences.

42. Create pleasant sur-roundings.

43. Welcome them to staffcoffee breaks.

44. Enlist them to trainother volunteer- .

45. Have a public recep-tion.

46. Take time to talk.

47. Defend against hostileor negative staff.

48. Make good plans

49. Commend them to su-pervisory staff.

50. Send a valentine.

51. Make thorough prear-rangements.

52. Persuade "personnel"to equate volunteerexperience with workexperience.

53. Admit to partnershipwith paid staff.

54. Recommend them toprospective employer.

55. Provide scholarshipsto volunteer confer-ences or workshops.

56. Offer advocacy roles.

57. Utilize them as consul-tants.

58. Write them thank younotes.

59. Invite their participa-tion in policy fo aula-tion.

60. Surprise them withcoffee and cake.

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61. Celebrate outstandingprojects and achieve-ments.

62. Nominate them for vol-unteer awards.

63. Have a "PresidentsDay" for new presi-dents of sponsoringgroups.

64. Carefully match vol-unteer with job.

65. Praise them to theirfriends.

66. Provide substantiveinservice training.

67. Provide useful tools ingood working condi-tion.

68. Say "Good Night."

69. Plan staff and volun-teer social events.

70. Be a real person.

71. Rent billboard spacefor public laudation.

72. Accept their individu-ality.

73. Provide opportunitiesfor conferences andevaluation.

74. Identify age groups.

75. Maintain meaningfulfile.

76. Send impromptu funcards.

Appendices 161

77. Plan occasional extravaganzas.

78. Instigate clientplanned surprises.

79. Utilize purchasednewspaper space.

80. Promote a "Volunteer-of-the-Month" pro-gram.

81. Send letter of appreci-ation to employer.

82. ran a "RecognitionEdition" of theagency newsletter.

83. Color code name tagsto indicate particularachievements (hours,years, unit, etc.)

84. Send commendatoryletters to prominentpublic figures.

85. Say "we missed you."

86. Praise the sponsoringgroup or club.

87. Promote staff smiles.

88. Facilitate personalmaturation.

89. Distinguish betweengroups and individ-uals in the group.

90. Maintain safe workingconditions.

91. Adequately orientatethem.

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162 APPENDICES

92. Award special cita-tions for extraordi-nary achievements.

93. Fully indoctrinatethem regarding theagency.

94. Send Christmas cards.

95. Be familiar with thedetails of their assign-ments.

96. Conduct community-wide, cooperative, in-

171

ter-agency recognitionevents.

97. Plan a theater party.98. Attend a sports event.

99. Have a picnic.

100. Say "Thank You."

101. Smile

102.

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APPENDIX R: Cost effectiveness analysis worksheet

A. Costs:1. Direct

a. Coordinator's Salaryb. Recordkeeping/Secretarialc. Recognition materialsd. Expensesmileage, meals, etc.e. Printed materialsf. Office suppliesg. Insuranceh. Other

2. Indirecta. Overheadb. Other staffc. Equipmentd. Other

TOTAL COSTS $B. Outputs

8

Total Direct $

Total Indirect $(A)

* * *

1. Activity = * of Vol. x * of Hours x Rate/hr. = $a x x =b x x =c x x =d. x x =e x x =f. x x =

Ttl (B) Ttl(C) Ttl (D)$

C. Cust Effectiveness Analysis

Outputs(D)/Costs(A) = 1: ratioFor every $ spent, $ X of service are provided

D. Other Calculations

Cost(A)/* of vol.(B) = cost per vol.

Cost(A)/* of clients served = cost per client

Cost(A)/* of hours volunteered(C) = cost per service hour

***Rate could be: Minimum wage $3.35/hrEquivalency (i.e., school teacher $18,000/year

= 8.65/hr.) Full time equivalent = 2,080 hoursAverage median salary or average wage of agency

=Professional average (i.e., $60/hr. lawyer)

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164 APPENDICES

APPENDIX 8: Dollar worth of volunteers, youth soccer, boys 8and under*

PRACTICE: 5 week times 2 practice = 1010 times 1.5 hrs. = 15 hrs.15 times 2 coaches = 30 hrs.30 hrs. times $4.00 = $120

120 times 10 teams = $1200.00LEAGUE GAMES: 60 games times 1.5 hrs. = 90 hrs.

90 hrs. times 4 coaches = 130 hrs.360 hours times $4.00 = $1440.00

$1200 Hours of practice1400 Hours of league games2640

264 + 10% benefits$2904 Total

*Division one, one league, oLe season

APPENDIX T: What board members need to know

HERE IS A CHECKLIST OF INFORMATION which should put you "ontop" of the organizational situation. You will need copies of most ofthese documents, answers to the questions and notes on the informa-tion to which you can readily refer.

Up-to-date bylaws

An up-to-date list of BOARD MEMBERS with addresses and phonenumbers of each

Up-to-date COMMITTEE list including all assignments of boardand staff members

A list of VOLUNTEER SERVICES with a description of the woi Athey contribute to your organization

If you are a Committee Chair, do you have your committee's lastyear's working papers? Minutes, budget, program and evalua-tions?

Plans for the YEAR'S PROGRAM. What are the year's co'nmit-ments? What is ongoing? What is new?

Job descriptions (written) of all staff

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Appendices 165

The written personnel policies of the organization

The written polices as determined by the board

Full informatIor with regard to how your local organization re-lates to your NATIONAL ORGANIZATION. (If you have a State orRegional organization, the following questions also apply).

Is your local an affiliate or a branch? (There is a difference inautonomy.)What responsibilities does your local have to national? Infunds? In reporting?What services does your national offer to your local:

consulting on problems fund-raising helporganizational manuals staff trainingstandards of operations volunteer training (directcontinuous information service/board)service

___ List of allrepeat, ALLsources of FUNDING

Are BENEFITS in force for all staff members?Social Security InsuranceRetirement Worker's compensation

Is an ANNUAL AUDIT done by a competent CPA who is not on theboard?

Is it fully and accurately reported to the board?Accepted by a vote of the board?Available to any member of the organization?To any community citizen?

Do you understand the legal responsibilities of the board of thenonprofit corporation? If not, your board may wish to call in thelawyer who serves your organization.

The following are some of the IMPORTANT LEGAL matters every boardmember needs to understand:

The incorporation papers of your nonprofit corporation. Laws varyfrom state to state. You should know exactly how your organiza-tion is set up.

Are all CONTRACTS made by your organization in order and up todate?

With staff? Individually? With their union or professionalgroup which bargains for them?

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166 APPENDICES

With United Way organization? (If your organization is amember)W- ith your national organization, if any?

_With your landlord, your lease or real estate contract?With the government, military or other organizations fundingor purchasing your services?Are the stipulations of each grant being fully complied within areas of administration, disbursement, program and re-porting?

Is your INSURANCE adequate and in force?On your building, office, or other facilities?For your office equipment, etc.?For your staff?For your volunteers?Is this carried nationally or locally?

The domain of the Board and the domain of the administrative staffshould be clearly spelled out:

Who hires personnel and at what level?

Other?

ADAPTED FROM: The B -ward Member: Decision Maker for the NonprofitOrganization by Pauline L. Hanson and Carolyn T. Marmaduke, Han/Mar Publications, 1972.

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Appendices 167

APPENDIX U: Board profile and nominating grid (present board: 3-year termsrotating)

Board members

ABCDEFGH 1 J K LMNOGEOGRAPHY

North

South

East

West

AGE

20-35

35-50

Over 50

SEX

Male

Female

SKILLS

At Large

Social Work

Sports/Athletics

Banking

Cultural Arts

Legal

Communications

Religion

Business/Industry

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