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A Modern Approach To
    Managing and

 Valuing Volunteers
Why Place a Value on Volunteers?

•    How much is this woman worth to your organisation?
Why Place a Value on Volunteers?

•    To compare the value of different types of volunteers
•    To compare volunteer value to other types of supporters
•    To make a case for investment in volunteers
•    To understand which types of volunteers offer the highest
     value to your organisation
•    To understand which types of volunteer fundraising
     activities offer the highest value to your organisation
•    To understand how much you can afford to invest in
     building relationships and supporting different types of
     volunteers
Making a start: Segmentation

Instead of treating volunteers as an ‘amorphous
mass’ we need to:
    • differentiate types of volunteers
    • understand what makes each different

We then need to create a comprehensive list of
volunteer types for:
       i.groups
       ii.individuals
Optimising my team’s time




 How do I get them to focus
their energies on what is most
 important for the business?
Value Days


Assign a weighting to different activities
  undertaken depending upon their value to
  the organisation and the individual’s job
Monitor time against those activities
Calculate a weighted number of hours/days to
  measure performance
Set targets for the number of value days per
  month or per year
Value Days
Charity X - Value Days

Weekly Timesheet

Activity                         Value         Time spent   Value     Target   Variance
                                                 (Hours)    Hours

Administration                           0.1           10      1.00
Servicing existing supporters            0.5            9      4.50
Thank you events                         1.0            0      0.00
Developing existing supporters           1.5            5      7.50
Finding new supporters                   1.2            4      4.80
Finding legacy pledgers                  2.0            5     10.00
Finding HNWIs                            2.0            0      0.00
Pledger/HNWI Care                        1.5            2      3.00
Optimising my investment


How do we know where we
should be investing our time?
Hierarchy of Support Framework

Band      Formal   Informal   Individuals
          Groups   Groups
High

Medium

Low
value:support matrix

Used to plot the portfolio of community groups
assessing their value (most often financial)
against their required level of support.

It can help organisations to better understand
where each community group sits in terms of
their actual performance relative to their
support needs and how to assess what their
future could be.
value:support matrix
 high




VALUE




    low   SUPPORT          high
value:support matrix
 high




VALUE




    low   SUPPORT          high
contribution:value matrix


The logical next step as it goes beyond cash…

It is designed to help fundraisers place a value
beyond financial on their community groups and
can be used in two ways:
• to assess actual value
• to assess potential value
contribution:value matrix
Budget 2010




Group name and type
                      Criteria
                                                                                                                                          Contribution Value Matrix




                      income (bands 1-10, each band worth £5k)
                                                                                            Value



                      Other value (bands 1-10, for values such as networks, amabassadors,
                                                                                            Existing




                      campaigners, etc.)



                      Direct Costs (1 for no direct costs up to 10 in £5k jumps)
                                                                                            Cost




                      Staff effort (1 for no time up to 10 for very labour intensive)
                                                                                                                                          Community Fundraising Committees / Groups


                                                                                            Profit




                      income (bands 1-10, each band worth £5k)
                                                                                            Value




                      Other value (bands 1-10, for values such as networks, amabassadors,
                      campaigners, etc.)



                      Direct Costs (1 for no direct costs up to 10 in £5k jumps)
                                                                                                            Cost




                      Staff effort (1 for no time up to 10 for very labour intensive)
                                                                                            Potential (additional value and cost only)
                                                                                                                                 Profit




comments
                                                                                                                                                                                      Contribution:Value Matrix
Breakout Session -Supporting Groups

How useful is segmentation as a driver for staff
  behaviour – currently and potentially?

What could you and your team(s) do differently in
 the way that you manage and support
 Branches/Groups/Committees…so that you
 achieve volunteer income leverage without
 compromising customer service?
Breakout Session – Focus on Individuals


What are the challenges that you face in
 order to apply the hierarchy model to
 individual supporters?

How might you overcome these?
Rewarding volunteers


• Why do I volunteer?
  •   Passionate belief in the cause
  •   Because I was asked by a friend
  •   I want to put something back
  •   I want to improve my CV
  •   The job looked interesting
Rewarding volunteers


•   Thank them
•   Celebrate
•   Treats
•   Anniversaries (personal and corporate)
•   Social activities
•   Lapel pins (silver, gold, diamante)
•   Training
•   Promotion

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Valuing And Managing Volunteers

  • 1. A Modern Approach To Managing and Valuing Volunteers
  • 2.
  • 3. Why Place a Value on Volunteers? • How much is this woman worth to your organisation?
  • 4. Why Place a Value on Volunteers? • To compare the value of different types of volunteers • To compare volunteer value to other types of supporters • To make a case for investment in volunteers • To understand which types of volunteers offer the highest value to your organisation • To understand which types of volunteer fundraising activities offer the highest value to your organisation • To understand how much you can afford to invest in building relationships and supporting different types of volunteers
  • 5. Making a start: Segmentation Instead of treating volunteers as an ‘amorphous mass’ we need to: • differentiate types of volunteers • understand what makes each different We then need to create a comprehensive list of volunteer types for: i.groups ii.individuals
  • 6. Optimising my team’s time How do I get them to focus their energies on what is most important for the business?
  • 7. Value Days Assign a weighting to different activities undertaken depending upon their value to the organisation and the individual’s job Monitor time against those activities Calculate a weighted number of hours/days to measure performance Set targets for the number of value days per month or per year
  • 8. Value Days Charity X - Value Days Weekly Timesheet Activity Value Time spent Value Target Variance (Hours) Hours Administration 0.1 10 1.00 Servicing existing supporters 0.5 9 4.50 Thank you events 1.0 0 0.00 Developing existing supporters 1.5 5 7.50 Finding new supporters 1.2 4 4.80 Finding legacy pledgers 2.0 5 10.00 Finding HNWIs 2.0 0 0.00 Pledger/HNWI Care 1.5 2 3.00
  • 9. Optimising my investment How do we know where we should be investing our time?
  • 10. Hierarchy of Support Framework Band Formal Informal Individuals Groups Groups High Medium Low
  • 11. value:support matrix Used to plot the portfolio of community groups assessing their value (most often financial) against their required level of support. It can help organisations to better understand where each community group sits in terms of their actual performance relative to their support needs and how to assess what their future could be.
  • 14. contribution:value matrix The logical next step as it goes beyond cash… It is designed to help fundraisers place a value beyond financial on their community groups and can be used in two ways: • to assess actual value • to assess potential value
  • 16. Budget 2010 Group name and type Criteria Contribution Value Matrix income (bands 1-10, each band worth £5k) Value Other value (bands 1-10, for values such as networks, amabassadors, Existing campaigners, etc.) Direct Costs (1 for no direct costs up to 10 in £5k jumps) Cost Staff effort (1 for no time up to 10 for very labour intensive) Community Fundraising Committees / Groups Profit income (bands 1-10, each band worth £5k) Value Other value (bands 1-10, for values such as networks, amabassadors, campaigners, etc.) Direct Costs (1 for no direct costs up to 10 in £5k jumps) Cost Staff effort (1 for no time up to 10 for very labour intensive) Potential (additional value and cost only) Profit comments Contribution:Value Matrix
  • 17. Breakout Session -Supporting Groups How useful is segmentation as a driver for staff behaviour – currently and potentially? What could you and your team(s) do differently in the way that you manage and support Branches/Groups/Committees…so that you achieve volunteer income leverage without compromising customer service?
  • 18. Breakout Session – Focus on Individuals What are the challenges that you face in order to apply the hierarchy model to individual supporters? How might you overcome these?
  • 19. Rewarding volunteers • Why do I volunteer? • Passionate belief in the cause • Because I was asked by a friend • I want to put something back • I want to improve my CV • The job looked interesting
  • 20. Rewarding volunteers • Thank them • Celebrate • Treats • Anniversaries (personal and corporate) • Social activities • Lapel pins (silver, gold, diamante) • Training • Promotion