Megan Moon, CHES, AAT-C Effective Evaluation Founder and ... · Founder and President, Humane...

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10/28/2019 1 Effective Evaluation Strategies for Volunteer Programs Welcome Megan Moon, CHES, AAT-C Founder and President, Humane Education Coalition Stephanie Itle-Clark, EdD, CHES Founder and President, Academy of Prosocial Learning Icebreaker Introduce yourself to a neighbor and share your favorite positive volunteer story! Workshop Learning Outcomes Upon completion of the workshop, you will be able to: o Outline your volunteer review process o Develop a volunteer review template o Implement strategies to evaluate volunteers o Outline your volunteer program evaluation process o Gather and analyze data about your volunteer program o Translate data into an action plan for your program 1 2 3 4

Transcript of Megan Moon, CHES, AAT-C Effective Evaluation Founder and ... · Founder and President, Humane...

Page 1: Megan Moon, CHES, AAT-C Effective Evaluation Founder and ... · Founder and President, Humane Education Coalition Stephanie Itle-Clark, EdD, CHES Founder and President, Academy of

10/28/2019

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Effective Evaluation Strategies for Volunteer Programs Welcome

Megan Moon, CHES, AAT-CFounder and President, Humane Education Coalition

Stephanie Itle-Clark, EdD, CHESFounder and President, Academy of Prosocial Learning

Icebreaker

Introduce yourself to a neighbor and share your favorite positive volunteer story!

Workshop Learning Outcomes

Upon completion of the workshop, you will be able to:

o Outline your volunteer review processo Develop a volunteer review templateo Implement strategies to evaluate volunteerso Outline your volunteer program evaluation processo Gather and analyze data about your volunteer programo Translate data into an action plan for your program

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Page 2: Megan Moon, CHES, AAT-C Effective Evaluation Founder and ... · Founder and President, Humane Education Coalition Stephanie Itle-Clark, EdD, CHES Founder and President, Academy of

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Evaluating Volunteers and Programs

VolunteeringandVolunteerEngagement

Volunteering in America Report:

77.34 million American adults (or 30.3 percent) contributed 6.9 billion hours of volunteer service in 2017.

Independent Sector Report:

$167 billion in economic value in 2017!

VolunteeringandVolunteerEngagement

Volunteer Engagement:

o A cooperative and collaborative relationship between a volunteer and an organization.

o A strategy that builds organizational capacity through employee and volunteer collaboration and the development of high-impact, meaningful volunteer opportunities that create greater influence and outcome for the organization.

VolunteeringandVolunteerEngagement

Volunteer Management

RecruitmentPlacementSupervisionReviewRecognitionRetention

ControllingPrepared positions only

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VolunteeringandVolunteerEngagement

Volunteer Management Volunteer Engagement

RecruitmentPlacementSupervisionReviewRecognitionRetention

Cultivation and networkingNegotiation and agreementSupportMeasurementAcknowledgmentSustainability

ControllingPrepared positions only

Emotionally connected to org.EmpoweringSculpting positions

Evaluating Volunteers

Evaluating Volunteers

Why evaluate volunteers?

o They are expecting you to evaluate their performanceo They seek specific job skillso Volunteer performance affects outcomes and reputation

Evaluating Volunteers

Outline Your Volunteer Review Process

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Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptions

Volunteer will…Skills needed…

Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow period

Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequency

Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

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Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

o Statements of expectation/competenciesEvaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

o Statements of expectation/competencieso Rating scale

3 = Exceeds standard2 = Meets standard1 = Needs improvementNA = Not applicable

Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

o Statements of expectation/competencieso Rating scale

o Leave room for reviewer feedback

Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

o Statements of expectation/competencieso Rating scale

o Leave room for reviewer feedbacko Volunteer feedback is essential too!

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Evaluating Volunteers

Outline Your Volunteer Review Process

o Develop position descriptionso Determine a probationary/shadow periodo Determine volunteer review frequencyo Develop a volunteer review template

o Statements of expectation/competencieso Rating scale

o Leave room for reviewer feedbacko Volunteer feedback is essential too!

o Ask open-ended questions

Evaluating Volunteers

What if I have too many volunteers to evaluate?

Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.

Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.o Evaluations at intervals

Department/Timeline

Operations Adoptions Outreach

January

February X

March X

April X

May

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Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.o Evaluations at intervalso Volunteer mentors

Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.o Evaluations at intervalso Volunteer mentorso Abbreviated review

Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.o Evaluations at intervalso Volunteer mentorso Abbreviated reviewo Periodic informal evaluation

Evaluating Volunteers

What if I have too many volunteers to evaluate?

o Evaluations are still needed, but process may look different.o Evaluations at intervalso Volunteer mentorso Abbreviated reviewo Periodic informal evaluationo Self-evaluations via survey

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Evaluating Volunteers

Group Activity:

1. Why is a volunteer evaluation important in this scenario?

2. What are the next steps to take?

Example Scenario:

Joan has volunteered in your outreach department for three years, specifically helping with adult outreach. Six months ago, she transferred to the youth education program where she began facilitating two in-school presentations: bite prevention and responsible pet guardianship. After her last two presentations, you received complaints about Joan from the schools. You learn from speaking with school staff that Joan:- Has not been wearing her volunteer logo shirt, and instead wore clothes

with less appropriate animal welfare messaging about spay/neuter- Made a child cry by saying he did a bad thing when his family bought

their pet instead of adopting- Seemed confused about the presentation content she was providing

Note: Joan received youth education training but has not received a position description for her role.

Evaluating Volunteer Programs

Your volunteers can only be as good as

your program!

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluation

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Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluationo Identify existing metrics – benchmarks and KPI(s)

• Number of active volunteers• Hours per volunteer• Number of dogs walked• Monetary value of services

rendered

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluationo Identify existing metrics – benchmarks and KPI(s)o Consider what could be measured

What is the IMPACT?• ROI• Mission alignment• Organization long and short-term

goals• Community connection

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluationo Identify existing metrics – benchmarks and KPI(s)o Consider what could be measuredo Decide how the information will be used

CHANGE?

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Define your audience (or all stakeholders) for data collection

This Photo by Unknown Author is licensed under CC BY

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Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Decide what information to obtain, and how to obtain it

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Establish timeline and secure resources

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Conduct evaluation

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Analyze the data and interpret the results

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Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluationo Identify existing metrics – benchmarks and KPI(s)o Consider what could be measuredo Decide how the information will be usedo Define your audience for data collectiono Decide what information to obtain, and how to obtain ito Establish timeline and secure resourceso Conduct evaluationo Analyze the data and interpret the resultso Develop action plan

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

oDevelop action plan • Long and short-term• Connected to

organization and program outcomes

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Communicate the results

Evaluating Volunteer Programs

Program Evaluation Step-by-Step

o Determine the purpose of your evaluationo Identify existing metrics – benchmarks and KPI(s)o Consider what could be measuredo Decide how the information will be usedo Define your audience for data collectiono Decide what information to obtain, and how to obtain ito Establish timeline and secure resourceso Conduct evaluationo Analyze the data and interpret the resultso Develop action plano Communicate the resultso Evaluation continues!

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Evaluation is Essential!

Evaluation is Essential!

Effective volunteer and program evaluation strategies can:

o Improve volunteer support and engagement practiceso Increase reliable, skilled support for your organizationo Improve volunteer retention/sustainabilityo Increase ability to provide valuable programs and serviceso Increase outreach, awareness, and fundraising efforts

Questions? Contact Information

Megan Moon

Humane Education Coalition

[email protected]

Stephanie Itle-Clark

Academy of Prosocial Learning

[email protected]

Volunteer Engagement Professional (VEP) credential coming soon! Learn more: prosocialacademy.org

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Helpful Resources

Academy of Prosocial Learning – Volunteer Engagement Professional (VEP) Credential: prosocialacademy.org

Association of Leaders in Volunteer Engagement (ALiVE) –volunteeralive.org

Energize Inc. – volunteer engagement articles: energizeinc.com

United Way GMWC – volunteer resource library: unitedwaygmwc.org/volunteer-resource-library

VolunteerMatch – free volunteer recruitment tool and resources: volunteermatch.org

References

7 Tips for Reviewing Your Volunteer Program. (n.d.). Retrieved from https://www.volunteerhub.com/7-tips-reviewing-volunteer-program/

Developing and Managing Volunteer Programs. (n.d.). Retrieved from https://managementhelp.org/staffing/volunteers.htm

Effective Volunteer Recruitment Is Right Here. (2019, June 4). Retrieved from https://volpro.net/managing-volunteers/volunteer-recruitment/

Elements of a Volunteer Program Evaluation Plan. (n.d.). Retrieved from https://www.vistacampus.gov/book/export/html/1926

Eystad, M. (1997). Measuring the difference volunteers make: a guide to outcome evaluation for volunteer program managers. St. Paul, MN: Minnesota Dept. of Human Services.

Fixler, J. F., Eichberg, S., Lorenz, G., Freedman, M.,&Steinhorn, B. (2008). Boomer volunteer engagement: collaborate today, thrive tomorrow. Bloomington, IN: AuthorHouse.

Sadiq, B. (n.d.). How to Evaluate Your Volunteers' Work. Retrieved from http://blogs.volunteermatch.org/engagingvolunteers/2016/08/24/how-to-evaluate-your-volunteers-work/.

References (cont.)

Sadiq, B. (2016, September 2). Metrics for Success: Evaluating Your Volunteer Program. Retrieved from https://blogs.volunteermatch.org/engagingvolunteers/2016/09/02/metrics-for-success-evaluating-your-volunteer-program/

Setting Goals for Your Volunteer Program. (n.d.). Retrieved from https://www.volunteerhub.com/blog/setting-goals-for-your-volunteer-program/

Tishman, S. (2012, May 2). How to Measure the Success of Your Volunteer Program. Retrieved from http://blogs.volunteermatch.org/engagingvolunteers/2012/05/02/how-to-measure-the-success-of-your-volunteer-program/.

Toft, D. (2017, September 14). Managing Volunteers: 5 Elements of Effective Evaluation. Retrieved from https://www.missionbox.com/article/362/managing-volunteers-5-elements-of-effective-evaluation

Value of Volunteer Time in 2018. (n.d.). Retrieved from https://independentsector.org/value-of-volunteer-time-2018/

Volunteering in America. (n.d.). Retrieved from https://www.nationalservice.gov/serve/via

Thank you!

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