Smarter Impact Starts Here

Tools & Templates

Boost your Volunteer Quotient by using proven tools and strategies. Enhance your impact by refining your practice in any or all of the 8 VQ areas of practice. Tools are free and downloadable.

Not sure where to start? Begin by assessing your current VQ – then use that score as a roadmap to download other tools and take steps to raise your VQ and increase your impact.

COVID-19 Specific Tools

Volunteer Engagement Plan for COVID-19 Recovery, Reopening, and Return

While every organization that engages volunteers has been affected to some degree by the COVID-19 pandemic, no one approach can guide all of them in recovery and return to operations. Each organization must abide by its local mandates and protocols, its capacity, and the unique nature of its mission and services. Nevertheless, all organizations will likely reopen, return, and recover in phases and the ways that
volunteers are engaged should align with organizations’ plans. Use this template to guide your planning.

Engagement Response Plan for COVID-19

A complete template to develop a plan for your organization’s volunteer engagement response to the COVID-19 pandemic or any other emergency. Leverage existing strengths, fill critical needs, and identify resources and communications needed to sustain safe levels of engagement.

Volunteer Roles

Needs Assessment

Reflect on your current successes and what would be possible if more resources were available. This needs assessment helps identify new strategic roles for volunteers to build organizational capacity and address the organization’s dreams and challenges

Strategic Volunteer Roles
Developing volunteer opportunities is easy – but ensuring that the work is truly strategic can be much more challenging. Use this exercise to identify opportunities that are both necessary and attractive to volunteers.
Volunteer Position Description
A Position Description details the responsibilities and expectations of the volunteer assignment and is the basis for cultivation, selection, and support of volunteers as well as measuring the impact of the volunteer’s contributions. A well-written volunteer position description is key to the success of any staff/volunteer collaboration.
Virtual Volunteer Role Assessment

Developing a position for a volunteer to complete remotely takes additional considerations. Not only should the role be strategic (mission-aligned), but the organization needs to be certain it has the resources and time to support the volunteer to success. Use this tool to assess whether a position can effectively be a ‘virtual’ volunteer opportunity.

Cultivating Volunteers
Volunteer Cultivation Plan
Develop a plan for targeted recruitment of candidates who are qualified to fill your available volunteer positions. Departmental staff should partner with volunteer engagement leadership to complete this template and work together on a plan that will efficiently reach those most likely to apply for your volunteer opportunities.  
Strategic Messaging
Strategic messages entice individuals to learn more about a volunteer opportunity. Use this template to develop a message that can be used online, as a script for a phone call, or shared in communications to existing volunteers.  
Transforming Days of Service Into Ongoing Engagement
Episodic volunteering is on the rise. Use this checklist to plan your next Day of Service so that your organization can transform some of the one-time volunteers into ongoing commitments.

Screening and Placement
Interview Questions
Effective interview questions help both the interviewer and the potential volunteer determine whether this position is the right fit. Use this template to develop diverse and enlightening questions to screen for appropriate skills, motivations, and organizational fit.  
Support and Accountability
Volunteer Support Plan
Volunteers need and deserve support to be successful. Use this chart to ensure that each volunteer has a designated support person and a plan for checking in regularly.
Work Plan
Outlining the scope of a project becomes a common reference for the entire project team and is vital to tracking progress. A Work Plan establishes the vision and impact of a project, outlines key action steps, and provides indicators against which leaders can measure progress.
Exit Interview Questions
Exit interviews provide a valuable opportunity to learn and improve the volunteer experience for the future. This template helps leaders design and conduct exit interviews that reveal useful information.

Recognition and Measuring Impact

Thanking Volunteers and Acknowledging Impact
Acknowledging the impact of volunteers’ contributions is one of the most compelling ways to thank them. Use this template as a guide for developing meaningful messages of thanks.
Recognizing Impact

Today, most volunteers seek to know that their efforts make a difference and are motivated by being acknowledged for that impact. Use this checklist to inspire meaningful ways to acknowledge the impact that volunteers have on your organization.


Volunteer Training Plan
Develop a training plan in three easy steps and ensure that volunteers are set up with the skills and information they need to be successful.
Defining Expectations
Before any work begins, volunteers and staff should clearly define and agree upon expectations. This template guides onboarding and meetings to define the goals of the work, who is responsible for what, and how everyone involved will communicate.
On-line Volunteer Training Plan

Delivering training on-line is not as simple as just recording in-person training sessions and posting them online. Effective training requires planning. Use this template to develop your own virtual training curriculum.

Policies and Infrastructure

Volunteer Handbook Outline

A comprehensive handbook sets expectations, provides guidance to keep volunteers and staff safe, and manages risks in all areas where volunteers are involved. Use this outline to develop your own volunteer handbook.

Culture and Leadership Support

What’s Your VQ?

Volunteer Quotient, or VQ, is an organization’s ability to leverage volunteer talent to achieve smarter impact. Every organization already has a VQ. Answer these questions to find out your organization’s VQ – and see where you can boost your practice to have even smarter impact.

Questions for Leaders
Build understanding of and support for volunteer engagement by discussing these questions with organizational leadership.