Twenty one-sentence thoughts on dealing with volunteer problem behaviour

FeaturedTwenty one-sentence thoughts on dealing with volunteer problem behaviour

I’m trying something a bit different with this blog. Inspired by Josh Spector, I am sharing twenty quick one-sentence thoughts on dealing with problem behaviour by volunteers.

Ready? Let’s dive in.


  1. Let’s address the elephant in the room first: if the worst comes to the worst, you can fire a volunteer.
  2. Just because you can fire a volunteer, however, doesn’t mean that you should.
  3. Unless you are dealing with gross misconduct, firing a volunteer is rarely the first option you should explore.
  4. Your organisation probably doesn’t exist to give people an opportunity to volunteer — standards and impact matter more than one person.
  5. If you allow poor behaviour to go unchallenged, you are effectively saying you don’t care how volunteers behave.
  6. If you allow volunteers who are making no impact on the mission to go unchallenged, you are effectively saying you aren’t concerned about the contribution volunteers make.
  7. Showing you aren’t concerned about how volunteers behave, or the impact they make, fundamentally undermines the work of all volunteers, and makes it harder for you to influence others about the value of volunteering.
  8. You are dealing with problem behaviour, not a problem person.
  9. As soon as you think there is an issue, make sure you document everything relevant, so you have a clear record of the facts.
  10. Are the role and associated boundaries clear to the volunteer?
  11. Walk a mile in their shoes — what sits behind their actions and behaviours?
  12. Check and challenge your assumptions with a colleague or peer to ensure you aren’t being biased or discriminatory.
  13. Can the difficulties be solved by letting the volunteer take a break, change role, or choose to leave of their accord?
  14. Make sure you have a consistently applied policy and procedure for dealing with problem behaviour.
  15. When trying to resolve issues, always send a record of decisions and agreed actions in writing, so everyone knows what they will do next.
  16. When you do a fire a volunteer, be clear on why and make sure they understand the decision and what it means.
  17. When you do fire a volunteer, make sure senior management understand why so the volunteer can’t do an end-run around you to get reinstated.
  18. When you do have to fire a volunteer, use the situation as an opportunity to learn lessons, so you can improve your volunteer engagement work for the future.
  19. Don’t let the small but vocal minority of people who cause you concerns dominate your work, most of your volunteers are happy and doing good work.
  20. Always be willing to ask for help.

There is, of course, much more to be said on this topic than just twenty short sentences.

A good place to start is The Complete Volunteer Management Handbook.

You can also read this article I wrote for Third Sector magazine and read this guest post Martin J Cowling wrote for my blog.

Oh, and this BBC radio show from 2019 might be of interest too.

What would your advice be? Please share your tips for dealing with volunteer problem behaviour in the comments below.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Five important questions to answer if you want to effectively engage volunteers after the pandemic

Five important questions to answer if you want to effectively engage volunteers after the pandemic

Volunteering is recovering as we continue to emerge from the global Covid-19 pandemic. Like so much else, volunteering will not be unchanged from the experiences of the last two years. So, in this article, I want to pose five questions every Volunteer Involving Organisation should answer if they intend to be successful at engaging volunteers in the future.

1/ Does everyone know why you involve volunteers?

Successful engagement of volunteers requires more than just a great leader of volunteer engagement. Everyone must be committed to giving volunteers a great experience that allows them to make a meaningful difference.

Just like the proverb that it takes a village to raise a child, it takes a whole organisation to effectively involve volunteers. It’s no good having a brilliant recruitment campaign if the person who handles calls from prospective volunteers hates dealing with them.

Does everyone at your organisation understand why volunteers are important to your work? Do they know what volunteers bring that is different from paid staff? Do you have a clear vision for volunteer involvement that is widely shared and understood among staff, volunteers, senior leadership, the board etc.?

If the answer to any of those questions is ‘no’ then you have work to do to gear everyone up to giving a great experience to volunteers so that they can positively impact your mission.

2/ Are you using, involving or engaging volunteers?

Language matters. The words we choose and how we use them conveys much more than the simple assemblage of letters. That’s why for many years I have had an issue with organisations who say they ‘use’ volunteers.

As I put it in a blog post in 2011:

”I feel very strongly that we should never talk about using volunteers but involving them. Volunteers are people, they take an active role in fulfilling our missions. They are…not used. I think the language we use around volunteers and volunteering speaks volumes about the way they are viewed, regarded and respected in our organisations. If we talk of using volunteers, putting them on a par with the office photocopier, then we should not be surprised if volunteers are seen as providing a far from meaningful contribution to our work. If, however, we talk about involving them then there is implied within that a much more constructive, positive and meaningful attitude to the contribution volunteers provide.”

Do you use volunteers, with all the negative connotations I outlined back in 2011?

Or, do you involve volunteers, giving them a stake in what you do, but perhaps not fully embracing their potential?

Or, do you engage volunteers as active and equal participants with a valuable contribution to make in realising the future your organisation exists to create?

How you think and talk about volunteers conveys a lot about how your culture really values them.

What words do you use? What words do others in your organisation use? How can you shift the language in a more positive direction?

3/ Do you really need all that bureaucracy?

During the pandemic, and especially in those early lockdowns, it became surprisingly easy to volunteer. All we had to do was say ‘yes’ on a WhatsApp group, or join a Facebook or Nextdoor page. Even for big programmes like the NHS Volunteer responders scheme, application, and approval processes were smooth and speedy. I call it frictionless volunteering.

Now aspects of pre-Covid normality are returning, so too is the so-called Velcro volunteering of the before-times. Long application forms, Extensive references. Criminal record checks on anything that moves and breathes. Supervision and appraisals. You know the kind of thing.

Sometimes this is absolutely right and correct. We have a legal, moral and ethical duty to protect our clients, colleagues, and volunteers. Good screening is a vital part of that. We want to actively deter the ‘wrong’ people from volunteering.

Often, however, our organisations erect these barriers to volunteering not because they fear for the safety of others, but because they seem to think that volunteers are, by nature of being unpaid, high risk. I frequently see this thinking: volunteers are unreliable, untrustworthy, unpredictable and so need to be managed and contained lest they rock the boat or cause any trouble. When we take this approach, we can deter the ‘right’ people as well as the ‘wrong’ ones, harming our work.

Or perhaps the inconvenient truth is that we have all that bureaucracy because it’s a nice comfort blanket for us in our work. We are familiar with those systems and processes, they give us a feeling of security when being innovative or changing our approach down feels scary and uncertain? I’ve been there myself in the past.

As whatever normality returns in whatever way it looks in your setting, ask if the bureaucracy of old is really needed. With it gone during the pandemic, were people put at greater risk? If not, why bring it back?

Like it or not, volunteers have enjoyed the frictionless volunteering experience and are going to want volunteering to be more like that in future. Your challenge is matching that expectation with what’s really needed, and that means asking some challenging questions about whether all those barriers are really necessary.

4/ What is the appropriate balance of online and in-person activity for volunteers?

We’ve all lived and worked online so much since March 2020 it’s almost impossible to remember what working life was like when e could all get in a room together. Despite many a pre-Covid protestation, volunteers have embraced technology and online volunteering has boomed.

What we keep online and what returns to In Real Life (IRL) will be a juggling act every Volunteer Involving Organisation and every Volunteer Engagement Professional needs to embrace. There are pros and cons to both approaches, and a blend of the two will inevitably be the way forward for many.

But what’s the correct balance for volunteers?

We might see online activity as being something young people will continue to embrace. But NCVO’s Time Well Spent research (published in 2019) found that 18-34 year olds were more likely than any other age group to say volunteering was important to them as a way of combatting social isolation. In light of that, is giving young people volunteer roles to be done online really the best thing to do?

If you don’t know what mix of IRL and online works for your volunteers, now and in the future, then you have some work to do to understand build the kinds of volunteer experiences people will be attracted to.

5/ Are volunteers making a contribution or a difference?

We’ve already seen the importance of language, and I want to end on another linguistic reflection.

For as long as I can recall, the phrase ‘make a difference’ has been synonymous with volunteering. We used to have Make A Difference Day. Many organisations will advertise for volunteers with a promise that the public will get to make a difference in their spare time. The phrase crops up a lot when you look for it.

Do we really let volunteers make a difference, though? Do we actually show them the impact of what they do? Are volunteers truly engaged in activity that tackles fundamental change and addresses inequality? Or are we really letting volunteers make a contribution? Are they only allowed to help with the nice but non-essential tasks?

Where does your organisation stand? Are your volunteers allowed on the pitch, scoring goals and moving you towards mission fulfilment success? Or are they on the sidelines, cheering on the real stars of the show?

What would be your answers to these questions? If you’re not certain, or need some help thinking them through, then maybe Rob Jackson Consulting Ltd can help? Drop me an email and let’s have a conversation.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Bored? Join a Board!

Bored? Join a Board!

For this blog post I am pleased to welcome guest writer, Claire Haggarty. I’ve had the pleasure of knowing Claire for a few years and serve with her on the Executive Board of the Heritage Volunteering Group. Claire share her personal reflections as a volunteer engagement professional taking on a new role as a trustee. Enjoy.


After working in a range of volunteer management roles across many heritage sites, I wondered if my experience of working across teams with different specialisms and (sometimes) competing interests put me in a unique position to support an organisation as a trustee. I’m pleased to report it did, and here’s why.

How I came to Trusteeship

In 2020, my job was made redundant. My employer, a museum, and national visitor attraction, suffered huge financial losses from being closed during the COVID-19 pandemic, a period that would have been their peak visitor season. Unfortunately, they had to make the hard decision to re-structure to ensure long-term survival.

My personal circumstances, and impending motherhood, didn’t make it possible for me to return to the workplace immediately, but I wanted to do something valuable with my time (beyond being a mother) as many friends had advised me to retain something adult or professional for myself during that period at home. I already volunteered for our local Good Neighbour scheme, so wanted to find something that allowed a deeper level of engagement than ad hoc volunteering allowed. So, the idea of trusteeship, began to evolve.

I did some research by looking at role descriptions and responsibilities of a trustee, particularly thinking about the daily activities of a trustee. I wanted to know what it would look like if I chose to do it, the sorts of activities I might be involved in, and what to expect in terms of commitment. Likewise, I researched some activities and legal responsibilities involved with trusteeship (see links and resources at the end) and read up on experiences of those who had been trustees. Fortunately, I had some in my circle who were trustees, so I was able to reach out to them for a conversation. Soon enough, I saw an advertisement for a trustee at a small museum about forty minutes away from my home. It seemed like an ideal opportunity to lend my skills and knowledge to a growing organisation, so I applied, was interviewed, and accepted. I am now a proud trustee of Lowewood Museum in Broxbourne, Hertfordshire.

Surprises and Expectations

To my surprise, my experience of trusteeship hasn’t been that different to my experiences in the workplace. I work with Trustees who have different specialist skills sets and champion their professional skill area in the same way that I worked across varying teams in the organisation. I still use the same negotiating and influencing skills that I developed in my paid role to champion best practice volunteer management at a board level.

A museum of local history, Lowewood Museum recently had its application to National Lottery Heritage Fund for “Your Museum, Your Heritage” approved. The project will involve updating our museum interpretation with volunteers from under-represented communities in the parts of the borough experiencing inequality. Volunteering will be a large part of this project, and my involvement will likely increase as the projects unfolds. I am part of a working group planning our first Annual General Meeting, and I’m gaining experience with budgets and financial planning that I could have never hoped to gain in a junior or middle management role.

I was concerned by the financial responsibility of being a trustee before I started, but this has turned out to be less of a concern, partly because we have another highly skilled and excellent trustee on the board who knows his stuff, but not everyone can be so lucky. It is imperative that you read up on these responsibilities and understand the different business structures that exist and how they affect your individual financial commitment should something go wrong.

What Makes Volunteer Managers Ideal Trustees

In my experience of volunteer management, I have found the job “Volunteer Manager” is conceptualised differently across organisations. For a start, the job title differs. We are everything from volunteer co-ordinators to community engagement or duty managers, but there has been one commonality across all these professional experiences; my work has involved me working across departments supporting various teams with different specialisms. In my view, this is what makes us ideal candidates for trusteeship: there are very few people that have worked across an organisation the way we do. Critically, we already have a developed understanding of the way different parts of the business work and how these departments interact. Many of us have been involved in strategic or business planning and have some understanding of financial planning (which is a joint responsibility of all trustees, so not something you would have to do alone). We have written policy documents, volunteer handbooks and likely at some pint been involved in a problem resolution process. We are policymakers, peacemakers, strategists, negotiators, and accountants!

In short, as Volunteer Managers we are multi-skilled professionals with a high-level overview of the complex organisations we work for, and this makes us ideal candidates for a leadership role like trusteeship.

Why You Should Do It

So often volunteer management is not respected as a professional skill set in and of itself, but a part of a job, or an admin/recruitment role that sits within another department. Many of our colleagues fail to realise the broad range of skills a good volunteer manager can develop and the varied strands of work we are able to deliver. If, as volunteer managers, we want to be heard, and we want to not have to fight every time we need to achieve something strategic or something meaningful, then we need to have a seat at the table. This means more of us applying for trustee positions and gaining a voice at the board level. Without this, we will continue to struggle to influence change.


Resources

Directory for Social Change and OSCR (the Scottish Charity Regulator) have excellent video content on YouTube and are good places to start your research as they will give you references to other resources to look up or ways to structure your research. NB. If using OSCR, please be aware that of different laws and regulations in Scotland that mean not all the information will be relevant to charities elsewhere in the UK.

Charity trustee: what’s involved (CC3a) — Perhaps the most useful resource is the gov.uk website. Be sure to download and read The Essential Trustee and Being a Trustee documents.

Getting on Board have great information for aspiring Trustees and a community for young trustees or those from diverse backgrounds


About Claire

Taking time out from her career to raise a young family, Claire Haggarty is involved in several volunteer management projects, from being Membership Officer for the Heritage Volunteering Group, a specialist support network supporting volunteering in the UK, to being an active volunteer in her local community, often co-ordinating the local good neighbour scheme in her hometown.

In 2016 Claire received a highly commended in the London Volunteers in Museums Awards in the Supporting, Managing and Encouraging Others category for her work with volunteers on the award-winning Painted Hall Project at the Old Royal Naval College in Greenwich.

For Claire, volunteering was a way to build confidence back and return to the workplace after a long-term illness, giving her an understanding of the varied reasons why people get involved and choose to volunteer.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Co-creating racial equity in volunteer engagement

Co-creating racial equity in volunteer engagement

Our friends at the Minnesota Alliance for Volunteer Advancement (MAVA) have recently published the latest report from their inclusive volunteering project. Whilst the report has it’s origin in the ongoing racial tensions in the USA, the findings have lessons for all of us engaging volunteers, and so we are pleased to share the following update from MAVA on our blog.


The Minnesota Alliance for Volunteer Advancement (MAVA) has been conducting research and education on race equity in volunteerism for the past five years. Through our research we’ve learned that making small tweaks to problematic systems will not solve the issue of structural racism in volunteerism; instead we need to work with Black, Indigenous and People of Colour (BIPOC) communities to co-create new systems that are rooted in equity.

MAVA was able to convene the necessary voices – community members and volunteers who identify as BIPOC – to learn more about systemic inequities in volunteer engagement and imagine new systems of volunteerism. We asked listening session participants about the barriers they perceived or experienced with regard to formal volunteer opportunities. Below are the barriers most frequently discussed throughout the listening sessions:

  • Formal systems, including forms, logging hours, background checks, and lengthy processes.
  • Time commitment and schedule.
  • A lack of compensation and incentives.
  • An unwelcoming environment.
  • Lack of trust in the organisation.
  • Not being invited to participate.
  • Prioritising the organisation over people.

MAVA was fortunate in that listening session participants not only shared with us their experiences, but also their ideas for advancing equity in volunteerism. Here is what we heard:

  • Create different ways of volunteering, which may include different pathways for different people, removing barriers, and/or compensating volunteers.
  • Prioritise leadership of people of colour at organisations engaging volunteers.
  • Build trust between nonprofit organisations and communities of colour.
  • Foster a welcoming environment and culture within the organisation and volunteer program.
  • Value people over organisation – put the community’s needs first.
  • Understand systemic barriers – tear down and re-build when necessary.

MAVA analysed the information provided through these listening sessions, reflected on our racial equity work in volunteerism over the past five years, and developed ideas for next steps to help you take action on the ideas communicated through these listening sessions.


At the organisational level

Advocate for equitable hiring practices at your organisation: Inform leadership of the importance of representation at both the staff and volunteer levels.

Promote an inclusive organisational culture by making equity, diversity and inclusion education a priority for you and your volunteers; speak up when you encounter biased or racist practices.


At the volunteer program level

Listen to voices from people of colour: Convene listening sessions of people of colour volunteers at your organisation and potential volunteers within new communities you would like to engage; compensate participants and let them know how you use the information they provide.

Review policies and systems with an equity lens, including your volunteer application, handbook, background check policies, onboarding system, training practices, and recognition.

Educate volunteers on race equity topics. Build antiracism into your new volunteer orientation and present additional trainings on a variety of race equity topics.

Build relationships in communities of colour: Reach out to culturally-led organisations in your area, be present at community and cultural events, and do the long-term work to build authentic partnerships based on mutual trust.


At the individual level

Prioritise your own equity education: If you have a budget for professional development, devote a significant portion to equity; spend time educating yourself through articles, books, movies, podcasts, and other resources.

Network with others doing work on race equity in volunteerism. Reach out to volunteer engagement colleagues at other organisations to help and support one another. Influence other groups or organisations you’re involved with.

Consider equity when encountering any volunteer systems, whether as a staff, volunteer, or community member, and challenge groups to prioritise equity in volunteerism.


These potential action steps are not designed to be prescriptive, but rather to offer volunteer engagement leaders ideas for how to use the information in this report to begin making change toward racial equity in volunteerism.

Find more information and download the full report here.

For further information contact DEI Program Manager Brittany Clausen.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

The question every volunteer engagement professional dreads (and how to answer it)

The question every volunteer engagement professional dreads (and how to answer it)

On the 4th July this year I racked up 27 years working in volunteer engagement. Whilst I love being a part of this wonderful profession I dislike still having to answer the question we all dread, the one that comes when you meet someone for the first time, and they ask…

“So, what do you do for a living?”.

You just know that an awkward conversation lies ahead.

If you take the direct approach and respond by saying “I’m a Volunteer Manager” (or any of the other multitude of titles you could have) you might get one or more of the following responses (all of which I’ve experienced!):

  • “Is that a real job?”
  • “Do you get paid to do that?” A particular doozy when I was applying for my first mortgage application!
  • “No, what do you do for a living, not what do you do as a volunteer.”
  • “Oh, I was once a volunteer…,” usually followed by a long story about their volunteering. I once had someone blether on about how they volunteered once a few years ago as if that one experience made them an expert in a subject I’ve dedicated my whole professional life to!
  • A blank stare.
  • The person asking looks at you quizzically and then moves on to someone who they suspect might do that they might actually understand.

The other approach to answering the dreaded question is to fudge it and just say, “I’m in HR”. After all, if we can’t even agree between us what we should be called (read that article and reflect on why it’s still so relevant 15 years later!) then why spend the energy trying to explain that to someone outside the profession?

A few years ago I read a blog post about social media marketing and how those who do that job can explain it to others. What struck me was this line:

“It’s tempting to come up with one “silver bullet” explanation and use it with every person who says, “So, tell me what you do.” But you’ll be more successful if you account for each person’s background and reasons for asking.”

I like this approach. Instead of trying to get someone to grasp what we do by sharing our vague and confusing job titles or explaining the detail of our day-to-day working lives, why not ask them a question instead, “Have you ever volunteered?”.

The chances are good that they have been a volunteer at some point and it’s very possible that they were engaged and supported by a Volunteer Manager. This gives us an excellent opportunity to relate what we do to that unknown peer who helped this person give time to a good cause.

Of course, you could be the Volunteer Manager who supported the person asking another Volunteer Manager what they do for a living. This highlights one reason behind our collective responsibility to give everyone a great volunteering experience — helping volunteers understand the importance of what our profession does to enable people to change the world for the better. Remember, you never know who your volunteers are talking to.

So, next time someone asks you what you do for a living, give this approach a try. Then come back here and let me know how it went.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

My top six apps for helping with wellbeing

My top six apps for helping with wellbeing

Regular readers of my blog will know that I occasionally stray from volunteer engagement and write about another interest of mine, productivity. For example, take a look at “My top five productivity tips for leaders of volunteer engagement” and “Working from home: how I do it”. I have, however, only once written about an equally important topic, wellbeing. And that’s surprising.

Because, for the last few years I have worked with my good friend Adrain Murtagh of Just Smart Thinking. You may recall a solitary article I wrote back in 2018 in the early stages of this work. Well, since then, Adrian and I have delivered five courses on wellbeing for leaders of volunteer engagement to colleagues in England, Scotland, N Ireland and Éire ( and we’d love to do more so please get in touch if you are interested). All have been well-attended and received, highlighting the importance of those working with volunteers to look after themselves in order to be effective in their work looking after others.

In this article, I want to get personal and share with you how I manage my own wellbeing.

I love my technology, so I find apps a helpful tool in how I look after myself. I’m also an avowed Apple fan, fully immersed in their world, so the following list consists of tools I know exist for fellow Apple users, but I am less sure about whether they work on other mobile operating systems.

It’s my hope that this insight into my approach will help to inspire you to take more control of your wellbeing.


1 – Streaks

Streaks is designed to help you build good habits. It’s one of several apps with this goal but the best one I’ve come across so far.

Set up is easy. You can choose up to six habits you want to build and track. The app contains some templates to get you started, or you can customise your own. Whether it’s a habit you want to build or one you want to break, you choose the frequency for the habit (daily, weekly, x times a week etc.) and off you go.

Streaks syncs across my Watch, iPhone, iPad, and Mac and pings me reminders at the times I typically do a habit based on previous days. It also allows me to skip days or even pause habits, for example during holidays, and lets me look back at my history with a calendar as well as giving insights into past statistics like completion rate.

Currently, Streaks helps me ensure that I work out regularly, take time to meditate, limit eating food that isn’t good for me and walk the dog. Which gives me an excuse for a picture of Ruby.

2 – Calm

Along with Headspace, Calm is one of the most popular apps for meditating. I’ve tried both and prefer Calm for its variety of content, the daily ten-minute meditations and extra content like music to help you focus or relax. For those who struggle to sleep, Calm also offers sleep stories designed to help you nod off to the dulcet tones of Stephen Fry, Matthew McConaughey and others.

Calm also provides a facility to do a daily check in on how you’re feeling and to do deeper reflection through small-scale journalling. All of which can be looked back on. And if you are regularly on the move (which hopefully we will be agains soon) you can download meditations, music and sleep stories to access offline too.

Calm offers an initial free trial before its subscription rates kick in so is well worth a try if you want to give meditation a go.

3 – Waterminder

I’ve been using Waterminder for four years now. It’s a simple app that does just one thing well — monitoring your liquid intake to ensure you remain properly hydrated during the day.

When you first install the app, you’re asked for your weight, gender, and activity level. Waterminder then calculates what your daily recommended intake is. For me, it’s 2,277ml. Then, every time you have a drink, you add it to the app.

Drinks can be customised into presets. So, I know my coffee cups at home are 350ml and my water bottle holds 550ml. My favourite beer comes in 330ml bottles and a typical glass of orange juice for me is about 200ml. That takes seconds to set up and then as soon as I have a drink I enter it to the app. I can, of course, go beyond the presets and add whatever I want across a range of drink categories.

Waterminder lets you look back at your history too, daily and on a rolling week, month and annual basis. As I write I can tell you that in the last week, I’ve drunk 8.52 litres of water and 4.08 litres of coffee.

Given that consuming enough liquid to keep your body hydrated is vital for general health and a productive focus, I find this app valuable to keep me on track as well as provide useful insights to check how much I am consuming of different drinks.

4 – Countdown

There are loads of countdown apps available on different app stores, and they all do the same thing — countdown to an event / date, or count up from an event / date in the past. Simple.

I find these helpful for my wellbeing. For example, when I’ve done long work trips in the past (nine weeks in Australia and New Zealand is the record) having a daily countdown to when I will be back with my family has helped me through low points, like weekends alone in hotels in small towns thousands of miles from home.

5 – Day One

This is a journalling app, probably the pre-eminent one on Apple’s app stores. It has lots of bells and whistles, many of which I don’t use. For example, it can be linked to social media accounts, showing a daily record of your Instagram posts. You can upload photos you take each day, so you have a visual record of your life. If those things are what you want then great.

Day One’s main function for me, however, is to keep a ‘What I’ve Done’ list. This is just like a to-do list, except that it record everything I have done at work each day. At the end of each week I look back over the entries in Day One, and it gives a great sense of fulfilment to see what I’ve achieved in the last few days, geeing me up for the next week at work and helping me stay positive.

6 – Apple Fitness+

I am not a fitness fanatic. I had the stereotypical gym membership a few years ago that lapsed almost as quickly as it began. I used to run two miles a few times a week, but that was twenty years ago. I’m a forty-something man, slightly overweight and — thanks to the pandemic — I’ve spent more time sat a desk in the last eighteen months than I have for a decade.

So, in December 2020 I started doing yoga. To my total surprise, I loved it. Then Apple launched their Fitness+ service to Apple Watch users, so I gave it a go. I’m still working out with it five times a week, six months later.

There is a wide range of workouts across different styles (strength, core, high-impact intervals training, yoga, rowing, running, dance etc.) which vary in length from ten to forty-five minutes. Some need a specific piece of kit (a rowing machine or treadmill, for example) but many can be done without any equipment at all.

I do a strength workout three times a week (using an inexpensive home dumbbell kit) and yoga twice a week. Add this to my daily two-mile dog walks, and it means I stay active. When travel becomes possible again workouts can be downloaded to my iPad or iPhone to do in hotels without having to sue the gym.

For a few quid every month, Apple Fitness+ is cheaper than a gym membership, significantly cheaper than something like Peloton, suitable for our homebound times, and flexible enough to work around my routine.


So, there you have it, six of my favourite apps for helping with my personal wellbeing. What apps do you use to help manage your wellbeing? Share your thoughts, ideas, and inspirations in the comments below.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Photo by K Fraser on Unsplash

Three tips to help you develop meaningful volunteer roles

Three tips to help you develop meaningful volunteer roles

Finding truly meaningful things for people to do is one of the most important aspects of working with volunteers, yet is is something that we can spend too little time paying attention to. This is a problem.

Despite the fact that we know we pay with volunteers with meaning (not money), we sometimes skimp on the investment of time needed to craft really meaningful and motivating roles that will deliver a great volunteer experience. Instead, under pressure to get volunteers recruited and placed, we can cut corners, falling back on tired old approaches to constructing and structuring what we want them to do.

These tired old approaches just won’t cut it anymore. People want to fill their precious spare time with activities that are enjoyable and rewarding, so we need to create enjoyable and rewarding volunteer roles that are structured to fit the whatever spare time people are willing to give us. Oh, and we need to ensure those roles deliver for our organisations too!

Who said volunteer engagement was easy?!

“Attempting to recruit volunteers without first having developed worthwhile positions to offer them is equivalent to attempting to sell a product to people who have no need for it.  It can be done, but the buyer may well become unhappy later.  And when volunteers are unhappy, they don’t stay around long.”

– Rob Jackson, Mike Locke, Dr Eddy Hogg and Rick Lynch: The Complete Volunteer Management Handbook (2019)

This is why the training I run on ‘Developing Meaningful Roles for Volunteers’ continues to be popular. The course gives participants a chance to step back, explore volunteer roles design afresh and spend time creating a new role to help them in their work.

Here are three quick insights from my training that might help you improve your volunteer roles:

  1. When speaking with colleagues to identify new ways volunteers can help them in their work, do not ask, “What do you think volunteers can / could / should do to help?”. As soon as you ask this question people censor their responses based on their past experiences or prejudices about volunteers. So, if your colleague thinks volunteers will be unreliable, they will not suggest a role where reliability is important.

    Instead, work with colleagues to identify what their work actually involves – in as much detail as possible. Then work with them to suggest ways volunteers could contribute the skills, talents and experience they bring to your organisation to help get that work done.

  2. Games are fun activities people enjoy playing. People like spending time and effort playing and getting good at games. There are four elements present in all games that we should make sure are also present in our volunteer roles so that people will like spending their precious spare time doing the volunteer work.

    First, ownership – does the volunteer feel they own their role and the work within it?

    Second, responsibility for results – is the volunteer held responsible for actually achieving something in the course of their volunteering (remember, people want to make a difference, not just a contribution)?

    Third, authority to think – is the volunteer controlled and micro-managed, or are they trusted and empowered to use their own brains to figure out the best way to get the role done, perhaps bringing new ideas and insights to the work?

    Fourth, keeping score – does the volunteer know how they are doing and whether they are making progress towards that difference they (and you) want to make?

  3. Don’t use the typical task-oriented paid staff job description format for volunteer roles. Why? When did you last pull out your job description, look at it and get really excited by what it contain, so much so that you can’t wait to get to work tomorrow?

    If you’re like most people, you probably haven’t looked at your job description since you were recruited or had your last annual appraisal. Why then do we think that format will inspire volunteers, people who we need to remain passionate about our work so we can re-recruit them everyday whilst meeting their motivational paycheque?

    Instead, think about constructing volunteer role descriptions around the results you want volunteers to achieve, giving space for people to develop their own ideas about how to do things rather than just doing a list of uninspiring tasks.

If you’d like to know more and have me run training for you and / or your team on developing meaningful roles for volunteers then simplydrop me a line with an outline of your needs and I’ll get in touch.

What are your top tips for developing meaningful volunteer roles? Please leave a comment below and share your insights with us and with your colleagues in the field.


You can find out more about developing meaningful roles for volunteers in The Complete Volunteer Management handbook. Co-authored by me this definitive UK text on volunteer engagement is available now from The Directory of Social Change.

Front cover of the 2019 edition of the Complete Volunteer Management Handbook
Front cover of the 2019 edition of the Complete Volunteer Management Handbook

This post first appeared in a slightly different form in August 2016 on the old Rob Jackson Consulting Ltd blog site.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Photo by AbsolutVision on Unsplash

Four tips to help leaders of volunteer engagement to write

Four tips to help leaders of volunteer engagement to write

Back in June 2019 I wrote and article on writing – “Why I write (and four reasons why you should too!)”. Last year I planned to do a follow up with some practical tips but, well Covid-19 got in the way and there were more pressing issues to write about. So here, somewhat overdue, is an insight into my writing process with four tips to helping you get started, or do more, writing for our field.

Routine

Lots of books on writing will tell you a simple truth – the way to write more and to get better at what you write is to do more writing. If you’re struggling to get started then this advice may seem stupid, but it works. To produce content you have to make the time to sit down and write. Write something. Write anything. But write. You don’t have to set aside days or even hours at a time, a few minutes will do. Just do it regularly.

Don’t waste time looking for the perfect environment, the best lighting etc., simply set aside a bit of time and write.

Forget about agonising over the right pen, paper, electronic device for software to use, simply set aside a bit of time and write.

To make this really powerful I recommend establishing a routine. I write three days a week. I start the first draft of a new article every Tuesday. I then come back and edit that article on Wednesday and again on Thursday. After that it’s done. This approach keeps Mondays free for other work (using the fresh energy of the week) and Fridays clear to review the week and get ready for the next week. This routine has helped me write more than 80,000 words between May 2018 and February 2021, the equivalent word count for the average novel.

Find a routine that works for you – a good time, a good frequency and then commit to it. Simple but powerful.

NB. Paul J Silva’s book, “How To Write A Lot” has lots of advice about establishing a writing routine. There is a link to the book in the further reading section below.

The first draft

The worst part of writing is sitting in front of an empty page and figuring out how to start. If you write on an electronic device then get comfortable with the tyranny of the flashing cursor on a blank page – you’ll become good friends.

Author Anne Lamott (see link to her book, ‘Bird by Bird’ in the further reading section below) encourages writers to embrace the concept of the ‘Shi##y First Draft’. This concept is simple – whatever you write first time will not be what you publish and so can be truly terrible because nobody else (other than you) is going to see it. Don’t worry about perfection, punctuation, grammar. Just get your thoughts and ideas down in front of you and worry about editing them later (we’ll come to that in a minute).

Which brings us on to writer’s block. If this is something you experience (and you will at some point) then take this advice from Seth Godin. Seth argues that writer’s block isn’t an absence of ideas, it’s a fear of expressing yourself in writing. You might have an idea but struggle to see how you’ll put that on paper. The solution is to write a shi##y first draft then take it from there.

If you really have no idea what to write then Anne Lamott has a solution, write about how it feels to not be able to write and see where it takes you. I know, it sounds crazy. But if you have a regular writing routine and embrace the shi##y first draft then, in time, you’ll be amazed at the writing that flows out of you.

Writing is editing

William Zinsser’s book, “On Writing Well” (see link in the further reading section below) has been instrumental in my approach to writing. Aside from being one of the few writing books aimed at non-fiction writers, Zinsser give sound advice about the importance of editing.

“Writing is an evolving process, not a finished product. Rewrite by putting yourself in the reader’s place. Reading aloud can identify improvements.” – William Zinsser

In the past I would sit down, write something, check it for spelling and hit ‘publish now’ to put it out into the world. That stopped when I read “On Writing Well”. Following Zinsser’s advice I took an old blog post and tried to edit it. I made lots of changes. Lots. So many I was embarrassed that I’d ever published the original post. What I ended up with was so much better – it was clearer, more succinct and it flowed better too. Now, anything I write gets at least two edits before it’s either published or shared with anyone else.

If you write, whether blog posts, books, emails, reports, social media posts, embrace editing. Take your shi##y first draft and give it at least a couple of polishes. Your readers will be grateful and you’ll feel much more confident putting what you’ve written out into the world.

Putting it out there

So far, only half the battle is won. You’ve done your shi##ty first draft, refined and revised it and now have an article ready to go. Get ready for the biggest obstacle still – actually publishing your writing. I don’t mean deciding what blogging platform to use. I mean actually getting up the courage to publish.

In my experience there are three common obstacles that cause people to keep their writing to themselves instead of sharing it with the world:

1/ People won’t want to read what I have written

If you’ve gone to the trouble of writing something then there is only one way to find out if people want to read it and that’s to give them the chance. If you never publish, you’ll never know.

2/ I don’t want to face the criticism I might get for sharing my thoughts

Since my first blog post back in April 2011 I have (at the time of writing this) published 199 articles and had 378 comments on my blog sites. That sounds like a lot but it’s a little under two comments per post (on average) and fewer than one comment per week over the last decade. Most articles get no comments at all.

This may sound harsh but, at least initially, the chances are that not many people will read what you have written and even fewer will bother to comment. Of those that that do they might actually leave a positive comment. And if they say something negative, see what you can learn from it to become a better writer.

Put your anxiety about what people think about your writing into perspective and hit the ‘publish now’ button. Then let me know you’ve done it and I’ll read it and give you some feedback – I promise.

3/ What I have written isn’t good enough to publish

What exactly defines something being ‘good enough’ to publish? Seriously, I’d like to know what the accepted standard is because I’ve read some great books and some real stinkers, terrible wastes of time that some publisher thought derived a wider audience.

Same with blog posts. Chances are some people probably think I’ve written some of the stinkers! Oh, and I’ll let you into a secret – some of the articles that I thought were the worst things I’ve ever written are some the articles I’ve had the most positive feedback about. Go figure!

The truth is, you’ll never know if what you’ve written is good enough to publish until you do it. Unless you put your writing out there you’ll never get any feedback, information that’s vital to help you improve. Josh Spector wrote a short blog post with some very wise words to get us all over that feeling what what we’ve written isn’t good enough to share with an audience. Read Josh’s article, “You Have to Be Ok with Being Ok to Become Great”, and then publish what you’ve written.

Further reading

If you’re interested in writing or want to do some more reading about writing from writers vastly superior to me, please check out the following list of one article and five books. The book links all go to Amazon but feel free to get a copy from your library or any other retailer:

“40 One-Sentence Writing Tips” by Josh Spector

“On Writing Well” by William Zinsser

“On Writing” by Stephen King

“Bird by Bird” by Anne Lamott

“How to Write a Lot” by Paul J Silvia

“The War of Art” by Stephen Pressfield

And finally, remember…

”Being a good writer is 3% talent and 97% not being distracted by the internet!” (Original source unclear)


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Photo by Art Lasovsky on Unsplash

Seven things to consider when looking for volunteer engagement software

Seven things to consider when looking for volunteer engagement software

I am sometimes asked for my views on volunteer management software. Which products are best? What should the software do? What are important features and benefits? In this article I want to give you my perspective on seven important things to consider when looking for software to help you in your volunteer engagement work.


1 – Get your data in order first

Remember that with any software the rule of ‘garbage in, garbage out’ applies. It doesn’t matter what the product is and what it can do, if you input rubbish data and / or fail to keep the data up-to-date, you will not realise the benefits of investing a new system.

Before you part with money for a shiny new volunteer system, get your house in order first. Make sure the data you already hold is accurate and that processes and practices are in place for – and followed by – everyone working with volunteers to keep the data in tip-top condition.

2 – Data storage vs relationship management

Do you want to simply store volunteer data so you know who your volunteers are, their contact details etc.? In some organisations an Excel spreadsheet might do this perfectly well. In others, a featured product with a few more features (data sharing between teams, for example) might do the trick, either as stand-alone volunteer system or a module in a product used by another team e.g. fundraising / development, membership, HR etc..

On the other hand, you may be looking for something that goes beyond simple data storage. You might want: reporting functions; the ability to communicate with volunteers by email, SMS, WhatsApp, social media etc.; document storage and sharing; logging volunteer hours; fuller integration with other organisational systems etc.. If this is you then look to systems that provide a more fully featured suite of customer relationship management (CRM) tools for volunteers.

3 – Know what’s essential and what’s optional

Before you start contacting software vendors, be really clear on what any new system must do and what it’d be nice for it to do. Not every product on the market will do everything you need, so be clear on what’s non-negotiable. This will help you short-list potential options and focus the discussion with the relevant vendors.

If you start with a long, inflexible list where everything is an essential requirement then be prepared to be disappointed. You will either have a severely limited choice available to you or you’ll discover that you need to spend more money for someone to develop a bespoke product for you.

4 – Put volunteers in control

As individuals we want control over our lives and our information. We want to do things on our terms, not someone else’s. Look at how we’ve adapted to doing so much more online during the pandemic.

People are the same when it comes to volunteering. They want to keep their own data up-to-date. They want to be in control of logging their hours. They want to be in control of when they give you their time. They want to see their own personalised reporting data. And they are largely comfortable with using technology

They don’t want to have to reply on speaking to you or a colleague every time they need to change their availability, update their email address, or see the current number of hours they have given this year.

Look for a system that puts volunteers in control. Can they update their profile and availability? Can they apply online? Can they do all this easily from a smartphone (app or web browser)?

Volunteers who can will likely be happier and more engaged. And you’ll be able to shift your attention from updating their data for them, focusing instead on more strategic and developmental work.

5 – Put colleagues in control

Do you have colleagues (paid or unpaid) who do the day-to-day work of volunteer engagement across your organisation? If you do, then look for a system that devolves management of the relevant data down to these colleagues, rather than centralising it all with you.

Aside from the operational efficiencies that can be gained by colleagues being able to do things quickly and easily themselves, there are benefits to you too. If their data is current and accurate then the reports you generate centrally will be too. That means no more chasing for things like monthly recruitment figures, hours logged etc. – bliss!

6 – Make access a priority

You, your colleagues and the volunteers all need to be able to access the system at different times and on different schedules. If whatever system you choose can only be accessed when in the office then how are those needing access off-site going to use it? Let’s face it – that’s all of us now!

Furthermore, can the vendors on your shortlist tell you how often their servers have been down, for how long, and how often? Crucially, was this downtime planned or unexpected?

Volunteers may need access at odd hours and get frustrated if the system is always down when they need it. Similarly, depending on where your software supplier is based, their system downtime may coincide with your working hours. For example, if a vendor on the west cost of the USA takes their system off-line at 1am local time, then a UK client loses access at 9am, just as the working day is starting.

7 – Ensure the vendor knows and gets volunteer engagement

There are lots of companies providing software to help with volunteer engagement. Some know little or nothing about what we do, they’ve just noticed a potential market to sell to. Others ‘get’ the work of leading volunteer engagement. They don’t just exhibit at conferences (remember them?), they attend trainings and seminars to develop their knowledge. They may even run workshops on volunteer engagement, focused on topics that aren’t about selling their product.

The more your chosen vendor understands the reality of your work, the better working relationship you’ll have and the more closely aligned to your needs their software will likely be.


My final observation is this. As much as you can, resist being forced to use a piece of software that wasn’t specifically designed for volunteer engagement. You need a specialist tool for a specialist job. HR have one. Fund-raising have one. Membership have one. You need one too. Not a bolt on to something else that half does the job. Volunteer engagement is too important to compromise on the quality of the software used to support and facilitate it.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.

Working from home: how I do it

Working from home: how I do it

This year’s global pandemic has caused more of us to work from home than ever before. Some have loved it, some have tolerated it and some long for a return to the office. As someone who has worked from home for most of the last ten years I thought some of you might find it interesting to learn about my set up – the tools and techniques that make working along at home a pleasant and productive experience.

Desk

I refitted the office with new furniture last year and invested in a new sit-stand desk, an electric model from Ikea. The sit-stand facility is not only potentially good for my health but provides work benefits too. For example, when delivering online training I find it much better to stand to deliver content rather than sitting. At an in-person event I’d be standing at the from of the room so being upright is a more natural posture for me when working with a group.

Ikea Bekant electric sit-stand desk
Ikea Bekant electric sit-stand desk

If you’re investing in a sit-stand desk I recommend a floor mat as well (I don’t endorse the product in this link, it’s just a helpful article). A mat provides some cushioning against a hard floor, educes the stress on your ankles from too much stationary standing and (so some claim) helps fight fatigue. With a hard wooden floor in my office I certainly find a mat beneficial.

When not standing at the desk I have a good office chair to help with posture as well as a sit / stand stool which helps with posture and alertness – when using it I can’t put my feet on the desk and recline into a more laid back and relaxed position!

Technology

Good technology is essential these days for any productive workplace. Here is what I use almost every day:

13inch MacBook Pro 2020

My main computer. It’s light and small enough to be portable (should those days of travelling ever return!) and compact enough to store away at the end of the day (see below for why that’s important). It’s also powerful enough to cope with the demands of delivering content over the likes of Zoom. I’ve used a MacBook since 2012 and this latest version was an upgrade worth making in light of the changes the pandemic brought, forcing me to do more online delivery.

iPhone

The only office / business phone I own. It does all it needs to do, including keeping me connected to the office when I’m away – these days if I have to pop out and walk the dog or get essential groceries. The seamless integration between Apple products is a big benefit to me, second only to the privacy Apple provide, which is essential for keeping business data secure.

iPad

Key to working from home is saving paper – you don’t need loads of it taking up space and posing a fire risk. That’s where the iPad comes in. I use it for all my speaker notes when presenting as well as lot of my reading, saving a forest or two of printing a year.

reMarkable

Which leads nicely into this handy piece of kit. reMarkable is a device about the same size as an iPad but with an e-ink display similar to that on a Kindle that can be written on, replacing the need for a notebook. It has plenty of capacity to store thousands of pages which can be formatted according to a range of pre-set templates (lined, blank, dotted, organiser layouts etc.). Notes can be filed into folders, synced with my other devices and emailed to other people and apps as PDF documents. I have the first version (a second version came out in July 2020) and I love it.

Dropbox, Evernote and Things 3

I’ve talked hardware so far but these three pieces of software deserve a mention.

Dropbox keeps all my files synchronised between my devices. If I need a file whilst I’m walking the dog I can access it on my phone just as easily as I can on my computer in the office. It also gives me the security that if any of my devices get lost, damaged or stolen, the files are all still there and can be accessed as soon as I get a replacement or login via another machine.

Evernote is where I keep all my reference material: clients notes, business receipts, content for my newsletter, interesting articles I read online, resources for preparing new training, ideas for things to write about. Whether it’s a webpage, a typed note, a photo or an audio file, it all goes into Evernote. Like Dropbox, I can access all of this on any device as the material is stored in the cloud.

Things 3 is the app I use to keep track of all my projects, actions and to-do lists. Like the other software I’ve mentioned it’s always in sync on every device and keeps me on top of everything I need to do. Adding new actions is effortless and can even be done simply and accurately using Siri. I’d be lost without Things 3.

Space

One of the hardest things for people new to working from home is having the space to be productive. Many people have had to find a workspace in kitchens, on crowded dining tables, in spare rooms or in living rooms whilst the kids watch TV. It’s been a real issue this year for those who have home-schooled children, or live in smaller properties (or both!) especially as the switch to home working happened overnight for many, leaving no time to prepare.

I’m lucky that I have a dedicated space in my home for my office, as the pictures below show. Sure, my work stuff has to share with some of my CD collection and personal filing but its a place where I can close the door and tune out the rest of the household when I need to, a task made easier with a good pair of headphones! In fact, the only downside with my office is the window is next to the front door, so delivery people and the postie can always see someone is in, even if I can’t answer the door because I’m delivering online training or taking a call.

My desk and tech in place with a glimpse of the view from my office window
My desk and tech in place with a glimpse of the view from my office window
Wide shot of the office
Wide shot of the office
Clocks showing three key timezones for my business and family life
Clocks showing three key timezones for my business and family life
Office books and filing share space with my CDs
Office books and filing share space with my CDs

Routine

A good routine is one of the most important aspects of effective home working. Having a good space for working helps immensely, but it’s only part of the story – you still need the discipline to get the work done in the face of the other distractions of being at home.

Having followed Graham Allcott’s advice in his book, “How To Be A Productivity Ninja”, my typical work-at-hone day is scheduled around my energy and attention levels. I know I work best in the morning, so I crack on and get all the important stuff that requires my brain at its best between about 8am and 1230pm. I limit my lunch break by tying it to the lunchtime news – as soon as that finishes I’m back to my desk. The afternoon is usually set aside for reading and working on less demanding things like email handling. When I get the post lunch lull around 230pm I take the dog for a walk and return, raring to go until the day ends.

Finally on routine, it’s important when the work is done to pack it away for the day, especially if the work space is also family space (hence my earlier point about a compute small enough to pack away). Doing this gives a clear signal between work and home life. With some bosses expecting work into the evenings now their staff aren’t commuting as much and, for someone like me, meetings taking place outside of ‘normal’ work hours due to the working time of overseas clients, having a clear signal that the day is done is important.

So that’s it, a bit of an insight into the means and method of how I work from home. I hope it’s been of interest and potentially some help too, perhaps inspiring you to make some changes for the new year?

I’d love to hear your working from home tips and tricks as well as any feedback you’d like to give – please leave a comment below or on the social media platform where you found this article.

PS – this is my last blog post for 2020. The next article will go live on 8 January 2021.


Find out more about Rob and Rob Jackson Consulting Ltd on the website.

Sign up here for the free Rob Jackson Consulting Ltd newsletter, published every two months.