Twelve more nuggets of wisdom for Leaders of Volunteer Engagement

FeaturedTwelve more nuggets of wisdom for Leaders of Volunteer Engagement

A year ago I wrote an article called “Eighteen nuggets of wisdom for leaders of volunteer engagement” which shared quotations to inspire and challenge us in our work. As I explained at the time, I collect quotations and I’ve gained some new favourites in the last twelve months, so I’m returning to the concept of last year’s article to share a further twelve nuggets of wisdom for your enjoyment and inspiration.

1

“Crises rarely change anything. They simply accelerate existing trends.” – Ruchir Sharma, Chief Global Strategist at Morgan Stanley, writing in The New York Times in 2020.

2

”If volunteer engagement is truly to be embraced as an essential strategy for mission-fulfillment, then the multifaceted responsibilities of engaging and supporting volunteers cannot live with the engagement professional alone. When organizations commit to engaging volunteers as a strategy critical to achieving mission, volunteer engagement professionals do not personally recruit, screen, train, support, recognize, and manage the volunteers. Instead, they lead by equipping colleagues in other departments to engage and manage volunteers in their own areas – much as Human Resources departments equip others to be effective managers.” – Beth Steinhorn

3

“If you’re not at the table, you’re on the menu.” – Elizabeth Warren, USA Senator

4

“Learning is the difficult work of experiencing incompetence on our way to mastery.” – Seth Godin

5

GDP measures neither our wit nor our courage, neither our wisdom nor our learning, neither our compassion nor our devotion to our country, it measures everything in short, except that which makes life worthwhile.” – Senator Robert F Kennedy, 1968

6

“In a world that is continually changing, every right idea is eventually a wrong one.” – Roger Van Oech

7

“Impossible is just a big word thrown around by small men who find it easier to live in the world they’ve been given than to explore the power they have to change it. Impossible is not a fact. It’s an opinion. Impossible is not a declaration. It’s a dare. Impossible is potential. Impossible is temporary. Impossible is nothing.” – Muhammad Ali

8

“A society grows great when old men plant trees in whose shade they know they will never sit.” – Greek proverb

9

“If we have made the world that we experience, then we should not be asking ourselves how to find our proper place within it. We should be asking whether we have structured it well.” – Prof. Michael Puett & Christine Gross-Loh

10

“Never make someone a priority when all you are to them is an option.” – Maya Angelou

11

“A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools.” – Douglas Adams

12

“The problem with quotes on the Internet is that it is hard to verify their authenticity.” – Abraham Lincoln


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Getting it right! Nine areas Managers of Volunteers sometimes get wrong

Getting it right! Nine areas Managers of Volunteers sometimes get wrong

Guest writer Martin J Cowling is back, this time to discuss nine behaviours he dislikes from leaders of volunteer engagement.


I love seeing people engaged in supporting and making volunteering happen effectively, safely and positively. Over many years, I have learnt much from committed, hardworking and amazing leaders and managers of volunteers. But…

…there are nine behaviours that I see too often. These behaviours cause me to inwardly groan because these oft repeated bad behaviours are robbing the organisation’s chances of success and volunteers of the best possible experience.


1. Not knowing what our real job is

To be fair, no one in the world decided “when I grow up I want to be a volunteer leader”. Very few of us end up in this role deliberately. Many of us have had volunteer leadership tacked onto an already overflowing not-for-profit role or ended up in a full-time role by a serendipitous route. Equally of concern, on average, managers of volunteers only stay a very short time in their role. As a result, too many never really understand their role.

If I was to ask you “what is your job as a manager of volunteers”, what would be your answer?” A good answer would be “I mobilise the community to solve the issues or concerns of the community”. What many default to is: ”I recruit volunteers” or “I train volunteers” or “I support volunteers”. The difference is profound, and I want to challenge how you see your role. By focusing on one aspect of your job and thinking that is your entire job you’re missing out on the true power of your powerful mobilising role.

2. Lacking Passion

How passionate are you about your work? Too many employees are so hum or negative about the roles. In contrast, a leader of volunteers must be a cheerleader for volunteering. You cannot mobilise people effectively if you’re not passionate about them and their work.

We need to be deeply excited about our work. That passion is contagious and will potentially create a volunteer culture that is positive and successfully.

There are many things that you can do to maintain that passion and excitement. Have a peer or group of peers that inspire you. Take time to look at your successes. Indulge in some dreaming. Enrol in training. But whatever you do, avoid a lack of passion.

3. Not communicating the power of volunteering

The reality is that there is usually only one voice for volunteering in an organisation: the volunteer manager’s voice. Few people understand volunteering and few people advocate for it. The manager of volunteers must, therefore, see it as a priority to educate the organisation and seek out and invest in allies for volunteer engagement across the organisation. If you speak up for volunteering, people will expect it. If support for evaluating comes from the finance director or the operating officer, then people will take notice.

After a seminar, a woman in the USA told me how she gained an ally in her CEO. One of her volunteers gave her a $1000 donation to the organisation. Normally she would send the donation to the accounts department to process. On this occasion she sent it directly to the CEO with a note saying “another example of how our volunteers contribute”. That single move triggered a change for the CEO who called a meeting with the volunteer manager to understand what was going on. Within 30 minutes, the CEO had a completely new vision for volunteering and became the volunteer manager’s greatest advocate.

4. There is no strategy

It is astounding how many organisations in the 21st century have no strategic direction for volunteer engagement. Can your board and management team articulate the connection between volunteering and the direction of the organisation? Or is volunteering relegated to a one-line ‘motherhood and apple pie’ statement in the Annual Report?

Managers of volunteers need to be clear about what the direction of volunteer engagement is, ensure that their organisation understands it and that this relationship to the wider organisation’s mission is included in all formal strategic documents.

5. Measuring the wrong things

There are three measures of volunteers which get bandied around by managers and organisations. The first is how many volunteers we have. The second is how many hours a week/month/year they give. The third is the dollar value of our volunteers’ time. They are meaningless statistics. No one really cares except for other volunteer managers

There are three things that are better measures:

  1. What is the impact of volunteering on your volunteers? Ask them and quantify their responses.
  2. What is the impact of volunteering on your organisation? Are you ensuring that?
  3. What is the impact of volunteering in your community?

That is what we should be hearing volunteer managers declare about their work.

6. Paid staff alienated

This will seem heretical but there is such a thing as too much passion about volunteering!

The relationship between volunteers and paid staff can be fraught. It is rare that you will find harmony. All too common, we can instead see mutual suspicion or even all-out war!

The manager of volunteers must overcome being seen as an automatic apologist for every volunteer and their behaviours and be seen as a cheerleader for the whole organisation. Not bridging this will see your role isolated in the minds of most of the paid staff.

7. The too busy Volunteer Manager

If you are too busy to cover all the aspects of your job (and you will be), the obvious solution is to recruit a team of volunteers to work with you to take some of the load away from you. Yet, I find the greatest resistance to doing this comes from volunteer managers themselves. Such resistance is not acceptable.

You need to be modelling the engagement of volunteers in your own work. In one organisation, I stopped doing any of the initial volunteer interviews after 15 months because I had a team of volunteers who conducted all of them. Likewise with induction. One of my volunteers who was the chief librarian of a university library. He audited all of the physical and electronic records paperwork. He was happy and I was happy and our paperwork was ship-shape!

8. We make it hard to volunteer

Mary retired from her advertising executive job and offered to volunteer for one day a week for a national youth sports organisation. The group told her that the only job available was to cut up fruit at sporting events because “volunteers don’t work in the office”. Can you imagine the profile that such a woman could have brought to the organisation? What their materials and publicity could have looked like. Or what could have brought to fundraising?

Organisations lock people out of volunteering because we don’t see some jobs as being available for volunteers or we create unrealistic hours or place unnecessary training burdens. For example, I found an organisation that required all volunteers to undertake a 40 hour literacy course before they could teach English to refugees. As most of the volunteers were current or recently retired literacy teachers, they could not see the necessity of such a course and would choose to volunteer somewhere else. Onerous paperwork should not sit on volunteer’s shoulders in order to do work.

If it’s legal, moral, ethical and practical, let’s find every means possible way for volunteers to contribute to our mission.

9. Sloppiness Rules

I have a concern with managers of volunteers when I witness or experience poor practice. In one organisation, when I took over, one of the volunteers asked if I had looked in the second drawer yet. In that drawer were 780 applications from volunteers that the organisation had never processed. It is not professional to keep somebody who wants to volunteer for an organisation waiting for months for a response. It is not professional if you’re not organising for volunteers when they arrive. It is not okay to cancel things continually or fail to say thank you to them.

Work hard to be as professional as possible. Always be looking for ways to improve. It amazes me when I step into an organisation and find they are operating the same way as they have always done! One charity I visited, was still using the brochure I designed 15 years before. Highly flattering but not a sign of progress and innovation.

Ask your your volunteers how you can improve, all the time. “Mystery shop” your own organisation by getting someone to test your recruitment processes. Check how quickly your agency responds to an initial enquiry. Check how the volunteer applicant feels. Then make changes.

Whatever you do, do not allow volunteer engagement to be known for sloppiness.


How did you do? Of the nine, how many have you witnessed or engaged in?

And conversely how many are you not guilty of?

What do you need to change first?


Martin J Cowling is a knowledgeable and popular international author, trainer and consultant from Australia. He possesses over 30 years of management experience with NGOs, government and corporates.

Martin works with organisations globally on volunteering, leadership, governance and change and has worked in partnership with Rob Jackson Consulting Ltd on projects in the UK and Australia.

Martin volunteers personally to tackle homelessness and poverty. He can be contacted via LinkedIn.


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Where next for volunteer rights?

Where next for volunteer rights?

Ten years ago I was working as a Director at Volunteering England and one of my responsibilities was to provide the secretariat for the Volunteer Rights Inquiry (VRI). It’s hard to believe that so much time has passed since this important and groundbreaking piece of work was done and I can’t help but wonder if much has actually changed in ten years?

I suspect not. Otherwise, why would the the UK government have felt it necessary last year to consult on changes to the Equality Act, putting volunteers on an equal footing with employees when it comes to sexual harassment? NCVO provided a briefing on the changes and engaged with the sector before producing their consultation response.

As was clear from the NCVO documents, volunteer rights remains an emotive issue and one that seemingly won’t go away. We may not have the high profile cases we had ten or so years ago, but I’m sure the problems still exist, whether it’s from poor management, serious abuse and harassment, or a whole range of other experiences in between.

Disappointingly the 3R Promise that resulted from the work of the VRI (see details below) seems to have been largely forgotten. The list of signatories is still there on the NCVO website but the momentum has been lost, as has the Call to Action progress group who were tasked with keeping this issue live.

The 3R Promise was an opportunity for Volunteer Involving Organisations to get their houses in order. The Inquiry was clear that in the majority of cases it wasn’t Volunteer Managers who were to blame for poor treatment of volunteers. It was other paid staff (often in management and senior leadership positions) and trustees (volunteers themselves!) who were at fault. Poor treatment of volunteers isn’t an issue to simply be fixed by better volunteer management practice or increased take up of Investing In Volunteers.

I never tire of saying it – effective volunteer engagement is an issue everyone needs to take responsibility for in a Volunteer Involving Organisation, not just the Volunteer Manager.

There were plenty of voices during the VRI process calling for an independent complaints body or ombudsman to take responsibility for the issue. That path wasn’t taken. Instead VIOs were given a chance to take responsibility and improve their practice against the principles of the 3R promise:

Ten years on, how does your organisation measure up? Do you do all of these things consistently? Was your organisation a signatory to the promise back in the day? If it was then it made a public commitment to do all these things, so feel free to use that leverage to get it back on the agenda with senior management!

Given the UK government’s stated approach to the Equality Act as a means of securing protection for volunteers against sexual discrimination, perhaps the 3R Promise, self-policing approach has had it’s day? But does that mean we go straight to legislation, establishing protection explicitly for volunteers within primary legislation? I’m not so sure.

First of all, legislation doesn’t solve the problem. Legislation means that when problems occur there is a route to resolution that is available to volunteers. We’ve had anti-discrimination for employees in the UK for many years but that hasn’t stopped employers discriminating. Why then, do we believe that legislation will stop the poor treatment of volunteers?

Second, legislation would require parliamentary time to introduce. With everything the UK government has on right now, would this time be found?

Thirdly, I believe legislation could be counter-productive. Legislative requirements will only make volunteer engagement more bureaucratic and employment-like. This is at odds with a more frictionless approach to volunteering during the pandemic and risks driving people away from volunteering.

Legislation would also increase risks and costs for Volunteer Involving Organisations as they have to comply with any new legal requirements – do we really want to be placing more of a burden on these organisations given the Covid-19 driven challenges the face today?

So, what is the way forward?

There is no simple answer. The resource isn’t there for a new statutory body to stand up for volunteers when they are treated badly. The resource is also lacking for a self-regulatory body, as is the will for such an approach – self-regulation of fundraising only came about because government threatened statutory regulation if fundraisers didn’t get their house in order.

The Charity Commission might seem a natural place to turn, except they have seen considerable cuts to their budget in the last few years. Furthermore, a significant number of volunteers don’t ‘work’ in organisations that come under the Commission’s regulatory remit. Finally, in my experience, the Commission’s knowledge of volunteering is pretty woeful.

How about NCVO (and its sister bodies across the UK), the Association of Volunteer Managers, or some other sector infrastructure body? Most sector infrastructure bodies represent organisations not volunteers, which puts them in a potentially difficult position: would they side with individual volunteers against their member organisations, effectively ending up policing and potentially ‘punishing’ their own members for poor practice? And, as noted with the Charity Commission, what about all the Volunteer Involving Organisations who aren’t in the voluntary sector, who polices their practice?

Do we need another Volunteer Rights Inquiry? Updating the report might give it some more contemporary clout but the core of the original Inquiry’s work is probably still valid. The priority must instead be what we do about the issues it raised, not rehashing the same old issues, especially given that the resulting 3R Promise has been largely forgotten.

A few years ago I wrote that what we need is somebody to step up and start a debate about how to proceed. Somebody who can ensure the discussions don’t become a talking shop but a forum for change and action, a platform from which we can try to eradicate poor treatment of volunteers rather than reply on a legislative sticking plaster imposed on us by others for when things go wrong. I don’t see a body with the will and credibility to provide such leadership today. Maybe I’m wrong – I hope so.

Whatever gets done and whoever does it something must happen. Allowing poor treatment of volunteers, however isolated, is something we must never be comfortable with.


What do you think is the way forward? Please share your thoughts on what should happen next and who might take the lead on this issue.


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The changing role of Volunteer Engagement Professionals

Back in January (which feels like at least a year ago now!) my Canadian friend and colleague Erin Spink published “Top 20 Ideas in Volunteer Engagement for 2020”. This free eBook featured short essays from a global mix of Volunteer Engagement Professionals (VEPs) and thought-leaders (myself included). Contributors explore trends, the evolution of our practice and the need to reframe our role and I highly recommend reading the eBook, if you haven’t already.

For me, one of the recurring themes is a questioning of the role of VEPs. Specifically, a need to move from the comfort of doing the day-to-day, process driven, ‘cat-herding’ of volunteer management administration, to a more strategic and aspirational leadership role.

Here are two examples from the book to illustrate this:

”For years I’ve been asking volunteer leaders to define what they understand their core role to be – and without doubt, the same set of responses follow; recruitment, selection, screening, training, retention and a few essential management functions. I’ve constantly argued that this both over simplifies and limits the role of volunteer management, and while this viewpoint may have once been an accurate reflection of volunteer leadership, the undertaking of these tasks does nothing more than keep the Volunteer Manager incredibly busy and nowhere near as productive as they might otherwise be…In short, I believe that the ‘core’ role of the volunteer leader has changed forever and it’s time to re-define our core function and understand our roles in a different light!” (Andy Fryar, page 6).

“We all know that volunteer engagement professionals wear many hats, yet that doesn’t mean we alone should be responsible for volunteer engagement. If volunteer engagement is truly to be embraced as an essential strategy for mission-fulfillment, then the multifaceted responsibilities of engaging and supporting volunteers cannot live with the engagement professional alone. When organizations commit to engaging volunteers as a strategy critical to achieving mission, volunteer engagement professionals do not personally recruit, screen, train, support, recognize, and manage the volunteers. Instead, they lead by equipping colleagues in other departments to engage and manage volunteers in their own areas – much as Human Resources departments equip others to be effective managers.” (Beth Steinhorn, page 21)

This shift to a more strategic approach by VEPs is something that’s been talked about for a few years now, so it is encouraging to see that focus being sharpened in Erin’s eBook. It’s a theme that has particular resonance in our Covid-19 affected world, something none of Erin’s contributing authors could have foreseen when they were writing their essays in late 2019.

As I recently argued on this very blog, organisations are going to need VEPs like never before in the world after the pandemic. Setting aside the clarity of hindsight, there are lessons to learnt as to why we weren’t as ready as we could have been when Covid-19 struck. Looking forward, the situation is unclear – the post-pandemic context will be for volunteering and VEPs is still being revealed.

There will be administrative issues to tackle. Thousands of people who quickly mobilised as volunteers with few bureaucratic obstacles in their path will not thrill to our reams of recruitment and selection paperwork. Online systems and quick, seamless communications tools will be expected where before we may have gotten away with offline systems that were slower and clunkier. We will need to re-frame our risk management systems to accommodate new concerns about the virus, ensuring volunteers are kept safe and able to supply robust contact tracing information where required.

There are, however, more significant changes that will be needed to underpin all this. As the quote from Beth Steinhorn stated earlier said, “the multifaceted responsibilities of engaging and supporting volunteers cannot live with the engagement professional alone”.

According to the 2020 Volunteer Management Progress Report, before the pandemic, only 25% of VEPs were 100% focused on volunteer management. Those roles need protecting from job and budget cuts so organisations have the skills, knowledge and resources at their disposal to help everyone adapt – VEP’s influencing skills may be called on as never before!

The other 75% of Volunteer Managers who were unable, pre-pandemic, to dedicate so much of their time to effective volunteer engagement, will need supporting and resourcing to dedicate put more into their VEP duties. Making this case to organisations as budgets shrink and fundraising effort struggle will be a challenge we need to rise to.

All VEPs will need to give significant attention to supporting colleagues across their organisations to embrace working with volunteers, delegating the nuts-and-bolts workload required to get people recruited and deployed effectively. VEPs will also need to analyse and adapt to the shifting organisational requirements of post-pandemic society, reflecting on how those match or conflict with shifts in how, when and why people may want to volunteer. This strategic juggling act will be a key priority for VEPs if organisations are to truly harness the potential of volunteering.

In recent months I have found myself repeatedly quoting Albert Einstein who said, “The significant problems we face cannot be solved at the same level of thinking we were at when we created them”. Just as these words effectively summarised for me the themes of Erin’s eBook before I’d ever heard of Covid-19, so they clarify the even greater challenge now facing volunteer engagement professionals in our brave new world.

I know we are up for that challenge and I look forward to seeing how we will, together, rise to meet and overcome it.

Why involving volunteers may not be a good idea

A couple of years ago I read Adam Grant’s excellent book, Originals. In the book, Grant – a highly respected organisational psychologist – explores how non-conformists change the world, using a wide range of stories, research and insights to challenge accepted wisdom about creativity and originality. In an early chapter he argues that it is more effective to influence change by pointing out the flaws in an argument, not the strengths. This got me thinking.

Over the last few weeks on this blog I have been exploring how, in these changed times, leaders of volunteers are going to have to engage in some tricky conversations.

We are going to have to navigate objections related to paid staff job security and ensuring safe volunteer engagement practice is applied and followed by everyone.

We are going to have to educate colleagues and bosses about why we can’t just magic volunteers into existence to meet the needs of clients as incomes fall.

In short, we are going to have to step up our influencing and advocacy around volunteering.

So, what can we learn from Adam Grant’s idea to help us with this? What if we argued why involving volunteers might not be a great idea? What might such a proposition look like? Here’s my three-point take on how it might look:


1 – Involving volunteers is not a quick fix

Until someone invents the instant volunteer (just add water, microwave for two minutes and stir!), involving volunteers effectively takes time. You’ve got to develop the right roles, identify the target audience, create engaging recruitment materials, go out and find people, interview them, select them, induct them, train them and support them. And you won’t get them to make a regular, long-term commitment on day one. You’ll have to cultivate a relationship with them, deepening their commitment and giving them flexibility in how they volunteer. There is no quick fix to your problems to be found here.

The good news is that if you do it right, you’ll probably gain a supporter for life. But it’s going to take time.

2 – Volunteers may not give an immediate return on investment

For all the reasons listed above, it’s going to take a while before you see the benefits of volunteers getting involved in your work. Fundraising volunteers have to build relationships with others to bring the income in. Service delivery volunteers need time to settle into their roles to truly make a difference. You’ve got to be patient and committed to see the benefits that will come in time.

Done properly though, the return on involvement and return on investment can be huge.

3 – We will have to give up some power and control

Volunteers don’t want to be told what to do all the time. They don’t want to be micromanaged. They are intelligent, skilled and passionate people. They want to unleash their talents for the good of your mission, not work as mindless servants to the paid staff. So you’re going to have to relinquish some control, trusting the volunteers to do their best and not squeezing out their creativity and enthusiasm.

When you get this right, will you have some amazing new ideas and effective people working with you.


As we continue to come out of lockdown, organisations must look carefully at how they involve and deploy volunteers. Covid-19 has accelerated the changes in volunteering that we always knew were coming. We can’t do what we’ve always done and expect the same results. We have to change. This was clearly laid out recently in an article from Civil Society magazine, “Coronavirus crisis shows charities need to change approach to volunteering, leaders say.

In my response to this article I said:

”What’s crucial is that this isn’t just dismissed as something for Volunteer Managers to act on. The points Karl, Paul and Tiger make are all important, but can only be addressed if everyone in an organisation is willing to take volunteer engagement seriously, including at a strategic level. This isn’t some quick fix a Volunteer Manager can address on their own. It takes a whole organisation to make this happen.”

The key to effective change around volunteer engagement is how we can help our colleagues embrace this change in mindset. Adam Grant’s idea of arguing against an idea might enable us to spot how we might better argue for that idea, increasing the chances we will successfully influence others.

What do you think?

How would you pitch why involving volunteers isn’t a good idea in your organisation? How might that help you make a better case for volunteer involvement?

Share your thoughts in the comments below.

Four mistakes Unions sometimes make about volunteering

In my last article I discussed how Volunteer Managers need to be leading debate about job substitution issues as our organisations adapt to a world changed by Covid-19. When we get into these discussions we may encounter resistance from unions, resistance we need to counter. But how?

First, let’s remember that unions do an important role protecting their members: this isn’t an anti-union rant. As I said last time, however, old ways of thinking won’t cut it in our Covid-19 ‘new normal’ – that’s true of unions as music as the rest of us. Consequently, leaders of volunteer engagement may need to challenge unions more than we might have done in the past.

To that end, I want to highlight four mistakes unions often make when thinking about volunteering that may be useful when you need to challenge their position.

1 – Unions can confuse amateur (volunteer) with incompetent

Unions typically come at volunteering issues with the assumption that professional (paid) means competent. This is the same argument some in the voluntary sector use to argue for paid trustees – if we pay people, we get more professional behaviour and more competent practice.

Neither argument holds up in reality. What someone is paid is no indicator of their professionalism or competence. This is an area I’ve blogged on before so do take a look at a post on my old blog site for more of my thinking.

2 – Unions can assume we will deploy anyone as a volunteer

In my experience, unions sometimes think volunteers will be random people, plucked from the street and placed into roles with no training or support. This is, of course, something no competent volunteer manager would ever do. Volunteers, when properly recruited, trained, managed and supported, are no less competent at what they do than paid staff (see point one above).

3 – Unions can get it wrong on commitment

This one is a little bizarre – unions sometime suggest volunteers, because they are unpaid, may be less committed than paid staff. Interesting. Filling a role for no pay implies less commitment? If anything, the issue with volunteers is them being too committed! Sure some volunteers may be a bit flaky but you know what, that can be true of paid staff too. Just as volunteers don’t have a monopoly on passion, whether someone is paid does not indicate their reliability or commitment.

4 – Unions typically say one thing and do another

Finally, and crucially, almost every union rep I have engaged with professionally has failed to recognise the the very movement and organisation they represent runs on volunteer labour. As one of the UK’s biggest unions state on their website:

UNISON employs around 1,200 people across the UK and has more than 1.3 million members. But we rely on volunteer activists for much of the support we offer. Without them UNISON would not be able to function.

Which begs the question – why are volunteers in other settings viewed as untrained, uncommitted, well-meaning amateurs, individuals who are out to take paid staff jobs, yet union volunteers aren’t? Is it one rule for them and another for everyone else?

Conclusion

Remember, this is not an anti-union rant. When plans were recently announced for Boots (the chemist) to recruit volunteers to work thirty-two hours a week as Covid-19 testers, it was the unions who had the most sensible objections.

Sara Gorton, head of health at Unison, said: “Many people want to give their spare time to the NHS to help it through the Covid crisis, but this advert takes the notion of volunteering way too far.” She added that rather than “seeking to take advantage of people’s good nature, the government would be better placed utilising the experience of NHS staff returning from retirement, or the healthcare students in their final years, to help expand the UK’s testing capacity”.

In contrast, politicians argued it was physically demanding work and so should be paid. Which begs the question as to why they have no such qualms about volunteer gardeners, lifeboat crews, mountain rescue teams and countless other physically demanding volunteer roles?

Unions don’t always get it right though and as leaders & managers of volunteers we need to stand up to any ill-informed, prejudice driven perspectives anyone has about volunteering. We need to find a way to work with unions, and others, to ensure volunteer involvement in adds value without displacing people from paid work.

  • What have been your experiences of engaging with unions around volunteer engagement issues?
  • Have you found any success in working with them around volunteer engagement in times of change?
  • Are there other tips you might share with colleagues?

Please leave a comment below to contribute to the discussion.

How Covid-19 may change our views on job substitution for ever

Four weeks ago I published a guest post (of sorts) from the late Susan J Ellis. It was a slightly edited version of her 2009 Hot Topic, “When the Axe Falls: Budget Cutting and Volunteers”.

Reading Susan’s eleven year old article got me thinking about a piece on job substitution that I wrote for Third Sector magazine in February 2017. In this article I want to revisit those thoughts with a particular eye to our pandemic affected world, not least because the idea of volunteers doing what was once paid work seems to be the main thrust of calls for furloughed charity workers to volunteer for their employing organisations.


Job substitution is a thorny, complex and emotive issue that provokes strong views. The term ‘job substitution’ itself makes things worse, implying that one volunteer can substitute for one employee, something that, in reality, is both impractical and unrealistic.

Far better terms to use are job displacement and job replacement. The distinctions between displacement and replacement may seem subtle but they are important:

  • Displacement is when paid roles are purposefully removed with the intention that volunteers can be brought in to do the work instead.
  • Replacement is when work previously done by paid roles is reallocated to volunteers. For example, an organisation is forced to cut paid roles due to funding changes, so deploys volunteers to deliver the service in a different way for the continued benefit of it’s clients (remember that in most cases charities exist for the benefit of their clients, not their employee and volunteers).

If paid roles are being purposefully displaced so volunteers can do the work instead, then concerns should be raised. As well as the issue of removing people’s livelihood, two serious errors of judgement about volunteering are probably being made:

  1. Volunteers are a free or cost saving option
  2. It is easy to recruit people who will take on those paid roles and do it for no pay

“Volunteer motives vary, but depriving paid workers of an income is not one of them.” – Noble, Rogers and Fryar.

Sometimes, though, volunteers can be a preferable way to doing things than paid staff. That’s why I hate the phrase, “Volunteers should complement and supplement the work of paid staff”. It fails to recognise the distinctive value that volunteering can bring. It dismisses anything unique and precious about volunteering and subordinates it to a low status activity next to paid work

I’ve worked in organisations where volunteers had a credibility in the eyes of clients that paid staff could never have. That credibility came from the client seeing the volunteer as someone who wants to spend time with them, not someone who they believe is there just because they are paid. In that scenario, volunteers didn’t supplement or complement or displace or replace paid staff, they brought something that paid staff could not.

I accept that these issues of who does what for the mission aren’t easy to discuss and resolve – if they were we would have stopped debating them years ago. Yet engaging intelligently and thoughtfully with these issues is essential as we emerge from the early phases of Covid-19, because the way we always did things before the virus simply won’t cut it anymore.

Not everyone who volunteered for us in the past will do so again.

Paid staff are, sadly, going to be be laid off.

Money may be in short supply as unemployment and financial hardship reduces charitable donations.

Mission driven organisations will have to rethink how they fulfil their goals with a different mix of human talent and skill than they did before.

As Albert Einstein said:

“The significant problems we face cannot be solved at the same level of thinking we were at when we created them”.

Are we as leaders of volunteer engagement ready to lead this debate in our organisations? Are we ready to challenge old orthodoxies that may not fit the new world we live in?

I hope so, because our leadership is needed now more than ever.

Three reasons why organisations will need volunteer engagement professionals after lockdown

Since 23 March we’ve adjusted to the new normal of lockdown life, but that doesn’t diminish the impact of the change we’ve seen. English charities will lose an estimated £4.3 billion of income by the end of June, putting jobs in jeopardy when the Coronavirus Job Retention Scheme ends and even risking the loss of some well known charities. Volunteer Managers are amongst many sector staff who have been furloughed whilst volunteers have been stood down in significant numbers, sometimes by organisations whose websites still proclaim they they couldn’t do their work without those now inactive volunteers!

More change will come as lockdown life slowly, cautiously, comes to an end. We face an unprecedented economic downturn following the government bailouts, employment protection schemes and the ongoing costs of protecting people from Covid-19. For some, life may well get harder before it gets better. Some commentators even think the loss of GDP in the UK could result in more deaths than those caused by the virus.

Looking back to the global financial crisis a little over ten years ago, the Minnesota Association for Volunteer Administration (MAVA) looked at the impacts on nonprofits and volunteer managers and there are some useful lessons for us to learn:

  • Cuts in volunteer engagement budgets were disproportionate compared to other departments in nonprofit organisations
  • Top management did not recognise the importance of volunteer engagement, creating instability in service delivery and fundraising activities that were delivered by volunteers
  • Organisations benefited from setting aside outdated models of volunteer involvement and moving to involve volunteers throughout the organisation and in positions of significant responsibility
  • There are serious consequences to cutting volunteer engagement resources

As the slow transition back to normality take place it’s important that we learn lessons from the past. For example, perhaps cutting resource and support for volunteer engagement isn’t the quick and easy money saving solution some may think? Perhaps the knock on effects of laying off Volunteer Managers will do unforeseen harm to service delivery and income generation? Perhaps a modest increase in investment might yield better returns as new ways of working and innovative approaches are supported?

What follows are three thoughts from me about why volunteer engagement needs to be prioritised as we come out of lockdown.

1 – Interest in volunteering isn’t the same as actually doing something

It is wonderful to see reports of a million people coming forward to volunteer during the pandemic but we must not equate an interest in volunteering with actual volunteering.

On 22 March I applied to a local organisation who had an urgent need for volunteers due to Covid-19. After five weeks (!) I finally heard back from the local organisation who said they “currently had no roles” available.

Two days later I signed up online to be an NHS Volunteer responder. As this article goes live (seven weeks after I applied) I still haven’t been given anything to do as an NHS Volunteer responder.

In both cases, my interest in volunteering has not resulted in me actually volunteering. Instead, it is has caused frustration and annoyance. I’m not alone either. Recently a UK tabloid newspaper called the NHS Volunteer Responder scheme a shambles,not exactly the kind of press that encourages people to volunteer.

As Jayne Cravens once said:

”With online tools, it’s never been easier to disappoint large numbers of potential volunteers and, with online tools, those disappointed people can let a lot of people know just how frustrated they are with your organisation.”

Rather than having hundreds of thousands of people who are keen to volunteer, we may well find we have hundreds of thousands of people who have been put off volunteering because of such press coverage and a negative experience of trying give time and help in their community. Consequently, it may actually be harder to get people to volunteer in future. We will need to rise to that challenge. That needs a skilled volunteer engagement professional.

2 – What people expect when volunteering has changed

To be fair, people’s expectations of volunteering were changing before Covid-19, but the last few weeks has really accelerated that.

Some people who have signed up to volunteer for the Covid-19 fight have gone through speedy online application processes that see them approved and ready to go in a matter of hours. Others have organised themselves, connecting with others and making a tangible difference in their communities, thanks in part to modern technology. This experience is at odds with our sector’s more traditional, formal, bureaucratic, offline and risk-averse approach to volunteer engagement. No more will our lengthy paper-based processes cut the mustard.

We thought we had time to change to new ways of working – we don’t any longer!

If I can be approved in 24 hours to deliver prescriptions to vulnerable people based on providing a photo of my driving licence, why do I need to jump through all your bureaucratic hoops to do some admin or fundraising?

Organisations need to re-think the practicalities of volunteer engagement for life after Covid-19. Change is needed now and fast! That needs a skilled volunteer engagement professional.

3- We’ve lost key volunteers and not all of them will come back

For the last nine years I’ve been sharing how many organisations are reliant on a small, ageing core of volunteers and how that poses a risk. Like others, I have spent years highlighting the changes organisations need to make if they want to engage volunteers from outside this so-called civic core. The time to make those changes has now run out.

As both the Third Sector Research Centre and the Charities Aid foundation have discovered, some 8% of the population are responsible for 50% of the donated time. I used to ask organisations how they’d cope if half their volunteer hours disappeared in a few years time. Not any more – many organisations have lost that donated time overnight with a large proportion of that 8% stopping volunteering because they have had to self-isolate due to their age.

We mustn’t assume these older civic core volunteers will come back either. Sadly, we may lose some to Covid-19. Others may not want to risk exposure to the virus by returning to volunteering in the short-to-medium term. Some may have enjoyed no longer having the responsibilities of their volunteering and use this opportunity to retire on their own terms.


Similarly, not every sector employee will have a job to come back to. Sadly, we will lose skills we once paid for, skills will still need in order to serve our beneficiaries. Filling these skills gaps through volunteer engagement may be a necessity for some organisations. That could mean a growth in skills-based employee volunteering or more targeted recruitment of volunteers with particular experiences and competencies. However it’s done, it must be handled carefully and intelligently to ensure impact and manage issues associated with job substitution (more on this in my next article in two weeks time). That needs a skilled volunteer engagement professional.

In this article I have highlighted just three reasons why organisations must not make the old mistakes of cutting their volunteer engagement functions as they face the financial challenges of the coming months. There are, of course, many more reasons and I’d love to hear what you’d add to my list, as well as any refections you have on the points I’ve made. Please leave a comment below or via the social media post you found this article on and let’s keep the conversation going so volunteer engagement doesn’t suffer as lockdown ends.

When the Axe Falls: Budget Cutting and Volunteers

What follows is a slightly edited article that was originally written by Susan J. Ellis and published on the Energize Inc website as the Hot Topic for December 2009. The original version is also available as an audio file.

The context for Susan’s hot topic was the global financial crisis which was impacting nonprofits and communities around the world. In today’s Covid-19 affected society, her thoughts and advice are as relevant as ever. Times are tough and many predict that an unprecedented economic shock is just around the corner. Let Susan’s words from eleven years ago inform and inspire you to act on her timeless wisdom and insight so that volunteer engagement might come out of the current situation stronger, not weaker.


Can an organization turn to volunteers to fill gaps when budgets are cut and employees laid off?

This ancient question has been resurfacing quite a bit recently, for obvious economic reasons. For many paid staff, it is fearfully voiced as, “Will my organization do this?” Even in the best of times, employees are often wary of new volunteer projects because of questions of job security, so it’s hard to deny the threat when budgets are in real danger.

I suspect that most readers here, being immersed in the dogma of our volunteer management profession, have a visceral negative reaction to even a hint of the “replacement” question. My stomach tightens, too. But we have to let our brains keep working and find a way to respond with care and concern when our organizations are struggling for their lives. Economic crisis is a teachable moment and has the potential to educate everyone about smart, motivating engagement of volunteers.

I see three levels of action: prevention/preparation; responding to hard times; and emergency mode.

Prevention / Preparation

Here is what I always give as my best advice: Plan for volunteers when times are good if you want their help in times of crisis. Crisis is the worst time for an organization to begin to involve volunteers. This reinforces the notion that volunteers are a temporary band-aid and is sure to be met with staff resistance to volunteer help just when they themselves are coping with an increased workload. Further, it is hard to sound sincere to the public about welcoming their help when recruiting in desperation.

If an organization already has an established volunteer corps and a solid volunteer management process, it is legitimate to assess how this group of loyal supporters can best be deployed to respond to an economic emergency. Top management ought to know already that volunteers are cost-effective but are never a “free” resource.

Unfortunately, it is not unusual to see organizations lay off their director of volunteer involvement in the first round of staff cuts. The theory is that there are already volunteers in place and there will be few immediate consequences from this vacancy. Then, often without seeing the irony, the same organizations also announce that they are seeking more volunteers!

Clearly it is my position that the more critical volunteers are to an organization, the more important the position of the person who leads the volunteer program. Not only will such a manager work to expand the volunteer corps, but current volunteers can feel unsupported and taken for granted if they lose their staff liaison.

Responding to Hard Times

In general, it is next to impossible to fill a gap left by a full-time employee with a single, qualified and available volunteer. Instead it would require an intricate schedule of several volunteers, each giving a certain number of hours per week and each bringing the organization a different set of qualifications. Take all the concerns of “job sharing” and multiply them several fold!

The best way to handle the real problem of forced lay-offs is to reassess the job descriptions of the entire staff, both those who have left and those remaining. This means doing a task analysis of the way things really work in the organization, not just what was put on paper in the distant past. Scrutinize the various tasks that each employee is/was doing and identify the following sorts of things:

  • What is someone doing once a week or periodically, rather than daily or on an inflexible schedule?
  • What is someone doing that really does not require his or her specialized training? (For example, a caseworker may spend a lot of time away from clients finding referral information – telephone calls, Internet searches – or a librarian might be diverted from core work by changing the book displays and bulletin boards.)
  • What is someone doing that might be done more effectively by someone else with more specialized training in that skill?

Once you have identified such tasks, you are ready to rewrite all the staff job descriptions. First be sure these contain all the tasks that require daily attention, special training, etc., adding the similar critical responsibilities that had been assigned to the laid-off staff members. Next, remove the periodic or less technical responsibilities. You end up with the remaining employees now tasked primarily with the most vital, daily functions. The remaining activities then become the basis for legitimate volunteer position descriptions. You will be asking volunteers to handle important work that can be done on a once-a-week basis or that makes use of special talents for which the volunteers have been recruited.

Now turn to the current assignments that volunteers are filling and ask this major question: Are these the most essential things we need right now? Weigh the list of tasks you’ve just culled from the employees against what volunteers are doing and make choices. Of course include volunteers in this deliberation. You can assume that they want to be of the greatest help and will be proud to be seen as part of keeping the organization afloat.

This approach to the unfortunate need to trim the budget is therefore good management of both paid and volunteer staff. The organization is paying for the best utilization of its employees and will attract volunteers in its support. It is also more likely to avoid the mistake of recruiting volunteers mainly for clerical roles at a time when increasing numbers of people are seeking more challenging ways to serve the causes in which they believe. Not to mention giving unemployed people a way to keep their professional skills alive while doing something worthwhile for others. (Another finding in the MAVA study was that 52% of the respondents said they were interviewing new volunteers with stronger work skills and 54% said these applicants were more likely to be unemployed.)

Emergency Mode

For some organizations, the financial choices have come down to eliminating services (even closing the doors altogether) or turning to volunteer help as a stopgap measure. In that sort of crisis, your mission comes first. Volunteers as well as paid staff understand and respect that. It is legitimate to share information about the emergency situation with current and potential volunteers and to ask for their help. You are likely to get it.

Again, the first task is to reassess the job descriptions of the employees, being even more deliberate in making sure primary, daily services are assigned to paid staff. Then look at what, where, and how volunteers are doing now. Are they familiar enough with the work of a unit or area that they might take on additional responsibilities? Would they be willing to increase their volunteer time for, say, two months? Can they help you to recruit more emergency volunteers (with the skills you need most) and train them on-the-job? This is also a legitimate question to pose to board members, especially those with corporate ties.

Of course this is not a great situation! The key is honest and open communication about the plans to hold things together until new funding can be found. Solicit everyone’s ideas for how to operate in the crisis. Set a timeline for reassessing how things are going and, perhaps, for when to throw in the towel. Volunteers are a vital part of transitioning to a more effective, fully-funded organization but they cannot be expected to carry the load indefinitely.

Most important, always remember that volunteers are your most effective advocates for funding your work. Especially in a crisis, make sure you are asking volunteers to be spokespeople with legislators, donors, and other funders. Raising more money and having great volunteers are mutually compatible goals.

And, to repeat: The best way to gain expanded volunteer support in lean times is to have incorporated volunteers as a welcome resource in the first place.

  • Are you facing pressure to recruit more volunteers because funding has been cut? How are you responding?
  • How are you realigning volunteer position descriptions to be sure they are meeting the most pressing needs today?
  • What else are you experiencing about “paid vs. volunteer” thinking in your organization?

Eighteen nuggets of wisdom for leaders of volunteer engagement

One of the people I follow online is Josh Spector. He has a great newsletter that I have subscribed to for a few years now. In January he published an article entitled, “My Advice For Creators In 30 Sentences (Give or Take)”. That got me thinking.

I love quotations. I collect them (sad I know). So why not share some of my favourites, themed around leadership and volunteer engagement?

My hope is that the eighteen quotations I’ve chosen will inspire and challenge you in your work. They may be of help with leadership, influencing, ethical issues and a whole lot more. Use them, share them and let them help you do whatever is a priority to give people a better volunteering experience.

1

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction.” – Bill Gates

2

“If you dislike change, you’re going to dislike irrelevance even more.” – Gen. Eric Shinseki, US Army

3

“Part of leadership (a big part of it actually) is the ability to stick with the dream for a long time. Long enough that the critics realise that you’re going to get there one way or another…so they follow.” – Seth Godin

4

”To get a feel for the true essence of leadership, assume that everyone who works with you is a volunteer. Assume that your employees are there because they want to be, not because they have to be. In fact, they really are volunteers – especially those you depend upon the most. The best people are always in demand and they can choose where they lend their talents and gifts. They remain because they volunteer to stay. What conditions would need to exist for your staff to want to enlist in your ‘volunteer’ organisation? Under volunteer conditions, what would you need to do if you wanted people to perform at high levels? What would you need to do if you wanted them to remain loyal to your organisation?” – James Kouzes and Barry Posner in their book, “The Leadership Challenge”

5

“It is not the manager’s job to prevent risks. It is the manager’s job to make it safe to take them.” – Ed Catmull, President of Pixar

6

“Nobody made a greater mistake than he who did nothing because he could do only little.” – Edmund Burke

7

” He that is of the opinion money will do everything may well be suspected of doing everything for money.” – Benjamin Franklin

8

“Volunteering is a sign of a healthy nonprofit organisation, not the solution for a failing one.” – Greg Baldwin, President, VolunteerMatch

9

”I strenuously resist the idea that money is more important than people. I believe the not-for-profit sector has a unique opportunity to recruit volunteers to fill critical talent gaps in organisations, and pay them in non-financial ways: with meaning, with opportunities to learn, and with a feeling of connection to community.” – Coleen Kelly

10

“The number one resource for a great social sector organisation is having enough of the right people willing to commit themselves to the mission. The right people can often attract money, but money by itself can never attract the right people. Money is a commodity; talent is not. Time and talent can often compensate for lack of money, but money cannot ever compensate for lack of the right people.” – Jim Collins in his monograph, “Good to Great and the Social Sectors”

11

“Satisfied volunteers are not the purpose of our work, mission is.” – Susan Ellis

12

” I will never tire of saying this: Volunteer management is about respecting our volunteers sufficiently that we properly invest in them to maximise their engagement and participation, and ensure the very best outcomes for our beneficiaries.” – John Ramsey

13

“I want to volunteer where my presence is an asset but my absence is not a liability.” – Sharon Eidsness, Sharon’s Axiom

14

”Volunteering permits everyone to rise to the level of their abilities, not their resumes.” – Susan Ellis

15

“They are not your volunteers, you are their organisation.” – Karl Wilding, NCVO

16

“Volunteering is doing more than you have to, because you want to, for a cause you consider to be good” – Ivan Scheier

17

“No one will buy you professional status. You either have it or you don’t. But it is different from competence on the job. It means affiliation with a field and a willingness to work together to build that field.” – Susan Ellis

18

“When you don’t know what the right answer is supposed to be you can get darned creative making up your own answer.” – Steve McCurley

What are some of your favourite quotations that could be applied to the work of leaders of volunteer engagement? Leave a comment below or post them on social media using the hashtag #LOVolQuotes