Our Services

Training / Workshops

All topics are customized, designed and facilitated by Donna Lockhart to meet the needs of your participants. Donna would be happy to explore any of the following topics or combination with you. Detailed overviews are provided by clicking on each topic title.

Topics are appropriate for:

  • Community-wide workshops
  • Associations of Managers of Volunteers
  • United Way member agencies
  • Sector specific organizations like health care, social services, education, recreation, faith
  • Conferences or Forums

Topics include:

Shifting Gears: The Changing Volunteer Labour Force

Presenter: Donna Lockhart, The RETHINK Group
Workshop: 3 hours to full day

David Foote introduced us to demographics and the impact that cohort groups will have on everything from housing and cars, to day care and recreation. That was over ten years ago. What has the voluntary sector done to attract and engage potential volunteers who fall into any of the cohort groupings? Each grouping has different needs and wants.

For the most part managers of volunteers have focused on traditional volunteer roles that attracted the Veteran volunteer - those faithful, committed volunteers who helped out of a sense of duty. We are witnessing rapid change as organizations struggle to recruit and retain volunteers based on traditional notions of volunteer roles.

This session will give you a snapshot of the interests and motivations of 5 demographic groups and together we will develop strategies and approaches so that you can target and engage any specific group. This will help you secure the necessary volunteer resources to fulfil the mission and goals of the organization. The 5 groups include:

  • Youth - under 20 years of age
  • Generation Y - born after 1976 - age 32 to 22 years
  • Generation X - born from 1965 to 1976 - age 43 to 32 years
  • Generation V - virtual volunteers from any age group
  • Baby Boomers - born between 1946 and 1964 - leading edge 62 years to 44 years. The largest most influential group of professionals to impact volunteering to date.

Baby Boomers as Volunteers: Engaging the ME Generation

Duration: Half to full day
Audience: All Managers of Volunteers concerned with issues of recruitment. Those who want to understand the needs of this special group and how to attract them as volunteers. Meaning - growing the human resources of the organization in new and creative ways.

There is much talk about changing patterns in volunteerism these days. The biggest unknown is what role the Baby Boomers will play in community life and in volunteerism. This group is comprised of a huge cohort born between 1946 and 1964. The leading edge of this age group is in their early 60's; the youngest of the group in their early 40's. Baby Boomers represent a very large and diverse group.

As people inch towards retirement they are called 'seniors." We have come to understand however that there are ranges in the term senior. This was perhaps brought on by many in business who provided 'freedom 55' or discounts to anyone between the ages of 55 and 60. At one time 65 was the age of retirement from paid work. When you reached this and retired you were labelled a senior citizen. Because the age of retirement has fluctuated and boomers themselves have changed the way aging is seen, new categories have emerged. Three categories include: Young Seniors (age 55 to 64); Middle Seniors (age 65 to 74) and Older Seniors (75+). Each group has interesting data on volunteering patterns taken from what each age group did in the past.

In the past, the volunteering record of the 'middle' group decreased dramatically after age 65. Will this be true for the boomer generation as they move up the volunteer life cycle? We have to remember that the boomers represent a much larger number of people than this age group did in the past. Does this mean that even if there is a drop in volunteering, it won't be as significant due to the sheer size of this group? Other questions surface for me:

  • Will BB's embrace "voluntourism" as they move to retirement and increase their travel around the globe? Does this mean that those who would have volunteered at home are now volunteering in other countries?
  • Some data suggests that baby boomers will continue to work part time in retirement. Will they then focus any of the resulting spare time on themselves, meaning less time to devote to community volunteering? Studies show that those who work part time in fact volunteer more than those who are fully employed.
  • OR will boomers embrace volunteering for the health, social and emotional attributes they will gain? Baby boomers seem supportive of environmental and healthy living initiatives. Will this guide their volunteer life as well?
  • Many speculate that the biggest fear of baby boomers is Alzheimer's disease. Will engaging in meaningful opportunities contribute to warding off this terrible disease or post-phoning it? If boomers are healthier will they volunteer longer than past generations did...past the age of 75+?
  • Are organizations willing and able to offer new and rewarding volunteer opportunities to attract this baby boomer group?

It is difficult to predict the future. But important to speculate and do some solid thinking about it. Preparing in small ways can make a big difference.

By the end of this session you will:

  1. Understand the profile of the baby boom population and their unique needs in volunteering.
  2. You will translate this information into actions for your organization.
  3. You will explore and develop meaningful volunteer opportunities that attract this age group. Learn to think differently about the work volunteers do.
  4. Begin a pro-active look at your existing volunteer program and begin the adjustment to a new era.

Volunteer Management 101

Duration: Full day
Audience: New staff with little to no formal training in the volunteer management area. Those who manage volunteers either full time, part-time, part of other work, or even as volunteers. Provides review for experienced staff. Local Volunteer Association or United Way could host for members for education and fundraising opportunity.

Volunteer Management 101, is an introductory session for those new to a position - a new manager, coordinator or administrator who is responsible for working with volunteers. An overview of a volunteer management system will be provided as well as examining each piece or component that supports good management practices.

If you are new to the voluntary sector, you need a context for working with volunteers. It has been proven that developing good management practices through the support of a designated staff to work with volunteers, increases the success of volunteer engagement.

By the end of this session, you will:

  1. Understand the management system and how the components work together to increase your success when working with volunteers.
  2. Understand your role as manager of volunteers and the skills required to do the job. An audit tool will be provided.
  3. Identify your areas of strength and the areas that you they need further support in.
  4. Gain practical ideas and resources that you can implement immediately.

Best Practices in Recruitment and Retention

Duration: Full day
Audience: All Managers of Volunteers, new and experienced who wish to increase the numbers of volunteers in their organizations and increase the chances for retention over longer periods of time.

There is a dynamic tension that exists between Recruitment and Retention. These two half day sessions (each described below) can be merged into a full day... explore how to recruit and how to retain. If you do a better job of retention, your need to recruit decreases. Learn the best practices involved in recruitment and retention.

Recruitment

Duration: Half day
Audience: All Managers of Volunteers, new and experienced who wish to increase the numbers of volunteers in their organizations.
Focus: Understand what motivates people to volunteer and how to use this in recruitment; successful recruitment methods and tips and ideas to improve your recruitment results.

Retention

Duration: Half day
Audience: All Managers of Volunteers, new and experienced who wish to decrease the turnover of volunteers.
Focus: Understanding differences in short and long term retention; the top retention strategies and tips and ideas for keeping volunteers satisfied longer.

Position Descriptions: Hidden Secrets in Design

Duration: Half day
Audience: All Managers of Volunteers, new and experienced who wish to attract more volunteers through creative position descriptions.

It is becoming increasingly difficult to recruit volunteers. Time is the most limiting factor to their commitment. A well crafted position description may be the most valuable tool you have for recruiting and managing volunteers. This session will focus on the elements or hidden secrets that make position descriptions a vital tool in recruitment and also in general management of volunteers. Understanding the importance of motivation and tying it to design is fundamental to success. A position description template will be provided.

Policies and Procedures in Volunteer Management

Duration: Half or Full day
Audience: All Managers of Volunteers, new and experienced who need to develop program policies or revise existing ones. If the group wishes to develop specific policies this would lend itself well to a full day session. Executive Directors and Senior Staff in organizations without a Manager of Volunteers.

This is a very practical, hands-on session where examples will be shared and discussion focused on:

  1. Why do we need policies?
  2. The difference between Policy and Procedures
  3. Benefits of Policies
  4. The types of Policies
  5. Policies for Volunteer Programs
  6. How to write policy
  7. Policy forms and tracking process

Trends and Issues in Volunteering

Duration: Full day
Audience: All levels of Managers of Volunteers need to understand the trends and impact on volunteering. Local volunteer associations might like to host a session for the community, increasing their profile and potential for membership.

Over the past few years much research has surfaced about volunteering, who volunteers and why; age specific characteristics; and barriers to volunteering. This information provides us with a wealth of insights - the challenge is what to do with all this information? How to translate this information into action? When we have several years of information, trends start to form as well. One of the most recent trends is volunteering for shorter time periods or episodic volunteering. What impact do the trends and issues have for your volunteer practices?

This session will provide you with:

  1. Current data and information about volunteering
  2. How to apply that information to your advantage when recruiting and developing opportunities for volunteers.
  3. An opportunity to think beyond the traditional and into leading edge directions!

This session can be customized to examine Canadian wide volunteering data or Province specific. It can further be broken down into age groupings as well with a specific examination of the impact of the data on that age grouping.

Examining population data along with the volunteering data, adds another critical element in the analysis. This can be done if the session is held for a specific region.

Example: In a recent project examining capacity of voluntarism for school breakfast programs, both volunteering data in Ontario and the population of Northumberland County was examined and analyzed. It became apparent that the primary target group for volunteers was also the group least likely to volunteer (Ontario) and that also made up a large percentage of that areas population. New ideas and strategies were developed to target other age groupings in order to keep the program viable.

Best Practices: Getting Staff to work with Volunteers

Duration: Half or Full day
Audience: All Managers of Volunteers, new and experienced who wish to engage other staff more successfully to support volunteers. Executive Directors and Senior Managers.

One of the biggest challenges today is getting "other staff" in the organization, onside to work with or support volunteers. Healthy staff-volunteer relationships don't just happen. How often have you heard: "I worked really hard to find the right volunteer for that program only to find out that they left shortly after starting because staff treated them poorly?"

What does it take to form a good staff-volunteer team? This workshop will explore in-depth FIVE Best Practices for staff-volunteer relations. These lay the framework for specific strategies to generate cooperative relationships between staff and volunteers. You will learn how to create a climate where everyone feels comfortable which in turn leads to fostering good working relationships and strengthening the organization's capacity to serve. Consideration for unionized environments will also be included. You will come to appreciate what YOUR role is in achieving good staff-volunteer relations!

Let's Get Creative: Best Practices for Engaging Youth Volunteers

Duration: Half or Full day
Audience: All Managers of Volunteers, new and experienced who wish to engage youth more successfully in their organizations. Good session to bring a variety of organizations together to form a community strategy on becoming youth-friendly!

The Workshop "Let's Get Creative: Best Practices for Engaging Youth Volunteers" has these objectives:

  • Examine the issues and challenges of working with youth as volunteers.
  • Explore and use youth trends and data to recruit and keep youth volunteers.
  • Develop and exchange creative ideas with your colleagues to engage youth and turn them into life long volunteers! Leave with an incredible list of ideas.

This session can also be customized to include the Youth Volunteer Audit a tool that will help you work through best practices.

  • Use the Youth Volunteer Audit to build successful youth volunteer programs by eliminating issues and challenges and building on best practices.
  • The Youth Volunteer Audit can be applied to one organization in a facilitated discussion or can be discussed with many organizations.

Best Practices: Corporate-Employee Volunteer Programs

Duration: Half or Full day session
Audience: All Managers of Volunteers, new and experienced who wish to develop a partnership with the business community. This session would also lend itself to an audience of business and nonprofits thinking about partnering on community projects. What are the benefits and challenges for both groups?

Research shows that corporate-employee volunteer programs are on the rise. Volunteer Canada issued a corporate challenge. These programs can benefit the corporation, the employees, the voluntary organizations and ultimately the community. However, the right connection and support must be made in order for a successful partnership to occur.

What is a corporate-employee volunteer program?
What are the challenges and benefits for all the partners?
What steps should you take if you are considering this direction?
Making sure you understand it is it more that just increasing your recruitment opportunities?
What the nonprofit can do to encourage and support business?

Strategic Planning for Volunteer Managers

Duration: Full day session
Audience: All Managers of Volunteers, new and experienced. Developing a strategic plan for a volunteer program is a primary tool for positioning your services within the organization.

When we think of strategic planning, we often think about the agency or organization and the overall planning they do on an annual basis. Your program is often part of this bigger picture. As a vital part of the organization, you need to be equally prepared for the future. You can develop a picture of the future (Vision), a purpose (Mission), examine current Strengths, Weaknesses, Opportunities and Threats (SWOT Analysis), establish concrete goals (Directions) and develop actions (Action steps or Objectives) for the Volunteer Program that you manage.

Without a plan in place, the Manager of Volunteers is like a captain of a rudderless ship! This workshop will provide you with the framework and components to develop your own strategic plan for the volunteer program you manage. Some side effects of this session are "renewed energy and commitment to change that will propel your program to new heights."

Extensive materials and templates will be provided to assist you with your journey!