THOMAS J. FARRELL '88, '90W (MS) SENIOR VICE PRESIDENT FOR ADVANCEMENT JOHN LIPPINCOTT
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1 LEADING EVER FORWARD VOLUNTEER THOMAS J. FARRELL '88, '90W (MS) SENIOR VICE PRESIDENT FOR ADVANCEMENT JOHN LIPPINCOTT PRESIDENT EMERITUS, COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION OF COUNSEL, MARTS & LUNDY
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4 SALIENT ISSUES: Clarity of purpose and expectations Intentionality of design and practice Consistency vs. flexibility Performance metrics and reports Coordination and collaboration Volunteer experience
5 Clarity of purpose and expectations: Group mission statement - Strategic connection to school/unit - Periodic review Member job description ( Go, Give, Help, Connect ) - Active participant (offer services, host events, attend mtgs.) - Donor and/or fundraiser (identify, engage, steward donors) - Advisor (serve as sounding board, technical expert) - Ambassador (broaden awareness and spheres of influence)
6 Intentionality of design and practice: Culture of engagement VOLUNTEER Member recruitment, retention, diversity Onboarding and orientation Substance and conduct of meetings
7 Consistency vs. flexibility: Shared best practices - Periodic mission review - Member term definitions - Role of chair - Quality of volunteer experience Respect differences among unit cultures, group missions
8 Performance metrics, reports and recognition: Mission-specific metrics (e.g., go, give, help, connect) Systematic evaluation (group, individual) Periodic reporting (within/among groups, to leadership) Recognition for strong performance (group, individual)
9 Coordination and collaboration: Interactions across volunteer groups Joint projects Connection to governing board Centralized vs. decentralized services Volunteer clearinghouse
10 Volunteer experience: Volunteer concierge Volunteer resources Ongoing communication Volunteer surveys (including net promoter score)
11 - DISCUSSION QUESTIONS - REGARDING THE IN GENERAL: Of the issues that were described, which do you think are of greatest importance for strengthening the impact and experience of volunteers?
12 - DISCUSSION QUESTIONS - REGARDING THE IN GENERAL: Are there issues that were not discussed that you want to be sure we address in the report?
13 - DISCUSSION QUESTIONS - REGARDING THE IN GENERAL: Were there any red flags for you in what was described? Are there approaches to volunteer engagement that could do more harm than good?
14 - DISCUSSION QUESTIONS - REGARDING CLARITY OF ROLES AND EXPECTATIONS: Are you clear about the current expectations for you as a volunteer leader? Are you comfortable with those expectations, including those related to philanthropy?
15 - DISCUSSION QUESTIONS - REGARDING INTENTIONALITY OF DESIGN AND PRACTICE: Do you feel you have both the opportunities and the information to fulfill your volunteer leadership role? Do you have any suggestions regarding ongoing communication?
16 - DISCUSSION QUESTIONS - REGARDING PERFORMANCE METRICS, REPORTS, RECOGNITION: For your particular board or council, how do you (or would you) measure success?
17 - DISCUSSION QUESTIONS - REGARDING COORDINATION AND COLLABORATION: Beyond this conference, what connections should exist among the volunteer leadership groups and with the governing board?
18 - DISCUSSION QUESTIONS - CLOSING THOUGHTS: Share with us any other observations from your personal experience as a volunteer that could be helpful to us in formulating our recommendations (e.g., ways you could be better utilized).
19 THANK YOU! ( stay tuned) lippincottj@verizon.net
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