Volunteering: Where are you now? – Volunteer management checklist

This Volunteering guide has been produced by our Sustainable Volunteering Officer, Eleanor, to assist your museum with volunteer management.

This is not an exhaustive list, so not every indicator will be relevant to your museum.

If you have any questions about our Volunteering resources or cannot find something specific you are looking for, then please get in touch.

	Complete	Improvement or development needed?		Action Plan
	Complete	Full review	Quick refresh	Action Plan

PLANNING, POLICIES & PROCEDURES
The museum has a broad view of the benefits of volunteers and why people choose to volunteer
The museum has allocated appropriate resources as far as possible (financial, supervision, training etc)
There is a written volunteer policy *
There is a written equal opportunities and diversity statement (including recruitment of ex-offenders) *
Health & Safety issues have been addressed and written policy exists where necessary *
Risk assessments are carried out for museum activities
A fire assessment has been carried out by the local fire service
Adequate insurance cover for volunteers and staff exists *
Confidentiality statement has been produced *
Data protection statement produced *
Copyright statement produced
Volunteer drivers procedures produced
Safeguarding Children and Vulnerable Adults policy produced (where applicable) *
Volunteer expenses policy exists (where practicable) *

	Complete	Improvement or development needed?		Action Plan
	Complete	Full review	Quick refresh	Action Plan

VOLUNTEER RECRUITMENT
The museum has considered where to advertise any volunteer opportunities	¨	¨	¨	¨
Written role profiles have been developed for volunteer opportunities *	¨	¨	¨	¨
An information pack is available for potential volunteers	¨	¨	¨	¨
The museum has considered its recruitment and selection process	¨	¨	¨	¨
Potential volunteers are invited to an informal chat/interview	¨	¨	¨	¨
References are taken up for volunteers where appropriate	¨	¨	¨	¨
A Safeguarding Policy, including screening (DBS etc.), is in place	¨	¨	¨	¨

	Complete	Improvement or development needed?		Action Plan
	Complete	Full review	Quick refresh	Action Plan

MANAGING AND SUPPORTING VOLUNTEERS
A volunteer induction programme has been developed
A volunteer handbook has been produced *
Trial periods are offered to new volunteers
Support and supervision information is given to all volunteers
Problem solving procedures are in place *
The museum regularly seeks input from its volunteers
Training is offered to volunteers/training resources have been identified
The museum recognises the contribution of its volunteers

	Complete	Improvement or development needed?		Action Plan
	Complete	Full review	Quick refresh	Action Plan

EVALUATION AND FORWARD PLANNING
Records are kept of what volunteers are doing and results are shared
The contribution of volunteers and the impact of their activities are evaluated on a regular basis
There is a procedure in place to capture feedback from volunteers leaving the museum
Planning for succession in volunteer roles is considered

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