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How to choose a volunteer management system

If you have had the responsibility of managing volunteers you will know how time consuming it can be.  There are various computer systems out there which can make your life much easier by automating common tasks and allowing you to communicate with your volunteers more efficiently.

Things you'll need

  • A computer with internet access
1

Define system specification

Write down a list of what you would like the system to do, marking each criteria as either mandatory or optional.

The list below give you some tips on things you may want to consider:

Sign up

  • Volunteers sign up themselves via a website
  • Administrator signs volunteers up

Data collection

  • What sign up questions do you need to ask at registration
  • What information may have to be collected post registration (CV & Qualifications etc.)
  • Do you need to record DBS or Induction information

Opportunities

  • Does your administrator add all opportunities themselves
  • Can other internal departments create opportunities
  • Can external organisations create opportunities via internet

Events

  • Will you need to promote events with multiple volunteer opportunities
  • Will you require web pages to promote your event
  • Will you need tools to communicate and manage large numbers of volunteers

Recording and reporting

  • Do you need to record how many hours volunteers have done
  • Would you like volunteers to record their hours themselves
  • What KPIs do you need to report on
  • Do you want to record volunteer feedback
  • Do you want to assess your volunteer programme from a geographical or regional perspective

Communication

  • Do you need to email groups of volunteers directly from the system
  • Do you want to be able to SMS text volunteers from the system
  • Do you want to send automated emails or SMS texts to volunteers (when they register, join an opportunity, the day before their opportunity takes place etc.)
  • Do you want to communicate news to your volunteer workforce

Social media

  • Do you want volunteers to be able to share their experience via social media sites (Facebook & Twitter etc.)
  • Do you want your system to show information from your social media sites

Incentives

  • Do you want to incentivise volunteers with gifts or discounts
  • Do you want to incentivise them in exchange for the number of hours they have volunteered

Accreditation

  • Will volunteers need to wear badges on some opportunities
  • Will those badges require photos

Training and courses

  • Do you want to advertise training courses to your volunteers
2

Evaluate systems on the market

There are many systems on the market so it’s worth investigating a few to see which one best suits your needs. Volunteer Impact, Volunteer Kinetic, VolisticsDo-it, Samaritan, Volunteer Hub and are just a few.

Useful functionality to consider:

  • Log Hours 
  • Customised Fields
  • DBS (CRB) Management
  • Data Download
  • KPI Reports       
  • Geographical Reports   
  • Volunteer Feedback      
  • SMS & Email
  • Auto SMS           
  • Cloud Based      
  • Social Media Integration              
  • Gamification     
  • Smartphone Integration
  • Homescreen Customisation
  • Donor or client management functionality or integration
  • GDPR compliance 
3

Book a demo

Choose 2 or 3 systems and explain to them your system requirements and get a demonstration.  In my experience sales people will promise that their system does everything you require even if at closer detail it obviously cant,  the only way to know for sure is to get a demonstration using real examples and scenarios that you may come up against.

It is also a good idea to speak to some existing customers to hear their opinions of the system.

4

Signing the contract

Make sure that you get the company to agree and sign to fulfill your system specification, and dont pay until the system is installed and working.

Further information

Try this demo from Volunteer Kinetic: http://demo.volunteerkinetic.com/ or sign up for a Volunteer Impact trial from Better Impact.

 

Contributors

Page last edited Dec 02, 2017 History

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