VOLUNTEER MANAGEMENT

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VOLUNTEER MANAGEMENT SITE VISIT DATE
The Leadership Development and Strategic HR
Practice Area is presented by American Express.
This Service Grant design is brought to you by
American Express.
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PURPOSE OF THIS TEMPLATE

• When do I use this template?
• At this stage, the Account Director will meet in
  person with the nonprofit for the first time.
• How should I use this template?
• This template is intended to guide the Account
  Director in assessing whether the nonprofit is
  ready for the Service Grant.
• Remove and customize slides as needed for your
  particular project.
• Send the final agenda to the rest of your team at
  least 48 hours before the meeting.
• REMOVE THIS SLIDE BEFORE PRESENTING

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VOLUNTEER MANAGEMENT ASSESSMENT

• 1-2 weeks prior to the Site Visit, the Account
  Director should distribute the Volunteer
  Management Assessment to the Executive Director.
  Each Nonprofit Team member must complete the
  assessment prior to the site visit and be
  prepared to discuss the results with the Account
  Director during the site visit.
• REMOVE THIS SLIDE BEFORE PRESENTING

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AGENDA

• Meeting goals
• Discussion

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MEETING GOALS

• Ensure that the nonprofit understands the Service
  Grant process including the scope, key
  deliverables, and approval process
• Decide whether or not to award the Service Grant.
  If awarded, the Account Director and nonprofit
  sign the Service Grant Award
• Set expectations and notify nonprofit team of any
  preparation they should complete
• Discuss the nonprofits Volunteer Management
  Assessments

• MEETING MATERIALS
• Quickstart Guide and Service Grant Award,
  available on Taproot Intranet
• PREPARATION
• Account Director reviews and refines blueprint
  documents, nonprofits website and application
• Nonprofit gathers communication materials for
  Account Director
• ATTENDEES
• Account Director
• Entire nonprofit team
• Board member

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DISCUSSION

• DISCUSSION POINTS
• Why does the nonprofit need this Service Grant?
  Is the need clear, well understood, and
  important?
• What is the scope of the Service Grant project?
• What is the role of the Account Director? What
  are the roles of each member of the nonprofit
  team?
• What key deliverables will this Service Grant
  produce?
• When will we hold the Kickoff Meeting?
• What are the results of a basic assessment? What
  areas are particularly strong or in need of
  improvement, according to the nonprofit?

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