Investing in Volunteers (IiV) |
IiV Practice |
Suggested evidence |
IiV Indicator 1
There is an expressed commitment to the involvement of volunteers, and recoginition throughout the organisation that volunteering is a two-way process, which benefits volunteers and the organisation. |
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1.1
The organisation has a written policy on volunteer involvement, based on equal opportunities principles, which sets out the procedures for recruiting, supporting and protecting volunteers |
Policy document e.g. Volunteer Policy |
1.2
Where the organisation has policies that relate to the involvement of human resources (e.g. equal opportunities, health & safety, confidentiality, discipline, grievance procedures, etc.) volunteers should either be included or should have their own equivalent policy |
Inclusion in policies
or
Dedicated policies |
1.3
The organisation adopts appropriate procedures for regularly reviewing the volunteering policy and its implementation |
Review date on policy
Plus
Procedure
or
Minutes
or
Policy review schedule |
1.4
People at all levels of the organisation (such as management committee, management, staff, volunteers, clients, supporters) have been informed of, and can articulate the organisation’s reasons for involving volunteers |
Minutes of meetings
or
Induction checklist for staff, management committee and volunteers
or
Annual report
or
Newsletter
Plus
Oral evidence |
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IiV Indicator 2
The organisation commits appropriate resources to working with volunteers, such as money, management, staff time and materials. |
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2.1
The organisation designates responsibility for recruiting, selecting, and supporting volunteers, and protecting their interests to a key person or group of people within the organisation, and these responsibilities are regularly reviewed |
Job Description
Supervision/Appraisal notes
or
Report to Management Committee |
2.2
Job descriptions for paid staff include any responsibilities they have for volunteers |
Job description |
2.3
Time is given during staff meetings to discuss volunteer issues |
Minutes of meetings |
2.4
The organisation’s annual plan includes objectives for the volunteer programme which are reviewed regularly |
Section within Annual Plan
or
Dedicated action plan for the volunteer programme |
2.5
There are adequate financial resources to cover the running of the volunteer programme and ensure that volunteers have the necessary resources and materials to do their work |
Budget
or
Management Accounts
or
Petty cash vouchers/expenses claims forms/receipts |
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IiV Indicator 3
The organisation is open to involving volunteers who reflect the diversity of the local community, in accordance with the organisation’s stated aims, and operates procedures. |
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3.1
Information about the organisation and ways in which volunteers can be involved is made as widely available as possible |
List showing where organisation has recruited
or
Examples of recruitment /publicity materials |
3.2
Analysis of the diversity of the local community compared to the volunteer team is undertaken |
Collection of demographic data
Plus
Analysis of equal opportunities monitoring forms |
3.3
Staff and volunteers are open to diversity among co-workers |
Diversity/Equal Opportunities training
or
Minutes of discussions on diversity
or
Internal posters/written materials |
3.4
Images and/or descriptions of the organisation reflect the diversity of the local community, and are appropriate to the objectives of the organisation |
Annual Report
or
Information Pack
or
Organisation’s literature e.g. publicity materials |
3.5
The organisation is open to involving volunteers from a wide range of backgrounds and abilities, and commits the necessary resources |
Statement in Volunteer Policy
or
Analysis or Equal Opportunities monitoring forms
Plus
Photograph of recruitment display
or
Letter inviting or thanking organisation regarding recruitment display |
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IiV Indicator 4
The organisation develops appropriate roles for volunteers in line with its aims and objectives, and which are of value to the volunteers and create an environment where they can develop. |
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4.1
A ‘task description’ is drawn up for each voluntary role |
Task descriptions for each volunteer role up to a maximum of 10 |
4.2
The organisation sets out the necessary skills, attitude, experience and availability needed to do the work |
List of qualities and skills needed for each volunteer role up to a maximum of 10 |
4.3
If feasible, a variety of tasks is available which will attract a range of people, while still meeting the needs and aims of the organisation |
Task descriptions
or
A list of volunteer tasks |
4.4
Where possible, tasks are adapted to suit the needs and interests of individual volunteers |
Written testimony from volunteer
or
Explanatory note from organisation
or
Oral Evidence |
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IiV Indicator 5
The organisation is committed to ensuring that, as far as possible, volunteers are protected from physical, financial and emotional harm arising from volunteering. |
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5.1
An assessment of potential risk to volunteers is conducted when designing volunteer roles |
Completed risk assessment checklist/form for each volunteer role up to a maximum of ten |
5.2
Appropriate insurance guidelines and cover for volunteers are set up |
Insurance certificates
Plus
Inclusion of volunteers on existing policies
or
Insurance guidelines for volunteers |
5.3
There is a clear policy on the reimbursement of legally allowable expenses which is rooted in the organisational ethos, and which takes account of the organisation’s financial situation |
Expenses claim form
or
Budget
or
Management accounts
or
Expenses policy
or
Statement in Volunteer Policy/Volunteers Handbook |
5.4
Knowledge of volunteers’ personal details is restricted to those who need it, and passed on only with volunteers’ consent, and regard is taken to storage of confidential documents |
Confidentiality procedure
or
Statement in Volunteer Policy and in line with current Data Protection legislation |
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IiV Indicator 6
The organisation is committed to using fair, efficient and consistent recruitment procedures for all potential volunteers. |
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6.1
Selection procedures are standardised, appropriate to the volunteer role(s) and include agreed timescales |
Recruitment and selection procedure guidelines |
6.2
People interested in volunteering are provided with clear information about:
- the type of voluntary work available
- the application and selection process
- whether there is any compulsory training
|
Information pack
or
Letter
or
Checklists |
6.3
At some stage during the recruitment, potential volunteers are given:
- a summary of the organisation’s expectations of volunteers
- what volunteers can expect from the organisation
|
Relevant recruitment publicity
or
Information pack
or
Letter
or
Task Description |
6.4
- The organisation has clear criteria in terms of skills and abilities needed against which it assesses volunteers’ suitability for particular roles
- Asks only for information needed in order to make a placement and this is recorded in a consistent manner
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Potential volunteers are recruited using the criteria laid down in Practices 4.1 and 4.2 and are only asked for relevant information.
Interview procedure including question design
or
Application form |
6.5
Feedback is given to volunteers whose applications are turned down |
Interview notes/guidelines
or
Letter |
6.6
At some point in the recruitment procedure time is given to explore the individual’s reasons for volunteering |
Interview notes |
6.7
Where appropriate, potential volunteers are given further opportunities to find out more about the voluntary work before committing themselves |
Probation period
or
Trial visit |
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IiV Indicator 7
The organisation takes a considered approach to taking up references and official checks which is consistent and equitable for all volunteers, bearing in mind the nature of the work. |
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7.1
The organisation’s procedures for taking up references is based on the nature of the organisation’s work and the roles volunteers will be undertaking |
Guidelines/criteria for taking up references |
7.2
The organisation’s procedures for taking up references are uniform for all prospective volunteers applying for a particular role |
Copies of references on file
or
Reference request letters |
7.3
The oganisation’s approach to the use of official checks takes into account the relevant Government guidelines, and the roles in which volunteers will be placed |
Copy of relevant guidelines |
7.4
The organisation has considered which types of convictions/disciplinary actions may or may not be relevant to the voluntary work being undertaken |
Criteria on when to ask about convictions/disciplinary actions
or
Guidelines on the Rehabilitation of Offenders Act
or
Policy Statement |
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IiV Indicator 8
Clear procedures are put into action for introducing new volunteers to the organisation, its work, policies, practices and relevant personnel. |
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8.1
All new volunteers are introduced to the relevant paid staff and other volunteers with whom they will come into contact |
Induction checklist |
8.2
All volunteers are provided with copies of the risk assessment undertaken on their role |
Induction checklist/schedule and completed risk assessment forms |
8.3
Volunteers are provided with the necessary information and training to do the voluntary work, including any policies as appropriate |
Induction checklist/schedule
Plus
Task descriptions
or
Training schedule |
8.4
There is clarity between the volunteer and the organisation about the boundaries of the volunteers’ roles |
Induction checklist/schedule
Plus
Task descriptions
or
Training programme
or
Minutes of meetings |
8.5
There are clear health and safety and accident and emergency procedures |
Induction checklist/schedule
or
Information sheets e.g. emergency evacuation/fire drills
or
Training programme
Health & Safety policies, procedures, guidelines |
8.6
Volunteers are informed of what insurance cover is in force and what they need to do in order to remain covered by insurance |
Induction checklist/schedule
or
Insurance certificates
Policy on insurance
or
Insurance guidelines |
8.7
Volunteers are advised of, and understand, guidelines for addressing situations where volunteers act in discriminatory ways, or where volunteers themselves are in receipt of such treatment |
Induction checklist/schedule.
Equal Opportunities policy
or
Complaints policy and disciplinary procedure
or
Relevant guidelines |
8.8
Volunteers are advised of and understand, the procedure to use if they wish to complain about their treatment by paid staff, users, committee members or other volunteers |
Induction checklist/schedule.
Complaints policy and procedure |
8.9
Volunteers are informed of what expenses can be claimed, and the procedure for reimbursement |
Induction checklist/schedule
or
Expenses claim forms/petty cash forms
Expenses policy
or
Volunteer policy |
8.10
Volunteers are advised to inform the Benefits Office that they are doing voluntary work, if this is relevant to them |
Induction checklist/schedule |
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IiV Indicator 9
Everybody in the organisation is aware of the need to give volunteers recognition. |
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9.1
Management Committee and paid staff recognise the value of volunteers’ contributions and communicate effectively their appreciation to volunteers, both formally and informally |
Awards schemes
or
Volunteers’ contributions mentioned in annual report, local paper, other publications
or
Social events |
9.2
Volunteers have an opportunity to make known their views about the organisation’s work |
Minutes of meetings
or
Suggestion box
or
Comments book
or
Support meetings
or
Supervision or review notes |
9.3
Volunteers have an opportunity to make known their views about the organisation’s policies and procedures and to participate in decision-making |
Minutes of meetings
or
Volunteer representatives on management committee
or
Consultation documents
or
Newsletter |
9.4
The organisation provides volunteers with the opportunity to continue developing their skills and talents within the roles on offer |
Supervision or review notes
or
Training programme
or
Range of voluntary work on offer |
9.5
Volunteers leaving the organisation, who have made a regular commitment to it, are offered a reference and/or other statement of their achievements |
References
or
Letters
or
File notes
or
Certificates |
9.6
The organisation endeavours to obtain feedback from volunteers leaving the organisation |
Exit interviews
or
Exit questionnaire |
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IiV Indicator 10
The organisation takes account of the varying support needs of volunteers. |
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10.1
All volunteers know what forms of support the organisation offers them, and who to contact in the case of any problems |
Induction checklist/schedule
or
Information/Induction pack
or
Task Description
or
Volunteer Policy/Manual |
10.2
Either one-to-one and/or group support sessions are offered, as appropriate |
Volunteer Policy
or
File notes
or
Supervision and review notes
or
Minutes/Notes of meetings |
10.3
Where volunteers’ work is emotionally demanding, an opportunity for them to ‘unload’ is freely available |
Volunteer Policy
Or
Guidelines
or
Information/Induction pack
or
Supervision |
10.4
Volunteers are aware that they can refuse demands they consider unrealistic, beyond the scope of the role or which they do not have the skills to carry out |
Induction checklist/schedule
or
Volunteer Policy
or
Volunteer manual/handbook |
10.5
Staff who supervise volunteers are appropriately trained in volunteer management and the organisation’s policies |
Training programme, materials, resources
or
Record of staff training
or
Training certificates |
10.6
Volunteers are informed of all relevant changes in the organisation which affect their work |
Memos
or
Newsletters
or
Minutes of meetings |
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