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VT readers ask questions about volunteer management and administration. Ask Connie, an experienced volunteer manager, consultant and trainer, provides the answers for all to see.
Send questions to AskConnieP@cs.com


~ April 2005 ~ Topics

Dear Readers:

Recently I've been asked several times for a guide to volunteer performance evaluations or reviews. It's a task that many volunteers and staff often dislike and/or overlook. Let's face it – "reviewing" someone’s performance can be uncomfortable sometimes. But, it doesn’t have to be if you're coaching volunteers throughout the year and if you frame the evaluation as an opportunity for both staff and volunteers to decide what’s working and what isn't working. I encourage you to coach volunteers throughout the year and to do a formal assessment at least every two years. Here is a generic form that you can use as a guide and adapt to your circumstances.


Name: _______________________________________________________________________
Supervisor: ___________________________________________ Date: ______________

Volunteer Vision Statement: We celebrate the unique contributions of our volunteers who join us as steadfast ambassadors of XYZ Organization and leaders in providing [services].

The purpose of this evaluation is to help our volunteers work to their greatest potential and to help XYZ better involve volunteers in participating in their success at XYZ.

Please assess the above named volunteer by considering the following competencies and key behaviors. [This statement can be directed toward either staff or a volunteer who does a self-assessment.]

Please rate each item as Excellent, Good, Fair, or Poor, and feel free to include your comments in the appropriate section [not shown here].

  Excellent Good Fair Poor
Adheres to XYZ's policies        
Can work independently        
Desires to grow and learn        
Displays integrity        
Displays appropriate enthusiasm and/or attitude        
Follows instructions        
Gives and takes feedback well        
Handles difficult situations effectively and appropriately        
Handles difficult people [visitors, volunteers, staff] effectively and appropriately        
Leads when appropriate        
Conducts him/herself in professional manner at all time        
Manages time efficiently        
Quality of work performed        
Respects confidentiality        
Shares XYX's mission        
Concern for participants [clients, visitors, customers, etc.]        
Willing to help where needed        
Works well w/staff        
Works well w/participants [clients, visitors, customers, etc.]        
Works well w/other volunteers        

Thank you for completing this evaluation. Please return it to XXXXX by XXXX date. The results will be shared with the volunteer and staff partners.

Do you have a question? Now you too can ask an expert!

Connie Pirtle, of Strategic NonProfit-Resources, has 15 years' experience in working with volunteers. She has consulted and/or trained for such organizations as the Washington National Cathedral, Anchorage Symphony Orchestra, Chamber Music America, and the Association for Volunteer Administration.

Send your questions to Connie at AskConnieP@cs.com.
Connie Pirtle
Strategic Nonprofit Resources
10103 Edward Avenue * Bethesda, MD 20814 * VOICE: 301-530-8233 * FAX: 301-530-8299

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