Development and Implementation of a Volunteer Training Program for a Non-Profit Organization

A Literature Review

presented to Saint Mary’s College

in partial fulfillment of the

requirements for the degree of

Bachelor of Arts in Management

by

Corey L. Nelson

MMA06

April 16, 2001

 


Introduction

The vision of a stereotypical charitable or other non-profit organization as recently as fifteen years ago is a dinosaur. Times have changed drastically for the non-profit groups. The managing and financing needs of these organizations have had to adapt to an environment where time is money and potential contributors are placing their money in endeavors with fiscal returns. To survive, non-profits need to mirror the practices of their for-profit competition.

Internal organizational structures of such groups vary a great deal. Some are more traditional in their hierarchical tree structure, while some more flat in structure where individual staff members have to be more flexible in what areas they take action. In the end, one of the major requirements for the success for a non-profit group comes down to adequate staffing and training. And that is so rare, that many groups struggle to maintain the status quo, let alone grow. The education of organization members is the solution for the problem.

To address the issue of uninformed club members, a training program is being developed to train volunteers of non-profit organizations. Volunteers in non-profits are not unlike managers in a traditional business. There are a lot of similarities in the training of new managers and new volunteers.

The target audiences for the training program are newly recruited volunteers for the non-profit group, Livermore Youth Soccer League. The main goal is to acquaint new volunteers with LYSL procedures and policies. Consistency in communication and implementation of club policies throughout the organization is the secondary goal of the training program.

To gain the support of the organization, the training program must make sure to highlight the goals of the organization and the major issues that a new volunteer is likely to experiences. This includes the standard issues of managing people and learning the unique ropes of any new organization itself.

Research material was gathered that pertained to basic communication and management skills that all volunteers, new or experienced, need to be aware of. Improving basic skills such as mentoring, communication, and conflict management keeps focus on consistency. The basics are successfully. They are time tested and they work. The other material sought for this project specially addresses the unique issues that exist for non-profit organizations of today and the volunteers that donate their time.

Non-profits have the two-fold problem of needing to function much more like a tradition business to succeed in today's economic environment and in many ways change how they train their staff. It's not the grandfather's charity any more.


Research Findings

In the course of project management, research helps to prepare a manager for success. With the proper research, a project manager can double-check that all the areas of importance have been addressed. Such is the case now. Below are the results of this project manager's research findings. While most of the material refers to the training of managers in a traditional business, the concepts are just as valid for the training other hired, contracted or volunteer workers in any organization.

Training Courses

Most of the resources point out the need to properly train people that are given a position of any responsibilities. If this is the person's first time in a new position, it is imperative to set the, up for success by training them.

Marquardt and Belker (2000) discuss a very common situation for most organizations, people being given a position before they are prepared for a specific job they are not prepared for it. To fill management roles quickly, technically skilled employees that shine in their craft get "rewarded" with promotions to management. The new manager show finds out that his lack of experience to manage a team, as opposed to strengths in self-directed technical work begins to show. Since many organizations move quickly, there is not time for him to recover (Marquardt 49). The strong asset of the organization ends up leaving. This results in a environment where one either fails or succeeds with no middle ground. Not surprisingly, the people with the fewest lessons are the first are to terminate their role of responsibility, voluntarily or not.

Candidates for positions of responsibilities come from two sources, experienced and not experienced. When the candidate has been a manager before, they have a high chance of succeeding in the new position in the long run. The biggest road blocks for these candidates is the mixing of their personality and methods with those of their new direct reports, co-workers, and executive managers. They also need to become aware of the existing organization processes that they are walking into. Having never been a manager before, people that lack the understanding, knowledge, or command of basic management skills will have an even harder time of making it their new position. As Belker (1997) correctly points out, few new managers understand the demands of having to be able to address the needs of multi-level organizational reports and providing team results as opposed to individual contributions from the rank and file (Belker 4). Managers are judged on the team's results, not just the manager's performance. This is a new concept for many inexperienced managers.

An interesting pre-managerial type program that was discussed by Marquardt and Belker (2000) had people that wished to look into the roles and responsibilities of a management position. It is a "try it and see if you like it" program. As a rule, about 20 percent of the people that try the program decide management is not for them, at least at that time. This pro-active program helps to weed out candidates that had a high chance of not succeeding as a manager, thus, saving time and resources for the individual and the organization. For the individual, they have also had the chance to better understand the position of their own manager in a new light and gain an insight on what skills they themselves need to improve on in order to become a viable managerial candidate (Marquardt 204). This is a "win-win" situation.

The last decade has brought a new type of business - the "dot-com start up". These high technology companies are brought to life so quickly that those running the business usually have a lot of technical skills, but very little managing experience. As Marquardt points out, in the long-term, this behavior not only creates an environment that can lead to poor work flow and a higher turnout rate in staff, it also leaves the organization more vulnerable to legal action should the manager not take proper steps to issues.

Most authors agree that in order to get the biggest bang for the buck, training effectiveness needs to be measured. Studies done on training programs shows that most skills are not practiced. As time goes on, the training is forgotten and not utilized. The best plan is to ensure the training was adequate is to measure the training skills before and after the program to evaluation training effectiveness. A follow up on the practicing of the skills will help indicate if another training program of some type is needed. Lack of measurement can ultimately kill any benefit of the training. Money, time, and human resources will have been wasted (Zenger 23). Zenger feels that the return on investment is the fundamental problem with training programs, not the lack of executive support.

According to Zenger (2000), the way to hedge the return on investment is to be clear in the business purpose and desired outcomes for any training programs. Leadership development needs to be in step with the organization and its mission. Senior management must actively support the program or it will fail.

 

Management 101

There are some basic management skills that a manager or worker needs to survive. The development of these skills will help a skilled manager succeed and grow in their position. This is particularly true for organizations, such as non-profits, that have typically been run with loose reins. Reining in a poorly run organization is challenge that requires a return to the basics in communication and resource management.

Some common sense advice from Gurley Brown (1996) reminds managers that the basics do work. Doing the "ghastly" things first will allow enough time to get them done. Then the easier tasks fall into place. Admitting when you are wrong will bolster credibility and trust. Reply to others promptly, no matter who they are.

In today's litigious society, managers needs to always keep the potential legal risks in mind as their daily activities. Sack (1995) offers guidelines in a number of managerial duties where a manager could put himself and the organization at risk of legal reprisal "from hiring to firing," the life cycle of an employee.

Communication

Communication comes in three basic forms: written, verbal, and non-verbal (or body language). Each form, whether individually or in combination, delivers a message. The message can be facts, instructions, ideas, goals, impressions, or visions. What ever the message is, effective use of these forms is the cornerstone of any business (Nelson 169).

Both formal and information methods of communicating heavily impact on the relationship of a worker and his manager. This is also a two-way effort. People give and receive information as they interact with others on a daily basis.

Leadership

Bennis (1997) attempts to describe the differences between leadership and management. Management is efficiency, systems, policies, structure. It is about how. Copying. Leadership is about effectiveness, trust, and people. It is about what and why. Innovating and initiating. "Leaders have the capacity to create a compelling vision. They inspire and empower others. They pull, rather than push" (Bennis 100).

Being a leader does not require becoming a manager. Leadership is in everyone to different degrees. Honing the skills to effectively inspire others requires continuous practice.

Leadership by example means just that. By showing the team that the manager does not ask more of the team than they do of themselves, the team see that their manager is not one of those that do not do any "real work".

Good executives should be able to do some things as well as or better than the team. They should be able to handle what the team can not or should not be doing (Gurley Brown 181). The employees need to concentrate on what they do well and complete their tasks. The manager should be the thread that holds all the pieces together.

Good leadership in more necessary in non-profits than tradition companies. With the lack of substantial financial benefits, workers can only be kept and inspired by true leadership. Poor leaders can quickly kill a non-profit group.

Resource Management

Hiring

One the most important keys to creating and retaining a winning team is start of by hiring the right people, according to Stein (2000). Investing in the hiring process will pay off in lower staff turnover rates. Picking the right people to begin with reduces wasted time in retraining new employees. People that are already in line with the organization culture and goals tend to contribute to reaching those goals quickly and effectively. When hiring or paid or unpaid positions in a non-profit organization, the same guidelines apply as a traditional business environment.

Interviewing

Stein (2000) reminds managers how important it is to be careful about the hiring processing. Job requirements must be clear and reasonable for the position waiting to be filled. The interviewing process and candidate selection must be within legal guidelines to avoid any form of illegal discrimination. Some forms of discrimination to be aware of are against age, gender, race, and disabled people.

During the interview process, the interview should be trained on the differences between the types of questions that are appropriate or not. An example of an inappropriate question that Sack (1995) provides "what country are you from", "are you impaired", "what is your maiden name?" All of these questions might be ones that come up in daily conversations, but can be grounds for a lawsuit if asked in an interview.

Termination

Not all employment situations work our for either parties. On occasion, an employee leaves the organization. This can be in one of two ways. Employees that quit their positions voluntarily are less stressful situations. The change in position if made by the one more directly effected, so the transition is smoother than an involuntarily one. Involuntary terminations are usually the organization's decisions to let an individual go. This is commonly a stressful experience for bother manager and employee.

Voluntary/Quitting

When an employee quits, there is usually little risk to the employer. An exception might be if the employee felt force to terminate their employment due to circumstances such as feeling threatened, harassed, or other legally protected discrimination.

The challenge with non-profit organizations is their heavy reliance on people that volunteer their time. As more people have split households or two-income families, the pool of potential volunteers has been drying up. The are less options to replace a non-paid worker with.

Involuntary/Firing or Death

In the event that things deteriorate and an employee has to be laid off or fired, certain processes must be done to help ensure the rights of both parties are being respected. Getting fired is not easy for either party, but with a skilled manager, the level of volatility can be lessened.

If there is a lay off, be aware that there are laws that exist in how much notice and compensation workers are entitled to. To violate such laws, risks legal action from the workers or the government.

It is never an easy job to fire an employee, logistically, emotionally, or legally. If the termination is based on a performance issue, many companies now have a corrective action plan to help correct performance issues before the drastic measure of termination is explored. Be aware that even an "at will" employment policy does not release the organization from possible unlawful termination repercussions. On these matters, Sack (1995) is clear.

It is not uncommon for non-profit groups to have some paid staff, but primarily the workers are all volunteers. Firing people that are donating their time is a reality on occasion. In this situation, the handling of the dismissal is the same as for-profit organization. It must be done effectively with documentation and appropriate process.

Team Maintenance

Retention

Keeping top employees has been harder than ever in age of high technology companies. Talented people that can help a organization to blaze trails in new and uncharted industries are rare. Competitive rates and employment situations make it harder to keep talent, once they have been acquired.

According to Stein (2000), retaining employees for other top companies has been a combination of flexible working conditions to traditional financial rewards. Providing a supportive environment and inspiring loyalty are imperative.

In Gurley Brown's (1996) experience, it pays to be flexible with employees and their outside responsibilities. Adding more, unnecessary stress to a troubled worker can create an untenable workplace and result in workers leaving. Good employees tend to the get the work done, even in light of their own distractions.

Not unlike workers in a tradition job, knowing that one can learn and grow within an organization keeps trained personnel involved longer. To be able to recruit and retain people to work for no money means that they need to be provided with other satisfaction and fulfillment (Wolf 99). The key is to identify what an individual is hoping to achieve when they volunteered.

Motivation

Two forms of motivation can be use: positive or negative. Reward good behavior, as opposed to punishing bad behavior. For a while now, the there has been a strong trend toward the former, as studies show that it gets the best long-term benefits. Nelson reminds us to beware of how rewards are given out. "Equal treatment of unequal performers can be unfair" (Nelson 97). In the same vein, the same motivations for different people do not always work.

Creating a supportive environment where employees fill safe to openly communicate, where trust and respect are fosters, will contribute to a healthy working environment where people will feel valued and inspired to improve their situation and, in turn, that of the organization.

Another pitfall to beware is too many rewards or ones that are not in line with the organization goals, states Nelson (1996). People can see false praise or not value it if it is given too freely. The purpose of the employees is to further the organization to reach its goals. Rewards should be awarded when efforts get those goals closer to being realized.

Mentoring

People can be told what to do, but for employees to grow, they need to learn. Coaching or mentoring employees is one the most important responsibilities that a manager has. Nelson (1996) points out that if managers can effectively coach employees, the time it would have taken them to figure it out on their own is not wasted. Effective coaches are supportive, emphasize team success over individual success, assess talents and shortfalls of team members, inspire team members, create environments that allow individuals to be successful, and provide feedback.

Discipline

Worker performance and attitude can be unacceptable at time. If gone unchecked, the behavior can infect the entire team and other departments. Correction of such behavior must be immediate, clear, and appropriate. Discipline can be verbal or in written form. Nelson (1996) suggests that a manager must be consistent and fair in their disciplinary actions. To do otherwise, sends a mixed signal to the employee and the team.

Self Development

It is important to remember that a manager is responsible not only for the development of the team, but also for himself. As Belker (1997) concludes, the manager's capacity to manage well is determined by his ability to manage himself. To apply that idea, the more effective a manager can be with his own tasks, the more success he will be able to lead a team effectively. If the manager can organize his own tasks and responsibilities, he can organize a project.

All employees or volunteers can benefit from mentor. Continued encouragement from more experienced coaches will contribute to a worker's growth in their knowledge and life experience. A healthier and more productive team manager can only better the situation of the team he leads.

Even in the non-profit environment, people often seek to grow as individuals. The goals of a volunteer or a paid employee are often similar in the desire for self-fulfillment and growth.

 


Conclusion

With preceding research, the project manager now has the ability to design how an effective training program. Much of the sought after contained the desired material contained the management techniques and information, as well as the special needs of non-profit organizations of today.

Discovering the value of training programs and being able to convey that to the organization makes the project that much more marketable to the intended audience. Seeing that desired results may be hard to obtain, but can be accomplished in other such programs is a great motivation to see the project to completion. This is a worthwhile endeavor.

Knowing that basic management and leadership skills never go out of style, is something that all managers should be periodically reminded of.

The challenge of managers in any organization to just keep their heads above water when it comes to developing their teams allows them to also forget to keep themselves growing and learning. However, this is a vital contributor to the continued success of a manager. Personal development is just as important as nurturing an effective work team.

It is not surprising that more could not be found on the realities and challenges of operating and managing a high technology organization. The industry is new and proving that the old ways will not work in all situations. Hopefully, more sources of information will appear as the industry learns what works in today's environment and what does not.

All of the sources that were researched held information that the project will benefit from. In turn, an organization that used the project's training program will benefit from the exercise of supporting and training their managers. It is not too late to remind older managers of the basic skills that have worked over the course of many years. For the new managers, the support and mentoring of the organization will breed self-confidence, knowledge, and ultimately, a successful organization.

In the end, the research presents a clear testimonial. Training programs can fail, pass, or excel. It is a matter of support from others and the desire for continuous improvement, be the organization a tradition business or a non-profit group.

 


Annotated Bibliography

This book is a classic because it addresses the major stages that all new manager experience. The major sections of the book cover the start of a new management position, the challenges of maintaining a staff, and how to prepare to continue to grow professionally.

One of the most useful aspects in this book is the recognition that not everyone is cut out to be a manager. This book does a great job presenting the realities and challenges of what management is really about in clear concepts for people that might not know what they just got themselves into. This concept should be considered as managers search for ways to help their employee grow. It might turn out that the manager is doing a good employee a disservice to promote them to a manager position.

This workbook contains activities that help teach managers what leadership is. These activities provide a learning environment with 30 one-day skill-building exercises. Self-assessments help measure how the manager is progressing.

Skill-building exercises will be helpful during the training program in helping workers begin to measure their current abilities. From there, growth can occur successfully.

Evidence showing that only about 15% of management training is applied on the job. The Fort Hill Company has a tool that managers can use weekly to gauge their continued application of management skills.

"You can lead a horse to water, but you can't make it drink" is an old, but true saying. This article is a good reminder to lay groundwork in the training program on how important it is to continue to practice the skills learned.

Helen Gurley Brown is a successful magazine editor with over 30 years of experience in managing a staff. Her basic rules for successfully maintaining a top performing team are grounded in common sense: do not yell; remember who is in control; compliment before criticizing; if wrong, admit it; timely replies; learn to say "no" when appropriate; you get what you pay for; and work harder than anyone.

Ms. Brown's advice is useful to a manager in any organization, regardless of experience. They work for people that work above, below, and at the same level as the manager. Several of these points can be used in a training program.

The thrust of this article is geared toward the special needs of training the new managers of a high technology organization. High tech companies have a fast and furious pace where people are promoted to manager positions before they are ready emotionally. They tend to be lacking the maturity, experience, and training to be successful at new job. The needs that high tech companies have of their managers are different than the traditional companies, but training is needed, nonetheless. Proven techniques, such as mentoring program where senior managers or external trainers are matched up with new managers are discussed. Sources for online courses are also presented.

The insight offered regarding the importance of training people that are highly technical, but new to managing works for people in business and volunteer situations. Poor training is showing its negative consequences in the project's target organization in many ways as described in this article. The time volunteers have to give to local non-profits these days is much like the high tech mentally of hit hard and fast. No time to stop and do all the process steps. Shortcuts are taken, long-term fall out occurs.

This is a useful book since it is geared towards a variety of issues that people that handle other people must be able to deal with. Managing workers or soccer parents are not dissimilar. Even though the subjects are not in-depth, the scope of the material helps to expose key areas that a manager is likely to experience. Pointing out these areas in a training program will help show the range of areas that a manager must be aware of to begin planning effectively.

This collection of essays special nature modern non-profit organizations is discussed in regards to the public trust, how non-profits have changed, when to join a non-profit and why, fundraising, and how non-profits can improve. Some of the more useful information is what non-profits can learn from other groups, like venture capitalists, about operating funds. Also, of keen interest is the improvement of the traditional non-profit into a more successful operation with resource management that allows a group to not only sustain the status quo, but grow.

As all HBR papers, this collection has a current observations on what is really going on in the world today. The relaying of what other organizations are doing and how to parlay resources to create a successful non-profit will change the traditional minded volunteers that tend to think they are getting into a charity situation that will barely keep its head above water - like all non-profits. Wrong. It does not have to be that way.

Employment law is a reality of the business world. This book covers topics such as drug testing, benefits, and discrimination issues from the legal prospective. There are tips on how to create a working environment that helps to avoid the impact of lawsuits and unfair working conditions. Prevention is the key.

Litigation is something every organization fears it will have to deal with at some point in its existence. Non-profits are not protected by their charitable nature. This book is an in-depth discussion and examples of how to avoid putting oneself in a unlawful position and what to do if one is already there. New managers or uninformed volunteers are usually not aware of the pitfalls they can create for themselves until it is too late. This should be included in any training program.

Companies these days are developing cultures that promote a good balance of work and living "real" life for their employees. Childcare, on site dry cleaning services, flex time, and free dinners are just some of the new office-supported benefits, that are beginning to be offered to workers. The new benefits have the same effect as the more traditional ones of medical and dental coverage: higher employee retention and satisfaction on the job. To be successful, the benefits should fit the needs of the benefactors.

This article is relevant to the current environment at the target company for the project. The CEO has actively supported a healthy balance of work and home life for the company workers. While a high technology start up company requires a heavy commitment from its staff, it is not worth burning out before the benefits can be reaped for all the hard work. New managers have to be able to address a person that tips the scales of work/life balance - good or bad.

Ten companies discuss some effective ways to keep their people from abandoning them to make their fortunes at dot com or other inviting companies. Great employees have talent, knowledge, and experience that can be a tremendous loss to the organization if that person leaves. Ways to keep employees content to stay with their current employment situation include: displays of appreciation and recognition (either verbally or through gifts), providing good benefits, a challenging environment, career path choices, excellent hiring processes, and heavy investment into existing employees that are stars.

Once someone becomes a manager, retaining and mentoring staff is a daily challenge in any organization. This is truer for the volunteers of non-profits. Finding volunteers is hard enough, but to attract and retain good ones is a big challenge. This article has some common sense ways that one could start off on the right foot from the beginning with the staff. This is material that the training program should contain.

Running a non-profit organization is not dissimilar to running a typical business. Assembling the workforce, personnel policy, marketing, financial statements, and leadership in management are all surprisingly similar. In addition to those areas of running any organization, the author discusses the special fundraising and legal needs of a non-profit environment.

Having worked with several non-profits over the past years, it has become apparent that unless a non-profit organization is taken more seriously by a stable board of directors, the special requirements and needs of the organization are not attended to. With the high turnover rate of volunteers and the lack of training that tends to be a major trait of non-profits, this book is especially useful to get the entire club back on track. Many of the ideas of planning, documentation, mission statement and training of the book are exactly what non-profit board members need to be reminded of.

No training can be completely effective without following up that change has occurred. This change must be measurable. To do otherwise is a waste of resources.

Selling a training program as a worthwhile investment to any organization is a challenge. This information in this article is a useful tool to help organizations understand the benefit of such an investment in time, money, and resources. The concept of measuring the retention and implementation of the training will be valuable in demonstrating that a training program works.