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Supervision

The following is a list of Volunteer program policies for supervision. Each section contains information on the policy, sample wording and key issues and procedures.

Supervision
Grandfathering of New Measures
Record Keeping
Reporting Obligations
Probation
Discipline
Immediate Dismissal


Supervision

Sample Wording

Supervision provides the volunteer with guidance, support and feedback and direction to carry out the volunteer duties. Every volunteer will be assigned a supervisor; in some cases the supervisor may be a volunteer. Volunteers agree to follow the direction and guidelines provided by their supervisors. In case of disagreement over the direction provided, the volunteer may address this with the supervisor or with the administrator of volunteers.

Why?

Prepare volunteers for the fact that screening will be ongoing through supervision and evaluation.

Key Issues/Procedures

Supervision provides quality control and can prevent problems from occurring.

Styles of supervision may include direct supervision, unannounced spot checks and follow up with clients, family, staff and other volunteers.

 

Grandfathering of New Measures

Sample Wording

New policies or amendments to existing policies may be introduced that will affect all current and new volunteers. Current volunteers will be informed of any changes in policies and explained how to comply with the new policies.

Why?

Let volunteers know that the current policies are always reviewed and evaluated and adapted when needed.

Key Issues/Procedures

As you evaluate and improve your policies and procedures, think about how to implement new policies. Long-term volunteers may resist change. Depending on the policy you may grandfather current volunteers and implement a policy with new volunteers.

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Record Keeping

Sample Wording

Volunteer records are kept to assist the organization in maintaining an effective volunteer program. Volunteer records are stored in a locked cabinet, under supervision of the administrator of volunteer resources and/or in a password protected electronic file. Volunteers may access their files by contacting the volunteer coordinator. The file may be viewed in the presence of the volunteer coordinator and shall not be removed from the office.

The organization maintains information about volunteers and their service for program management and statistical purposes. All information is maintained confidentially.

Why?

People are increasingly aware of privacy laws and may question what kind of files are being kept for how long, who has access and what the information is used for.

Samples of most commonly kept files include:

  • Application form
  • Interview form
  • Reference check form
  • Hours, training log
  • Evaluation
  • Recognition information
  • Signed agreements, consent forms
  • Police records check info

Key Issues/Procedures

What goes into volunteer files?

How long will you keep volunteer records?

How are records stored?

What is the access procedure for volunteers who want to see their files?

Who has access to the information (other staff, data for reports, stats, funders)

Note: Once you destroy screening documentation, you destroy the basis from which to defend your screening decisions. (From "Beyond Police Checks")

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Reporting Obligations

Sample Wording

All accidents, injuries and hazards must be reported immediately to your staff supervisor or administrator of volunteer resources. Incidents include violence, theft, threatening behaviour, abuse or any (potentially) unsafe situation.

Why?

When an incident occurs it is important that volunteers and staff know how to respond and that all relevant information is recorded as soon as possible to assist further investigation if necessary.

By encouraging volunteers to report potentially hazardous situations you may be able to prevent or reduce incidents.

Key Issues/Procedures

Train volunteers in how to report a situation of potential risk or hazard and how to respond in case of an incident. Clarify who to report to and how to fill out an incident report ( PDF, 90KB).

 

Probation

Sample Wording

All volunteer placements begin with a three-month (six month? one month?) probation period. At the end of this period the organization and volunteer will evaluate if the placement meets the mutual objectives.

Why?

Some organizations choose to include a probation period to observe the volunteer "in action" before making a final commitment and accepting the volunteer.  It encourages both the organization and the volunteer to evaluate the placement and making any adjustments if necessary.

Other organizations do not provide a probation period as it may give volunteers the impression that once they have made it through probation they're in for good. Instead they opt to have ongoing evaluation and adjustments.

Key Issues/Procedures

Discuss within your organization what the purpose of a probation period would be and if it suits your programs.  If you decide to introduce a probation period decide how long it is and what kind of evaluation and monitoring takes place.

 

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Discipline

Sample Wording

Volunteers who fail to adhere to the policies and procedures of the organization may face disciplinary action, including dismissal.

The organization believes in fairness and openness and volunteers can expect a commitment to resolving conflict and receiving supportive and constructive criticism. If disciplinary action is required, the organization follows the same steps as its staff policies:

  • Performance review
  • Verbal warning
  • Written warning
  • Suspension
  • Dismissal

Why?

Volunteers need to know that there are consequences for failing to adhere to policies and procedures.

Organization shows from the onset a commitment to resolve conflicts and keep disciplinary issues to a minimum.

Key Issues/Procedures

What are the steps of progressive corrective action?  Review your human resources policies to mirror those closely with your volunteer policies.

What records need to be kept in case of disciplinary actions?

What is the complaints or grievance procedure for a volunteer who disagrees with a decision?

Who is responsible for disciplining a volunteer?

 

Immediate Dismissal

Sample Wording

Our organization values a collaborative work environment and will attempt to respectfully resolve conflict or problem situations. However, our priorities are the safety and well being of our clients, volunteers and staff and the integrity of our organization. If a volunteer were to commit a dangerous or harmful act, he/she may be dismissed immediately and without warning.

Grounds for immediate dismissal may include (but are not limited to):

  • Gross misconduct or subordination
  • Committing a criminal offence (theft, assault, vandalism, etc,)
  • Acts of abuse, mistreatment or violence breach of policies or procedures
  • Being under the influence of alcohol or drugs.

Why?

Volunteers need to know up front that there are circumstances when immediate dismissal can occur. This policy protects not only clients and staff but volunteers as well.

Key Issues/Procedures

Who is responsible for the dismissal and who makes the final decision?

Report the incident and document thoroughly al events leading up to the incident. Follow up with other volunteers, staff and clients if necessary.