How to Strengthen Your Charity Governance with Volunteer Management, Screening & Training

Introduction

Volunteers are a vital resource for charities, contributing essential time and energy that makes much of the sector’s work possible. Effective volunteer management, however, extends beyond simple recruitment and scheduling; it is a fundamental component of good governance, which ensures your organisation is run safely, lawfully, and with accountability.

Properly screening and training volunteers is critical for managing the opportunities and challenges they present. Without these processes, charities face significant risks, including harm to people or property, loss of funding, and damage to their public image. This guide explains how investing in thorough volunteer screening and training is essential for strengthening your governance, meeting regulatory requirements, and ultimately protecting your mission.

Understanding Not-for-Profit Governance

What Governance Means for Your Charity

Governance refers to the way your charity is run, including the rules, structures, and decision-making processes it follows. It establishes how everyone in the organisation is held accountable and sets the overall culture, values, and expected behaviours. A key function of governance is to ensure all practices are safe and comply with relevant laws and standards.

Effective governance also involves managing the organisation’s resources responsibly and in its best interests. This extends to human resources, including the crucial role of volunteers. Proper volunteer management, which involves thorough recruitment and screening, is a fundamental component of good governance, as it helps ensure that the people acting on your charity’s behalf are suitable and aligned with its mission.

The High Stakes of Improper Volunteer Management

What Can Go Wrong Without Proper Volunteer Screening

Failing to properly screen volunteers exposes your charity to significant risks. When you don’t know who is providing services on your behalf, you cannot be sure they are qualified or suitable for their assigned roles. This oversight can lead to serious harm to people and property.

Consider these potential scenarios:

• A volunteer with a history of dangerous driving being tasked with transporting vulnerable clients or valuable goods
• A volunteer with a past assault conviction being placed in a role with unsupervised access to children or other at-risk individuals

These situations, which can arise from inadequate screening, create opportunities and challenges that can directly threaten the safety of your beneficiaries and the public.

Damaging Consequences for Your Not-for-Profit

The repercussions of poor volunteer management extend far beyond isolated incidents, posing a direct threat to your organisation’s survival. Taking shortcuts on screening and training might seem like a time-saver, but it can lead to a host of damaging consequences.

These negative outcomes can severely impact your charity’s ability to fulfil its mission and include:

Consequence	Description
Harm to people and property	Volunteers not suited for their roles can cause direct physical or emotional harm to clients, staff, or other volunteers.
Increased insurance costs	Incidents involving volunteers can lead to a rise in insurance claims, higher premiums and deductibles, and difficulty securing future coverage.
Loss of funding and donations	A damaged reputation can make it challenging to secure grants and donations, as funders and the public lose trust in your organisation’s ability to operate safely.
Negative public image	Incidents of harm or negligence can attract negative media attention, severely damaging your charity’s public image and credibility.
Decreased program engagement	When beneficiaries and the community lose confidence in your organisation’s safety, participation in your programs is likely to decline.

Strengthening Governance Through Effective Volunteer Recruitment & Screening

Defining Clear Roles & Recruitment Methods

A crucial first step in effective volunteer management is to clearly define the roles you need to fill; volunteers are different from charity employees. Before starting the recruitment process, it is beneficial to create a written description outlining the specific activities and responsibilities for each volunteer position. This simple act of clarification helps potential volunteers understand what is expected of them and allows your charity to attract individuals with the right skills.

Once roles are defined, you can consider the most effective recruitment methods to reach the right people. The strategy for finding volunteers will vary significantly depending on your needs.

Different approaches include:

Recruitment Method	Description / Best Use Case
Mass media	Using platforms like radio, newspapers, or social media is effective for reaching a broad audience for large-scale recruitment drives.
Targeted outreach	For smaller, more specific roles, personal contact or distributing flyers in key community locations can be more direct and successful.
Online services	National databases, such as the free ‘GoVolunteer’ service, provide an excellent platform to advertise volunteer positions to a wide and engaged audience.

Implementing a Formal Application & Background Check Process

Adopting a formal application and screening process is a critical step in protecting your organisation and the community it serves. This structured approach ensures you know who is representing your charity and that they are qualified for their assigned tasks.

Part of this formal process involves conducting appropriate background checks to verify a volunteer’s suitability. Depending on the nature of the role and regulatory requirements, these checks may vary.

Common checks include:

Type of Check	Description
Identity Verification	Some charities require all volunteers to provide proof of identity or personal references to confirm who they are.
Police Checks	In certain situations, conducting a police check can be a prudent measure to assess a volunteer’s history.
Legally Mandated Checks	If volunteers will be working with children, people with disabilities, or older individuals, specific checks such as Working With Children checks are required by law.

Enhancing Safety & Compliance with Volunteer Training & Support

Onboarding Volunteers with Clear Policies & Procedures

A structured induction process is essential for integrating new volunteers and aligning them with your charity’s mission and operational standards. Onboarding and training all volunteers on your organisation’s policies and procedures ensures they understand their role and how to act safely and responsibly on your behalf.

Best practices for inducting new volunteers include:

Best Practice	Description
Provide a Welcome Letter	A welcome letter formally outlines a volunteer’s role, as well as their rights and responsibilities within the organisation.
Assign a Mentor	Consider giving new volunteers a “buddy” or mentor who is familiar with how the charity operates and can provide guidance and support.
Deliver Comprehensive Training	Volunteers require initial training when they start and ongoing training opportunities to help them perform their roles effectively over time.
Mandate Specialised Training	For volunteers working with vulnerable populations, specific training on abuse prevention and reporting procedures is mandatory.

Ensuring a Safe Environment & Appropriate Supervision

Your charity has a legal requirement to provide a safe work environment for every volunteer. This obligation involves proactively identifying and reducing any risks related to the activities they undertake. Proper supervision is a key component of maintaining this safe environment and is fundamental to good governance.

To prevent harm and manage the opportunities and challenges that volunteers present, it is crucial to ensure that their assignments are suitable for their individual capabilities. This includes:

Component	Description
Appropriate Assignments	All tasks delegated to volunteers must be appropriate for their skills and abilities to avoid unnecessary risks.
Ongoing Supervision	Volunteers should be supervised to ensure they are performing their duties safely and in accordance with your organisation’s policies.
Risk Management	Consider implementing measures like volunteer protection insurance and public liability insurance to further manage risks.

Conclusion

Implementing well-structured volunteer screening and training processes is a fundamental component of good governance, essential for protecting your charity from significant operational and reputational risks. By defining clear roles, conducting background checks, and providing ongoing support, your organisation can ensure it meets its regulatory requirements and safeguards its mission.

Managing the complexities of volunteer management and governance can be challenging. For specialised not-for-profit legal guidance to ensure your charity is built on a strong and compliant foundation, contact the expert team at LawBridge today.

Frequently Asked Questions