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Calgary Outdoor Club - Volunteer Coordination
Introduction
This document outlines the policies and processes for volunteer coordination for the COC, including
recruiting, training, coaching, and so on. It mainly covers event coordinators, but includes some
information regarding admin and exec positions as well. Note that this document does NOT cover
information about how to perform the required tasks on the web site. Please see the
Web Site User Guide for
that information.
In This Guide:
- VC Commandments
- Getting Started
- Shared Volunteer Coordinator E-Mail Account
- Volunteer Files (ie. "Labels")
- Helping Volunteers Through the Process
- New Potential Volunteer
- New Co-Coordinator
- Posting Events for Volunteers in Training
- The Giving of the Star
- Paid Event Training
- Photo Historian Training
- Volunteer Review
- Remove a Volunteer's Star
- Re-Instating a Volunteer
- Other Volunteers - Admin and Exec Positions
- Automated E-Mails We Receive
- Event List Update
- Event Cancelled
- Other VC Business
- Volunteer Business Newsletters
- Volunteer Recruiting
- New Volunteer Info E-Mail Template
Commandments
- Be fun... be friendly... be encouraging... be helpful. Our volunteers are the heart of the COC
and they are the reason why we are as successful as we are. The Volunteer Coordinator team is
an important part in keeping our volunteers happy and connected to the club - do what you can to
make them feel welcome, informed and appreciated.
- Uphold the high COC standards. The COC is very successful largely because our events are of
a consistent high quality, and the information we post on the web site is also consistent. The
Volunteer Coordinator is the gatekeeper to ensure that these high standards are met - through
recruiting fantastic volunteers, and training and coaching them to coordinate events which follow
our policies and procedures. Occasionally, it is necessary for Commandment #2
to override Commandment #1. If you have qualms about a volunteer or a volunteer hopeful and/or
the quality of the events they're running, it is your first responsibility to address the situation.
Coach the person to correct/improve the situation and if you cannot come to terms, or you continue
to have doubts about their abilities to coordinate quality events, you must prevent them from
coordinating. Ask the Lead Volunteer Coordinator and/or the Exec Team for assistance if you need it.
- Maintain accurate and complete conversation details for reference by yourself and the other
members of the Volunteer Coordinator team. All conversations should be properly labelled and archived in
the shared gmail account.
Getting Started
As a most important first step, please think of when you'd be able to log in to the shared
e-mail account and spend about fifteen minutes "taking care of business". If you can do this
two or three times per week, that would be great (or even more is even better). Just mentally
work it into your schedule.
Then, when it's time to put your VC hat on, log in to our shared e-mail account:
go to Gmail.google.com and log in with cocvolunteers (password will be provided by the
Lead Volunteer Coordinator).
Don't feel like you have to take care of EVERYTHING in the in-box every time you log in.
Spend your fifteen minutes (or whatever you have) and then get out. The idea is to spread the
work around!
For your first x-number of times (however many times you want), just go in to the e-mail
account and look around: review this enormous process doc, and look through the e-mail account and
click around. Make sure that this documentation makes sense in relation to what you see in
the e-mail account. If you have any questions, e-mail the Lead Volunteer Coordinator with them.
If you've never used gmail before you might want to give yourself some extra time to explore and
get familiar with it - there can be quite a learning curve if you've never used an e-mail
interface like it before.
After you've familiarized yourself with this process document and the e-mail account,
start off taking care of the easy tasks - some of the automated e-mails we receive:
- Event List Update
- Event Cancelled
If you have time after addressing those things, LOOK at the other stuff in the in-box.
Are there e-mails from people wishing to start coordinating? Review the
documentation and think
about how you would answer. Are there e-mails from volunteers-in-training asking to have events
posted? Review the documentation and think about how you would
proceed.
Once you're comfortable with the "easy stuff", start dealing with the two most common
tasks that we do: qualifying new volunteers and
posting events for volunteers in training. Be careful when
posting PAID events for volunteers - there's some extra stuff that
needs to be done.
If that's as far as you want to go, then that's great. This is the main stuff that
takes up so much time. If you're a keener and want to take your VCing further, feel free to
start dealing with:
- Giving stars to trainees who have graduated from their probationary
period
- Re-instating former volunteers who ask to re-join the team
- Remove a volunteer's star who resigns or otherwise leaves the team
- Volunteer recruiting
Unless discussed it previously with the Lead Volunteer Coordinator, please always leave the
following tasks for them:
Volunteer Review
Volunteer Business Newsletter
If, at any time, you change your mind about this particular role with the COC, or you find
that you just can't work it into your schedule, just LET US KNOW. No harm; no foul... we
just want to make sure that the folks who are listed as VCs are VCingL if the active VC list
dwindles down then we know it's time to recruit some new ones. :)
Shared Volunteer Coordinator E-Mail Account
The bulk of the work of event coordinator management is done through a single gmail account,
cocvolunteers@gmail.com. All Volunteer Coordinators should use this (and only this) account for
volunteer management so that we have a clear conversation trail for all club volunteers. If
volunteer management is done through our personal e-mail accounts then the conversations are not
available to other bosses, nor are they available for future reference. The COC standard e-mail
address, volunteer@calgaryoutdoorclub.com, forwards to cocvolunteers@gmail.com.
The gmail account automatically inserts the "Volunteer Coordinator" signature to any
e-mails sent. Please include your name so that people know who they're dealing with. It's also "friendlier".
For anyone not familiar with gmail, using the shared mail account has turned out to be one
of the more confusing aspects of doing the job. Therefore, this instruction page includes details
about how to use gmail. Just ignore those if you already know your way around gmail.
The types of e-mails that we receive most often in the in-box are:
- Event List Update: Someone has added a new event to the calendar
- Event Cancelled: Someone has cancelled an event off the calendar
- New Volunteer Offer/Request: Someone wants to begin coordinating events
- Event Detail Request: Someone who is in training but doesn't have their star yet is
asking you to post one of their "probationary" events
How to deal with each of these types of e-mails is described below.
For any e-mail regarding
a specific volunteer - active volunteer, wannabe volunteer, former volunteer, whatever, be sure
to LABEL all e-mails. If you initiate an e-mail (for example, when checking references), click
the "Sent Mail" label, select the e-mail you just sent and label it appropriately. To "label"
e-mails in gmail:
- To create a new label: Only create a new label when you're having a conversation with a brand
new potential volunteer. Instructions for how to do this are included in the "New Potential
Volunteer" section below.
- To apply an existing label (what you'll do most of the time): If you're in a folder view,
select (click) the message(s) that you wish to label, OR, if you have an e-mail open, it is
automatically selected. Near the top of the browser window, you will see three buttons and a
drop-down list: "Archive", "Report Spam", "Delete" and "More actions...". Click the "More actions..."
list and scroll down through the list of available labels and pick the correct one.
- After you've labeled an e-mail, and done everything you need to do with it (ie. reply),
be sure to "Archive" it rather than leaving it in the in-box so that the next VC in the account
doesn't think there's still something needing to be done with it.
Volunteer Files (ie. "Labels")
Within the gmail account, you will find a "file" (actually a label) for each person who has
been involved in our volunteer processes - either as a volunteer hopeful, an active volunteer,
or a former volunteer.
Trying to keep it straight where each volunteer, new volunteer, etc, is in the process
became unwieldy, so to make it easier to keep track of everyone, we set up a "coding" system that
allows us to know exactly where someone is in the process. The "coding" will help you determine
what to do with each person who e-mails the volunteer@ address.
All the volunteer "files" are prefixed with a code to indicate the volunteer's current
status within the club, as follows:
- VA: Volunteer, Active
- VAN: Volunteer, Newly Active volunteer - they've just gotten their star. Once they are announced
in the next Volunteer Business newsletter, the Lead VC will change their status to VA.
- VAR: Volunteer, Formerly active, then removed, then re-activated. Once they have been
"welcomed back" via the next COC Volunteer Business newsletter, they will be changed to VA status.
- VAZ: Volunteer, Newly Resigned/Removed. Once their departure from the team has been announced
in the next Volunteer Business newsletter, they'll be moved to VZ status.
- VIC: Member approved for co-coordination only. They have agreed to abide by our policies and procedures,
but they haven't yet submitted references. If they want to proceed and work towards their star, they'll need
to provide references to become a VIT. There is no obligation to move beyond this status if they only with
to co-coordinate events.
- VIT: Volunteer, In Training. They have met our criteria to start coordinating, including providing
positive references and confirming the policies/procedures. They are "on probation" while they do
their first three outdoor events, at which time they should go through the "starring" process (including
having their status changed to VAN).
- VWC: Member applying for co-coordination only.
- VWN: Volunteer, New Applicant. Has not yet satisfied the initial requirements to begin
coordinating their probationary events. Should be kept in this status until they have confirmed
having read and agree to follow our commandments, safety policy and waiver process AND have had
their references check out. They can then be moved to VIT status.
- VWZ: Cold Lead. Thought they might want to volunteer, but it didn't work out on one
end or the other. If a person does not successfully complete the requirements of VWN or VIT status,
after a time move their e-mails to the "VWZ: Cold Leads" label. Note that we used to keep individual's
names as VWZ: Name, but as we became more and more bogged under cold leads, we switched to a single
label.
- VZ: Volunteer, Former/Inactive.
- VZZ: This person was either removed from the volunteer team, or was refused volunteer status
and they are not welcome to coordinate events for the club. This is not necessarily a permanent
situation but if a person is in VZZ status at some point, the history should be taken into consideration
before moving them into VWN or VIT status.
To update someone's status code in the shared e-mail/gmail account, scroll to the very bottom of
the in-box page until you see "Edit Labels" at the very bottom of the label list on the left-hand-side.
Click "Edit Labels" which will take you to the page where you can change the labels. Click the
"rename" link to the far right of the person's label and change the label to show the correct
status. For example, if Bob Smith is moving from "VIT" status to "VAN" status, look for the "VIT: Bob Smith"
label, click "rename" and change the label to "VAN: Bob Smith".
Helping Volunteers Through the Process
New Potential Volunteer
When someone e-mails the VC e-mail indicating an interest in coordinating for us, we need to
do a few things to determine what to do with them:
- Use the "Search" feature of your browser to look for an existing file under their name. For
example, if "Bob Smith" e-mails to say he'd like to start coordinating, first check if we have a file
for him already - sometimes people have a "false start" or two before we actually get them started.
Use your browser's "Search" feature (in IE, this is the "Find on this Page" item under the "Edit" menu
and enter "Smith" as a search criteria. If any wrong matches are found, click "Find Next" until you
either find a match on their name, or you get the "Finished searching" message.
- If you find an existing file for them, check their status and review their previous conversation
history (by clicking on their name to find the previous e-mails). Unless there were past issues, you
should be able to just start up where they left off, wherever they were in the process. When we find
an existing file for a person, we do NOT want to create a new file, we just want to re-open their
existing file. At this stage you probably want to change them to "VWN" or "VIT" depending on how
far they got before (ie. if they've provided references and confirmed the policies in the last year,
they can go directly to "VIT"... otherwise they should go to "VWN" until they've done those things).
If you find them under "VZZ" it means that they are, for one reason or another, not welcome to
volunteer for the COC. Whether or not to reverse that decision should be treated as a team decision
with input from VCs as well as the COC exec team. Follow up as appropriate, or ask the Lead
Volunteer Coordinator to take over at that point.
- If you do not find a match, you must "qualify" them to see if they are eligible to coordinate
events for the club:
- Use the "Complete List" page under "Member Reports" to look up how many events
they've attended and how recently. As a general rule, they should have attended
at least 5 outdoor events with the COC, preferably at least one within the past month.
- Use the "No Shows" page under "Attendance Reports" to confirm they have no
no-shows on their account. Note that the "no no-shows allowed" rule MAY be
overridden if they have only one no-show and you're confident that they are highly
unlikely to no-show again. Discuss the no-show with them - what were the circumstances?
May want to follow up with the coordinator (who gave the no-show as well) to get their
perspective on it before making a decision.
- If you determine that they meet these initial criteria, proceed with step 1 of getting
them started, as follows:
- Reply to their e-mail, including the "New Volunteer Info"
message (see the very bottom of this page), and personalize it appropriately (for example, if you know the person
well enough to be their reference, note that they don't need to provide references...
or, if they've mentioned specific events they want to coordinate, thank them and
let them know that you'll set up the first event once they've confirmed the
new volunteer info).
- Once you've replied to the e-mail:
- If there's already a file ("label" in gmail-speak) for
them, apply that label to the e-mail. To do so in gmail, while you have the message open,
click the drop-down list at the top-right of the message labeled "More actions...", scroll
down in the list to find their existing label and select it
- If there isn't already a file for them, create one. To do so in gmail, while you have the message open,
click the drop-down list at the top-right
of the message labeled "More actions...", scroll to near the bottom of the list to find the "New label..."
choice and select that. Enter "VWN: Their Name" for the new label.
- In the in-box view, select the e-mail message that now has the person's label attached to
it and click the "Archive" button near the top left. Note that when the person replies, gmail
will automatically bring up the past conversation and apply the label if it can for easy reference.
You can also get back to the e-mail by scrolling down the in-box reviewing all the labels on the
left-hand side to find their name and click on it.
- If the person must provide references (ie. if you're not acting as their
reference), follow up with the references (who should be current volunteers on our
team). Here's a sample reference check e-mail (switch out the stuff sandwiched in *'s):
I am in the process of getting *NAME* started coordinating events. You
have been identified as *his/her* references. Can you please tell me:
1) How many events have you done with *NAME* and how well do you know *him/her*?
2) Do you think *NAME* will make a good event coordinator? Why or why not?
3) Do you think *NAME* would be a good ambassador for the club?
4) Do you think *NAME* is familiar enough with club policies and procedures (ie.
carpool, waivers), or do you think *he/she* may need coaching/training in certain
areas?
5) What do you think would be *NAME*'s style as a coordinator?
6) Do you have any concerns at all about *NAME*'s abilities as an event
coordinator?
- Once references are confirmed and the person has confirmed the commandments,
safety policy and waiver process, change their status to VIT. Notify them that they're
all ready to start. Sample letter:
Thank you. Please keep this letter for your reference - you might
want to come back to it if you have questions.
You are now a COC "Volunteer In Training" which means that once you've coordinated
three events for us you can have your star and officially join the team - yay! :)
Your three "probationary" events can be completed in any of the following three ways:
1) You can ask another COC volunteer to set up an event for you. This is a recent change to our policies, so if you ask someone and they are not aware of this policy, let them know they can follow up with us for more information. Please note that when you ask them, you should share this e-mail with them stating that you are a "Volunteer In Training"; that's how they will know that they can set events up for you.
2) You can co-coordinate with a starred COC volunteer. This is another recent change to our policies. For you to get credit for the event towards your star, the volunteer will need to notify us of what part of the event you organized and how it went. You will be expected to do all/most of the work on the event in order to have it credited towards your coordinator status.
Once you've done your three probationary events, please send us a note, along with your bio
and photo so that we can set you up with your star.
NOTE that you must have approval from the Safety Team before posting an event at a higher
difficulty level (even once you have your star). To coordinate something at a difficulty
level (D4+), your COC history must show that you've done at least three similar events at
that level in the past year, OR you must have prior written approval from the Safety Team.
The VC team will need to see their written approval otherwise we'll stop the event until we
know that's been taken care of.
Also note that social events do NOT count towards your star... you will have to complete
three outdoor or sport events to get your star.
Please let us know if you have any questions and have fun!
- If you determine that they DO NOT meet our initial criteria, advise them of
what they need to do before they can begin coordinating for the COC.
Often people step forward to coordinate before they have attended a minimum
number of events with the club. These people should be thanked for their interest, but
turned away until they've attended the minimum number of events. For example:
Dear *name*,
Thanks very much for your interest in coordinating events for the COC.
It sounds like you have some great event coordination experience and
would be an asset to our team.
Please review the following page for information about the first steps
in becoming a coordinator for the COC:
http://www.calgaryoutdoorclub.com/events/leaderchecklist.asp
Note that we do require that you attend a few events with us before
beginning as a coordinator. This is because it is just as important
that you be familiar with our policies, procedures and culture as it
is that you be able to coordinate events.
Once you've attended a few events, please contact me again so we can
get you started. Note that this restriction does not apply if you wish to co-coordinate
with a starred volunteer at this time. If you know a volunteer that you can co-coordinate
with let me know and I'll send you the information to get started with that.
These conversations can then be added to the "Inquiries" label and filed.
- If you determine that they are not appropriate to volunteer for the club (for whatever
reason), tell them so in an appropriate fashion. Ask for assistance with this task
if necessary. Each situation will probably be different and require a slightly different
approach, but here is a sample template to refer to:
Dear *name*,
Thank you for your interest in coordinating events for the COC. Unfortunately,
at this point in time, we have to decline your offer to volunteer for the COC as you
have not demonstrated all of the skills required of an event coordinator. While planning,
organizational and technical skills are important, we also look for soft skills such as
how volunteers can be as ambassadors for the club, how positive and welcoming they are,
and so on. This is not to say that you do not have these skills, but perhaps other
members have not had the chance to see those skills in action.
We hope that you will continue attending events and perhaps at some point in
the future we may again discuss the possibility of you joining the volunteer team.
Sincerely,
*Your Name*
Volunteer Coordinator
Calgary Outdoor Club
(note that if you are uncomfortable signing your name to such a letter, please contact
the Lead Volunteer Coordinator to send out the letter or ask their permission to use their
name on it instead).
New Co-Coordinator
Please see the below link for further information on helping a Co-Coordinator and other pertinent information:
Helping others
Posting Events for Volunteers in Training
Before getting full volunteer access, the new coordinator must complete a three-event
probationary period. The three events must be of an outdoor (or sports) nature - not socials.
The events can be set up by us or by another starred volunteer. They can be co-coordinated
with a starred volunteer but that starred volunteer must write in to confirm that the
VIT did all/most of the work on the event for it to count as credit towards their star.
When posting an event for someone, get the person to provide you with the event details. If they want to copy an
existing event, they can simply tell you which event to copy and any details to change.
If it is a new event, be sure they are explicit/clear with all details.
Once you've created the DRAFT event (without posting it to the calendar), send
a link to the draft event (get the address for it by clicking "Vw Dtl" to the right of
the draft event in the "Future" list) and ask them to review the event details and advise you of any changes required.
Once they've confirmed that the event looks good, you can post the event to the calendar.
For all events that you post for anyone, be sure to label the e-mail with that
volunteer's label.
Upon completion of their third event, they are eligible to get their star. They
can start this process by e-mailing us, or we can start it (if we realize they've finished
their third event).
We should not post more than 5 events for someone - if they're not ready for their
star at that point they probably shouldn't be coordinating events for us.
The Giving of the Star
BEFORE you give anyone their star, you must have their bio and photo on-hand. Our Volunteers
page looks terrible with missing photos or "Bio coming soon" notes on it and if we give someone
their star before we have these things, it can take months for us to get it from them. Best
to get it up-front before a star is granted.
- New volunteers may write their own
bio or send you the answers to some questions from which you can write the bio. Use HTML
tags to format the bio (ie. with line-breaks and such). See
Basic HTML
for information on how to do that.
- Use a photo which can be cropped to a face-shot, size it to exactly 100x100 pixels
and save it as a GIF. NOTE that both of these details - 100x100 pixels, and GIF -
are crucial. If you're unsure of what to do, ask the Lead VC for help.
- Use the web site to add the new volunteer. See "Example 1" in the
Web Site User Guide
for how to do that. Please include the month and year that they joined the team in their
title, for example: "Event Coordinator (Since Apr 2007)"
- Click Volunteers
and confirm that the person shows up properly on the volunteer list. Check their title, photo
and bio.
- Send them a "welcome to the team" e-mail, for example:
I have given you your COC star. The next time you log on to the web site you'll see a bunch of new
navigation items, including the Web Site User Guide and the Event Coordinator Manual. Please use these
as your first source of information, and let us know if you have any questions.
Welcome to the team and have fun!
- In the gmail account, update their label/status to VAN.
Paid Event Training
Effective March 1st 2009, the COC no longer offers coordinators the
service of having the club receive and manage their event payments for
them. If a coordinator posts an event with a "COST" amount stated,
please check the following:
1) If they've noted how/when to pay someone else (ie. pay at the
door, pay a service provider)
OR
2) If they're collecting payments themselves, they should state that
in the event details along with some information about how people can
make payment to them.
While it is now the responsibility of the event coordinator to handle
all financial details of an event there is help available from the
Volunteer Coordinator.
Volunteer Review
Event Coordinators must remain current in order to keep their volunteer status. See
"Staying Current" in the Coordinator Manual for more information.
Every couple of months or so, the Lead VC will review coordinators and contact the ones who are inactive.
An inactive volunteer is defined as one who does NOT have another COC job besides event coordination,
(ie. Ian C, our forum administrator, is exempt) hasn't coordinated an event in 3+ months and has
no upcoming events on the list. Normally it will always be the Lead VC who takes care of this job,
but if you are called on to do it, here are some instructions.
Note that some coordinators are "Seasonal" - they only coordinate during a specific season. In
the gmail account, these coordinators are noted with their season at the end of their file name,
for example, "Bob Smith, SUMMER". These coordinators should be skipped over during review if it
is during their off-season and reviewed only if they do not become active again during their
on-season.
You can use the "Volunteer Activity" report (under Member Reports)
to easily identify who has not coordinated in 3 months and doesn't have any events posted.
If someone hasn't coordinated in approximately 3 months, we ask
them to confirm that they're planning on coordinating again soon, and if the answer is 'yes', we
can keep them on the team. If the answer is 'no', they can be removed with a promise of future
reinstatement. If they haven't coordinated in 6 months or more, and are not likely to coordinate
anything soon, they should be removed with a suggestion of future reinstatement. We sometimes
make exceptions to this rule if a coordinator informs us that they are "seasonal" (ie. they only
coordinate in summer or winter).
Before e-mailing any volunteer, check their past conversation history to see if there's
anything to indicate that they'll be absent for a while and returning at a specific time, or prior
"review" e-mails.
Sample 1
I see it's been since July that you've coordinated an event for COC.
I am currently working on
ensuring our volunteer list is up-to-date, with people who have
intentions of continuing coordinating events for us in the future.
If you are planning on coordinating some events again soon, please let
me know when I should expect to see an event on the board. If there's
anything I can help with to make your volunteering experience easier
or more enjoyable, please let me know - I'd be glad to help. If you
don't think you'll be coordinating anything over the next while,
please let me know and I will suspend your star until you're ready to
start up again. Don't worry - it won't be hard to get your star back.
If you are actively attending events, just let me know what you want
to coordinate and when and I'll re-instate your star. If, in the
meantime, your attendance drops off, please attend a few outdoor
events with the club and then let me know you'd like to start
coordinating again.
Sample 2
I see that it's been since July that you've coordinated an event for
COC, although it's great to see you're still actively attending our
events. I'm going to suspend
your volunteer star at this time. We would love to have you back on
our volunteer team as soon as you're ready to start coordinating
again, and I hope that time comes very soon. Getting your star back
will be very easy, especially if you continue to actively attend club
events. When you're ready, just contact me directly to let me know
what you want to coordinate and when and I will re-instate your star.
If, in the meantime, your attendance drops off, please be sure to
attend a few outdoor events to re-familiarize yourself with the club
and our processes and then contact me at
volunteer@calgaryoutdoorclub.com to get re-instated.
Sample 3
I see that it's been since September that you've coordinated an
event for COC, and that it's been since November since you've attended
anything. It is very important that our volunteers be very familiar
with our policies and procedures (especially since they tend to
change over time). I'm therefore going to
suspend your volunteer star at this time. We would love to have you
back on our volunteer team as soon as you're ready to start
coordinating again, and I hope that time comes very soon. When it
does, please be sure to attend a few outdoor events to re-familiarize
yourself with the club and our processes and then contact me at
volunteer@calgaryoutdoorclub.com to get re-instated.
Inactive VITs and VWNs
When you do the volunteer review, check the VIT and VWN labels as well. If there
are folks who have gone inactive (ie. haven't contacted us in 6+ months), move their
e-mails to the VWZ: Cold Leads label and delete their personal label.
Photo Historian Training
- First check Gmail to see if there are any new
photos to be posted. Since it's a joint account everyone has his/her own label
ie "Working On - Geoff", "For Marg" etc. When you work on an e-mail, please
label it "Working On - "your name"" so that two photo historians don't work on the
same photo at the same time and double post it. Once you've finished add the
label "Complete" so that it's clear that it's all done.
Access to gmail account:
username: cocphotos
password: to be supplied
- Posting the photos:
When someone sends photos, check the link (if it is included) or
login to the website and see if the event has a camera icon in the upper right corner.
If the icon is present go to Fotki.com and login (username: calgaryoutdoorclub, password:
to be supplied). In the Fotki nav bar click on the "Our Albums" icon. In the "Public Home"
column click on the month folder for the month in which event took place and scroll down
to the specific event. Make sure this existing album is in the correct folder. Click on "add photos" and follow Fotki's instructions.
If the album does not exist navigate as above to "Our Albums" in Fotki, then follow
the instructions given here.
In step five of these instructions be sure to open the sub-folder for the month in which
the event took place, otherwise the album folder will be created in the wrong folder.
- Attaching the link on the COC website after you have created the photo album
and uploaded some photos:
Login to COC and in the left nav column under "Volunteers' Area/Manage Events"
click on "_Past" and you'll see a list of past events. Choose the event for the photos
you are working on and click on "Archive" and in the page that opens in the "Photo Album URL"
box type the link. The link must take the following form:
http://www.calgaryoutdoorclub.fotki.com/year/month/eventid. As an example here is the link
to Fotki, http://calgaryoutdoorclub.fotki.com/2008/04/6465, for the event
http://www.calgaryoutdoorclub.com/events/archivedetails.asp?eventid=6465 that took place on
April 20, 2008 at the Calgary Zoo
Finally put a check mark in the box "Send Notification" and click "Submit"
If you have any problems, contact a photo historian for help.
Remove a Volunteer's Star
- If a volunteer resigns or is removed, change their label/status to VAZ
- Use "Volunteer Admin" and click "No" for "Volunteer?" to remove their star. Leave
all the other information intact in case they return to the volunteer team at some point.
- Advise forum@calgaryoutdoorclub.com to deactivate their access to the Volunteer area of our Forum
Re-Instating a Volunteer
Sometimes, a volunteer leaves the team for a while and then decides they want to come back. The
process for re-instatement is different depending on the situation of the person. For example:
- If it's been less than three months since they last coordinated an event, you can probably
just re-star them, send them a "welcome back" message, and let them resume activity.
- If it's been less than six months since they last coordinated, there have been no significant
changes to club policies or procedures, and they have attended at least one event per month since
they last coordinated, you can probably just re-star them, send them a "welcome back" message, and let them resume activity.
- If it's been longer since they coordinated and/or attended events, use your judgement as far
as what criteria they need to meet to get their star back. If there have been significant changes
to the policies or procedures, you should get them to confirm that they've read the key parts that
have changed in the manual. If it's been a while since they've even attended anything, get them
to attend a few events, then set up one or two events for them before re-starring them.
When you re-instate a volunteer, change their status to VAR.
Other Volunteers - Admin and Exec Positions
Admin and Exec positions are normally recruited and filled from within the existing volunteer team,
but outside of the scope of the Volunteer Coordinator. If we are asked, we can help with maintaining
the records for these volunteers, including setting Office #s, updating bios, etc.
Note that when setting up a volunteer in an admin or exec position, the webmaster may have
to update the Web Site Options and the official club e-mail address for that position.
See the Webmaster process for more information.
Automated E-Mails We Receive
Event List Update
When any new event is posted to the calendar, the VC e-mail account receives a notification called
"Event List Update". Each of these should be reviewed to ensure that we catch any mistakes that
the volunteer may have missed on posting. In the e-mail, click the Audit link and review the event details:
- COMPLETED ONLY BY THE VOLUNTEER COORDINATOR DIFFICULTY RATING ADVISOR:
Is the difficulty rating consistent with our rating system? If you know for sure that it is
not, update the event and send the coordinator a note. For example:
I noticed that the difficulty rating for your *event name* event was not consistent with our
rating system, so I updated it from D? to D?. Let me know if you have any questions - thanks. :)
If you're not positive, do not update the event - rather, send the coordinator a note
asking them. For example:
I noticed that the difficulty rating for your *event name* event does not appear to be consistent
with our rating system. I think it should be a D? instead of a D? (see http://www.calgaryoutdoorclub.com/events/difficultyratings.asp
for info). If you agree, can you please update your event? If you do not agree, can you please
advise for my own information as to why you believe it should be a D? Thanks!
- Is the carpool location appropriate, and clearly described? For example, sometimes a
coordinator may copy an event from a weekend with an LRT station as their carpool location, but the
new event is on a weekday. LRT stations shouldn't be used on weekdays because of how busy they
are. Watch out for this and ask that the coordinator choose a new carpool location if necessary.
- Is the event start time appropriate relative to the carpool time? For example, sometimes a
coordinator may accidentally set the start time and carpool time as the same, which does not take
travel time into consideration. This can cause problems for "meet at event" people. Ask the
coordinator to update their times to correctly reflect travel time.
- Is the round-trip kms accurate? This is very important for correct calculation of carpool amount.
For example, sometimes a coordinator may only list one-way kms resulting in the carpool amount being
only half of what it should be (and distressed carpool drivers as a result). You can update the
event yourself and inform the coordinator, or ask them to correct it.
- If the event is a multi-day event (whether a weekend trip, or a recurring, ie. weekly, event),
has the coordinator used the "Dates" page to select all dates that the event falls on? See
the Multi-Day Events
info if you're not familiar with that.
- Review the "Event Conflicts" and make sure that the exact same event isn't already set up for the
same day. If a hike (or whatever) is set up for the same day, but the start times are at least
an hour apart, don't worry about it. If not, though, follow up with the coordinator of the new
event to get it changed (either change the start time, or the location). See
Splitting Off a
Second Group in the Coordinator Manual for more info.
- Does the event fit the COC "mandate"? The event should be of an outdoor or sporting nature. Some
social events are permitted, as long as they don't fall under the CCC's "mandate" (see point 1 under
"Choosing Your Event" in the Coordinator Manual for more information). We have allowed some
"loophole" events in the past, but starting January, 2010, no more "loopholes"... don't allow them
on the calendar. A "loophole" is an event that really belongs on CCC (ie. cultural, dance, fine
dining), but for which the coordinator has added a "short walk" to get around the rule.
- Scan all other event details to make sure everything makes sense. EXCLUDING SAFETY PORTIONS OF THE EVENT INCLUDING THE WINTER SAFETY CONSIDERATIONS NOTIFICATION.
- When you're satisfied that the event details are all ok, delete the e-mail from the VC account
Event Cancelled
When an event is cancelled, the VC e-mail account receives a notification called "Event Cancelled".
Check the event, and if it makes sense to try to find a new coordinator for it, contact the
coordinator to discuss. Generally speaking, we don't worry too much about these - our volunteers
rarely cancel an event when an alternative to cancelling is available.
Once you've reviewed the event, delete the e-mail message.
Other VC Business
Volunteer Business Newsletters
Approximately once per month, the Lead Volunteer Coordinator sends out a Volunteer Business Newsletter
(via the "E-Mail All Volunteers" page)
informing all club volunteers of any important changes or announcements, and announcing team changes
such as new volunteers, returning volunteers, and departing volunteers. After the newsletter is sent
out, the gmail labels/statuses for announced volunteers should be updated:
- VAZ change to VZ
- VAN change to VA
- VAR change to VA
When you are ready to send out the newsletter, change the e-mail address (temporarily) on your
account to volunteer@calgaryoutdoorclub.com so that that is the address that it comes from.
Fun stuff that you can include in the newsletters:
- Number of events we have completed for the month (and compared to past months). See the
"Event Count/Mo" report right near the very bottom of the left nav under "Webmaster".
- If we just had our biggest event day ever, you can find that on our stats page and send it
out (Most Events Held in One Day).
- Who are our most active volunteers and how many events have they coordinated in the past
three months? See the "Volunteer Activity" report under "Member Reports" near the bottom of the
left nav.
- Have we just added a new activity to our calendar that we've never had before?
- How many new members do we have signing up per day (find on Stats page), or per month (find
on "Sign-Ups by Month" report under "Member Reports" near the bottom of the left nav.
Volunteer Recruiting
Recruiting new volunteers for the COC is done a few different ways:
- Volunteer Social/Info Sessions: We often hold volunteer
social and info sessions at a local pub, with any club volunteers (current and former) welcome
to come out and socialize, and those who are interested in coordinating to come out, meet some
volunteers and get some info. These events are very popular, but they do serve an important
purpose (recruiting) for the club, so non-volunteers who are NOT seriously interested in
volunteering for us are discouraged from attending. See
www.calgaryoutdoorclub.com/events/details.asp?eventid=3641
for an example.
- Encourage members of our volunteer team to refer interested/qualified members to us.
- Review the "Active Members" report and contact the active members who may be interested
in coordinating. Be sure you know the person (or know of them) before making contact, and
look for an existing file in the gmail account to see if they have any relevant history.
- Wear your "Volunteer Coordinator" hat sometimes on events. Talk to people - ask questions -
do they think they would be interested in coordinating?
- "Help Wanted" postings on the COC Calendar. See member posting ("Hikes Needed") on
Sept 1, 2007 for an
example.
New Volunteer Info E-Mail Template
NOTE that you can copy and paste directly from this web page into a new e-mail message - do
NOT re-type everything!
Subject: New Volunteer Info for *person's name here*
Dear *person*,
Thank you very much for your interest in coordinating trips for the COC!
In order to be consistent and help coordinators on-board as smoothly as possible, we have developed the following criteria. Before coordinating for us, we ask that you have attended at least five COC events (outdoor, preferably including carpool), have zero "no-shows" on your account (see our Cancellation Policy at http://www.calgaryoutdoorclub.com/member/ruleswaiver.asp#cancellation for more info), and provide a referral from two or more people on our volunteer team (perhaps the coordinators of some events you've attended) who can vouch that they think you'll do a good job of coordinating.
The process for getting started is as follows:
1. You must submit a couple of things: policy confirmation and referrals (see below).
2. You will then need to do three probationary events posted by another coordinator, some can be done along with another coordinator.
3. After the successful completion of your third event, you will "get your star" (the COC way of saying you're joining the volunteer team). At that time we will need a photo and a bio from you for our Volunteers page.
4. To count towards qualifying for your star, your first three events must be outdoor/sporting in nature, and you must be the sole coordinator on the event OR you must provide a note from your starred co-coordinator stating that you did all/most of the work in organizing the event.
REQUIREMENTS
There are two things that we need from you before you can coordinate your first events:
1. Your written (ie. e-mail) confirmation that you have read and agree to follow our Commandments, Safety Policy and Waiver Process. You can find these things in our Coordinator Manual at www.calgaryoutdoorclub.com/member/portal/manual/. Once you've carefully reviewed these things, please reply to me with your statement that you agree to follow these items. As well confirm that you understand that COC does not carry liability insurance. Our waiver, like any other waiver, is protection only against reasonable circumstance and offers no protection in the case of negligence. If you, as a club volunteer, are found to be negligent causing injury or death to a member, you will be fully liable for damages.
2. A referral from at least two people who are active on the COC volunteer team and who can vouch for you as a good potential volunteer. Please make sure these are people who know you well enough to provide a clear and confident referral. You can reply to this e-mail with some names (see our Volunteer page at http://www.calgaryoutdoorclub.com/aboutus/officers.asp for who is eligible to provide a referral) and we will follow up with them.
YOUR FIRST THREE EVENTS
Once we have everything from the "Requirements" list, you will become an official "Volunteer in Training" and can begin coordinating your three probationary events. Another coordinator can set those up for you.
Once your event is set up, you will gain access to the web site features which will help you manage the event (ie. send out a group e-mail, print off attendee lists, etc).
Paid Events: Before posting/coordinating a paid event, please e-mail volunteer@calgaryoutdoorclub.com for assistance. We generally discourage new coordinators from doing a paid event as one of their first events because of the extra level of complexity (and, unfortunately, frustration) that can go along with it. Exceptions may be made, but for the most part, your first three events should NOT be pre-paid events.
GETTING YOUR STAR
Once you’ve successfully completed three events, you will get your star. If we neglect to realize that it’s time (which can happen...) then please remind us when it’s time.
Before we can give you your star, we will need:
1. A digital photograph of yourself that we can get a clear head-shot from for our volunteer page (the photos are important for people to recognize you at events, especially new people who are a bit uncertain about how our club operates). Try to send this in around the time that we're setting up your third event so we'll be all ready for your "starring" ceremony (the ceremony being when we flip a switch on the web site... that's not really much of a ceremony). The photo should be of you in some kind of outdoor situation, and the most recognizable head-shot possible (ie. no sunglasses and other gear which interferes with people being able to recognize you.
2. A bio of yourself for our volunteer page (the bios are important for people who are considering signing up for your events to decide if they will be a good fit). We'll need this around the time of your third event as well. If you would prefer that we write the bio for you, that is fine - you can answer some/all of the following questions for us and we will write the bio:
- How long have you been in Calgary?
- Where did you live before and what brought you to Calgary?
- What are you outdoor interests?
- What are your other interests?
- What do you do for a living?
- What kinds of events do you think you'll coordinate for the club?
- What are your events (ie. hikes) like as far as pace? Are you a fairweather outdoors person or a determined die-hard?
- Do you like to explore and go on side trips, or stick closely to your planned itinerary?
- What are your all-time favorite trips (through the club or otherwise)?
- Anything else you can think of that may help people understand what to expect when considering one of your events.
Coordinator Manual: Please be sure to familiarize yourself with the content in the Coordinator Manual. Even if you don't want to sit down and slog through the whole thing, please at least skim the Table of Contents so you know what information is available to you. Here are some of the more important areas:
- Setting up a New Event: http://www.calgaryoutdoorclub.com/member/portal/manual/newevent.asp
- Managing Upcoming Events: http://www.calgaryoutdoorclub.com/member/portal/manual/upcoming.asp
- Running Your Event (including Carpool Management): http://www.calgaryoutdoorclub.com/member/portal/manual/run.asp
- Completing an Event: http://www.calgaryoutdoorclub.com/member/portal/manual/completing.asp
- Helping Others (ie. if you want to help train someone to get their star): http://www.calgaryoutdoorclub.com/member/portal/manual/mentoring.asp
- Volunteer Forum: http://www.calgaryoutdoorclub.com/member/portal/manual/forum.asp
We are always happy to answer questions and help out, but if you ask us something that is in the Manual, we will probably refer you there rather than answering the question directly.
Thanks again and have fun!
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