Volunteer Management Consulting & Coaching

Volunteer Management Consulting: Proven Support to Help You Grow Your Volunteer Involvement

Looking for a wise advisor and management partner with solid boots-on-the-ground experience? You’ve found her!

Tobi helps organizations of all shapes and sizes build their capacity through a wise and targeted investment in their volunteer strategy. We help organizations identify and replace ineffective “old school” approaches with research-based practices that have proven success.

Tobi keeps current on innovative, cutting-edge approaches and are informed by new cross-sector thinking in the fields of psychology, neuroscience, behavioral economics, leadership development, talent management, digital maturity, and philanthropy and giving, among others.

She also spearheads the firm’s practitioner-based research aimed at helping the field grow.

Our Insights & Frameworks Help You Diagnose and Solve Barriers to Success

Here are just a few ways you can put our decades of experience to work for you:

  • New Volunteer Program Development or Renovation

  • Strategic Planning Facilitation

  • Volunteer Program Assessments

  • Volunteer Satisfaction Surveys and Focus Groups

  • Volunteer Recruitment Plans or Campaigns

  • Customized Volunteer Training and Certification Programs

  • Risk Management Assessment & Planning

  • Volunteer Reward and Recognition Programs

At the end of their engagement, clients emerge with a new strategy, model, design or tools that help them reach a new level of volunteer program excellence. To learn more about their successes, see our case studies.

Contact us today to discuss your project or needs! We provide an initial consultation at no charge and no obligation.

Book a Strategy Session to Discuss Your Goals

Coaching Programs for Individuals and Teams

If you’re seeking an experienced, compassionate, and goal-focused advisor who can help you tackle a challenge and grow your ability to lead others, Tobi can help. Through regularly-scheduled video-based sessions, Tobi will meet with you and your team to share timely strategic advice geared at helping you get traction and make a significant transformation. She’ll kick it off with an introductory call to determine your needs, goals, and biggest aspirations for positive change.

Contact us today to discuss your project or needs. We can tailor a bespoke coaching program, based on your needs.

Volunteer Management Consulting: Group Training

Need Help Choosing a Quality Consultant You Can Trust?

See our guide How to Hire a High Quality Volunteer Management Consultant for seven criteria to look for in your proposal vetting process.

READ OUR GUIDE

Volunteer Engagement Cycle

Let us help you create the conditions necessary for active volunteer engagement.
Learn More

What is Capacity Building?

Investments in building your volunteer infrastructure and leveling up your team competencies can pay off big time.
Learn More

Our Process

Wondering how we work? Here’s the lowdown on how we serve our consulting clients.

While no two projects are alike, we apply a standard approach that helps our work progress efficiently and effectively. That way, we ensure we’ll get the job done on time and within your budget.

Want to learn more about the steps in our process? Simply click on the steps listed below and more information will become available!

Volunteer Management Consulting Progress

Step by Step

STEP ONE: Discovery

First, we listen and get to know your biggest volunteer program challenges, constraints, goals and aspirations. During this conversation, we’d like to hear your preliminary ideas and may offer some new ideas of our own. This brief consultation is free, and you’re under no obligation to contract with us. If your process requires response to a Request for Proposals (RFP), simply send it to us and we’ll take care of the rest.

Once we have a good sense of your needs, we’ll put together a proposal that outlines our recommended strategy, a proposed budget, and a general timeline. You’ll have a chance to review and request changes that we will incorporate into a final Scope of Work. We work closely with our clients to arrive at an agreement that meets their organization’s contracting and payment guidelines.

Next, we develop a work plan that includes the project tasks, with time estimates for each. Every month, we will provide an updated work plan. That way, you can see how we are progressing, where we have saved time and where we needed more time. Our goal is to offer a transparent process you can trust.

If your making big changes at your organization, it’s important that your key stakeholders are kept in the loop. People are down on what they’re not up on. So, we help build buy-in by developing communications messages, emails, and slide decks that we can use to explain how the project will benefit the staff, volunteers, organization and community.

Through regularly scheduled check-ins, we gather input from you as we design and implement your project. We strive to engage yo in an ongoing dialog throughout the length of the project, so that we can learn together and make adjustments as needed.

Our projects often include a comprehensive mix of many materials. Rest assured, at the end of the project, we pull everything together into tidy files, so that you can easily share and find each document when you need it. We’ll also conduct a quick project debrief so that you can focus on your next steps.

Contact us below for a Volunteer Management Consulting & Coaching proposal and cost estimate. We’d love to discuss how we can help!

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