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Stages of the Volunteer Program

The Volunteer Recruitment Program is now managed with the use of different Survey Questions to highlight the different stages of the volunteer process.

Here is a guide to the several survey questions that are being used to track the different stages of a volunteer through the volunteer recruitment process.  We will go over the definition of these responses and when they must be applied to a profile. All data will be collected using the Survey Questions for Recruitment, Mobilization and Status.



2015 Volunteer: Field Recruitment – 

The Field Recruitment Survey Question is used to allow people to sign up to volunteer.  This is where you will indicate if someone has expressed interest in volunteering, said they might volunteer, or said they are no longer interested. You will use this Survey Question when setting up a Volunteer Recruitment script.

Yes : Someone has shown interest via a website, contact card, or during a canvass. This Survey Response will be automatically applied to a profile when someone signs up online. However, it can also be applied during a canvass if someone says they would be interested in volunteering.

Maybe: Someone has said that they might be interested in volunteering.

No thanks: Someone does not wish to volunteer must be flagged with the survey question “No Thanks” to indicate that they are no longer interested.


2015 Volunteer: Field Mobilization –  

This Survey Question is used to ensure that people who sign-up to volunteer are welcomed in a timely fashion and offered an orientation. You will use this Survey Question when mobilizing your volunteers.

Requested Info by email: If you call to connect with a new or past volunteer and they want to receive information about the various orientation sessions emailed to them.   This is only really used when you have group information sessions scheduled.

Scheduled for orientation: Should be applied when someone has agreed to come to a one-on-one meeting or information session.

Work from Home: Some volunteers may only be interested in working from home (making calls from home, doing translation, etc).  If the potential volunteer wants to help but can only work from home or has mobility issues you can apply this Survey Question.

For the election: Some volunteers may only be interested in volunteering once the election is called.  If this is the case, you may apply the survey response ‘For the election”.

No thanks: If someone was once active but no longer wishes to volunteer, you must flag with the survey question “No Thanks” to indicate that they are no longer interested.


2015 Volunteer : Field Status – 

This Survey Question will be used to track whether people are actually volunteering.

Left Message : You have called a potential volunteer more than once, but you were unable to make contact. If you don’t reach them by phone, you can leave a message, and then an email should be sent to invite them to an information session or a one-on-one meeting.

Orientation Complete: Applied when a volunteer has completed an information session.

Active: A volunteer has attend a volunteer event or activity (canvass, community event, phone bank, etc).

Lapsed: If a volunteer hasn’t attended a volunteer activity or event for an extended period of time.  This can also be used to flag anyone that will be unable to volunteer for a certain time frame. These volunteers are no longer considered active volunteers.


What is a Master Survey Question?:

A Master Survey Question collects the data from all the Survey Questions that relate to it. This means, that if two Survey Questions have the response No thanks, then the Master Survey Question will allow you to report on the data collected from both of these responses.

Our Master Survey Question:

Our Master Survey Question is named 2015 Volunteer : Field Master. You will use this Master Survey Question when creating your lists or doing reporting.

Use of the Master Survey Question:

A Master Survey Question is ideal for many reasons:

  • Reporting: Master Survey Questions offer an effective way to create accurate lists given the many natural stages in volunteer mobilization. You can report on your work using Counts and Crosstabs with this Master Survey Question. You will also create your lists using this Master Survey Question.
  • Tracking: You can track the stage of your volunteers in the recruitment process.  This is essential in building your team and ensuring that you have a good volunteer base.