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Processes relating to volunteers

You will need to set up office management systems to track each volunteer’s journey from start to finish.

Keep volunteer files in a locked cabinet
  • A separate file for each volunteer will prepare you to support a positive volunteering experience
  • The files will ensure you complete all the key steps you need to take to help protect the safety and wellbeing of both volunteers and the parents they support (such as thorough recruitment, induction, training, supervision etc.)
  • Files must be confidentially and securely stored in a locked filing cabinet or electronic system with access restricted to only those who need to
  • It is useful to file active volunteer files separately to files for volunteers who have left.

Keeping an overall picture 

Keep a volunteer file checklist at the front of each volunteer’s file. It provides a summary of reminders to help monitor whether key volunteer processes have been followed.  This is downloadable below:

Volunteer file checklist

Added 05/03/2020

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A range of useful documents to include in each volunteer's file are listed in the volunteer file content list.  Data for monitoring and evaluation purposes are built into the documents.

Volunteer file content list

Added 05/03/2020

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All the documents referred to in the above content list are downloadable below.

Volunteer file content documents

Added 17/06/2025

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Next page: Processes relating to community outreach activities

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