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Empowering Volunteer Managers: The Digital in Volunteering Toolkit

On 5th December, we celebrated the launch of the Digital in Volunteering Toolkit, developed by TeamKinetic, Gethyn Williams, and the Association of Volunteer Managers (AVM).

This toolkit, designed with input from experts in volunteer management and technology, aims to help organisations navigate the ever-changing digital landscape with confidence.

You can download the Toolkit now, here.

Here’s a recap of the event and a look at what’s next for volunteer managers:


A Dynamic Panel

We kicked things off by discussing how to use technology in the most meaningful way. It’s not about jumping on the latest tech trends just because they’re shiny, but figuring out how digital tools can genuinely help tackle challenges.

This led to the idea of creating the toolkit – something that started as a small project but grew into a game-changer over the past year.

The online launch event gave us an excuse to bring together a fantastic panel of speakers to explore the opportunities and challenges of adopting digital tools in volunteer management.

Hosted by Ruth Leonard (AVM), the panel featured:

  • Chris Martin (TeamKinetic)
  • Alan Stevenson (Volunteer Scotland)
  • Maddy Desforges (NAVCA)

During the panel session, Maddy shared her struggle with CRMs. This probably hit home for a lot of people at the launch. It’s that classic problem of spending so much time putting data in, but being unable to pull out what you need when needed. Finding that sweet spot of efficiency and usability is still a work in progress for many of us. The Toolkit hopes to help you solve issues like that.

They also talked about the value of having ‘critical friends’. These are people who tell you when you’re off track and help you engage better with volunteers. It’s not just about having the right systems in place; it’s also about building relationships and keeping volunteers on the journey with you.


Exploring the Toolkit

After the panel, Gethyn Williams guided attendees through the toolkit’s contents. Packed with practical advice and insights, the toolkit is a resource to help organisations:

  • Assess their digital needs
  • Identify suitable tools and solutions
  • Overcome common barriers to adoption

If you’ve not yet accessed the toolkit, it’s available to download for free:

The toolkit is a way to make tackling volunteer challenges less daunting. Think of it as breaking down a huge task into bite-sized pieces. It will help organisations get started without feeling overwhelmed. It looks at digital adoption through three lenses: scale, efficiency, and experience. Whether it’s about reaching more people, streamlining internal processes, or creating a standout volunteer experience, the toolkit uses these principles to guide organisations.

Bonus: it can even help build a strong business case for your volunteer programs.

We wanted this toolkit to feel different. It’s based on the real-world challenges that volunteer managers face daily. The feedback and iterations over the past year have shaped it into something truly tailored for leaders on the front lines.


Introducing the Community of Practice

The launch event also marked the beginning of a new Community of Practice, designed to create a space for volunteer managers to collaborate, share, and advocate for the role of digital technology in volunteering. You can sign up for the community of practice when you download the toolkit.

What the Community Offers

  • Learning: Peer support and shared knowledge to navigate digital challenges
  • Influence: Mobilising collective voices to shape the market and contribute to national conversations
  • Access: Priority access to Parts 2 and 3 of the toolkit, as well as early notice of training opportunities

Hosted by AVM and supported by TeamKinetic and Gethyn Williams, this vendor-neutral Community of Practice is a unique opportunity to connect with like-minded professionals and drive positive change.


Looking Ahead

What’s next? More conversations!

Podcasting, blogs, and social media will play a big role in keeping the discussion alive, with experts and practitioners sharing insights on volunteering, tech, and everything in between.

As technology continues to evolve, the need for adaptable, innovative solutions in volunteer management has never been greater. The Digital in Volunteering Toolkit and the Community of Practice provide the resources and networks volunteer managers need to thrive in this dynamic environment.

We’re excited about the conversations and collaborations this initiative is going to spark. If you’re passionate about harnessing digital tools to enhance volunteering, we invite you to join us on this journey.

Download the toolkit now and stay tuned for updates and opportunities to engage with the Community of Practice. Together, we can shape the future of volunteer management.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it!

TeamTalk December: Roundup

Hello and welcome to TeamKinetic’s TeamTalk December newsletter in blog form!

This roundup is designed to keep you up-to-date with what’s going on at TeamKinetic, our partners, and across the third sector in general.

If you’d like to subscribe to the TeamTalk newsletter, please send an email over to me at alex@teamkinetic.co.uk and we’ll get you on the list!

To read our roundup of stories we think you need to know about, click to go to the next page below, or choose a story from the list:

TeamTalk November: Roundup

Hello and welcome to TeamKinetic’s TeamTalk November newsletter in blog form!

This roundup is designed to keep you up-to-date with what’s going on at TeamKinetic, our partners, and across the third sector in general.

If you’d like to subscribe to the TeamTalk newsletter, please send an email over to me at alex@teamkinetic.co.uk and we’ll get you on the list!

To read our roundup of stories we think you need to know about, click to go to the next page below, or choose a story from the list:

TeamTalk: Season 3, Episode 6 – Shruti Saujani

Welcome back to Season 3 of our TeamTalk Podcast! This season, we are talking to thought leaders, customers and stakeholders from the world of volunteer management as we dive deeper into the world of volunteering. This time around, we speak to Shruti Saujani.

TeamTalk with Shruti Saujani

Welcome back to TeamTalk with TeamKinetic, the podcast where hosts Chris Martin and Imo Greatbatch delve into the world of volunteer engagement, featuring stories and insights from those leading change.

In this episode, Chris and Imo are joined by Shruti Saujani, the FA’s Senior Lead for Equality, Diversity, and Inclusion, to discuss her inspiring journey and the powerful work she’s doing to drive inclusivity in sports.

Join us as we explore how sports can drive positive change and promote a sense of belonging for all.
You can listen to the episode in full below:

Empowering Change Through Inclusivity in Sports

Shruti Saujani’s journey in sports is one of resilience. Growing up with a love for cricket and football, she faced the challenges of a male-dominated industry and the feeling of marginalisation that often comes with it.

Her passion for change shines through as she shares her dedication to transforming the sports landscape, particularly for women and women of colour. Her commitment to inclusivity isn’t just personal; it’s about creating a future where everyone can see themselves represented. Listen to discover how Shruti breaks down barriers and champions women in sport.

Volunteering as a Catalyst for Change

Shruti reflects on the role of volunteering, both as a means of personal growth and as a way to bring communities together. Her involvement with the Dream Big Desi Women project highlights the importance of fostering inclusive spaces. Teh project welcomes diverse participants and pushes beyond traditional barriers. In 2022, the Dream Big Desi Women campaign celebrated getting over 2,000 South Asian women involved in volunteering in cricket. You can find out more about the project here.

Driving Inclusivity Across Sports Organizations

Shruti, Chris, and Imo discussed the broader implications of diversity within sports organisations. She highlighted the need for fresh perspectives and youth engagement to keep the industry relevant and inclusive. Her experience creating safe networking spaces – particularly for South Asian women in sports – demonstrates the value of building supportive environments that go beyond sports, addressing mental health and shared experiences.

Looking to the Future

Towards the end of the episode, Shruti shares her vision for an inclusive future. She hopes sports can act as a platform for empowerment and meaningful societal change. Her insights on navigating power dynamics with vulnerability and courage provide a hopeful roadmap for a more inclusive and equitable world.

Huge thanks to Shruti for coming onto the pod. That wraps up season three. Thank you to everyone who has taken the time to listen. Whether you’ve tuned in for one episode or all 17 of them!


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it!

TeamKinetic Update – 2.5.1 Release

Hi all and welcome to another stuffed full of goodness, TeamKinetic update.

We’ve got some big changes in the pipeline regarding customising workflows. These are going to take some time to realise properly, so we wanted to get some of the smaller things done and dusted so you don’t have to wait.

Catch the full summary of changes made in this TeamKinetic update via this video, or tuck into all the details in full below.

Data Retention Options and Rules

In this TeamKinetic update, there are two new options that work well with the auto-delete options to handle your data retention needs.

You can now select the level of data you wish to retain when any volunteer is removed, by an admin, by themselves or via the auto-deletion of inactive volunteers.

The first level only saves the volunteer’s hours, anonymously in the deleted hours total that you see in reports. This has been the only available level of data retention to this point.

The second level adds the volunteer’s essential profile information; name, email address etc. to the data that is retained.

Level three adds the volunteer’s opportunity and session history, so you can trace what sessions they were on and where.

Level four adds their email log.

All this information is searchable and viewable in your dashboard and you’ll have the option to expunge data or to extend the retention period, anytime you wish.

The second option sets a data retention period. Once any retained data is older than this it will be automatically expunged.

File Upload Custom Registration Question

A super useful new field type that you can add to the volunteer registration page. Great if there are documents you need from the volunteer as part of their registration.

The uploaded files are stored in the volunteer’s ID section of their document storage. The files are given the label short name you define when creating the custom question and locked to prevent deletion by the volunteer.

File upload questions only appear on the registration page and are not editable from the volunteer’s dashboard.

Text Only Custom Registration Question

If you want to provide more information about any step in the registration process you can now add a text-only section.

The text displayed will be the label you define when setting up the question.

Just like the registration questions these only appear on the actual registration page.

Character Limits on Single and Multiline Text Entry Custom Questions

Add a maximum number of characters that volunteers and providers can enter in these fields.

The limit will prevent users from entering any characters beyond the limit. On average an English word has 4.7 characters, so divide the character count by 5 to get a rough estimate of word count.

The limit defaults to 2500 or 500 words.

User Controllable Cookie Consent

Remember all those annoying cookie consent pop-ups; they’re back!

We were hopeful that these might disappear with our exit from the EU but they haven’t gone anywhere yet.

It is now a requirement to allow users to opt out of various sorts of cookies, like the Google Analytics cookies, as well as the required non-tracking ones for logins etc.

We’ll be adding our pop-up to all our customer sites throughout this release. Your users should only see this annoyance once and then their preferences are set on that machine.

It’s a necessary evil I’m afraid 😞

Easier to Complete Address Lookup

We’ve had persistent issues with users entering their UK postcode but not hitting the search button to select their full address. This stops them from being able to complete the registration but it was not clear to the user why.

Now the search box is triggered immediately that the postcode box is left, so even if they miss this entirely, when they come to hit the registration button it will be clear which fields need to be completed.

Weekly Email Changes

If you have opps that have longer than seven days between being added and being authorised, there is a chance that they will never appear in the weekly email as we used the creation date to choose which opps to show but they still had to be authorised.

If an opp was created on 01/01/2024 but was not authorised till 10/01/2024 it would not be valid for the weekly email till it was authorised on the 10th, but by then its created date was already more than seven days past so it wouldn’t appear.

We now ignore the creation date when selecting the opps for the weekly email which avoids this issue.


Thanks for reading, we hope you enjoy this latest TeamKinetic update.

As always, remember you can shape our future updates by submitting feature requests.
Just go to Help & Support → Support Tickets → Open New Ticket → Ticket Type: New Feature Request

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it!

TeamTalk October: Roundup

Hello and welcome to TeamKinetic’s TeamTalk October newsletter in blog form!

This roundup is designed to keep you up-to-date with what’s going on at TeamKinetic, our partners, and across the third sector in general.

If you’d like to subscribe to the TeamTalk newsletter, please send an email over to me at alex@teamkinetic.co.uk and we’ll get you on the list!

To read our roundup of stories we think you need to know about, click to go to the next page below, or choose a story from the list:

TeamTalk: Season 3, Episode 5 – Alan Stevenson

Welcome back to Season 3 of our TeamTalk Podcast! This season, we are talking to thought leaders, customers and stakeholders from the world of volunteer management as we dive deeper into the world of volunteering.


In this TeamTalk episode, Alan Stevenson (CEO of Volunteer Scotland) joins us to share his extraordinary career journey and the significance of volunteering in today’s world.

From engineering and international marketing to founding a social media consultancy and ultimately leading Volunteers Scotland, Alan’s story is a testament to the power of saying “yes” to new opportunities. He dives into finding purpose in work and the profound satisfaction that comes from making a difference in people’s lives.

Listen now:

Alan’s Journey

He started his career as a mechanical and electrical engineer on oil rigs and in refineries. Later, he earned a master’s degree in international marketing, leading him into technology and business strategy.

In the early 2000s, Alan co-founded one of Scotland’s first social media consultancies, which eventually brought him to Volunteer Scotland. Initially a consultant, he shaped their digital strategy and brand, taking on roles such as Digital Director and IT Manager before becoming CEO.

Initially a consultant, he shaped their digital strategy and brand, taking on roles such as Digital Director and IT Manager before becoming CEO.

Alan has been instrumental in developing the Volunteer Action Plan, a strategy involving over 130 stakeholders to enhance engagement, influence policies, and create inclusive volunteering spaces. Under his leadership, Volunteer Scotland has successfully navigated government funding and strategic collaborations.

Alan’s career journey, from engineering to volunteer leadership, highlights his commitment to purpose-driven work and community engagement.

Purpose, Impact, and the Future of Volunteer Scotland

In this episode, Chris, Imo and Alan explore the transformative initiatives and strategic shifts within Volunteer Scotland, especially post-COVID-19, including the Volunteer Action Plan.

Alan explains the collaborative process that brought together over 130 stakeholders to shape actionable goals aimed at enhancing lifelong engagement, influencing policies, recognising contributions, and creating inclusive spaces for volunteering. Managing diverse working groups and the importance of co-creation and adaptability in driving these efforts are key themes.

In a broader discussion, they tackled the complex relationship between government funding and the social and economic impacts of volunteering in Scotland. Alan emphasised the need for flexible, inclusive approaches that encourage community participation without becoming overly formalized.

They also reflect on the importance of centralised services like the Volunteer Scotland website and the necessity of protecting the infrastructure supporting volunteering initiatives. Alan’s personal insights shed light on the integral role of volunteering in society and the ongoing efforts to nurture this invaluable resource.

Listen Now

Listen now to a conversation that not only provides inspiration, but delivers practical insights into the world of social impact and professional coaching.

Catch the episode on Spotify now.


Enjoyed this episode? Why not listen to more TeamTalk? You can find more episodes including chats with Rob Jackson, AVM and Sport England wherever you get your podcasts.

If you have any topic or guest requests let us know!

You can find TeamKinetic on social media:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamTalk September: Roundup

Hello and welcome to TeamKinetic’s TeamTalk September newsletter in blog form!

This roundup is designed to keep you up-to-date with what’s going on at TeamKinetic, our partners, and across the third sector in general.

If you’d like to subscribe to the TeamTalk newsletter, please send an email over to me at alex@teamkinetic.co.uk and we’ll get you on the list!

To read our roundup of stories we think you need to know about, click to go to the next page below, or choose a story from the list:

TeamTalk: Season 3, Episode 4 – Katherine Perrin

Welcome back to Season 3 of our TeamTalk Podcast! This season, we are talking to thought leaders, customers and stakeholders from the world of volunteer management as we dive deeper into the world of volunteering.


In this TeamTalk episode, we were joined by Katherine Perrin. Katherine is a Social Impact Consultant specialising in LEGO®SeriousPlay® – a unique, tactile way of exploring topics. The method encourages people to use metaphor – using the LEGO bricks to build models that represent their thoughts and ideas.

Katherine’s Journey

How do you transform a career from local government service to making a significant impact in the voluntary sector? Katherine Perrin, our guest for episode four, shares her “squiggly path” career journey. From working in local government to becoming a certified coach, facilitator, and freelance social impact consultant.

Katherine recalls her experiences at a council for voluntary service and a hospice, revealing the profound personal growth and life-changing insights gained from these roles. Discover how she navigated the bold transition to self-employment, balancing purpose and passion while overcoming challenges.

Katherine also dives into her experience balancing a fulfilling career and personal life within the voluntary sector. We discuss the practicalities of maintaining a work-life balance in a field driven by passion, the struggle against imposter syndrome, and the importance of recognising your own value.

Katherine sheds light on the appeal of self-employment, from the flexibility it offers to the opportunities for collaboration with multiple organisations. In addition, she explains what it truly means to be a coach and facilitator in today’s ever-evolving job landscape as well as the satisfaction derived from witnessing client growth.

In the episode, we unravel the complexities of measuring social impact and how innovative methodologies, like LEGO Serious Play, are transforming discussions and problem-solving sessions.

Katherine highlights the importance of transparent social impact measurement and the challenges faced by organisations in this space. We also touch on the pressing issues of funding and sustainability within the voluntary sector, emphasising the necessity for long-term, trust-based funding relationships.

Listen Now

Listen now to a conversation that not only provides inspiration, but delivers practical insights into the world of social impact and professional coaching.

Catch the episode on Spotify and all other podcast streaming platforms:


Enjoyed this episode? Why not listen to more TeamTalk? You can find more episodes including chats with Rob Jackson, AVM and Sport England wherever you get your podcasts.

If you have any topic or guest requests let us know!

You can find TeamKinetic on social media:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic 2.5.1 Minor Release

The TeamKinetic 2.5.1 Minor Release is complete and some of you will have already spotted the new stuff!

Reporting Page Speed Improvements

The reporting page is grabbing ever more data for more reports over longer periods. We’d already noticed some slowdowns and some customers had opened support tickets to report load time of 10 plus seconds. We needed to fix that!

  • We have rewritten some of the queries that fetch the data to make them snappier
  • Delayed the fetching of some data until you open the relevant section
  • Fetched the all time and date limited stats after the page has loaded so it won’t block you looking at other reports

It looks like this when you first load the page and the stats will drop in shortly.


The page will load in less than 4 seconds now for even our largest data customers.

New Help and Info for the Custom App

For our admins that have got their own branded app in the Play and iOS stores, we have added a few areas to help them manage the new app.

In the Super Admin > Setup > Custom App section you’ll find all the information you need to explore and communicate to your users about your new all. It contains QR codes, links to the app and a large version of your app icon.

If you want to find out how many people are using the app, registering via the app and joining sessions via the app we’ve got you covered with a new section in the reporting page.

The little tooltips will let you know how each stat is calculated and what it means and the figures are limited to the dates you choose on the reporting page.

Mobile App Download Prompts

We’ve now reinstigated the screen overlay prompts for volunteers who access their dashboard on a small screen to download the mobile app.

If you have switched up to the custom branded app, then the links and QR Codes adjust accordingly.

There is also a permanent notification in the footer, reminding users they can use the native mobile app.

Improved Volunteer Password Reset

After working through the process with the Wildlife Trust (thanks Jake) that had lot of volunteers to import and on-board, we spotted a few places where the process wasn’t as clear and simple as it could be, so we’ve made these changes

  • A clear message if the reset token (from an old email) a volunteer is trying to use is expired or bad. This appears before they try to reset their password; it used to appear afterwards and so some volunteers missed it and thought they had reset their password successfully.
  • Suppose a volunteer resets multiple times in a short period and the existing token is still valid. In that case, the token is not reset and a new email is sent with the same token as included in previous emails. This stops that reset loop of doom where a volunteer uses the reset link and an email is sent, but they don’t receive the email quickly enough, or hit the reset link again by accident. This would result in multiple emails with different reset tokens only the latest of which would work.
  • If a reset token is not valid the volunteer has only the option of sending the reset email again, so if they miss the fail message they can’t try to login, which would be frustrating as it wouldn’t work yet
  • Changed the wording of some of the messaging to make it clearer

All the changes together lead to a more intuitive process and we’ve been logging the outcomes for a while and we are getting far fewer issues.

Email Notification of Deleted Volunteer

Volunteers can remove themselves from your database, an important ability to fulfil your GDPR responsibilities. Previously, although the hours were anonymised and retained, the admins would have no idea that a volunteer had removed themselves.

We’ve added an email notification to the main admin which will tell them which volunteer and email address has been removed.

This clears the path to a future update that will allow admins to pick the level of detail they wish to retain when a volunteer is removed. Keep an eye out for that update.

Volunteer Registration Form Improvements

We’ve added some new messaging and prompts to aid volunteers in completing the location section, which has been an issue for some.

Volunteers cannot proceed when entering a UK postcode until they have hit the search button and selected an address from those available.

This will help those volunteers who find they cannot proceed but don’t know why.

Session Number Filter

Added a session number filter to the volunteer search so you can filter your volunteers by the number of sessions they have joined in addition to the existing filters for number of opportunities and hours logged.

Length of Service Added to Volunteer Search

Just a little something that might help, next to the registration date for volunteers is a year and months since registration figure so you can quickly see how long they have been volunteering.

New Volunteer Search Filters

You can now filter by;

  • volunteers that have never logged in (imported but not logged in)
  • volunteers awaiting parental consent (remember you can resend the parental consent email and update the parental email from the volunteer management page)
  • Expiry date of qualifications
  • Date a volunteer last applied for an opportunity

We add filters to this area regularly so it is always worth a quick scan down the filter list occassionally.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We might even send you a little thank you.

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