Jasmine here-Community Manager with monday for nonprofits! I am excited to share that our team is continuing to release articles here on the community forum to help guide you through some of the most inquired parts of the monday.com for nonprofits experience!
Today, we have part 3 of a 3-part walkthrough of how to use our “Volunteer management template.” For your reference:
- Part 1: Review the volunteer database for recruitment and volunteer work allocation (you can find this part here)
- Part 2: Review the volunteer feedback form, work tracker, and dashboard (you can find this part here)
- Part 3: Review the data that is being pulled and how to edit for your purposes.
So…What is the “Volunteers management template?”
This is a customizable solution for our monday for nonprofits users to help with all of your volunteering management needs! Recruit volunteers, assign them tasks, and manage their progress in your nonprofit organization all within monday.com.
You will need admin controls to your monday.com account to access this template! Don’t have access to a monday admin account? You will need to request admin status from the admin on the monday account OR use the admin account to add this template
Make sure you have the “Volunteer management template” downloaded and open. Don’t have the template? No worries, you can download it super easily right here.
We highly recommend that you take a look at part 1 and part 2 to understand the ins and outs of how the “Volunteer management” template works before manipulating the data.
Let’s get into part 3!
A REVIEW OF THE CHARTS
We will be spending this walkthrough talking about the data within the template, but it is important to understand in what format the data will appear and why. In monday, we typically visualize data through charts and widgets. If you are interested in a thorough walkthrough of the monday charts and widgets, you can find that here.
The most important charts and widgets for us to know about for this walkthrough are the pie chart, bar graph, and line graph and here are the reasons that we’ve decided to use these!
W hy use a pie chart? Pie charts are best for taking a look at the picture of a whole that can be broken into percentages over a certain period of time. An example: If you have a $20,000 grant for 2023 to lead free after-school programs, you may want to track, you may need to track the full amount (which would be the total pie) and how the costs are being divided throughout the program ( which would be the individual pie cuts)
Why use a bar graph? A bar graph is great for comparing different data to each other and showing the relationship between two axises easily. For example: If you have eleven different after-school programs running (x-axis) with different attendance numbers for each (y-axis), you can take a quick look at which of your programs are the most popular over a set period of time with this structure
Why use a line graph? A line graph is great for comparing one option over a set period of time. For example, if you have two, after-school chess program running at the same time once-a-week and you’re interested in how the chess programs’ attendance is trending over a twelve-week period, you could use this method for an easy glance!
THE CHARTS IN THE VOLUNTEER MANAGEMENT TEMPLATE
The “Volunteer feedback form” and the “Volunteer dashboard” are the two areas that have charts and widgets built into our “Volunteer management” template. The next portion of the article will take a deeper dive into these boards and explain the charts and widgets that are currently being pulled.
THE VOLUNTEER FEEDBACK CHARTS AND WIDGETS
The “Volunteer feedback form” holds all of the results that your volunteers submit after a program has finished. Under “Results” view captures all of the results that have been submitted through the feedback form creating average, median, and summarized results. These include:
- Results by average score: Taking all of the scores for each answer and showing the average answer which will allow you to see if you have any parts of your programming that are unsatisfactory or successful within your program at a glance
- Results by volunteer: Showing the average score of how each volunteer ranked the program overall. This has been created as there are specific parts of this program and this lets you see the gaps in your programming experience or general enjoyment per volunteer
- Median overall score: How your volunteers rank their total experience from 1-5
- Median fulfillment score: How fulfilling the program was to your volunteers from 1-5
- Median repeat score: How likely are your volunteers to volunteer again from 1-5
- Median recommendation score: If your volunteers work recommend others to participate in your program from 1-5
Under Charts View: This is a full view of the results from the volunteer feedback form. You will see the x-axis holds the total number of people who responded and y-axis holds the result on a scale from 1-5 ere is a bar graph that is analyzing the feedback results. On the y-axis and on top of each bar, you will find the total number of responses and on the x-axis you will find the rating these individual selected.
THE VOLUNTEER DASHBOARD CHARTS AND WIDGETS
This dashboard is a standalone data puller that is connecting three board (Volunteer database, Volunteer work allocation board, Volunteer feedback form) to create a quick glance of your volunteers! Here, we are pulling the following data:
- Volunteers by stage: This is where you can get a general scope of the number of that are within each portion of the volunteer placement process, so that you can see if you are on track with your placement processes or if you have a backlog of volunteers waiting to be placed
- Volunteer competencies: This is where you can see how many volunteers you have with expertise in each of your program focuses. This will give you an idea if you are missing expertise or not
- Volunteer ages: This is showing each of your volunteers’ ages and creating overlapping hotspots if you have volunteers within the same age range. This can help you create specific outreach for age ranges you may be missing within your programming
- Volunteer locations: This is a map that shows where each of your volunteers live, so that you can map out reasonable volunteer sites for each
- Average volunteer age: This lets you know the average age of all of your volunteers to see if your volunteers are reflective of your program needs.
- Average work hours per volunteer: This lets you know how many hours your volunteers are averaging per program which can help you shape your volunteer asks and expected commitments
HOW TO ADD/EDIT CHARTS AND WIDGETS
So the charts and widgets that are built into the template aren’t quite pulling the data that you need–that’s okay! Because YOU can pull whatever data you want. You can visit the article from the “Review of Charts” portion of this article to learn how to do so.
We HIGHLY encourage you to play around with this information: Adjust the widgets that are there, add new widgets, whatever your heart (and your program) needs!
Congratulations! You have completed the entire template and did it FLAWLESSLY! We are thoroughly impressed!
P.S.: If you would like to watch a video to walk you through of the entire volunteer package, you can find that here: Volunteer Package Full Walkthrough Please note that the monday platform has been updated since the creation of this video, so we suggest using this walkthrough and the video in tandem to learn how to use this template fully!
Let us know how the template is treating you or if you have any questions/feedback about the template by joining our monday.com for nonprofits Facebook community: monday.com for nonprofits community | Facebook