Voluntary Worker Templates

Voluntary Worker Templates

There is a huge number of templates that someone in the Voluntary Worker role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Voluntary Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Volunteer Sign-up Sheet
2. Volunteer Schedule
3. Donation Receipt
4. Event Planning Checklist
5. Fundraising Budget
6. Volunteer Feedback Form
7. Grant Proposal Template
8. Monthly Newsletter
9. Volunteer Training Manual
10. Annual Report

Reports

Reports are often prepared by a Voluntary Worker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Donor Contribution Report
2. Volunteer Hours Report
3. Program Impact Report
4. Financial Statement Report
5. Fundraising Campaign Report
6. Grant Application Report
7. Event Attendance Report
8. Social Media Engagement Report
9. Newsletter Performance Report
10. Board Meeting Minutes Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Voluntary Worker does and how they do it.

1. Volunteer Recruitment SOP
2. Volunteer Onboarding SOP
3. Volunteer Training SOP
4. Event Planning SOP
5. Fundraising SOP
6. Donor Management SOP
7. Volunteer Recognition SOP
8. Social Media Management SOP
9. Grant Application SOP
10. Program Evaluation SOP

Presentations

Voluntary Worker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Annual Report Template
2. Fundraising Proposal Template
3. Volunteer Recruitment Template
4. Donor Thank You Template
5. Program Evaluation Template

Legal Docs

There are several key times when a Voluntary Worker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Volunteer Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Donation Receipt Template
5. Volunteer Handbook Template

Health & Safety Templates

Health & Safety templates for a Voluntary Worker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Voluntary Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Volunteer Schedule
2. Fundraising Events Calendar
3. Volunteer Training Calendar
4. Community Outreach Calendar
5. Donor Appreciation Calendar

Invoice Templates

Several types of Voluntary Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Donation Invoice
2. Membership Invoice
3. Grant Invoice
4. Event Sponsorship Invoice
5. Program Fee Invoice

Survey Templates

For a Voluntary Worker to get insights related to the work they do, they need to send out Voluntary Worker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Volunteer Satisfaction Survey
2. Donor Feedback Survey
3. Program Evaluation Survey
4. Community Needs Assessment Survey
5. Event Attendee Survey

Meeting Agendas

Having premade Voluntary Worker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Board of Directors Meeting
3. Fundraising Committee Meeting
4. Volunteer Orientation Meeting
5. Program Evaluation Meeting

Budget Templates

To manage finances well, a Voluntary Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Budget Template
2. Program Budget Template
3. Fundraising Budget Template
4. Administrative Budget Template
5. Grant Budget Template

Dashboards

Dashboards are a useful way for a Voluntary Worker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Donor Engagement Dashboard
3. Program Impact Dashboard
4. Volunteer Management Dashboard
5. Fundraising Progress Dashboard

Proposal Templates

For bidding or requesting work, a Voluntary Worker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Fundraising Proposal
2. Grant Proposal
3. Partnership Proposal
4. Program Expansion Proposal
5. Volunteer Recruitment Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Voluntary Worker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.