A Volunteer Communications Strategy: 13 Steps to Driving Recruitment, Engagement and Leadership

This is a partial re-post of an article at Engaging Volunteers from Nancy Schwartz’s Getting Attention blog and e-newsletter for nonprofits.

When it comes to recruiting and motivating volunteers to ever higher and more effective levels of engagement, no organization has its work more cut out for it than New York Cares.

In order to ensure that its massive and complex operation runs smoothly, the staff at New York Cares has spent considerable time developing and refining their volunteer recruitment strategies, whose lynchpin, not surprisingly, is communication.

Nancy spent some time talking with the folks at New York Cares recently and as you’ll see below, their strategies can be put to work to boost your organization’s volunteer recruitment, engagement and retention rates, no matter your size.

The 13 Principles Driving New York Cares’ Volunteer Communication Strategy

1. Understand that all volunteers aren’t the same. Every group of volunteers incorporates various segments, each with distinct wants, needs and interests.

Here are seven practical ways to get to know your audience.

2. Get to know each segment well — very, very well. And keep in touch on an ongoing basis. Crafting personas — in-depth profiles of representative (but imaginary) members of each segment you need to engage — is the proven path to moving from a cursory to a deep understanding of what motivates each segment.

Here’s how to craft personas.

3. Use targeted interactive communications. They’re the best way to move volunteers from one level of engagement to the next.

New York Cares segmented its audiences and developed communications plans for each. “We focused in on volunteers, segmenting them by commitment level, and developed a new framework for our engagement with them over the course of their involvement: the Volunteer Engagement Scale (VES),” says Farrell.

The VES enables New York Cares to pinpoint the best way to motivate volunteer movement from episodic to more engaged participation. This targeted, personalized approach is now the cornerstone of all volunteer communications.

4. Plan communication activities for each segment based on what you know. Planning enables you to focus on what’s important in the long term, rather than be distracted by what just hit your in box.

5. Speak directly to the “wants” of each segment.

6. Roll out more frequent, targeted communications to build engagement and motivate volunteers to act.

New York Cares developed its Volunteer Lifecycle communications program — aligned with the VES – to provide key information at each stage and encourage deeper relevant engagement such as more frequent volunteering. The plan specifies how to communicate to recruit volunteers and cultivate them from their first experiences to long-term engagement. For example, only volunteers who have demonstrated a significant commitment to New York Cares are engaged with leadership development messaging.

The plan also defines triggers for outreach from thank you emails to calls to volunteer leaders and special letters and awards for volunteers who reach key milestones in their volunteer lifecycle.

Here are some of the ingredients that make this plan work:

  • Online communications are the backbone of New York Cares’ outreach, a focus that enables it to manage and deliver targeted communications at a moderate cost.
  • Messaging focuses on volunteer impact and outcomes (vs. outputs, such as number of meals served, volunteer hours etc).
  • Increased use of storytelling, imagery and more emotional language does more to engage New York Cares volunteers.
  • A thorough marketing plan, including volunteer communications, will enable your organization to make the most of your marketing resources.

Here’s a ready-to-use nonprofit marketing plan template.

7. Make the ask — Converting interest in volunteering, just as in fundraising, swings on it.

8. Focus on your volunteer orientation program to ensure you’re maximizing your communication activities in this critical engagement activity.

New York Cares took a three-pronged approach to increase its “activation rate.” Bagley and team:

  • Revamped the orientation process from start to finish. One striking change was that orientation leaders aimed to have most participants signed up for a project before they left the room.
  • Streamlined communications with volunteers.
  • Ensured that communications were clear and consistent, and that follow-up support was in place

9. Put the 80-20 rule to work for your volunteer program.

New York Cares focuses on the 20% of volunteers who are most highly engaged to motivate them to become even more involved, and leverages them to more effectively engage less-connected volunteers.

10. Train colleagues, volunteer leadership and board members as messengers to expand the reach of your volunteer communications.

New York Cares increased the number of staff members focused on volunteer leadership development and training. The staff also strengthened its relationships with current team leaders via increased communication, and with prospective team leaders through personal and direct asks. For example, the staff is focusing now on getting team leaders more involved by inviting them to serve as organizational ambassadors.

11. Remember that your audience’s perspective, wants, needs and interests change over time.

12. Establish an active volunteer feedback loop. It’s the only way to know what’s relevant, what’s working and what’s not, and how to do it better.

Here’s how to get great audience and stakeholder feedback, at little cost.

13. Track outreach — responses to specific emails, changes in messaging or channelsto supplement the feedback loop. Your findings will highlight what is effective so you can do more of it.

Here’s how New York Cares tracks its communications impact on increasing engagement and retention:

  • Its in-house technology infrastructure enables New York Cares to track and measure volunteer engagement in real time. Farrell aligns communications metrics with the VES and tweaks continually. (It’s unlikely your organization has this kind of resource in-house but online communications platforms, from e-newsletters to Facebook, provide insight into what is working for your review.)
  • This real-time tracking “enables New York Cares to make real-time adjustments to both communications and program delivery,” says Farrell. “For example, we added more orientations and projects to the schedule last year to accommodate the influx of new people wanting to volunteer.”

Tracking is supplemented by New York Cares’ volunteer feedback loop. The staff keeps in close touch with its volunteers’ satisfaction level and wants via monthly online polling periodic surveys and focus groups. In addition, its volunteer advisory council provides input on an ongoing basis.

More on tracking your communications impact.

Your Charge — Just Do It!

Don’t be put off by New York Cares’ size and sophistication. They didn’t have these communications strategies in place until they did, and they’re making a huge difference for the organization. So get to work!

About the Author

Nancy E. Schwartz helps nonprofits succeed through effective marketing and communications.  Nancy and her team provide marketing planning and implementation services to nonprofit organizations and foundations nationwide. She is the publisher of the Getting Attention e-update and blog. For more nonprofit marketing guidance like this, subscribe to her e-update.

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