Church Leadership And Infrastructure Development

The Challenge Of Successful Volunteer Scheduling

The Challenge Of Successful Volunteer Scheduling The Challenge Of Successful Volunteer SchedulingOne of the things I’ve done a bunch of all the way back to when I was a volunteer Tech Team Leader, is volunteer scheduling. I’ve done it many ways. I’ve used Word, Excel, and probably PowerPoint somewhere along the way to create and distribute the schedule for the weekend.

Regardless of how timely I was, how much e-mail communication I did, or how many lobby conversations I had, inevitably someone (sometimes more than 1!) would not show up. They would say a couple of things:

  • I didn’t get the schedule
  • I got the schedule but couldn’t serve on that Sunday
  • Something came up and I couldn’t make it
  • I forgot

Of course they’re volunteers and stuff happens. I get that. But, if you really break it down, there are a couple of fundamental “truths” when it comes to working with volunteers:

  • Most people want to serve
  • People are busy and need an easy way to know they’re supposed to serve
  • A volunteer needs a reminder a few days in advance
  • A volunteer needs a way to easily communicate the weekends they’re available or not available
  • And, most importantly, there needs to be two-way communication between the scheduler and the volunteer … a “handshake” of sorts

Enter the method we are now using to schedule the more than 700 volunteers who faithfully serve at our church. I’ve written before on our successful transition to Church Community Builder (CCB), our church management software. Among other things, it’s “smoking hot” when it comes to working with volunteers!

Here’s why:

  • Volunteers use CCB to setup their “serving preferences.” They communicate when they can serve and when they can’t in their user profile.
  • The scheduler has a great tool to use to create a schedule in just about any configuration, frequency, etc.
  • Once the schedule is created, the scheduler sends everyone on the schedule a “serving request,” which hits the volunteer’s inbox.
  • The volunteer receives the serving request and either “accepts” or “declines” the request (much like scheduling a meeting in Outlook).
  • If the volunteer declines the request, the scheduler is notified, allowing them to communicate with the volunteer about alternative weekends, etc.
  • If the volunteer accepts the request, they receive a “reminder to serve” e-mail automatically on Thursday or Friday before the weekend.
  • The scheduler can review the schedule at any time to make sure everyone has either accepted or declined. There’s a green, yellow, or red light next to their name on the schedule. The yellow lights are those who haven’t responded one way or another. In this case the scheduler re-sends the request or otherwise contacts the volunteer to make sure the loop is closed.
  • Finally, the volunteer logs into the system and sees everything about their involvement with the church, including when they’ve agreed to serve.

Pretty awesome wouldn’t you say? Since implementing CCB and the capability they provide when it comes to scheduling volunteers, our “no-shows” are almost non-existent! Our staff and volunteers love it!

What do you think? Is your church doing something similar to this? Using another tool?

Related Posts:
The Impact Of Church Systems And Processes
Online Giving – People Love It!
CCB Rollout
Building “People Processes”
Moving From Fellowship One To Church Community Builder

  • http://www.executivepastoronline.com/ Kevin M. Stone

    Sounds pretty simple. If you don’t have problems with “no-shows” and you have enough volunteers to cover everything, I’d say you are in a unique, but good, situation.

    Thanks for keeping the conversation going!

  • http://twitter.com/smithlorenzo Lorenzo Smith

    We have a very technology friendly staff and congregation but sometimes the KISS principle can’t be beat. Our volunteers scheduling is very simple, intuitive, and low maintenance.

    They serve on either Team A, or Team B. Team A serves the first two Sundays of the month, and Team B serves on the last two Sundays of the month.

    The schedule is predictable and volunteers know exactly when they’re serving even six months from now. If, for example, they are going on vacation and know the dates conflict there is ample time to get someone to cover for them.

  • http://twitter.com/PrestonTippen Preston Tippen

    thanks!

  • http://www.executivepastoronline.com/ Kevin M. Stone

    We use Planning Center Online for service planning and design but not for volunteer scheduling. We prefer CCB’s functionality. Correct me if I’m wrong, but I don’t think Planning Center Online has the two-way “handshake” functionality to which I refer in the post.

    Right?

  • http://twitter.com/prestontippen Preston Tippen

    Our church just started working with CCB and hope to use the scheduler soon. Curious… Does your worship team use it? Our worship guy likes planning center online, but i’d love everyone in our church to be using one system. Thoughts?