Meetings & Conventions: Planner's Portfolio October
1999

October 1999
PLANNER'S
PORTFOLIO:
Checklist
BY CHERYL-ANNE STURKEN
GETTING HELP FROM VOLUNTEERS
The following checklist was adapted in part from the
American Management Association The AMA Guide for Meeting and Event
Planners by Catherine H. Price, Amacom (a division of the AMA),
1601 Broadway, New York, N.Y. 10019.
ISSUES TO CONSIDER
Determine who will be responsible for recruiting the
volunteers.Consider the time and costs involved in recruiting and using
volunteers.Ascertain the number of volunteers that will be required to
staff the event.Identify the jobs that will be assigned to volunteers (runners,
greeters, staff office, information desk, coat check, etc.)Identify all jobs that should not be assigned to volunteers,
such as those involving decision-making.Avoid assigning volunteers duties that could result in injury
or jeopardize your professional liability.Ask your insurance broker if volunteer actions are covered
under the meeting's liability insurance. If not, you might want to
consider purchasing additional coverage, because the legal
liability arising from the use of volunteers rests with the
event.ASSESSING SKILLS AND EXPERIENCE
During the recruitment process, provide a thorough,
comprehensive briefing of your event.Ask candidates whether they have prior volunteer
experience.Take into account their dress and manner of speech.Explain the available volunteer jobs and ask whether they have
any skills that might be suited to a particular assignment.Try to tie the personal aptitudes of the individual to the work
to be assigned. For instance, if your event is expected to attract
a large number of Spanish-speaking attendees, a volunteer who
speaks Spanish would be an ideal candidate to staff the information
desk. Likewise, senior citizens might make wonderful greeters and
students good runners.Ask up front whether there is any job they would prefer not to
be assigned. This is a good way to avoid no-shows.When recruiting from campuses, consider whether a particular
assignment will clash with students' academic responsibilities. Ask
students to be honest about their available time.Obtain personal information on each candidate, such as name,
address, telephone number, emergency contact and, if possible,
character references.BRIEFING THE TROOPS
Create a job description for each volunteer activity, and
include the name of the staff person to whom each volunteer will be
reporting.Form groups of volunteers based on job responsibility, and
review with them their job duties, including what they are not
permitted to do.Introduce each group to the job supervisor to whom they will be
reporting.Give all volunteers a copy of their job descriptions, including
detailed information on location or area to which they are
assigned, days and times they are to report for duty, and the times
and duration of breaks.Provide a phone number they can call if they are unable to
report for duty.Inform them of the event's dress code.Allow ample time for a question-and-answer session. This may be
the only opportunity to evaluate volunteers before they report for
duty.
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