Whether undertaking an informal or formal review – there are some common ways to conduct a review. The following tips can help put the volunteer at ease and initiate a discussion that will be helpful in the long term.
| Appointment Reviews | |||
| A/R form | Informal review | Formal review | New leader |
| Minor concerns | Greater concerns | New GSL | Large teams |
| Experienced leader | Leaving a role | Useful tips |
- Give the volunteer good notice that a review is to be arranged; what the purpose is; and what topics will be covered. Promptly answer queries to reassure any concerns.
- Arrange the review on a date, time, and at location that works for the volunteer and volunteer manager and is suitable for the tone of the review.
- Have information on training, records, achievements, and issues to hand.
- Use open questions to encourage discussion.
- Plan for different outcomes with possible actions and timescales.
- Thank the volunteer for their time and work to date, regardless of the outcome of the review.