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Conducting Background Checks

Conducting Background Checks

They don't just keep your clients and team members safe, background checks are a requirement. Under the Serve America Act, the law requires national service programs to conduct for each grant-supported member or staff member:

  • A National Sex Offender Public Registry check
  • EITHER a state criminal registry check OR an FBI fingerprint check
  • After October 2011, programs must conduct all three checks on individuals serving vulnerable populations

Check with your program officer for CNCS current policy. You can learn more official information online:

In a national service environment, it is helpful to let recruits know about the history checks ahead of time, as this will discourage "red flag" prospects from following through on their applications.

While VISTA conducts checks on candidates, it is often the responsibility of AmeriCorps state and national programs to run checks on their recruits. For programs running sex offender, state, and national checks, it is important to know:

  • The process
  • The timeframe
  • What to expect and what you'll get
  • Things that can go wrong

A resource on conducting criminal history checks is available to download as a Word document. The resource covers the four items listed above.

AmeriCorps state and national programs have additional considerations.

Also check out the Staff Screening Toolkit [PDF] developed by the Nonprofit Risk Management Center. This toolkit provides a practical approach to screening paid and volunteer staff.

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Making Technology Work for You

Do's and don'ts from successful programs

Making Technology Work for You

Successful program directors offer these tips for getting the most out of technology-based tools:

  • Set expectations for members:
    • Let them know how often they'll be expected to sign on, contribute, etc.
    • Consider incorporating expectations into member contracts
  • Make technology-based tools part of your everyday activities:
    • Use them regularly to share information
    • Encourage members to post photos, videos, comments, and questions
    • Use prompts to get discussions going about member-development topics or other issues
    • Use discussion boards to continue a conversation that began at a training or meeting

When choosing a networking site or discussion board software, consider these suggestions:

  • Check out your options and choose the best tool for you.
  • Don't be intimidated - most sites have easy, step-by-step instructions for setting up new groups and pages
    • Find out if one of your members or alumni has expertise in using these tools and ask for help
  • Restrict use/viewing to "invite only"
    • Scrutinize "friend requests" from others
  • Let members know they will have to sign up to access the group you establish
  • Send new and potential members an invitation to join as soon as possible

Remind members that the skills they learn from using these tools will help them after service.

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Tools of the Trade

Defining new technologies

Tools of the Trade

A variety of free software tools are available online that can be used to connect members.

Social networking sites
Social networking sites are online communities of people with similar interests. "Invite-only" groups can be created to limit access to members.

Discussion boards
Discussion boards are online forums for discussing topics that allow readers to reply. Use to share ideas, problem-solve, and discuss specific issues. Restrict access with "invite-only" setting.

Blogs
Blogs are regularly updated logs or journals, sometimes focused on specific topics, that allow for reply-posts.

Online Ticket Systems
Ticket tracking systems coordinate tasks and manage requests among a community of users.

Media Tools
A few of the many tools available to edit and store media files online.

  • Digital audio editor: Audacity
  • Digital photo editor and manager: Picasa
  • Online photo sharing: Flickr
  • Online photo and video editing and storage: Photobucket

Productivity Tools
Share and edit documents and workspaces online.

  • Create and edit Web pages together: Wikispaces
  • Collaborate on word processing, spreadsheets, and presentations: Google Docs

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Reflection Overview

Ways to engage members, alone and together

Reflection Overview

Hopefully you've encouraged members to reflect on their service experience throughout the year in monthly, quarterly, or midyear evaluations; journals or portfolios; and training sessions. However, reflection is especially useful as the year draws to a close and members assess what it's meant to them.

Look at these resources for ideas on prompting reflection:

Click play to hear Laura Firtel of Notre Dame AmeriCorps (Apopka, FL) discuss how reflection can impact retention and encourage members to serve another term.

Get the Flash Player to see this video.

For suggestions on how reflection activities build bridges from old members to new ones, check out Passing Along Wisdom.

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Rating Members on a Regular Basis

How one program handles reviews at partner sites

Rating Members on a Regular Basis

Stephen Harrell, program director of the Regional Service Corps (RSC) in Pasco, Washington, specifies in his sponsor-site agreements that the sites will do three performance reviews for members assigned to their locations. He spells out when those reviews should take place (basically every three months) and when the evaluations are due. An optional fourth evaluation can be scheduled, if needed.

See a sample evaluation form used by RSC, and a sample memo to host site supervisors. It helps site supervisors cover important elements like quality of work, output, and attitude. It also ensures that all members are judged on the same criteria.

A tip about scoring:

"When scoring performance, keep in mind that under typical working conditions, no more than 5 percent of employees receive scores of five (the highest rating)," says Harrell. "It is important to score candidly, and there is no harm in leaving room for growth."

Things you should remember about performance improvement plans:

  • They should be specific and clear.
  • They become the responsibility of both the supervisor and member, and are subject to timely review.
  • They have specific dates when the action(s) will be completed.
  • They have measurable results.

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Beyond E-Mail and Program Web Sites

Online tools connect and build teams

Beyond E-Mail and Program Web Sites

click to read Extra Tips

E-mail and Web sites are great tools for day-to-day operations. But social networking sites, message boards, and other technology-based tools can help you build your program and member capacity for the long term. Below, program directors offer tips for some of these easy-to-use and often free tools.

Click on each tool for more information on how programs use them to connect their members.

Social Networking Sites

Discussion Boards

Technology and Youth Programs

Podcasts, blogging, text messaging - these modes of communication are commonplace for most of today's teens and tweens. Click here for an in-depth look at youth and technology, and ideas for how your program can use technology to engage youth.

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Connect Members Across Distances

Meeting on the Web to share ideas and resources

Connect Members Across Distances

A members-only section of a program Web site provides a meeting place for members and site supervisors separated by distance. There, they can share successes, problem-solve together, and connect with others.

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Rural Alaska Community Action Program (RurAL CAP in Anchorage, AK) has more than 100 full- and part-time AmeriCorps and VISTA members located in communities across Alaska. Ellen Kazary, program manager, suggests these tips for creating and using the Web to connect far-flung members and supervisors:

  • Get feedback on what members need
  • Piggy-back on your program's existing Web site to create an Intranet (a restricted section of the site that only those with permission may enter)
  • Give a purpose to each section, such as:
    • Success stories
    • Funding opportunities
    • Resources (Web sites, etc.)
    • Discussion board
    • Photos
  • Use the site to share information widely rather than via e-mail
  • Remember Internet access is not always reliable in remote locations
    • Don't rely exclusively on your site to communicate important information

Click play to hear Ellen Kazary describe why RurAL CAP developed its member site.


download audio transcript

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Monthly Reports

Helping VISTAs keep on track month-by-month

Monthly Reports

Although CNCS doesn't require VISTA programs to report on monthly progress, tracking members' accomplishments every 30 days makes it easier to compile an accurate Quarterly Progress Report. Other benefits include:

  • Providing data for funders
  • Keeping a closer watch on members
  • Helping members develop professionally
  • Encouraging members to reflect on accomplishments and next steps
  • Sustaining sites by providing information for future members

These two sample monthly report forms take a slightly different approach:

  • Sample 1 is an easy-to-use fill-in form
  • Sample 2 has open-ended reflection questions, along with a summary section

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Communicating With Host Sites

Talking about expectations and practices

Communicating With Host Sites

For program managers who supervise multiple sites, it's important to regularly communicate with the site supervisors. Be sure to:

  • Clearly outline your program's expectations
  • Encourage adherence to CNCS policies and procedures
  • Promote the need for member development

In the following scenario, you'll learn how an experienced program manager deals with common issues in a site supervisor meeting.

Click each topic to hear an audio clip demonstrating how the manager:

Sets the tone of the meeting

Deals with a question about learning opportunities for members

Clarifies the AmeriCorps member's role in a school tutoring program

Answers a question about the funding agreement between the program and the site

What are some of the strategies demonstrated in this scenario?

  • Know, and be able to explain, what your expectations are for the site and the member
  • Have written service descriptions, memos of understanding, and other documents that you can refer to in the conversation
  • Use key words such as "service" (versus "job"), match, local opportunity
  • Practice active listening: Restate the question, validate the concern, provide a solution

This scenario was contributed by Marissa Mizer (AppalCORPS, Athens, OH); Ronjanett Taylor (America Reads-Mississippi, Jackson, MS); Sam Costello (TWC Youth Service Corps, Silver City, NM); and Jo Jones (AmeriCorps OWC English Coaches Program, Niceville, FL).

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Benefits of the Intermediary Model

Building effective relationships with host sites

Benefits of the Intermediary Model

Many programs follow an "intermediary" model: the sponsoring program provides national service members to other local organizations with expectations and responsibilities clearly spelled out in a memorandum of understanding. The benefits of such an arrangement include:

  • Opportunities to collaborate with other program directors or project managers
  • Cohesive, unified mission
  • Control over our recruiting "message"
  • Opportunities for professional development
  • Efficient use of resources
  • Interconnectedness with colleagues and the bigger picture
  • Security, advocacy, and support for site staff

What are other benefits of an intermediary model? Click to answer this question and hear how other program directors responded.

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Communicating with Members

Keeping members connected and on track

Communicating with Members

One of the cornerstones of effective relationships is effective communication. The place to start forging these communication links is during orientation, but sometimes the link can grow weak when members are scattered across multiple sites.

Here's how three veteran program directors deal with this challenge:

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Kate Douton of Ocean State Environmental Education Collaborative (Providence, RI) has members at three sites. Because Rhode Island is such a small state, she's able to visit members and check-in at least once a week. She also sends out frequent e-mails. Click play to learn what the messages contain.


download audio transcript image of Addell

Addell Anderson of Michigan AmeriCorps Partnership (Detroit, MI) also makes heavy use of e-mail. She lets members know during orientation that they can phone or message her anytime. She often connects her weekly e-mails to journal prompts that are discussed in monthly meetings. Click play to hear more about this. For more on prompts, check out reflection topics in the EnCorps collection.


download audio transcript gault.jpg

Lee Gault of Montana Conservation Corps (Bozeman, MT) has crews deep in the woods, at sites almost 1,000 miles apart. He relies on written communications and biweekly reports to keep up with what members are thinking and doing. Click play for Lee's comments on reaching members who are physically inaccessible. For more on reports, read the tips in the EnCorps collection.


download audio transcript

These three supervisors also suggest:

  • Use paper or electronic newsletters to share what's going on and recognize members' efforts.
  • Use Internet tools like Google calendar to let people know about mandatory meetings and local events. (For more on using technology to connect members, check out these ideas in the EnCorps collection.)
  • Send birthday cards to members, to let them know you think of them as individuals.
  • Incorporate communication-building exercises into your regular trainings (For some ideas, see the section on designing effective training in EnCorps.)

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Recruiting Bilingual Members

Learn how one program recruited Spanish speakers

Recruiting Bilingual Members

The Ready to Learn Providence AmeriCorps program serves children, families, and child care providers in Providence, Rhode Island where many families speak Spanish (and other languages) in their homes. In their child care centers and schools, children are learning English, but parents are often uncomfortable or unable to talk with the teacher because of a language barrier. Having AmeriCorps members who can bridge that gap provides much needed support for the children, so that they are not the ones always translating for their parents.

The first step towards recruiting diverse members was to create and distribute bilingual recruitment materials. To do this they:

  • Reached out, in person, to the Spanish-language churches, the Spanish radio station and newspaper, and the Latino leadership program in their community
  • Created and distributed English and Spanish posters at partner sites, libraries, and grocery stores

In addition, trainings were conducted in Spanish and English during the second year of the program. Use of their native language created a more comfortable atmosphere for Spanish speakers to express their opinions in discussions.

After the first year of the program, word-of-mouth from the members spread the word to the Spanish-speaking community.

Laura Firtel of Notre Dame AmeriCorps in Apopka, FL also recruits bilinugal members. The program tutors and mentors children and youth, offers youth and adult education classes, and works with survivors of domestic violence.

Click the play button to hear her talk about the importance of personalizing bilingual pitches, and not just plastering a community with flyers.

Get the Flash Player to see this video.

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How Do You Say Volunteer in Swahili?

The importance of learning about other cultures

How Do You Say Volunteer in Swahili?

Experienced AmeriCorps and VISTA staff agree: "To recruit an ethnically diverse team, it's important to learn about other cultures!"

Addell Anderson, Program Director of the Michigan AmeriCorps Partnership in Detroit, MI works with many cultures in her city. This program has grown to include at least eight graduate and undergraduate programs at the University of Michigan that annually serve nearly 40 diverse nonprofit organizations, primarily based in Detroit.

Click the play button to hear her talk about the importance of building relationships with members of different communities.

Get the Flash Player to see this video.

Part of learning about a culture is "getting" how it talks about volunteering. Not all languages have a word for "service," but most have a tradition of volunteering.

Khouan Rodriguez is the Project Director at the AmeriCorps ACCESS Project in Greensboro, North Carolina. ACCESS Project seeks to help refugees and immigrants gain better access to human services, build bridges with mainstream society, and become economically self-sufficient. For the 2007-08 service year, their 67 members represented 14 countries and spoke 14 different languages.

Click the play button to hear Rodriguez talk about how different cultures define volunteering.

Get the Flash Player to see this video.

Research is another way to learn about a new culture. Anderson's program serves a population that is one fifth Arab and Chaldean. After she realized that many of her staff and corps members were not familiar with these cultures (and made false assumptions about them), she did some research and put together a fact sheet on recruiting members from the Arab and Chaldean communities.

Recruiting Members of Arab and Chaldean Descent provides Anderson's fact sheet and explains how she made it.

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Members from Ethnic and Cultural Minority Groups

Create a model of diversity

Members from Ethnic and Cultural Minority Groups

In some communities, it can take extra effort to recruit members from ethnic and cultural minority groups. However, building a multicultural corps increases the perspectives of your team and provides a model of diversity for the community.

Linda Burkholder, of the Youth Development Project at the Folsom Cordova Community Partnership in Rancho Cordova, CA, has created a multicultural VISTA team. Her program works to mobilize and integrate resources that enhance the education, health, and well being of the children and families in the community.

Click the play button to hear Burkholder talk about the benefits of having an ethnically diverse VISTA corps, and about how members can be leadership models for others in the community.

Get the Flash Player to see this video.

If you want to build a more ethnically diverse team, the following resources can help.

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Helping Members Make Ends Meet

Teach members how to live on less

Helping Members Make Ends Meet

Making it on the living allowance is a challenge. Help members before they get in over their heads.

For starters, provide a realistic introduction to the living allowance before starting service. Learn how one program provides An Early Introduction to the Living Allowance. Some members can apply for food stamps as a way to supplement the stipend and gain experience with accessing assistance.

Early on, provide members with the basics of setting up a reasonable budget and sticking to it. See one program's guidance: Intro to Budgeting (PDF).

Create a tip sheet on saving money in your area. See tips assembled by other programs:

  • Tips on Saving Money in Madison - (PDF)
  • Making Ends Meet - (PDF)
  • Money-saving Resource List - (PDF)

Help members struggling with debt. See strategies and resources adapted from a program's training:

  • Getting Out of Debt includes a step-by-step process for addressing financial problems with tips for dealing with creditors and staying positive. - (PDF)

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Preparing Members for Their Assignments

Set members up for success

Preparing Members for Their Assignments

The first few weeks are one of the toughest times for new members. During this period they are learning the ins and outs of your program, your community, and their assignment. At the same time, they are learning to live in a new environment and face new personal challenges.

Set members up for success with tools that will help them understand their roles and anticipate challenges before their service begins.

Use the following

  • Pre-Orientation Retreat is a pre-service assignment designed to prompt members to think about program-related topics before service begins.
  • Create a program handbook: Find tips for creating program handbooks and view sample handbook content on the Handbooks 101 page in the Supervise section.

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Getting to Know Your New Members

Build excitement for the year ahead

Getting to Know Your New Members

Help new members feel valued and connected from the outset by sending a communication that lets them know how happy you are they're joining your team.

Use this sample as a starting point:

For a sample welcome packet and other useful resources, visit the Put Out the Welcome Mat page in the Supervise section.

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Prepare for New Members

Setting the stage for success

Prepare for New Members

click to read Wisdom from the Field

Now that you've selected your new members, use the time before they arrive to lay the groundwork for a successful term. Use these resources for:

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Making Decisions

Select a candidate and make an offer

Making Decisions

It is important to rank applicants, since many positions have multiple qualified candidates. There are several ways to do this, including ranking them numerically and having multiple people review materials.

As you develop an applicant selection process, consider the following:

  1. Determine the criteria for the specific position (be sure to get these directly from the position description). What skills are necessary? What skills can be taught and which ones should the candidate already possess?
  2. Consider how the candidate meets the established criteria for the position at each phase of the screening process.
  3. When screening applicants, use all available information at your disposal: their application, interview, e-mail, phone and mail communications, and references.
  4. Examine evaluation criteria and assign each a value to aid in making a decision.

You'll also want to develop a list of required documents needed from chosen applicants.

The following tools can be customized to fit your program:

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Checking References

Using other sources to help assess candidates

Checking References

The reference check is often the most misunderstood step in screening an applicant. Although the information obtained can be highly subjective, these tips from the field can help you gather useful data:

  • See the sample reference call sheet for ideas of what to ask and how to capture responses. While this particular sample contains some questions for a rural, environmental program, it can easily be customized for different programs.
  • Look at this set of reference questions that were developed by an urban site.
  • Use reference checks to look for information that would change—not validate—your decision.
  • Know (or ask for) the reference's position in the organization.
  • Refrain from directly describing the position; rather, identify critical skills, attitudes, and characteristics. For example, ask questions related to the candidate's social skills, ability to network, introverted or extroverted personality, and communication style.
  • Balance the conversation with open-ended questions. Direct questions provide specific information while open-ended ones may yield unexpected information.
  • Pay attention to what the reference is saying—note if he or she raises a red flag, avoids answering a question, or is vague. Probe deeper. If a reference doesn't return repeated calls, ask the candidate to make the connection for you or request another reference.
  • Don't be afraid to follow up with a reference if you learn additional information and need clarification.

Although checking references doesn't always provide reliable information, you should always verify candidates' education and employment.

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Types of Interviews

Interviewing strategies to help determine if candidates and programs are a good fit

Types of Interviews

The type of interview you choose will depend on your program needs, number and location of applicants, and the people in your program who need to participate in the process.

Phone Interviews
Phone interviews are usually much shorter than in-person interviews and primarily offer you the chance to find out if applicants meet the minimum requirements for the position. They are also appropriate for out-of-area applicants. The phone interview gives applicants a chance to hear more about the position and decide if they are still interested. If the phone interview goes well and your position and the applicant are a good match, an individual or group interview may be the next step.

Individual Interviews
In the individual interview, a single candidate is interviewed by one or more staff members. It's a good idea for candidates to interview with more than one person. This gives everyone who will be working together an opportunity to evaluate fit. It also gives candidates a balanced introduction to your program and the position. While it may be intimidating for a candidate to be interviewed by several people at once, this is the most time-efficient way to conduct an individual interview. Another option is to have candidates come back for multiple interviews with different people. This can be less intimidating, but can draw out the interview process and requires a larger time commitment from the applicant.

Group InterviewsGroup Interviews provide an opportunity to interview several candidates at the same time. It's important that the candidates have the same interview experience no matter who facilitates their group.

No matter which interview type you choose, these resources and sample interview questions will help you get the most out of each interview:

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Interviewing Questions

Honing in on the qualities you need

Interviewing Questions

Interviewing is just one step in the screening process to help you decide whether to accept or reject a potential member and where to place the individual. However, It's probably your best chance to get a true feel for the person and should count heavily in your decision.

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Interviewing Applicants

Assess abilities, interest, and commitment to choose the best candidates for your positions

Interviewing Applicants

Interviewing is just one step in screening an applicant. That said, the interview is probably your best chance to get a true feel for the person, and should count heavily in your decision. It's also a time for you to give applicants a clear picture of the position, so they can make an informed decision.

There are many types of interviews and interview questions. In this section, you will learn more about the essential steps in the interview process, types of interviews, and behavioral interviewing.

Your interview should follow this general process:

  • Introduce yourself, your program, and the position: Set a comfortable but professional tone for the interview, give the candidate an overview of the interview structure, and state the time limit
  • Gather information: Ask comprehensive, open-ended questions, beginning with broad questions and moving to more specific ones to draw out the information you need
  • Provide information: Discuss key elements of the position, including specific duties, expectations, on-the-job training, travel reimbursement, living on the stipend, housing opportunities, and benefits of the position
  • Close the interview: Let the candidate know where you are in the interviewing process and what the next steps will be

You can find more information about this process, plus helpful tips and sample interview questions, in the following resources:

Find more helpful interviewing resources and information on these pages:

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Screening Applicants

Effectively follow up with interested candidates

Screening Applicants

You have recruited a crop of candidates for review. Now what?

Screening applicants is the process of first determining which applicants are qualified, and then narrowing the list to the ones who best suit your needs: the ones you want to interview. During this period, you will need to:

  • Follow up with applicants. Design a strategy to efficiently and thoroughly follow up with candidates.
  • Identify candidates to interview. If you haven't developed an applicant screening procedure, do it right away!
  • Refer applicants who don't suit your needs. Have a system in place to refer qualified candidates who may not best fit your program to other opportunities (e.g., AmeriCorps* State, Senior Corps, etc.)
  • Prepare for interviews. Have an effective interviewing process in place that allows thorough assessment of the candidate's abilities, interests, and commitment and which ensures interview questions and scenarios are legal and appropriate.

These tools can help you screen applicants:

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Pre-Screening Applicants for Partner Sites

One program's process

Pre-Screening Applicants for Partner Sites

click to read Extra Tips

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CONNECT (Orange, CA) asks partner sites to recruit their own members. But, it provides a series of pre-screening meetings to give potential members an introduction to VISTA service, answer questions, and conduct interviews.

Click the play button to hear CONNECT's Kristi Piatkowski describe what happens at a pre-screening, which attracts from 10 to 25 applicants.


download audio transcript

Piatkowski invites VISTA leaders and members to the pre-screening so they can provide an on-the-ground view of what VISTA life is like.

Click the play button for an explanation of what current VISTAs add to the session.


download audio transcript

Click here to access pre-screening forms and resources used at the presentation.

Since CONNECT started the pre-screenings, fewer than 10 percent of applicants have opted out of service. The sessions also are a huge timesaver for CONNECT.

Click the play button to hear Piatkowski explain the benefits.


download audio transcript

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How One Program Helps Partners Recruit

A checklist and tools for success

How One Program Helps Partners Recruit

click to read Wisdom from the Field Toolkit_piat.jpg

Kristi Piatkowski of CONNECT (Orange, CA) knew she had to provide support when she turned recruitment over to the 36 VISTA sites in her First 5 Service Corps program.

To make the process less intimidating, Piatkowski developed a recruitment timetable that's part of a marketing toolkit for partner sites. Here's what the toolkit contains:

Click the play button to hear Piatkowski talk about how her program introduces the toolkit to the sites.


download audio transcript

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Click the play button to hear how this process has turned partner site staff into effective recruiters and resulted in more local applicants.


download audio transcript

In addition to providing resources, CONNECT helps its partners by holding pre-screening sessions for applicants throughout the 10-week recruitment period.

To learn more about how these sessions are structured and the related resources, click here.

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Site Member Recruitment Process

How one program works with partner sites to recruit members

Site Member Recruitment Process

click to read Wisdom from the Field

The AmeriCorps ACCESS Project at University of North Carolina Greensboro (Greensboro, NC) used this process in working with 30 site agencies in a dozen counties during 2007-08:

  • Agencies submit an application and proposed member service descriptions to the AmeriCorps program
  • AmeriCorps program director allocates member positions and approves service descriptions
  • Agencies recruit and identify prospective members
  • Agencies conduct initial interviews with eligible candidates
  • Agencies instruct prospective members to schedule an appointment with AmeriCorps staff to complete paperwork and final interviews
  • AmeriCorps program director approves the member site placements and offers positions to the selected members

ACCESS also encourages successful members to sign up for a second term. Learn more about this retention practice.

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Helping Partner Sites Recruit

Providing sites with resources and steps to follow

Helping Partner Sites Recruit

Partner sites often have more buy-in to national service when they're charged with recruiting their own members.

Here are some tips from the AmeriCorps ACCESS Project at University of North Carolina Greensboro (Greensboro, NC) on how to approach the process:

  • Get buy-in from agencies to help with recruitment as a way to successfully secure a member of their choosing
  • Provide agencies with recruitment materials, application packets, and brochures
  • Offer trainings on recruitment strategies
  • Develop support networks for sites by having more than one agency in a community; these "clusters" of sites can pool their recruitment efforts

Read about the ACCESS Project's recruitment process.

Examine one VISTA project's tools and guide to recruitment for its partner sites.

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Alaska Natives

Recruiting locally in the Alaska bush

Alaska Natives

Almost 90% of RurAL CAP's 59 VISTA and AmeriCorps members come from the rural and remote Alaska villages where they serve. These tribal members help their communities develop environmental protection, energy education, and wellness programs.

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RurAL CAP puts recruitment in the hands of traditional hosts such as tribal and city councils, but they provide everything the sites need to do the job.

Click the play button to hear Ellen Kazary describe the resources sent to local contacts.


download audio transcript

Read RurAL CAP's best practices.

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Recruiting From a Wide Age Range

Attracting members from the late teens to 55 and over

Recruiting From a Wide Age Range

Since inclusion is a guiding principle of national service, it makes sense to seek members who represent various age groups in your community.

Recent High School Grads
Offering service opportunities to young recruits, fresh out of high school, can be especially fruitful. Often, service programs can be more understanding and flexible than a traditional employer.

When working with recruits fresh out of high school, consider this advice from Notre Dame AmeriCorps (Apopka, FL):

  • In educational programs, place these members in structured settings, preferably working with children at least 4-5 years younger
  • Provide additional support in completing routine reporting such as timesheets, data collection, and progress reports
  • Offer counseling on work habits and topics such as appropriate professional dress

Family Service Corps AmeriCorps (Butler, PA) has members ranging from recent high school graduates to senior citizens. Director Karen Zapp says she recruits service recipients from partner sites as well as volunteers in those agencies.

Click the play button to hear more about attracting teen members.

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College Students
Many service programs draw their recruits from the ranks of college students.

The Iowa Campus Compact VISTA program distributes postcards at college fairs, in campus placement offices, and campus mail rooms.

Download a copy of the postcard that introduces VISTA, the specific program, and has room for potential candidates to provide contact information.

Enlist your local college's design program to create a postcard and/or brochure as a service-learning project. Consider producing materials in different languages and targeting different age groups.

Members 55 and Over

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This tutorial on Recruiting and Engaging Older Members helps you identify where to find older members in your community and discusses why national service is such a good fit.

The opportunity for AmeriCorps members 55 and older to transfer their education award to a child, grandchild, or foster child may enhance your recruiting efforts (this benefit is not available to VISTAs). Recipients have ten years to use the award (a child must meet citizenship requirements for AmeriCorps).

Civic Ventures, a think tank on boomers, work, and social purpose, published a paper related to the Serve America Act's new Encore service provisions. See http://encore.org for resources of interest national service members who are in their 50s and beyond.

Check out the effective practices at The Resource Center, provided by Temple University Center for Intergenerational Learning, on finding and motivating older members.

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Creating Portfolios

A way to reflect on work and share it with others

Creating Portfolios

Long used to demonstrate student progress in the arts, portfolios are increasingly used to showcase the work of national service programs.

Partners in Learning AmeriCorps at Clarke College (Dubuque, IA) requires members to complete a portfolio, due at their exit interviews. Members submit 5-10 pages of reflections, artifacts, and/or photos to document what they received from their service and how they've helped the children in their mentoring/tutoring programs.

Partners in Learning suggests this process for developing a portfolio:

  • Decide on the purpose (to share information about your project with community members; solicit support for your program; inform key stakeholders; serve as a final report)
  • Decide on criteria for collecting evidence (local or state outcomes; objectives and goals)
  • Gather information
  • Select the most appropriate examples (testimonials, evaluations, work samples) and use a variety of formats (text, audio, video, photos)
  • Organize and construct the portfolio

The completed portfolio should relate to the project's goals or objectives and should include:

  • Explanations or descriptions for each item
  • An evaluation of what worked well or did not work and how the program could be improved
  • Reflections on the member's experience and a summary supporting any findings

Click here for some suggested journal prompts.

Partners in Learning members provide a one-page summary of their portfolio that is posted online. This summary and photos are shared with past, present, and future members.

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Engaging Members With Disabilities

Some steps in the recruitment and placement process

Engaging Members With Disabilities

Recruiting members with disabilities can be a powerful win-win arrangement. Such an individual can bring a unique perspective and life experience to your team. In return, service can boost the member's self-esteem, provide valuable experience, and (in some cases) supplement a Social Security disability payment. Service can also be the gateway to long-term employment for people who have had difficulty breaking into the job market because of their disabilities.

Marea Hunter of Parasol Tahoe Community Foundation AmeriCorps (Incline Village, NV) advises programs that want to attract members with disabilities to:

  • Be flexible and know up front what hours a disabled member may need to devote to therapy or medical appointments
  • Realize that transportation to and from sites can be an issue
  • Ask members (if they're willing) to share about their disabilities and the struggles they encounter
  • Consider establishing a mentor program, pairing new and old members

Other successful programs offer the following advice:

Identifying potential members:
Often the best way to recruit members with disabilities is from agencies serving disabled clients. Some of these agencies may already be partner sites.

Click the play button to hear how Karen Zapp, director of Family Service Corps/AmeriCorps (Butler, PA), approaches sites.

Get the Flash Player to see this video.

Once these members are on board, you'll find that they are a great resource for recruiting additional individuals with disabilities from among their circle of friends and contacts.

Interviewing potential members:
It's important to remember that disabilities are visible and invisible; disclosed and nondisclosed; diagnosed and nondiagnosed. Zapp, stresses that you need to treat everyone with respect and resist making assumptions. When interviewing candidates, Zapp always asks if they need an accommodation.

Click the play button to learn how she frames the question in a nonjudgmental way.

Get the Flash Player to see this video.

Placing members with disabilities:
Making sure your workplace is accessible can be beneficial not only to members with physical handicaps, but to everyone. Sam Castello, of TWC Youth Service Corps (Silver City, NM), says "universal design" elements are important in both the environment and in how positions are structured.

Click the play button to hear him explain.

Get the Flash Player to see this video.

Both Castello and Zapp find that Corps members benefit greatly from serving in a diverse team and often need little, if any, coaching in how to interact with the disabled member. However, you may need to pave the way with staff at partner sites.

Click the play button to see how Zapp approaches this issue.

Get the Flash Player to see this video.

For additional tips on recruiting members with disabilities, check out the Resource Center.

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Low-Income and Service-Recipient Populations

Turn to partner agencies for new members

Low-Income and Service-Recipient Populations

Service recipients are often motivated to "give back" and may also benefit greatly from the support available through the coaching and leadership of a national service program.

Peggy Friedenberg of Virginia Community Corps (Richmond, VA) has a number of members who are "TANF" (Temporary Aid to Needy Families) recipients and clients of her Corps' partner sites.

Click the play button to hear how she recruits these members.

Get the Flash Player to see this video.

Members will often refer other service recipients who are friends, relatives, or people they've come in contact with through public assistance programs.

If you recruit from this population, you may find it helpful to build basic job training into your member development. Click the play button to hear Friedenberg explain why.

Get the Flash Player to see this video.

Vicki Ginda, director of AmeriCorps Polk Reads (Bartow, FL), recruits parents and caregivers of the children served in her tutoring program, as well as older students in a special education program.

Like Friedenberg, she finds that these members are able to add an insider perspective and help other program staff see service recipients in a new light.

Click the play button to learn how everyone benefited when she created a job share position for a young man who received special education services.

Get the Flash Player to see this video.

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Serving a Second Term

Encouraging members to renew their service

Serving a Second Term

click to read Extra Tips

Encouraging members to sign up for another term has a number of advantages. These experienced members:

  • Serve as a bridge of continuity for the program
  • Are able to mentor first-term members
  • Can help plan orientation, emphasizing the information that's stayed with them during their service term
  • Become a resource in recruitment efforts

Be aware that a participant is only eligible to serve a subsequent term of service if he or she received a satisfactory performance review for any previous term of service in an approved AmeriCorps position.

Recruiting Members to Serve a Second Term
Marea Hunter, director of the Parasol Tahoe Community Foundation AmeriCorps (Incline Village, NV), says recruiting second-term members often is as simple as letting them know it's a viable option.

Click the play button to hear more on this.

Get the Flash Player to see this video.

Notre Dame Mission Volunteers-AmeriCorps (Baltimore, MD) sends letters (in mid-March) to members recommended by site supervisors, asking them to join again and also thanking them for their service.

They also have a panel of second-term members present at their annual midterm conference. The panel allows second-term members to openly discuss what they have gained and how they have grown in their second term. It is very inspiring for current members to hear advice from their peers on the benefits of staying for a second term as well as a great way to recognize the people who've stayed.

See the letter that Notre Dame sends to potential second-term members.

The AmeriCorps ACCESS Project at the University of North Carolina Greensboro (Greensboro, NC) also asks successful members to apply for a second term.

See the application form that ACCESS uses.

Placing Second-Term Members
The Parasol Tahoe Community Foundation AmeriCorps (Incline Village, NV) finds that second-term members do well when they're given new assignments, rather than continuing with the same work.

Click the play button to learn more about this practice.

Get the Flash Player to see this video.

Another program that has been extremely successful in attracting second-term members is Notre Dame AmeriCorps (Apopka, FL).

Click the play button to hear how program director Laura Firtel believes that serving a second term benefits both the community and the member.

Get the Flash Player to see this video.

Firtel recommends building reflection on service into monthly meetings, so members are aware of the impact they're having emotionally, socially, and intellectually. When they realize all they've accomplished, "it's hard [for them] to turn down a second term."

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An Early Introduction to the Living Allowance

Members apply for food stamps BEFORE Pre-Service Orientation

An Early Introduction to the Living Allowance

If VISTA applicants have a realistic idea of what it's like to survive on the living allowance, there's a greater chance they'll stick with the program. Dustin Speakman of The Ohio Benefit Bank (Columbus, OH) encourages new recruits to apply for food stamps, if appropriate.

speakman.jpg

Members see how food stamps may help them stretch their stipend

First, Speakman gives new members a Sample VISTA Monthly Budget with and without food stamps. He explains that applying for food stamps before PSO can increase the amount of their total benefit.

Click the play button to hear Speakman describe how this process gives new members insights into their clients and their VISTA service.


download audio transcript

Members reflect on their experience applying for assistance

Members fill out a survey about applying for food stamps. At their first meeting after PSO, they talk about what they experienced. Click the play button to hear Speakman discuss what a typical debriefing reveals.


download audio transcript

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Using Targeted Screening

Tips for avoiding attrition

Using Targeted Screening

click to read Wisdom from the Field

A good way to "recruit for retention" is to recognize red flags when screening applicants. If they're looking for a "job" rather than a unique service opportunity, they may quit as soon as a better "paying" opportunity comes along.

Emily Kubiszewski, VISTAs for American Red Cross of Indianapolis, says she doesn't recruit at unemployment offices or job fairs because "a majority of attendees want a far more lucrative opportunity." Instead, she targets university service and career fairs.

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Linda Burkholder, Folsom Cordova (CA) Family Support Services, says she looks at the applicant's motivation during screening. Press the play button to hear why she thinks this is the most important factor.


download audio transcript

Coleman Smith, Rocky Mountain Youth Corps (Steamboat Springs, CO), also focuses on motivation in interviews. Check out this list of screening questions, which can be adapted for your program.

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Differentiating between VISTA and AmeriCorps

How it affects retention

Differentiating between VISTA and AmeriCorps

click to read Extra Tips

One issue VISTA supervisors face is helping people understand how capacity building differs from direct service. Knowing how "hands on" the job is could affect an applicant's decision to serve. It also may impact whether a new member successfully carries out the VISTA mission over the long term.

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Kristi Piatkowski of CONNECT(Orange, CA) has both VISTAs and AmeriCorps members in her First 5 programs. She tries to determine if an applicant will be a better fit for one program or the other.

Click the play button to hear her remarks.


download audio transcript

tedford.jpg

Rebecca Tedford of the Louisiana AmeriCorps*VISTA Program (Baton Rouge, LA) often uses a playground example to explain how direct service and capacity building differ.

Click the play button to hear her description.


download audio transcript

This description also comes in handy when recruiting partner sites. For more on that topic, go to the Working with Host Sites section of Supervision.

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Posting Success Stories Online

Sharing the service experience on the Web

Posting Success Stories Online

One way to help applicants understand what service is all about is to let them go straight "to the source." Several programs incorporate member testimonials on their Web sites.

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Providing Site Descriptions

Offering a clear picture

Providing Site Descriptions

click to read Extra Tips

When Sandra Hansen recruits members for her multi-site VISTA program, she helps applicants understand how all parts of the program fit together. Hansen gives them a 3-page document about the Iowa Campus Compact that describes:

  • What the umbrella organization does
  • What VISTA is and how it works with her program
  • What VISTA living allowance and benefits are
  • What VISTA members do in each of her 8 sites

Having all the facts in one handy place saves time, makes the program more transparent, and opens up conversations. "It allows members to have a better picture of what they are getting involved in and make informed decisions so that we retain them for the entire year," says Hansen.

Click here for a copy of this resource.

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Recruiting for Retention

Making a match that lasts

Recruiting for Retention

As a program director or supervisor, you know the rich rewards of service. You also understand some of the challenges facing a new member.

Being upfront about both the benefits and challenges can help you place members who are more likely to complete their term of service.

Find out some ways to recruit for retention:

Seasoned program directors offer these tips about responding to applicants:

  • Send the applicant a response within 24 hours of receiving an application or inquiry
  • When applicants call, answer their questions fully and make them feel you'll give them all the time they need—after all, they're considering a big decision
  • Give them info that tells them what your mission is and what their role would be
  • Send applicants an assignment description that details responsibilities and needed skills
  • Ask current team members to review the applicant materials to see if they cover what they would have wanted to know

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Click the play button to hear seasoned program leaders talk about:

  • Why retention matters to the member—Ellen Kazary of RurAL CAP VISTA (Anchorage, AK) explains that service lays the ground work for an entire career.

    download audio transcript
  • Why retention matters to the community—Linda Burkholder, of Folsom Cordova (CA) Community Partnership believes retention is more about retaining a lifelong desire to service.

    Get the Flash Player to see this video.

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Advertise and Market Your Position

Target your audience to attract members best suited for your mission

Advertise and Market Your Position

Once you know who you are looking for, you can target your advertising and marketing efforts to reach the most qualified and diverse applicants. Keep the following tips in mind:

  • Determine target populations. Identify potential populations for the types of members you want. Along with target populations you identify, note that the Serve America Act calls for expanding service opportunities for veterans, disadvantaged youth, college students, retirees, and individuals over 55 years of age as well as continued service of national service alums.
  • Research communication channels. There are many ways to communicate your opportunities to potential applicants—choose strategies and media used by your target populations.
  • Use your partners. Identify individuals, organizations and networks that can reach out to your target populations.
  • Don't limit yourself. Develop varied recruitment tools and introduce them over time to build momentum.
  • Look for opportunities to increase diversity. Working with people from different cultural, ethnic, educational, and socio-economic backgrounds is one of the most important aspects of service. Look for ways to increase diversity to make a richer team for everyone.
  • Make retention a recruiting goal. Understanding the vital connection between how you recruit and the experience your members will have helps you recruit members who embrace service for the duration of the position and beyond.

The following pages include information and tools to help you advertise and market your position:

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Identify Your Recruitment Needs

Start by defining member roles and assets

Identify Your Recruitment Needs

Understanding what you expect your members to be able to do and what they will get out of the position will help you find and evaluate candidates.

Start by identifying:

  • The number of members needed
  • The role of each member
  • Service dates for each member
  • The skills, knowledge, attitudes and aptitudes needed for each position
  • The opportunities and benefits a member will get through the assignment

Then use this information to create a position description that clearly identifies the tasks and responsibilities of the member. For VISTA programs, this is called the VISTA Assignment Description (VAD).

Basic requirements

As you're planning your recruitment effort, keep in mind these basic member requirements for your program.

AmeriCorpsVISTA
• Members must be at least 18 years old. (Some programs allow 17-year-olds to serve, with parental permission, or 16-year-olds if they are out of school and participating in a youth corps program.)• VISTA members generally serve full-time for 12 months. Members must be at least 18 years old.
• Members must be U.S. citizens or lawful permanent residents. Members must have a high school diploma/GED or be willing to earn one while serving. A high school diploma is required for all members serving as tutors.• Members must be U.S. citizens or lawful permanent residents. Some programs require VISTAs to have college degrees or at least three years work experience.
• Most AmeriCorps programs require members to serve a minimum number of hours (commonly 1,700 for a full-time member), participate in trainings and service projects, and successfully complete their term to be eligible for an education award.• Members generally serve full-time for 12 months. Because they must be available to their communities regardless of regular work hours, VISTA members are also prohibited from accepting outside employment. All VISTAs attend a Pre-Service Orientation prior to enrolling, and must successfully complete their service terms to be eligible for an education award or stipend. All VISTAs must also be fingerprinted and complete a criminal history background check.
For new members, programs must conduct 1. National Sex Offender Registry check, and 2. Either a state criminal records check or FBI fingerprint check. (After October 2011, members with recurring access to children or the elderly will need all three checks.) For new members, programs must conduct 1. National Sex Offender Registry check, and 2. Either a state criminal records check or FBI fingerprint check. (After October 2011, members with recurring access to children or the elderly will need all three checks.)
Click here for a sample of one AmeriCorps program's placement requirements and recommendations.
For new members, programs must conduct 1. National Sex Offender Registry check, and 2. Either a state criminal records check or FBI fingerprint check. (After October 2011, members with recurring access to children or the elderly will need all three checks.)For new members, programs must conduct 1. National Sex Offender Registry check, and 2. Either a state criminal records check or FBI fingerprint check. (After October 2011, members with recurring access to children or the elderly will need all three checks.)

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Develop a Recruitment Plan

Understand what to do and when to do it

Develop a Recruitment Plan

click to read Extra Tips

Recruiting is a time-intensive process.

It can be difficult to set aside the time needed for recruitment. A timeline can help you establish outreach windows, application deadlines, interview times, and clear targets for staff members.

When creating your timeline, consider these tips:

  • Move backward from the date your program starts.
  • If other staff or project sponsors are involved, make sure to coordinate schedules.
  • Read through the rest of this Recruitment and Placement section to understand all the tasks involved and the amount of time you will need to perform them. Important tasks include:
    • Writing a position description
    • Creating an outreach plan
    • Establishing processes for handling applications, interviewing candidates and selecting and placing new members
    • Developing a welcome letter and program manual
    • Establish processes for conducting required criminal history and background checks
  • Allow enough time for successful applicants to give two weeks' notice to their current employer.
  • After you have filled all your positions, create a waiting list. Cancellations happen frequently, and a back-up plan is critical.
  • Be prepared for unexpected issues and the time it will take to resolve them.

Use the following samples to help create your recruitment timeline:

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Tools To Help Members Explain Your Program

Orienting new members to your mission

Tools To Help Members Explain Your Program

Can you explain what your program does in the 30 to 40 seconds it takes to get from the first floor to the top floor on an elevator? So-called "elevator speeches" are one way to focus on the core messages of:

  • What your organization does
  • How it does it
  • Who it helps

During orientation, have your members collaboratively develop and practice an elevator speech so they can confidently present themselves and their work to the public.

Click the play button to see a role play of one such speech.

Get the Flash Player to see this video.

Now get specific. Lisa Keyne, North Carolina Campus Compact (Elon, NC) prints "quick facts" about her program on business cards that are given to new members. That way, everyone's message about the organization is consistent, and it's always close at hand.

Click here to view an example of this practice.

Ben Nowell, a VISTA trainer from New York, helps members put together elevator speeches at their pre-service orientation. He encourages members to focus on their specific site in order to build resources for their local community program. Ben encourages members to end with an "ask" to see if the community member is willing to volunteer or support the organization in another way.

Here is a sample dialogue between a community member and a VISTA:

Q. What do you do?
A. I run a Youth Employment Program that helps kids ages 16-21 find meaningful jobs.

Q. How do you do that?
A. We match motivated young people with employers who have appropriate jobs. Research shows that young adults who are employed at least part- time are more engaged in their community and more likely to succeed.

Q. Tell me more!
A. We are always looking for motivated young people to join the program and for employers who might hire them.

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Wall of History

An activity that lasts throughout the term

Wall of History

Notre Dame AmeriCorps (Apopka, FL) engages members in creating a Wall of History during orientation and then revisits the activity at different times. It is a tool for reflection, as well as a way to build esprit de corps.

Wall of History activity - click to advance
Click to see the next photo.

Materials

For this activity, you'll need a long strip of butcher paper, markers, and magazines that can be cut up. Draw a timeline on the paper and establish four sections to address:

  • How did you get here?
  • What are your hopes and dreams?
  • What's happening now?
  • Where are you going next?

At Orientation

Through written remarks and collage, ask members to reflect on the past few years of their life and what influenced their decision to serve. Then facilitate a discussion on what members contributed to the wall.

Click the play button to hear Notre Dame AmeriCorps director Laura Firtel explain why she starts the service term with this activity.

Get the Flash Player to see this video.

After members have discussed their personal histories, Firtel asks them to add their hopes and dreams to the wall. A group discussion follows. Then, Firtel tells the group they'll see the wall again, but she doesn't explain when or why.

At Midterm

Halfway through the service term, Firtel brings out the wall again. Members are asked to add reflections to the portion of the wall that focuses on "What's happening now?"

Click the play button to hear why the timing may be tied to a particular event.

Get the Flash Player to see this video.

At the End of the Term

The wall makes its last appearance during a two-day retreat at the close of the service term. Firtel asks members to look back and reflect on whether their expectations were met, how their dreams may have changed, and what their future holds.

Click the play button for Firtel's end-of-term questions

Get the Flash Player to see this video.

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An Introduction to Community History and Current Issues

A set of orientation activities, focused on local concerns

An Introduction to Community History and Current Issues

Hands On Gulf Coast AmeriCorps*State (Biloxi, MS) uses a combination of presentations, film, and an interactive scavenger hunt to introduce members to the three communities served by the program.

Elements of the orientation include:

  • News coverage of the area during and after Hurricane Katrina to provide members with context
  • Clips of the "Guiding Light" soap opera cast members, who performed one week of service with the program
  • Talks by service partners to make members aware of community resources and opportunities for collaboration
  • A photo scavenger hunt that gives a geographic and historical orientation to the new community

Click the play button to hear Caitlin Brooking explain how she uses community members to strengthen the Hands On Gulf Coast orientation.


download audio transcript

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Orientation Tools That Blend History, Geography, and Issues

Helping establish a sense of place

Orientation Tools That Blend History, Geography, and Issues

Giving members an overview of the community can be accomplished through a hand-out, a single activity, or a series of interwoven trainings. Explore each of those approaches in these resources and practices:

VISTAs who join Communities in Action in remote Eastern Montana come from all over the United States. As part of orientation, the program does a county tour. VISTAs are paired up to research each town on the tour. They then act as guides for the rest of the group when everyone arrives at that location.

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Windshield Survey

A way to help members meet a range of residents

Windshield Survey

Communities in Action (Sidney, MT) has a variety of strategies for introducing new members to "everyday" folks in the community and vice versa.

They have VISTAs volunteer at the county fair, driving golf cart shuttles from the parking lot to the fairgrounds. And, they organize "windshield surveys" where members drive around town with residents to learn about the community and get a different perspective on local issues.

Click the play button to hear Beth Cook explain how this works.

Get the Flash Player to see this video.

Cook also sends profiles and photos of new members to the local newspaper, so the community sees that bright, committed young people are willing to relocate and serve in their remote town.

Click the play button to learn the benefits of this practice.

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Scavenger Hunt

Ways to discover a community

Scavenger Hunt

click to read Wisdom from the Field

New members of the Folsom Cordova Community Partnership VISTA Youth Development Project (Rancho Cordova, CA) search out local sites, information, and people in a scavenger hunt developed by former VISTAs. Activities include locating at least three ethnic restaurants, interviewing at least 10 youth about their favorite hobbies, and visiting a series of local landmarks.

Check out the list for the scavenger hunt and hear how it's structured over a month's time.

Explore another type of scavenger hunt that concentrates on community history and current issues on the Gulf Coast.

Consider constructing your own scavenger hunts with different themes:

  • Low-cost social outings
  • Resources for people in poverty
  • Public transportation

Add a debriefing session after the activity.

Communities in Action (Sidney, MT) takes a more whimsical approach to their scavenger hunt. They ask new VISTAs to snap their picture in different locations, doing different activities with various community members.

Click the play button to hear Beth Cook explain this activity.

Get the Flash Player to see this video.

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Community Orientation

Getting to know a new place

Community Orientation

There are any number of ways to introduce new members to the community that will be their home for their service term.

Check out these orientation activities—some of which serve as team-building exercises, too:

Even if members are locally recruited, chances are they can still discover new and different things about their community through organized activities.

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Introducing "VISTA Life"

A game helps members navigate challenges

Introducing "VISTA Life"

click to read Extra Tips

CONNECT uses its own version of the Life Game to help new VISTAs in the First 5 Service Corps (Orange, CA) understand local program benefits and policies introduced during their national pre-service orientation. The game also goes over some of the budgetary challenges of being a VISTA.

Kristi Piatkowski says it's a "fun, interactive way to review policies, procedures, and program structure without a lecture." Game pieces are easy to customize to specific programs.

VISTA_Life_Picture.jpg

Download directions, suggested questions, and a facilitator's guide that suggests ways to build discussions into the game.

According to Piatkowski, the winner is the player with the most experience points, who is not in debt. "Afterall, VISTA is about the experience, not the money," she says.

For more resources on helping members live on the living allowance, check out the VISTA campus and the book club page in the Train section of EnCorps.

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Placement Site Orientation

Preparing members for their sites

Placement Site Orientation

New members are bound to have lots of questions about their sites, including some you probably didn't think of. To assist members in identifying those questions, one program uses a brainstorming activity.

Find out more about this activity here.

Another program requires its members to conduct an initial assessment of their site. "We feel the VISTA will have a better understanding of the dynamics of their site and its role in the community if they find the information themselves, rather than just being told," says Beth Cook, Communities in Action (Sidney, MT).

See the assessment survey Cook gives members here.

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Pre-PSOs

Preparing VISTAs for their official orientation

Pre-PSOs

While PSO does a thorough job of introducing new members to national service and their roles, some programs like to pave the way.

If you plan to organize a "Pre-PSO," be aware of CNCS policies that may affect reimbursement.

Volunteers of America, Dakotas (Sioux Falls, SD) hosts a one-day training before recruits leave for orientation in Chicago. Local recruits meet in person, while national recruits get a condensed version by phone and mailed materials.

"We discuss everything from a more detailed version of 'What is a VISTA?' to individual work plans, to different things that may happen throughout the year," says Morgan VonHaden. The session helps answer questions, alleviate worries, and set the context for material learned at PSO.

The Ohio Benefit Bank AmeriCorps*VISTA program (Columbus, OH) gives new members a program handbook BEFORE they go to PSO. It outlines core CNCS policies as well as those specific to the Benefit Bank. Find tips for creating program handbooks and view sample handbook content on the Handbooks 101 page in the Supervise section.

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Interactions With Board Members

Introducing members to partner site boards

Interactions With Board Members

One way to orient new members to a host site is to arrange for the member to interview the site's board members. Such interviews help new members learn about the program, make important connections to community leaders, and introduce themselves to important stakeholders.

Click the play button to see a video sample of one such interview session.

Get the Flash Player to see this video.

Here are some questions that a new member might want to include in an interview:

  • What is the board member's profession and what community activities does he or she participate in?
  • What are the individual's board duties and greatest program challenges?
  • What are some recommendations for things to see, people to meet, and organizations to join in the community?
  • Will the board member provide a list of community contacts?
  • What words of wisdom does the board member have for the new VISTA or AmeriCorps member?
  • Is there anything the board member would like to know about AmeriCorps or VISTA service?

Another strategy is to have the member make a presentation to the host site board. The Montana Legal Services Association VISTA project includes a clause in its "MOU" (memo of understanding) that requires the partner site to arrange a presentation and other promotional opportunities at least once a quarter.

Check out the actual language used in their agreements.

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Letter From a Former Member

A personal way to set the stage

Letter From a Former Member

click to read Wisdom from the Field

Jane.jpgThe experiences of former members can help inspire and encourage the people who take their place. Some programs ask departing members to write letters to their replacements, which are read at orientation.

Click the play button to hear one example, composed by Morgan Von Haden, Volunteers of America, Dakotas (Sioux Falls, SD) and read by Jane Larsen, UCAN VISTA Coalition (Roseburg, OR).


download audio transcript

Larsen has her exiting members write a summary of their service during the year to orient the new member and make the job seem less overwhelming. The report becomes part of a complete "exit binder."

Check out the contents of the binder here.

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Critical Coaching Areas

Understand your strengths and weaknesses to become a better coach

Critical Coaching Areas

People coach and mentor in different ways, but those who distinguish themselves as model supervisors consistently demonstrate an ability to help members achieve success in four critical areas:

  1. Implementing the member assignment
    How do you help your member understand what he or she is supposed to do and how to do it?
  2. Anticipating and addressing member needs
    How do you consider members' needs not just at the beginning, but in month six when their enthusiasm dips, and at the end, when they leave?
  3. Becoming an effective supervisor/member team
    What are the conversations that you need to have with your member to establish a sense of teamwork?
  4. Inspiring a life of service
    What additional training might the members need that you can't provide? What can you do to inspire in members a life of service?

Of these four critical coaching areas, where are your strengths? Where are your weaknesses? Use this self-assessment form to find out areas where you need more development.

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Building Cohesive Teams

Thrive in your group dynamics

Building Cohesive Teams

Thrive in your group dynamics

This is training material was developed by Education Northwest/Bank Street College to support a day-long introduction to team-building concepts. Implemented initially with VISTA members in inservice training, these materials may be useful for staff or leaders seeking to build skills and knowledge in groups of AmeriCorps and VISTA members who will be working in group environments. Key topics include:

  • Stages of group development
  • Task and process behaviors
  • Conflict information and analysis
  • Problem-solving processes
  • Decision-making considerations

Download this resource:

Designing Effective Training

Use the field's best practices to create your member trainings

Designing Effective Training

Member training and development is a unique benefit of joining AmeriCorps and a goal of national service. The resources and information in this section will help you get the most out of your training and development activities, whether you are developing new training or adapting existing training and development to suit your needs.

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Supervisory Focus Area #1 (Part 5)

Coach successful implementation of the VAD

Supervisory Focus Area #1 (Part 5)

Katherine: Great. So what do you think you need to do to make this happen?

Arlene: Well, I need to make the flier. And I need to put it up.

Katherine: What are the steps to make that happen?

Arlene: I'm not sure really.

Katherine: Well, we'll need a list of locations, right?

Arlene: Of course.

Katherine: And it would be good to record where you put things up and when. Also we want you to record who your contacts are.

Arlene: So I could maybe make another part of our database for this?

Katherine: Exactly. Let's start by breaking down the task into a few subtasks and then give each task a deadline.

Arlene: That sounds good.


Remember, coaching involves:

  • asking questions and listening
  • providing guidance
  • building off of member's strengths
  • providing encouragement

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Supervisory Focus Area #1 (Part 4)

Coach successful implementation of the VAD

Supervisory Focus Area #1 (Part 4)

Katherine: I thought that might be the case. Let's think about how we can meet your goals, which are capacity building and still give you people time. Because working in the food bank is direct service and although it's okay for you to go there some days, it is really not part of your role as a VISTA. By the end of the first three months we want to see you out in the community more and in the food bank less.

Arlene: Will I expand the net of people I work with?

Katherine: That's the idea. Let's do some brainstorming together about how you can use your people skills and work with people, but not necessarily our clients.

Arlene: Well, if we need volunteers, I could put together some informational meetings about what we do. Or maybe put up a booth at the Farmer's Market.

Katherine: Those are great ideas. Where else could you advertise about our work?

Arlene: Well, in the library, in supermarkets, maybe even in schools. (Arlene starts to get excited.) I know someone who works in the children's book section at the bookstore downtown and the secretary at the high school.

next pageLet's see how Katherine concludes her coaching session with Arlene

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Methods of an Orientation

Ways to make your orientation successful

Methods of an Orientation

Providing a meaningful and engaging orientation is critical for starting your members out right. Here are some methods to consider:

  • Incorporate the wisdom of former members.
  • Brainstorms, discussion and negotiation with your member or with a larger team (e.g., with other project staff).
  • Arrange interviews/discussions for your member with key community leaders, program board members, or some residents/beneficiaries.
  • Organize field trips with strategically assigned tasks to complete.
  • Have your member shadow others doing similar work.
  • Have your member attend staff, advisory board, and community meetings.
  • Ask other staff, colleagues with other organizations and other experts to share knowledge and best practices.
  • Secure free or low cost skill training from various community resources:
    • Community Colleges
    • Libraries
    • Community Resource and Technology Centers
    • Trade Associations
    • Community Adult Education Programs

Get more details by downloading this resource: Get the Most out of Your On-site Orientation and Training (OSOT).

For more information on Designing Effective Trainings based on the principles of adult learning, click here.

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Warm-up Activities & Ice Breakers

Using team building & group engagement activities effectively

Warm-up Activities & Ice Breakers

Warm-up activities and ice breakers help members get to know each other and feel part of a team. Try these activities with your members.

For additional team tools, visit Teampedia, a collaborative encyclopedia of team building activities, icebreakers, teamwork resources, and tools for teams that anyone can edit.

Group engagement and effective facilitation strategies help keep participants engaged in meetings and training events. Try these strategies with staff, community participants, and members to enhance participation.

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Fundamentals of an Orientation

Ensuring that you cover all the bases

Fundamentals of an Orientation

AmeriCorps programs and VISTA programs have different requirements for their orientations. VISTA programs need to submit their agendas to their State Office before their members go to PSO. The AmeriCorps requirements are more open.

Click on the linked logos below to see the guidelines for each program.

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Orientation / OSOT Agendas

Informing members about what to expect

Orientation / OSOT Agendas

AmeriCorps and VISTA programs have different requirements for their orientations. VISTA programs need to submit Onsite Orientation and Training (OSOT) agendas to their State Office before new members go to their Pre-Service Orientation (PSO). The AmeriCorps requirements are more open.

Click on the linked logos below to see sample agendas for each program.

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Recruiting and Managing Volunteers

Resources for working with community volunteers

Recruiting and Managing Volunteers

Recruiting and managing community volunteers is a priority for all AmeriCorps and VISTA programs. Use these resources to help your members be most effective.

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Welcome New Members

Put out the welcome mat

Welcome New Members

Consider sending new members a "welcome packet" even before their orientation. Family-School-Community Partnerships (Madison, WI) mails a packet to members about a month before PSO. "It gives our members a way to prepare for the coming year and a list of contacts and resources. It also ensures that we communicate a consistent message and welcome to all members," says Jane Grinde.

Download their packet—which you'll want to customize with your own program information. It tells VISTAs:

  • What's expected of them
  • What PSO will be like
  • What benefits they'll receive
  • What their position entails
  • Who the partner organizations are

In another program, the Schools of Hope project (Madison, WI) gives incoming members a list of coordinating team leaders that outlines responsibilities and includes contact information. "Our project co-directors represent our collaborating partners (the school district and a local nonprofit), so the list is useful to sort out areas of oversight and help members know who to approach for assistance," says Program Director Karen Dischler.

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Handbooks 101

Tips to help you craft a program handbook

Handbooks 101

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A thorough program handbook lays out all the key information a member or site supervisor needs to know. It answers questions, serves as a handy reference, and can protect you from situations where people say, "I didn't know I was (or wasn't) supposed to do that."

As one program recommends, think of it as a "living reference" that requires regular updating. Be sure to stay current with CNCS policies and regulations to make certain your program is in compliance. Please note the resources below are samples and may require updating as new information becomes available from CNCS. Contact your CNCS program officer with any questions you may have.

Here are some things you'll want to consider when preparing your handbook:

  • It's easier to access information when it's organized under headings in alphabetical order.
  • Make sure you put the handbook online, as well as providing hard copies.
  • In the footer, list the month and year when the handbook was last revised.
  • Revise the table of contents when the document changes.
  • Identify the project name on each page.

Check out these samples to help you think about the contents of your handbook:

Sample table of contents

  • Sample 1: Serves as a handbook for both VISTA members and site supervisors to ensure both have the same information about expectations, policies and other important topics.
  • Sample 2: Includes sections on member benefits, graduation requirements, grievance process, reporting requirements, and training opportunities.
  • Sample 3: Identifies numerous forms and resources this AmeriCorps*State program provides its members.
  • Sample 4: Features volunteer coordination and management resources and a "Tips & Resources" section for members as well as identifies resources to consider including for school-based programs.

Sample handbook

  • Click here to view one program's handbook for 2009-2010

Click here to see a Host Site Handbook template

Continue reading "Handbooks 101" »

Demystifying Project Plans & VADs

Samples and resources to get you started

Demystifying Project Plans & VADs

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For VISTA, all projects must draft a Project Plan and a VISTA Assignment Description (VAD) before they can get a member. Project plans & VADs are used first as planning tools to think through what members will do. Later, they serve as performance measurement tools, so you can look back and see what the member has accomplished.

For AmeriCorps, all projects must draft a Project Plan before they can get a member. Project Plans & VADs are used as planning tools to think through what members will do. They also become performance measurement tools. For an example of a service project proposal, click here.

Detailed information on developing a project plan is provided by Project Star. Their Web site has Performance Measurement Toolkits for both AmeriCorps State/National and VISTA programs.

Look at a sample VISTA Project Plan and a sample VAD to help you get started drafting your own. If you are recruiting a VISTA leader, here is a sample VISTA Leader Project Plan.

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Checklists for Member Files

Getting organized

Checklists for Member Files

Paperwork is a necessary, but sometimes overwhelming, part of a supervisor's job. In the know managers make use of checklists and other tools for organization.

RARE (Resource Assistance to Rural Environments) of Eugene, Oregon, uses a simple checklist to track documents needed for members' files. It includes a timeline and can be easily adapted. Click here to check it out.

PCC's AmeriCorps program (Oak Park, IL) uses special folders, together with a well-thought-out process for organizing member materials. Their member folders are divided into six sections that follow the categories in the AmeriCorps program director's manual. Click here to read more about their process.

The Peace Corps Fellows Program (Macomb, IL) has a member file checklist that's stapled in the front of each member's folder. Items are listed in the order that an AmeriCorps program officer follows when doing a review. "It keeps us organized and ready for site visits from our program officers or auditors," says Program Director Karen Mauldin-Curtis.

The Schools of Hope project (Madison, WI) uses a different kind of checklist so VISTAs document their work before transitioning out of service. "We've found that this document captures the wide range of detail oversight necessary to successfully wrap up the VISTA term of service and ensure smooth transitions for all concerned," according to Program Director Karen Dischler.

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Timesheets That Do Double Duty

Tracking activities and time off

Timesheets That Do Double Duty

Timesheets can do more than track the number of hours for which a member will be paid. Consider making your form a record of how time was spent and/or a way to report progress.

Inevitably, members will ask for time away. Having a process and policies in place will help you handle these requests consistently, especially if you have multiple sites.

See how one AmeriCorps program tracks hours and handles time off requests.

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Supervisory Focus Area #1

Coach successful implementation of the VAD

Supervisory Focus Area #1

Review this scenario to see how one supervisor coaches a VISTA in her assignment. There are three interactions for you to explore. At the end of each interaction, you will be prompted to make a decision about a coaching challenge.

The interactions takes place at the Butte County Bread Basket, a nonprofit food bank serving a rural, low-income county in Northern California. The VISTA is to design marketing plans for recruiting volunteers. Volunteers are needed to drive food donations to shut-ins and isolated families. The VISTA is also supposed to solicit donations of fresh food from local farms.

Arlene, a new VISTA, is a local recruit with organizational skills from her work as an administrative assistant and part-time school secretary. She is socially connected, knows almost everyone in town and is related to quite a few. She was also a volunteer at the Butte County Bread Basket before her service term.

Katherine, the supervisor, is a fifty-something marketing director for the Butte County Bread Basket. She left a career in public relations and moved to Butte County five years ago when her husband accepted a job in the area. This is her first year as a VISTA supervisor.

Background: Arlene sees her VISTA service as a way help her friends and community. Katherine sees the value of Arlene's "social capital" and hopes to use it to build networks in the community that she has a harder time doing as an outsider. However, while Arlene dutifully completes all work assigned, she does not take the initiative in identifying and taking on tasks that will help move her project forward and she spends a lot of time in the food bank. As a result, Katherine has to be a little more hands-on in supervising Arlene than she thought she would need to be.

next pageLet's see how Katherine coaches Arlene

Continue reading "Supervisory Focus Area #1" »

"I Wish Someone Told Me…"

Advice from the trenches

"I Wish Someone Told Me…"

Even though supervisor orientation covers a lot of the bases, you're likely to face unanticipated situations and challenges.

EnCorps asked some seasoned supervisors what they wish they had known going into the job:

  • "Being a sup takes a lot of time and, if that's not your main job, you have to make sure you carve time into your schedule to deal with it. Keep that time sacrosanct: Don't let other kinds of meetings intervene." —Patricia Rivera, Chicago Public Schools Homeless Education, Chicago, IL
  • america reads cover
  • "I wish someone told me how important informal supervision is. Because I'm not there [with my members] everyday, it's important that I sometimes say, 'Let's get a cup of coffee or go for a walk.' I almost get more out of those sessions than the formal ones." —Melissa Burwell, Minnesota Alliance With Youth Promise Fellows, Minneapolis, MN
  • "It's so much about building relationships. It's not just the time, but the emotional investment. I didn't realize [at first] how much supervising would be about establishing and maintaining communications. The flip side of that is you also have to set boundaries. Don't be so available that people take advantage and you aren't able to do some of the other work you need to get done." —Karen Mauldin-Curtis, Peace Corps Fellows Program, Macomb, IL

One program—America Reads-Mississippi (Jackson, MS)—gathered advice from supervisors, team leaders, and members into a booklet "so others don't have to learn lessons the hard way." The book, "If I Knew Then, What I Know Now", covers topics such as:

  • One Thing I Wish Someone Had Told Me Early On…
  • Here's the Best Advice I Can Give You
  • It Took Me Awhile to Figure Out…

The book points out that "there's no one magic formula for success." But, a main thread running through all the lessons is to keep "a positive attitude, an ample supply of patience, a spirit of teamwork and the ability to get along with others, a willingness to give of yourself and go the extra miles, and a belief that you are responsible for your own happiness."

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Problem-Solving

Avoid sticking points and work out issues

Problem-Solving

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As with any relationship, supervisors and members can clash over any number of things. Some common sticking points include:

Here are some ways to address these issues:

  • Negotiate a solid set of working agreements
  • Clarify expectations from the beginning
  • Address the behavior, not the person
  • Give specific, timely feedback
  • Try to understand the situation from multiple perspectives
  • Commit to working together for a win-win
  • Consult a neutral third party (like your CNCS State Office)

However you tackle supervisor-member conflicts, document every conversation.

Feeling a bit overwhelmed? Don't worry, you're not alone. Read what expert supervisors say "I wish someone had told me... "

See what advice experienced supervisors gave incoming supervisors in one program.

Test your own problem-solving skills with these supervisor scenarios, drawn from actual field experiences.

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Coaching

Help bring out the best in your members

Coaching

click to read Extra Tips

Coaches aren't just for athletes! Your members are likely to encounter many situations where personal coaching will make a big difference in outcomes—whether it's improving communication, resolving conflict, making better decisions, managing transitions, or negotiating with agencies, supervisors, and clients.

AmeriCorps programs are intentional about the personal growth and goal setting of its members. In the VISTA Supervisor Orientation, supervisors explore how coaching can benefit member-supervisor relationships. They look at the following benefits of coaching:

  • When you coach members, you increase interaction with them. You listen, inquire, communicate and search for solutions.
  • Coaching allows people to share their perceptions of what happened in an event or situation, and discuss the perceptions.
  • A coach asks open-ended questions and guides someone to think something through, instead of giving answers.
  • Coaching is performance focused and provides feedback on both strengths and weaknesses.
  • Coaching requires people to slow down, listen more deeply and become less reactive. A coach could be wrong. A coach does not have all the answers.

Use these resources to become a better coach to your members:

  • Good coaches use tools that help members discover their own paths for personal growth. The Personal Growth Plan is a tool for your members to use when setting goals.
  • Critical Coaching Areas highlights four critical areas you can use to understand your strengths and weaknesses related to coaching AmeriCorps and VISTA members.
  • The Johari Window is a training activity that helps individuals or groups look at how their behavior influences productive personal and working relationships.
  • The Reactive Thought Exercise presents different stories and related questions to help members examine how our thoughts influence our feelings and behavior.

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The Multilayer Benefits of an Effective Member-Supervisor Relationship

The whole community benefits

The Multilayer Benefits of an Effective Member-Supervisor Relationship

An effective member-supervisor relationship creates layers of benefits. It impacts:

  • The work the member does during service
  • The life of the member
  • The spirit and work of the supervisor
  • The engagement and involvement of the community
  • The work of VISTA and the Corporation for National and Community Service

Look at the benefits:

For the term of service

For the member

For the supervisor

For the community

For VISTA and CNCS

One way to get the most of the member-supervisor relationship is for the supervisor to take on the role of coach. Read more about how to coach members.

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Member Reporting Systems

Showing members their role in the process

Member Reporting Systems

VISTA programs are required to submit quarterly reports. Although the organization/supervisor is responsible for preparing the report, VISTA members may be asked to contribute to them. If that's the case in your organization, use the following resources to help VISTAs do their part in contributing to successful reports:

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Advice From the Frontlines

Passing on wisdom from experienced sups

Advice From the Frontlines

Habitat for Humanity Minnesota asks seasoned supervisors to offer advice to "newbies" during a training session they hold for incoming staff. Here are some of those tips:

About Successful Supervisor-VISTA Relationships:

  • Communicate, communicate! Have a weekly meeting, if feasible.
  • Go for balance: Don't ignore your VISTAs, but don't smother them either.
  • Turn to other supervisors for support or advice when struggles occur.
  • Remember it's your job to keep the VISTA on track.

About OSOT for VISTAs:

  • Share the history of the umbrella organization as well as the affiliate that the VISTA will be working for.
  • Ask your VISTA what she or he learned at PSO.
  • Break down the components of the project plan and share it with your VISTA.
  • Discuss preferred methods of communication and learning.
  • Network: Introduce your VISTA to key community members.

To learn more about how to plan and implement your member's OSOT, visit the Orientation section of the EnCorps collection.

About Writing and Using the VAD (VISTA Assignment Description):

  • Make it clear and easy-to-understand.
  • Have a limited number of goals.
  • Use it as a conversation starter.
  • Review the VAD weekly with your VISTA.

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Identifying and Recruiting Host Sites

Set criteria and notify possible partners

Identifying and Recruiting Host Sites

click to read Wisdom from the Field

The first step in making good matches is to know what you're looking for, before you start recruiting sites. Consider drawing up a list of selection criteria to use as an internal guidepost.

If you are a VISTA program or have both VISTA and AmeriCorps members, make sure your potential host sites understand the difference between direct service and capacity building.

Then, draft a memo to potential sites briefly outlining what resources you're offering and what you're asking in return. Schools of Hope, a VISTA program in Madison, Wisconsin, says they share this letter with their site-based VISTAs "so all involved have a clear understanding of the specific details that guide the collaboration."

An overview of roles, expectations, and communication tips can help ensure site supervisors are prepared when their members arrive.

It's also a good idea to supply a "site supervisor checklist" so new sites get a complete picture of what you'll require of their designated staff member.

If sites express interest, you'll want to provide more in-depth information about your program, CNCS, and member requirements and responsibilities. This can be done through written materials or in person, as the site begins the application process.

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Host Site Applications

Applications From A to Z

Host Site Applications

click to read Wisdom from the Field

You'll need to supply a complete application packet to both new and renewing host sites. Here's what it should include:

  • Cover page
  • Information about the application/enrollment process
  • A section that helps you match the site's goals to your own
  • Work plan
  • Job descriptions and member requirements
  • Resources committed by site
  • Contact information

You will also want to provide enough information about your program so new host sites know if it's a good match.

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Host Site Agreements

Crossing all the Ts

Host Site Agreements

Once a potential host site has turned in an application, it is typically reviewed by program staff or an advisory council. If the application is approved, here's what you do next:

  • Send the site an acceptance letter, explaining where your program orientation will be held (if applicable)
  • Begin member recruitment (either at the site level or by the sponsor)
  • Choose and assign members
  • Plan site supervisor orientation
  • Sign and return contracts

The agreement should contain all the "legalese" defining your responsibilities and the host site's. You might also consider sending the site a copy of the AmeriCorps member's agreement or VISTA Assignment Description (VAD).

Consider holding an orientation session for host sites to welcome new partners, allow site supervisors to network, and ensure everyone understands what's expected of them. These resources can be used during an orientation or simply provided to partners with their signed agreement.

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Keeping Site Visits Focused

Questions for both members and supervisors

Keeping Site Visits Focused

David Zielinski of Safe Families AmeriCorps, a Chicago-based Red Cross program, has 20 AmeriCorps members at nine sites disbursed around the state of Illinois. He keeps tabs on them by:

  • Conducting one or two site visits a year
  • Gathering all members together in one group for quarterly trainings
  • Conducting two conference calls with site supervisors

"When I make site visits," says David, "I talk first to the site supervisors and go through a list of questions. Then, I meet with members and go through a similar set of questions."

David notes, "The questions serve as a guide to help focus the discussion. They help me see what people's concerns are, and they show sites that we care about them."

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Preparing Host Sites for a Visit

Tools that lay out expectations

Preparing Host Sites for a Visit

Melissa Burwell of Minnesota Alliance With Youth Promise Fellows has 60 AmeriCorps members who work with schools on mentoring and service-learning projects. Before making her annual site visits, Melissa sends an e-mail to the site supervisor and member that:

  • Requests an appointment
  • Describes what activities will take place during the visit
  • Specifies the amount of time needed

She also attaches a list of discussion questions.

"Members and supervisors appreciate having an idea of how the visit will be structured, who is responsible for what, and how the program staff will interact while at the site," she says. "It helps them collect their thoughts ahead of time and it emphasizes that the visit is for learning, rather than evaluation."

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Site Visit Checklist

Give host sites useful feedback

Site Visit Checklist

A site visit checklist serves many purposes:

  • Creates feedback to help sites build capacity
  • Provides a document for site application reviews
  • Helps you report on site improvement over time
  • Offers a standard list of criteria for each site

Melissa Burwell of Minnesota Alliance With Youth uses this checklist during her annual or biannual site visits. "As a statewide program we don't see program sites every day," she says.

"We use the checklist to make sure we're documenting as much as possible during the visit. It helps us keep track of each program area and gives programs feedback on areas we'd like them to address so they're in compliance."

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Visiting Host Sites

Procedures for keeping your host sites in sight

Visiting Host Sites

Depending on time, location, and the other demands of your job, you may have many opportunities to visit host sites. Or, you may only appear once or twice a year.

It is always appropriate to let your host site know you are coming. It's also helpful to let them know how they can prepare for your arrival. And, you'll definitely want to document the visit.

Use these resources to:

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Evaluating Host Sites

Judging sites from multiple perspectives

Evaluating Host Sites

click to read Wisdom from the Field

As part of your end-of-year evaluations, you'll want to measure the effectiveness of your collaborations. Take into consideration what supervisors have to say about members placed at their sites. Also, listen to what members say about their hosts.

Use these resources to:

These comments could help determine if you invite a site back next year. Or, they could signal that additional resources are needed to make the placement work better.

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Developing a Training Calendar

How to put your training year together

Developing a Training Calendar

Supervisors and members alike fare better from an overall picture of the service term. While it is important to be flexible and design new training opportunities as needs arise, members take comfort in knowing what training and team-building they can expect during their service. If you have members serving for varying lengths of service, consider how this impacts when you schedule trainings. A good training calendar:

  • Answers the question: orientation is over, now what?
  • Eases new members into the day-to-day life of your program and empowers them to take control of their projects
  • Features a schedule of team meetings that includes time for checking in, project planning, guest speakers, and team service
  • Gives members the tools to design and lead trainings
  • Includes training objectives to show the importance of required regular meetings

Whether you are planning a three-hour training or putting together your members' Friday workshops for their term, these resources can make your job easier:

mini tutorial iconCreate a calendar template and learn the optimum times in a year for specific trainings with this 10–20 minute tutorial.

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Program Calendars and Training Overviews

Create a well-paced training schedule to support project work, personal development, and team work

Program Calendars and Training Overviews

There are as many different approaches to training as there are programs. Factors such as distance, budget, and needed skills all come into play in designing training content and schedules.

One large multi-site AmeriCorps National program, Notre Dame Mission Volunteers (Baltimore, MD), brings its 300 members together for a midterm gathering in Washington, DC, to reflect on their service term, learn from expert speakers, and share demonstrations of their projects. The three-day event provides an opportunity for members to gain a broader understanding and appreciation for their work. The program also holds biweekly training meetings in each city where members serve, so members can feel part of a group. At the meetings, members discuss and learn from each other about social issues such as culture, race, ethnicity, and economic class. Meetings are mandatory, feature reflection activities, and include outside volunteer projects or a recreational group activity.

To see how other programs approach their training, check out these sample calendars:

  • First 8 Weeks shows how one VISTA program trains and coordinates academic tutors for low-income students and students of color
  • Year-long calendars features schedules from three different AmeriCorps programs

If you have members serving for varying lengths of service, consider how this impacts when you schedule trainings.

Consider seeking member input on what trainings they need and want. "Since I started asking them what would they find helpful, useful, and encouraging, they are more willing to come to the table fully," says Angel O'Boyle, Institute for Service-Learning VISTA project (Frostburg, MD). O'Boyle's monthly trainings also feature a hands-on service activity followed by a debriefing.

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Working as a Team

Getting it done together

Working as a Team

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Fostering teamwork isn't the only reason to assign members to joint projects. Teams of members can accomplish future training goals, National service day requirements, newsletter writing, fundraising, volunteer recruitment, and personal development goals. Especially for members who are alone at their host sites, being a part of a team strengthens the esprit de corps and gives members a chance to set goals for the program outside of the scope of daily activities.

Some programs develop team projects using ongoing committees. These committees streamline what could be done by an individual since they accomplish goals that benefit all members.

These resources can help you create great teams to help your members get the job done:

  • Member Committees, from the Madison Metropolitan School District, includes suggested committee types, instructions for creating committee goals, and a downloadable spreadsheet for committee members to track their success.
  • Minnesota's State-wide VISTA newsletter connects current members and alums as well as highlight accomplishments to host sites, clients, and funders, while empowering members to personalize and showcase their service year. Program Newsletters includes a sample newsletter to get you started on your own newsletter project.
  • Building Cohesive Teams is a day-long introduction to team-building concepts.
  • Building VISTA and Site Supervisor Teams is a presentation used by North Carolina Campus Compact to foster teamwork between VISTAs and their site supervisors. It can be used with the Myers-Briggs Type Indicator or a similar communication-style tool.

For additional team tools, visit Teampedia, a collaborative encyclopedia of team building activities, icebreakers, teamwork resources, and tools for teams that anyone can edit.

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Quarterly Review

Checking in at three months

Quarterly Review

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VISTAs undergo a quarterly review, but that's not required of AmeriCorps members. However, it's a good way to see if all members are on track to meet their service goals and identify potential problems early.

Review a sample member evaluation that can be used at intervals throughout a service term.

Check out different types of progress reports:

  • Sample 1 provides feedback from both members and supervisors.
  • Sample 2 is specific to a literacy program and gathers data for reporting purposes as well as providing a vehicle for member reflection.
  • A short check-off list helps keep track of what reports have been filed.
  • A quality of service survey given quarterly can pinpoint what a member needs to be most effective.

Also, see how one program provides formal feedback on the quarterly reports.

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Midterm Review

Giving feedback at the halfway point

Midterm Review

Evaluations should yield useful information for both members and supervisors:

  • Members get a sense of where they need to improve and where they're doing well
  • Supervisors can get feedback on whether their program is providing enough support
  • Both parties can fine-tune goals and expectations for the last half of the service year

If you use an evaluation with numerical rankings, be sure to provide a good description of what each rank means. See how one program describes its ranking system and the consequences of low scores.

Download these different samples of midterm evaluations:

  • Sample 1 (Ranks member under broad categories)
  • Sample 2 (Includes goals and a section for self-evaluation)
  • Sample 3 (Measures specific program-related competencies)
  • Sample 4 (Involves site supervisors and members in evaluation)

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End-of-Term Reviews

Summing up performance

End-of-Term Reviews

While the midterm evaluation sets the stage for the last half of the service term, the end-of-term review helps the member prepare for next steps which may or may not include additional national service.

Many of the questions found in the midterm reviews can be adapted for an end-of-term evaluation.

A big part of the evaluation is the exit interview. Read this sample of one program's interview form. For tips on conducting exit interviews, see the Beyond the Service Term section of the EnCorps collection.

Finally, consider using the following resources to help exiting members:

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Biweekly Check-Ins

Reporting made easy

Biweekly Check-Ins

As a VISTA leader, Dawn Follendorf keeps track of 18 members around Wisconsin. She's able to meet regularly with eight VISTAs who are assigned to Milwaukee, but she only visits face-to-face with her other members about three or four times a year.

To keep track of everyone's activities, Dawn has them submit a biweekly report:

  • Members send the reports to both their site supervisors and to Dawn, so everyone is on the same page.
  • The forms track sick days and personal days off, as well as activities.
  • The report follows the same format as the quarterly reports, which makes it easy for VISTAs to "cut and paste" information.

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Supervising Members From Afar

Meeting the challenge of distance

Supervising Members From Afar

Supervising members separated by miles can present added challenges.Here are some tips from Kristen Ball of the Illinois Public Health AmeriCorps (Springfield, IL):

  • Use the orientation to help all members get to know each other and become educated about the program by using warm-up activities, ice breakers, and team-building activities.
  • Conduct quarterly trainings to help bolster those connections and continue to build member skills
  • Reconnect with members during team conference calls (every three months); update them on program progress and field questions
  • Send monthly e-mails to site supervisors and members noting service hours and activities
  • Be available on a daily basis via e-mail, fax, and phone
  • Visit members at host sites once a year; meet separately with supervisors and members to get different perspectives on how things are going
  • Maintain a Web site with updated program information, member forms, and training manuals to connect members across distances
  • Provide a members-only message board on your Web site

Technology-based tools like message boards and networking sites also are effective in building a sense of camaraderie among members even when they're in different locations. Learn how to use technology for team building and member support.

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Videoconference training
Bringing together members for training isn't always financially possible. Click play to hear how Marissa Mizer with AppalCORPS (Athens, OH) uses videoconferencing technology to span the distance between her members.


download audio transcript

Web 2.0 ToolsRead "MySpace, YouTube and Blogs, Oh My!" to learn how to use technology to engage younger members or youth served by your program.

If you supervise multiple sites, Kristen recommends:

  • Use the same manual to educate all site supervisors and members
  • Apply the same rules/procedures across the board
  • Keep in daily contact via e-mail, fax, or phone

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"Barn Raising"

An innovative tool for monthly meetings

"Barn Raising"

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Melissa Burwell of the Minnesota Alliance With Youth has 60 AmeriCorps members sprinkled around the state. About 40 percent of her members provide direct service while the rest coordinate volunteers and leverage resources.

Every month she gathers groups of 8-15 members--without their supervisors--in different geographic locations. "We share stories about challenges and frustrations, which lets us problem solve together. We call the process 'barn raising.' We always go over their evaluation: what they need to keep track of and where they are in their civic engagement plans. We also take care of some housekeeping, do community building activities, and work on specific skills like instructing students with disabilities."

The monthly meetings last five hours. Three times a year, Melissa brings all of her members together.

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Ongoing Monitoring

Strategies for tracking member progress

Ongoing Monitoring

As a program manager, it's up to you how often you want your members or supervisors to report. Programs choose from biweekly, monthly, quarterly, and annual options. Some even have members check in weekly at the beginning of the service year.

As you set up your monitoring system, keep in mind that it's easier to make adjustments and pinpoint potential problems if you check in early and regularly.

The Big Picture:
No matter how or when you monitor your members, here are some things you may want to check in about:

  • Progress toward achieving goals
  • Partnerships developed
  • Major accomplishments
  • Barriers faced
  • Training received
  • Assistance needed
  • Administrative issues (days of work missed, late arrivals, etc.)

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Establishing Expectations and Goals

Considering the end from the very beginning

Establishing Expectations and Goals

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It's important for members to identify goals—both personal and professional—early on. This will help them keep their "eye on the prize" and help you, the supervisor, set performance benchmarks.

Some programs ask members to think about goals even before they start their term. "Admission Possible" includes a goal-setting survey in members' welcome packets so supervisors know what members are hoping to gain through service.

Other programs incorporate personal goals in the first member evaluation. According to Elisabeth Marx of Easter Seals Wisconsin AmeriCorps Partnership, their simple form "helps members focus on what they are gaining out of the service experience even if the activities on a given day are tough."

While the supervisor should be aware of members' goals, members must also know what the supervisor expects of them:

High on the list of expectations: Members should report and reflect on their experiences throughout the service term.

Members should also know what supervisors are expected to do. Among supervisors' responsibilities is being aware of acceptable rules of conduct for members and disciplinary procedures.

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Planning and Documentation

Handy resources for everyday business

Planning and Documentation

Having clear procedures—and materials to support them—will make your job easier. It also helps both you and those you supervise perform more efficiently. These resources can be adapted or used as is to fit your program needs:

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Creating Effective Member-Supervisor Relationships

Change lives and impact communities

Creating Effective Member-Supervisor Relationships

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Effective member-supervisor relationships can change lives and impact communities. When a member and supervisor click, both parties feel engaged and excited about their work. The community benefits and goals are met.

But not all member supervisor pairings are a good match. Even veteran supervisors have members they struggle to communicate with. Or disagree over values.

There are no easy answers or formulas for creating effective relationships, but these tips and resources offer some insights into the process:

No matter how much experience you have working with members, read about the multilayer benefits of an effective member-supervisor relationship.

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Working With Host Sites

Finding and keeping good partners

Working With Host Sites

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Working with host sites is an ongoing process. They need to know what they're committing to before they sign on the dotted line. Once they're on board, they need continued support to ensure that the collaboration is a success. Here are some resources to help you:

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Monitoring and Evaluating Members

Keep in touch and provide feedback

Monitoring and Evaluating Members

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Whether your members are around the corner or around the state, you still need to check in regularly. CNCS requires program managers to complete these forms and evaluations:

  • VISTA—Members' time off; quarterly progress reports
  • AmeriCorps—Activity/service logs (at least monthly); midterm and end-of-term reports

Besides the bare requirements, there are a number of things successful supervisors can do to keep members on track:

  • Setting Goals and Expectations—Being clear about goals and expectations up front can help prevent a lot of problems down the road. Resources here include a goal-setting survey, forms, training ideas, and tips for collaborating with members on written expectations.
  • Using the Project Plan—The project plan or VISTA Assignment Description (VAD) can be a great starting point for planning, problem solving, and developing benchmarks for monitoring and evaluation. See Demystifying Project Plans and VADs in the Planning and Documentation section for samples and resources.
  • Ongoing Monitoring—Monitoring can take many forms: face-to-face meetings, service logs, informal e-mails, reports, conference calls, or individual phone conversations. Get tips on supervising from afar as well as ideas on creating your own monitoring and reporting systems.
  • Performing Member Evaluations—Remember, as you evaluate members you're building relationships. Strong relationships pay off by boosting job satisfaction for both members and supervisors; improving member retention; promoting personal growth; and producing a more effective service year that ultimately benefits the community. This section has a variety of tips and evaluation forms, from quarterly to midyear and end of year.

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Supervisor's Toolkit

Provide guidance for a productive service year

Supervisor's Toolkit

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As a supervisor, you pave the way for a positive service experience. The process:

  • Starts with clear expectations and goal setting for members
  • Continues with regular check-ins, reviews, communication
  • Develops with coaching of members
  • Ends with useful evaluations

The field-tested resources in this toolkit can help you during all these stages, whether you're overseeing a handful of members in one program or multiple supervisors at various sites.

Go here for help with:

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Core Competencies—Understand the skills and qualities needed to effectively supervise members by completing this 5–10 minute tutorial.

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Create a Position Description

Find the members best suited to your program and sites

Create a Position Description

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The first step in creating an inclusive national service program is to review your program's current position descriptions (VADs for VISTA). Before you can begin to recruit, be certain about the tasks that need to be accomplished, where the participant will serve, and other important details of the position.

During the recruiting process, a properly prepared position description will aid you in:

  • Crafting your recruitment message to target potential members who possess the skills your program needs
  • Writing appropriate interview questions
  • Determining whether a person is qualified to perform the essential functions of the position
  • Identifying reasonable accommodations to enable a person with a disability to perform the essential functions

Later, you can use the position description or VAD as a performance measurement tool, so you can look back and see what the member has accomplished.

Seven steps to a great position description
The best position descriptions are concise, use action verbs, and avoid jargon. Include these seven elements, and you'll be on your way to attracting the right members for your program:

  1. Ensure an accurate service assignment title is included.
  2. Write a 1–2 sentence summary of the assignment's general purpose and primary service assignment functions.
  3. List 5–8 essential duties in descending order of importance.
  4. Identify skills, interests, methods, and tools member will need or use to complete the work.
  5. Explain the position's relationship with others in the organization; address supervision and collaboration with partners.
  6. Provide other pertinent facts, such as required travel, physical requirements, working conditions, etc.
  7. Include other responsibilities or requirements, such as mandatory training, hours of service, etc.

Use these resources as a starting point for your own position descriptions:

Detailed information on developing a VAD can also be found at the Resource Center at http://nationalserviceresources.org/star/vista-vad-samples

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Behavioral Interviews

Use these techniques to evaluate candidates effectively

Behavioral Interviews

Key Parts of a Behavioral Interview

A behavioral interview identifies a candidate's traits and characteristics necessary for success. It also compels candidates to pinpoint specific instances that exhibited a particular behavior in the past. In the best behavioral interviews, the candidate is not aware of the behavior(s) that interest the interviewer.

In a traditional interview, a candidate is asked straightforward questions like, 'What are your strengths and weaknesses?' or 'What major challenges did you face in positions you have previously held?' or 'Describe a typical work week with your last employer.'

In a behavioral interview, the interviewer identifies and asks about the skills needed for a position. Instead of asking how someone would behave in a future situation, they ask how someone behaved in the past. The interviewer wants to know how the interviewee handled a situation, and not what they might do in the future.

The following four points must be included in the answers provided by the interviewee:

  1. A specific situation
  2. The tasks that needed to be done
  3. The action(s) the individual took
  4. The results or what happened

How to Conduct a Successful Behavioral Interview

  • Identify what you want the candidate to do in the position.
  • Determine the required outputs and performance success factors.
  • Determine the characteristics and traits of the individual you believe will succeed.
  • Narrow your list to the top 3 - 5 traits, including attitudes.
  • Make a list of questions to ask during the behavioral interview. Be sure to ask all candidates for a given position the same questions so you have consistent information for comparison.
  • Choose the candidates with the characteristics and traits that best match the position needs.
  • Narrow your final candidates to those who appear to have the characteristics, attitude, skills, knowledge, experiences and education you desire.

Writing Behavioral Interview Questions

Behavioral interview questions enable the interviewer to rate the candidate's skills based on past action, not "gut feelings" or "intuitions." Here are some examples of ways to transform common interview questions into behavioral interview questions:

Instead of :Ask:
Do you like hard work?Tell me about a time in which you were persistent in order to reach your goals. What was the outcome?
Do you consider yourself a leader?Describe a situation in which you demonstrated leadership.
Do you work well with others?Describe a time when you got co-workers or classmates who dislike each other to work together.

The following resources can help you include behavioral interview questions in your interview:

  • Sample Behavioral Interview is a recording of an actual interview that can give you a great sense of how behavioral interview questions actually work!
  • Interview Questions are a collection of tried-and-true interview questions organized by topic and purpose.

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The VISTA Training Continuum

Who provides what?

The VISTA Training Continuum

During their service year, VISTAs receive more than three types of training. Click here to see the VISTA Training Timeline. Read below to see who provides what.

  • CNCS is responsible for providing Pre-Service Orientation (PSO) to members. Download the PSO Agenda to learn more about what VISTAs do during PSO.
  • The sponsoring organization and site are responsible for designing, organizing and delivering an On-Site Orientation and Training (OSOT) for their members. Work through this section of Encorps to learn more about designing your OSOT. In addition, some VISTA programs find it beneficial to hold "Pre-PSOs." Read more about these events and download tools to help you organize your own.
  • CNCS State Offices sponsor In-Service Trainings (IST). Each state is responsible for providing post-PSO training to their VISTA members. Currently each state does this differently; check with your state office to see when these trainings will be offered and what topics will be covered. ISTs happen after the third month of service.
  • The sponsoring organization and site are also responsible for providing members on-going ISTs to help them acquire additional knowledge and skills to meet the Project Plan goals and community needs. Some ways to provide ISTs for your VISTAs is to send them to:
    • Cross-stream conferences within your state
    • Specific content Institutes, such as LEARNS
    • Classes at a community college or local library

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Characteristics of the VISTA Populations

Food for Thought

Characteristics of the VISTA Populations

Read about each of the following populations and consider:

What are your impressions of this population? What insights or new learning did you gain from this information? How could this information impact your OSOT?

Click on the link to access and learn more about each resource.

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Who are the VISTAs?

A diverse population

Who are the VISTAs?

VISTAs are a diverse population who reflect the many cultures of the United States. They come from urban and rural areas. They range in age from 18 to over 65. They are recent graduates, retirees, parents, entrepreneurs, community organizers and artists.

In 2007, the three main VISTA populations are:

There are also differences between VISTAs who serve in their local communities and those who are recruited nationally and relocate for their year of service. We describe these VISTAs as:

But who makes up these different populations? What are their defining characteristics? Take a moment to reflect on characteristics for each of these populations.

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EnCorps Site Map

EnCorps Site Map

OSOT Agendas and Planning Materials

Sample OSOT documents to create your own

OSOT Agendas and Planning Materials

Below are several sample OSOT agendas and planning documents that have been used successfully. They are to serve as examples—your OSOT may be longer or shorter. Significant detail is provided to give you an idea of the content that might be included and how activities might be carried out. The nature of your plan will depend on the particular characteristics of your organization, project, and VISTA member. Orientations usually dedicate time to reviewing CNCS requirements and policies. EnCorps includes a resource on checking references and conducting background checks.

Click on the link to access and learn more about each resource.

Planning Tools: Sample Agendas:

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VISTA OSOT Resource List

Find additional support and information

VISTA OSOT Resource List

Don't know where to start? Here is a list of possible resources to get you thinking.

You can find information about the community and its resources from the following sources:

General sources of community information:

Information from community agencies & organizations:

State, Federal, and AmeriCorps sources of information:

Training and research information:

Selected web sites and printed materials:

Selected Bibliography:

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VISTA OSOT FAQs

Get answers here

VISTA OSOT FAQs

Why do OSOT?

The main beneficiary of a strong OSOT plan is the AmeriCorps*VISTA member. With the OSOT plan as a reference, both you and the member will know what you expect to be accomplished during the orientation and the year of service. Although it is important to establish a strong supervisory role from the outset, you can involve the member in preparing subsequent, spelled-out project work plan objectives for weekly or monthly review.

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How long should OSOT last?

Yours may last one, two, three or four weeks, depending on the project, community, and VISTA needs. The length and content may be determined, for example, by whether you are recruiting a member from the local community or not. The length may be influenced by whether you are recruiting someone with previous experience on this or similar projects. Your project may require extensive skill training and/or experiential learning (e.g., requiring your new member to spend significant time shadowing others involved in the project or conducting field interviews). All of these factors and others should be taken into consideration when you design your OSOT's duration.

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What's the timeframe for submitting an OSOT Plan?

Your OSOT plan should be in the Corporation State Office 30 days before the start of the PSO. The State Office will review your plan for consistency with project goals, for technical quality and for its potential for meeting desired OSOT outcomes. State Office staff will discuss your plan with you prior to PSO.

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Does a particular format have to be followed?

You may send to the State Office whatever format you like. For a couple of sample plans, click here.

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What about specific issues for locally recruited members?

It is important that all projects receiving a member prepare and conduct an On-Site Orientation and Training, even if the member is from the community they will be serving. It has been the experience of Corporation for National and Community Service staff based on the monitoring of such projects that even though your agency has recruited and interviewed a prospective member locally, there is still a great need for initial orientation and training.

For instance, you will need to thoroughly discuss the specifics of their AmeriCorps*VISTA role, your agency functions, and your member's new relationship with the community. The member often will need to look at the community from an entirely new perspective and may need help on redefining his/her role in the community. These individuals may not be familiar with the politics of the community with which they may now have to engage. Finally, often locally recruited members have unique skill training needs to effectively carry out their project.

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What about specific issues for those recruited from outside the community being served?

The On-Site Orientation and Training for Members who are recruited from other cities and states and who need to relocate to their community of service may need very different kinds of orientation and training than locally recruited members. Keep in mind that members who are moving to significantly different environments from which they were raised and educated often experience a period of "culture shock" and stressful transition and adaptation.

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VISTA OSOT Guidelines

Create an efficient, meaningful OSOT

VISTA OSOT Guidelines

The scope and duration of the OSOT (On-Site Orientation and Training) depends on the background of your member and the specifics of your organization.

  • Develop an OSOT plan which is consistent with project goals and which meets minimum desired outcomes.
  • Submit OSOT plan to the Corporation for National and Community Service (a.k.a, Corporation) State Program Office 30 days prior to the Pre-Service Orientation (PSO) your VISTAs will attend.
  • Involve the member in an ongoing evaluation of OSOT activities; adjust plans, as necessary, to meet individual member's needs.
  • Evaluate OSOT, and have written member and supervisory evaluations submitted to the Corporation State Program Office within five days of the completion of OSOT.
  • Begin process of defining in-service training needs based on OSOT outcomes and evaluation.

The scheduling of OSOT should be timely enough to provide the member with the immediate information and skills needed to begin the job, yet flexible enough to satisfy personal and adjustment needs.

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VISTA Orientation

The foundation for successful service

VISTA Orientation

This section provides the basics to get your VISTA orientation up and running. On-site orientation and training (OSOT) is the second step in the VISTA training continuum. It builds on knowledge introduced and developed at the Pre-Service Orientation. It:

  • Introduces the member to the sponsor, community, goals and operation of the VISTA project
  • Provides the basic knowledge and skills members need to get started.

OSOT outcomes

By the end of OSOT, your VISTA member should have gained:

Understanding of common expectations and agreements for working relationship between VISTA and supervisor:
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Understanding of the culture and mission of the sponsoring organization:
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Knowledge of the bigger picture related to the VISTA project and the community:
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Understanding of the organization's VISTA Policy:
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Developing a personal work plan with the supervisor that:
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Building skills and knowledge needed to implement the Member Assignment Description:
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OSOT Agendas

Click here for sample OSOT agendas and planning materials that you can adapt for your program.

OSOT Guidelines

Click here for guidelines on creating an efficient and meaningful OSOT.

OSOT FAQs

Click here to get answers to frequently asked questions.

OSOT Resource List

Click here for additional support and information.

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Creating Marketing Materials

Use a variety of media to maximize your recruitment effort

Creating Marketing Materials

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Now that you have decided on a recruitment strategy, you're ready to create specific materials to advertise and market your position.

Begin by developing an effective two-line position description to be posted on the Recruitment section of My AmeriCorps. You can get the process rolling by visiting the Resource Center's page on MyAmeriCorps Training and User Support Services

You can then "tweak" it for different uses. For example, a press release can be converted into a brochure, a Web listing, or a public service announcement. Also, if there's continuity in your materials, there's a better chance the message will stick.

Here are some general guidelines for creating recruitment materials:

  • Be sure to include the AmeriCorps or VISTA logo in all outreach materials. Download the logos in several formats here. You can also print a copy of the AmeriCorps media kit which has great tips for extending your outreach.
  • Keep it simple: Use basic language and avoid program jargon, acronyms, and more detail than is necessary.
  • Make sure contact information is up-to-date.
  • Include important deadlines.
  • Don't assume everyone has access to a computer or computer skills: Advertise in traditional venues as well as electronic ones and allow for "snail mail" and phone communication.
  • Recruit for diversity; for more information, see the Recruiting for Diversity section of this site.

Use these sample marketing tools and guidelines as a starting point for your program:

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Choosing Outreach Channels

Cast a wide net to reach the most qualified and diverse applicants

Choosing Outreach Channels

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Reaching the most qualified and diverse applicant pool leads to more successful placements. You'll want to get the word out in a number of different ways to reach many different audiences.

In addition to traditional job boards, consider these outreach channels:

  • Your existing network. Identify community leaders who can help you spread the word about your service positions to different constituencies. This could include members of professional associations, religious leaders, local politicians, and community activists.
  • Partner organizations and networks. Identify individuals and groups that can help you reach out to specific populations. Inform similar programs about your program's position and look for opportunities to post the opening on free listservs and job boards. Make sure you provide clear and concise information on how to use "My AmeriCorps" for prospective members. Click here for tips on tips and instructions on using My AmeriCorps.
  • AmeriCorps/VISTA alumni. Tap your alumni network for recruiting ideas and testimonials to use in outreach. One way to find AmeriCorps alumni is through the AmeriCorps Alums Web site. Interested in connecting with Peace Corps alums? Click here.
  • Current VISTA and AmeriCorps members. Your current members can be some of your best recruiters. They can help you identify program needs, refine recruiting materials and tactics, and even recruit their own friends and acquaintances for open positions.

Click the following topics to learn more about specific outreach channels and strategies, and download helpful examples and resources:

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Recruitment and Placement

Finding the right person for the right spot

Recruitment and Placement

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Your members are the face of your organization, so it is no wonder that successful programs begin with effective recruitment and placement.

Recruitment is not just about interviewing. The process below will help you find, place, and keep the best qualified applicants for your available positions while also ensuring a rewarding experience for members, staff, clients, and partners.

In each step you'll find strategies and samples that have worked for other organizations. If you are new to AmeriCorps or VISTA, or want to improve your recruitment process, we advise you to read through these steps in order. Otherwise, go straight to the area of your current interest or need.

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Screen and Place New Members

Narrow the field and make informed choices

Screen and Place New Members

If you take a systematic approach to screening and placing new members, it will pay dividends. You'll be more likely to match good candidates with the positions that fit best.

To see samples and successful strategies, click on the topics below that address various stages of recruitment:

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Getting Started

What you have to do, and when to do it

Getting Started

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Designing an effective and efficient recruitment timeline is a cornerstone of success for recruiting members. A timeline can help establish outreach windows, application deadlines, interview times, and clear targets for staff members. It can be challenging to find time for each phase of recruitment and selection and stick to your deadlines. For a sample 6-month recruitment timeline, click here. To see an example of a recruitment process, click here.

When creating a recruitment timeline, consider the following:

  1. Write AmeriCorps position description or VISTA assignment description
    Detail what each position involves and qualifications required by an applicant.
  2. Create an outreach plan
    Consider informing other similar programs about your program's position, posting the position on free listservs and job boards, and advertising the position in other media. Use the CNCS recruitment web site–click here for tips, information and a direct link to AC*RPS.
  3. Establish an application acceptance process
    Gather the materials that will be required to complete an application and set up processing procedures and deadlines.
  4. Outline the steps in the placement process
    Schedule times for screening applications, conducting interviews, and checking references. Create forms to document these activities to keep in applicants' files.
  5. Develop a selection strategy
    Decide on the criteria for accepting a candidate, who will make the final decisions, and if there are any other people (staff or project partners) who need to have input on the final decision. Make sure you build in time to check references.

Basic requirements

As you're planning your recruitment effort, keep in mind the basic member requirements for AmeriCorps programs:

  • Members must be at least 18 years old. (Some programs allow 17-year-olds to serve, with parental permission, or 16-year-olds if they are out of school and participating in a youth corps program.)
  • Members must be U.S. citizens or lawful permanent residents.
  • Members must have a high school diploma/GED or be willing to earn one while serving.

While each AmeriCorps program likely has other requirements, most require members to serve a minimum number of hours (commonly 1,700 for a full-time member), participate in trainings and service projects, and successfully complete their term to be eligible for an education award.

Click here for a sample of one AmeriCorps program's placement requirements and recommendations.

VISTA members generally serve full-time for 12 months with these basic member requirements:

  • Members must be at least 18 years old.
  • Members must be U.S. citizens or lawful permanent residents.
  • Some programs require VISTAs to have college degrees or at least three years work experience.

Because they must be available to their communities regardless of regular work hours, VISTA members are also prohibited from accepting outside employment. All VISTAs attend a Pre-Service Orientation prior to enrolling, and must successfully complete their service terms to be eligible for an education award or stipend. All VISTAs must also be fingerprinted at their Pre-Service Orientation and have a background check completed.

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Facilitating Learning

Strategies and ideas for promoting active learning

Facilitating Learning

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Learning happens when a person experiences information, an activity, or a situation and walks away with new insights and new knowledge. An effective facilitator will:

  • Remain content neutral
  • Listen actively
  • Ask the right questions
  • Stay on track
  • Be flexible
  • Engage participants in experiential learning opportunities

The Experiential Learning Cycle takes learners through five stages to process their experiences and learn from them. The five stages are:

  1. Learners are involved in an experience that leads to a sense of discovery; for instance a structured activity, ropes course, or exploration of a conflict.
  2. Learners describe and share their experience by reporting their own observations and reactions, answering questions such as:
    • What happened?
    • What was your experience like?
    • How did you feel?
  3. Learners interpret and try to make sense of their experiences, through questions such as:
    • Why did that happen?
    • How was that significant?
    • What does it mean to you?
  4. Learners generalize their experience, connecting it to other experiences or events in their lives, by responding to such prompts as:
    • Where have you seen this before?
    • What does this remind you of?
    • What does that suggest to you?
  5. Learners apply their insights and consider how they can use what they have learned, by responding to questions such as:
    • What do you want to use from this experience?
    • What would you do differently?
    • How could you apply that?

Additional resources on facilitation are available in the Leadership section of Member Training

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Designing Training for Adult Learners

Understanding the fundamentals of a successful learning environment

Designing Training for Adult Learners

Effective trainings incorporate principles of adult learning. Adults are typically:

  • Autonomous and self-directed
  • Goal oriented
  • Relevancy oriented
  • Practical, focusing on aspects that are useful to them

Adults also have accumulated life experiences and knowledge, which deserve respect.

Use the resources linked here to:

For a one-page handout describing the principles of adult learning, click here. For additional resources on adult learning, click here.

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Asking the Right Questions

Effective questioning is a key to effective facilitation

Asking the Right Questions

Knowing how and when to ask great probing questions is a key facilitation skill. Questions invite participation and get people thinking about issues from a different perspective. Questions are essential to stimulating a good conversation and for getting feedback from participants.

There are two basic types of questions: open-ended and closed-ended.

Type of QuestionDescriptionExample

Closed

Requires a one-word answer

Closes off discussion

Usually begins with "is," "can," "how many," or "does"

"Does everyone understand all of the agreements we have just listed?"

"Are we ready to move on?"

Open

Requires more than a "yes" or "no" or other one-word answer

Stimulates thinking

Usually begins with "what," "how," "when," or "why"

"Which agreements may pose the greatest challenge, and why?

"What remaining questions do you have?"

For a tip-sheet on asking the right question, click here.

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Promoting Service-Learning

Incorporate service-learning into programs, activities, and national service days

Promoting Service-Learning

Service-learning may mean somewhat different things to different individuals and organizations. But, in its essence, service-learning must have these three elements:

  1. Clear learning objectives- Learning must be an intentional and important component.
  2. Genuine community needs as its goal- The strength of service-learning is that learning is utilized to make a real difference. It is in the genuineness of the work that young people find the power of learning.
  3. Systematic reflection- One of the most powerful and important parts of good service-learning is reflection. For more information on reflection and a wealth of resources, see Using Reflection Activities.

The Promoting Service-Learning Excellence Training Manual is a hands-on guide to service-learning developed by ESD112 and Service-Learning Northwest.

Useful Websites
For much more information and resources about service-learning, visit:

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Using Reflection Activities

Help members put experiences into context

Using Reflection Activities

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An essential part of service is putting experiences in context and learning to find meanings and take action in the face of adversity.

Reflection in service offers members a way to look back at complex problems through a new lens. Using reflection, members examine their experiences, evaluate them, and apply new insights to future experiences. Members build skills necessary for analyzing and solving problems and developing creative solutions.

If members don't reflect, they will simply report on experiences rather than examine how their actions impact themselves and those they serve. Well-designed reflective activities allow members to acquire a deeper understanding of the world around them and how they can make positive contributions to society.

These resources will help you understand and implement reflection activities.

  • Reflection by Design is a Service-Learning Northwest six-step manual for how to organize and facilitate reflection training for members.
  • The Reflection Toolkit, from the Northwest Service Academy, has guided discussions, facilitator tips, session plans, and other activities.
  • For some background and theoretical framework around reflection as it applies to K-12 service-learning, see Reflection: K – 12 Service-Learning by RMC Research Corp.
  • The Need for Reflection includes more information about why reflection is so important, plus tips for conducting reflection activities.
  • Reflection Ideas Worth Borrowing features ideas for speaking, writing, multimedia and other reflection activities.
  • The Council Process provides instructions for this group reflection technique.
  • Group Reading provides a process for staging group readings as a reflection activity.
  • Youth Volunteer Resume is a reflection activity designed to help youth volunteers create customized volunteer resumes.
  • What's Next, a self-guided tutorial designed to help members explore their transition options, also includes a number of interesting prompts for reflection.

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Member Wellness

Ensuring members' physical and mental health

Member Wellness

A key component of your training program is providing the information and skills that members need to perform their service effectively. Training should also focus on ensuring members' physical, mental, and emotional well-being.

The Northwest Service Academy/Mt. Adams Center–a small, rural and remote program in Washington that does environmental projects–suggests these tips for wellness trainings:

  • Familiarize members with your risk management plan, which details your organization's response to potential risks. These plans vary from one program to another, but all programs should have one. Read an example of the Northwest Service Academy/Mt. Adams Center plan here.
  • Give members training in conflict resolution so they are prepared to deal with challenging situations. See the Conflict Resolution page for existing training and tips. Look for additional training resources at the Conflict Resolution Information Source and Association for Conflict Resolution. Your state commission, state CNCS office, or national direct headquarters might have a list of trainers in your area that they can share with you.
  • Offer training in cultural issues that goes beyond general diversity awareness and focuses on specific topics that affect your clients. Members need to understand these fundamental issues before they can take action.
  • Prepare members for the stress that can result from service. For example, some members will be challenged by living on a limited stipend and will need tips for simple living.
  • Consider providing a basic first aid course and CPR training. The American Red Cross can help provide a local trainer.

Some of these resources can also be used with clients, or at the project site.

Useful Websites

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Performing Member Evaluations

Why and how to rate your members

Performing Member Evaluations

The purpose of member reviews is three-fold:

  • To give feedback to members about their performance, clarify expectations related to specific service duties, highlight strengths, and identify areas needing improvement
  • To provide legal grounds for the retention, re-enrollment, or termination of members
  • To gather evaluative data for reporting and planning

Find handy forms for evaluations at different points in the service term and tips with these resources:

Consider following these steps when conducting reviews

  • Schedule a mutually convenient time for the evaluation. Prior to that time, ask the member to fill out the evaluation form, rating him or herself. Also ask the member to complete any reflection piece that's part of the form.
  • Tell members to bring the completed forms with them to their meeting and also to come prepared to discuss three things they think they do well and three things that need improvement.
  • At the joint evaluation, redo the ratings together while discussing each element. Document the ratings on a joint form.
  • Together, document strengths and weaknesses. For any areas that are deemed unsatisfactory, jointly develop an action plan to improve performance.
  • You and the member should certify the joint evaluation with your signatures and the date. Make two complete copies of all the forms: the member gets one copy, the site keeps the second copy, and the original form goes to the service office.

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Training and Development Topics

Find field-tested resources to meet specific needs

Training and Development Topics

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Member training and development promotes personal growth, deeper knowledge and skill development, and new perspectives. The resources and information in this section will help you deliver training on specific topics. For help creating new training or adapting these trainings to your needs, see Designing Effective Training.

  • Active Citizenship – Download activities to create a culture of civic engagement.
  • Conflict Resolution – Find resources and training to help members understand how they approach conflict and gain the skills they need to put relationships back on track.
  • Embracing Diversity – Read tips for selecting a diversity trainer and download training to help members become culturally sensitive.
  • Handling Difficult Situations – Use real-life scenarios (gathered from youth corps and conservation corps programs) as the basis for talking about a wide range of problematic member behaviors and situations.
  • Leadership – Find resources and training modules to help members develop interpersonal and project skills to become successful leaders.
  • Member Wellness – See tips access resources for training to ensure the psychological and emotional health of members.
  • Project Management – Find resources and training modules to help members develop skills in facilitation, visioning and project planning.
  • Recruiting and Managing Volunteers – Find tools and resources to help members work successfully with community volunteers.
  • Creating a Book Club –Read about one VISTA program's innovative training approach.
  • Working as a Team – Gain ideas and resources for projects that develop teamwork skills while getting the job done.
  • Preparing a Portfolio –Use this process to help members document and reflect on their work.

Online Tutorials for Members:

  • What's Next – resources members can use throughout their year of service to clarify their thinking about going to college, starting a career, or continuing to serve.
  • Segal AmeriCorps Education Award – processes for making sense of the award and to avoid losing money.

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Leadership

Effective skills can ensure program success

Leadership

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During members' service term, you call on them to take a prominent role in the community: Organizing and facilitating meetings, resolving conflicts, understanding all the stakeholders' perspectives, setting an example with attitude and action, following through on commitments, etc. Taken together, these skills amount to one thing: Leadership.

The training modules below can be used as stand-alone half-day training sessions or as part of a multi-day leadership training for members. You can also pass along these modules to your member leaders so that they can replicate these trainings for additional member and service site audiences.

Getting started:

Expectations and Agreements–Learn how to encourage a group to lay the foundation for their learning environment.

Life Maps–Participants get to know one another through this activity in which they chart the path that led them into service.

Balloon Castles–Participants learn about themselves as communicators, team members, and leaders through this activity.

Leadership Compass–Participants learn how their personality preferences lend themselves to leadership styles.

Skill Building:

Facilitation–Participants learn a structure for facilitating team project planning meetings.

Visioning–Participants create vision statements for individual or team projects and learn the value of visioning for leaders and in project planning.

Project Planning–Participants engage in a structured process for inclusive team planning of service projects.

Asset-Based Community Development–Participants learn how they can serve as a convener of community members and a catalyst for change.

Interpersonal Leadership Skills:

Coaching–Participants learn approaches to coaching others in a learning environment.

Situational Leadership–Participants learn about themselves and others as they pass through various stages of enthusiasm and competence in a given situation.

Conflict management–Strategies for easing conflict in team settings.

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Using Games to Foster Teamwork

Focusing members on the benefits of working together

Using Games to Foster Teamwork

Members will face many situations where teamwork plays a critical role: whether it's working together on an environmental project that requires lots of strong hands or inspiring young people to collaborate on a community service project.

By not providing opportunities for cooperation, we run the risk of further polarizing people, increasing misunderstandings, and sabotaging our own best efforts at implementing positive change.

Using games and other collaborative activities in trainings can be a great way for members to practice cooperation.

A list of "do's":
When modeling the exercises, it's important to:

  1. Be playful at the right times.
  2. Believe in people and focus on the positive.
  3. Understand that many group members may be reluctant to join in or may be afraid of "looking stupid."
  4. Emphasize that the leader is willing to take the same risks as the other participants-he or she plays as well as facilitates.
  5. Be willing to relax and have fun.

These resources can help you successfully facilitate game activities:

  • Stages of a Game outlines essential components of any game activity and includes useful tips for facilitating games in training.
  • Leave It at the Stream illustrates how to use "feed-forward" instead of feedback to get good results.

See Member Team Projects for ideas and resources for projects that further develop teamwork while getting the job done.

For additional team tools, visit Teampedia, a collaborative encyclopedia of team building activities, icebreakers, teamwork resources, and tools for teams that anyone can edit.

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Embracing Diversity

Helping members become culturally sensitive

Embracing Diversity

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Diversity training is a fundamental part of any AmeriCorps or VISTA development program. As many organizations recruit volunteers from throughout the country, the mix of volunteers and service recipients is often quite diverse. By providing diversity training, programs can help minimize misunderstandings and promote collaboration.

Numerous diversity trainers and programs exist. Here's a list of resources and tips to help you find the one that's right for you:

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Maximizing Your Training Budget

Providing top notch training with limited funds

Maximizing Your Training Budget

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To create a training program that meets your organization's needs, first you have to know what those needs are. Then, you have to find the resources to address them. Often, the latter proves to be more challenging!

So, how do you squeeze the most member development out of a limited budget? The Northwest Service Academy/Mt. Adams Center is a small, rural and remote environmental program that's become adept at finding resources. Here's their advice:

  • Look within your organization–By communicating your training needs to fellow staff members, you can often find the right person from within your own ranks. Aside from keeping expenses down, no one knows your specific training needs better than your own people.
  • Partner with another organization to share expenses–Great trainers can be expensive. Consider hosting the training with another program to split costs. This practice works best in metropolitan areas with multiple organizations and for more general topics such as volunteer management, diversity, or leadership.
  • Open your training session up to the general public for a fee–Not only can this reduce your costs, it can shake up the dynamic of the training group. The Northwest Service Academy is able to afford the services of the internationally renowned (and expensive) Wilderness Medicine Institute by inviting public participation, which cuts the cost by 50-75 percent. Another plus: your program benefits from increased public exposure and goodwill!
  • Let your supporters know what you need–Include specific training needs on your fundraising "wish list." It is often easier for a community member to give time and expertise rather than money to causes they believe in.

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Conflict Resolution

Manage conflicts and keep teams on track

Conflict Resolution

In the course of their service, members are apt to confront situations that are rife with conflict—whether it is personal, or differences in opinion on approaches to community issues. Conflicts among individuals have derailed many teams and organizations. Conflicts also present a test of leadership, in that it often takes skilled leadership to get the crew back on track.

Use the following resources and training modules to help members learn how to deal effectively with conflict:

Leadership Practices for Conflict Management provides participants a lens to see how they and others approach conflict, as well as strategies for facilitating a resolution to conflict. How to Have a Productive Conflict provides tips for how to behave in a conflict situation.

Useful Websites

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Active Citizenship

Creating a culture of civic engagement

Active Citizenship

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Active citizenship is about personal and community empowerment. It's more than simply casting a ballot in elections, performing service, organizing, or even social action. But together, behaviors, attitudes, and actions define active citizens and help them address community needs and effect positive change.

Well-trained members can be a significant influence and resource in spreading an expanded awareness of active citizenship and civic engagement.

To help you in such training, this section contains two well-developed resources designed by the Northwest Service Academy (NWSA), Washington Service Corps (WSC), and Service-Learning Northwest (SLN):

Roadmap to Civic Engagement–This extensive publication by WSC and SLN offers seven units that "cultivate an understanding of the behaviors, attitudes, and actions that reflect concerned and active membership in a community." The Roadmap provided the structure for 800 AmeriCorps members to civically engage up to 1,000 young people in service-learning projects.

Download individual units that contain meaningful lessons, activities, and reflections. Read an independent evaluation of the Roadmap.

Community Action Project–NWSA requires all members who serve 900 hours or more to lead a Community Action Project (CAP) that speaks to their vision of society. The CAP can be linked to direct service, education and outreach, or policy analysis. It provides an experiential understanding of how an individual can create positive change. Download the CAP Project Proposal Guide and Reporting Form that helps members identify and research projects. The Policy Analysis Projects guides members through planning their projects, building public support, and conducting and concluding the project.

Other Resources:

Another way to fold a continuous civic engagement strand into your yearly training schedule is to regularly bring members together to read and discuss selected readings on civic engagement. See how one program uses their Meaning of Service training in just such a way.

  • Does Service Increase Civic Skills? is a research study about the impact of service on civic skills.
  • Just Cause is a research study about how to motivate young people to volunteer.
  • Oral History Projects includes two trainings designed to create a culture of civic engagement while helping members learn about the communities they serve.

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Member Training and Development

Invest in members for more effective service and long-term rewards

Member Training and Development

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The Corporation's 80/20 rule specifies that up to 20 percent of AmeriCorps members' time should be spent on personal and professional development. VISTA projects also offer members a range of training and development opportunities. Whatever the project type, member training and development offers key benefits to both the individual member and your program. By offering training to your members, you can:

  • Promote retention–Meeting the individual and professional goals of each member increases member satisfaction and leads to greater member retention.
  • Improve member effectiveness–Well-trained members provide high quality, high impact service and increase the value of the AmeriCorps or VISTA program to the organization, site, or sponsor
  • Improve organizational quality–Highly competent members significantly improve the quality of services provided by sponsor organizations
  • Help members develop skills–Examples include effective communication, conflict resolution, diversity and inclusion, leadership, CPR/first aid, outdoor education, volunteer development, resource mobilization, and partnerships development
  • Increase member knowledge–Members learn more about the community they're serving and what national service entails
  • Broaden attitudes and perspectives–Training leads to an increased sense of empowerment, civic values, a service ethic, and a broader understanding of how individuals and communities are interconnected
  • Augment site and sponsor training–Member development programs can reduce the burden of training for sites and sponsors
  • Promote lifelong engagement–Providing members with the skills and confidence necessary for successful service leads to a lifetime commitment to service and civic engagement

Member development is a process that begins at orientation and continues through the end of service. This section includes resources for ongoing trainings and is divided into two parts:

You can also find resources for orientation and early-service and end-of-service activities on this site.

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AmeriCorps Orientation Agendas

Use these sample agendas to create your own

AmeriCorps Orientation Agendas

Below are several sample agendas that various AmeriCorps programs have used successfully. Click on the link to access and learn more about each resource.

Also, consider giving members an overview of the training they'll receive during their year of service. It will help them see how orientation fits into broader development opportunities. In addition, it provides reassurance that important topics will be covered after their orientation.

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Member Orientation

Introduce new members to the world of service

Member Orientation

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Orientation sets the stage for a successful service term. As a supervisor or program manager, one of your first and most important responsibilities is to prepare members for their service term. Incoming participants need to understand the big picture of national service—its history, culture, and the critical role it plays in tackling community challenges.

Locally, members need to learn about their specific program, sponsor organizations (if applicable), and community needs. Members also should understand how service differs from employment, and what is expected of them at their sites.

Orientations come in all sizes, shapes, and durations, depending on the program characteristics and audience. To learn more about setting up your Orientation, this section is divided into four general topics:

You'll also want to investigate all the resources in the Member Training, Planning for Life After AmeriCorps, and Designing Effective Trainings sections of this site.

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Resources to support member recruitment and development

Find the field-tested resources you need to recruit and train AmeriCorps and VISTA members.

Resources to support member recruitment and development

video tour of encorps

Are you new to EnCorps and would like an overview? Take this 3-minute video tour of what's available on the site.

We're glad you found us. This site is here to assist program staff in finding and sharing proven practices for recruiting and developing successful national service participants.

This site is divided into five general topics to help you find what you need:

  • Recruitment and Placement: Tips and tools for locating great candidates and interviewing, screening, and matching the right person to your position needs.
  • Member Orientation/VISTA Orientation (OSOT): Not sure what to include, how to deliver the material most effectively, or how to build group cohesiveness? Find answers here.
  • Member Supervision: Support members better with these resources and tips on the "nuts & bolts," creating effective relationships, monitoring and evaluating members, and working with host sites.
  • Member Training and Development: Member training doesn't end with orientation. In fact, member development is a year-round effort. Look here for training resources.
  • Transition: Members sometimes struggle with "what to do next." Be their guide in navigating this change.

If you are new to working with adult learners, or would like some professional advice and theory to sharpen your skills, see Designing Effective Training: Principles of Adult Learning.

If you are an AmeriCorps or VISTA member looking for tools to help you serve and transition to the next stage of life, see the What's Next online tutorial. For help with maximizing your education award, see the Education Award online tutorial.

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Tips for Preparing an Education Award Training

Organizing an effective workshop

Tips for Preparing an Education Award Training

Since 2001, Education Northwest has provided trainings to members on strategies for the use of their education awards. More than 70 sessions have been given to audiences ranging from five to 200 members.

Here are a few pieces of advice, from the trenches, for those preparing an education award strategy training for members.

  • Know your audience. In planning the session, or at the beginning of the presentation, ask members these questions:
    1. How many of you are second year members?
    2. How many are planning to do a second year?
    3. How many are planning to go to school? Undergraduate or graduate school?
    4. How many have filled out a FAFSA this year?
    5. How many of you have no idea what you're going to do with your award?
    6. How many of you are planning to repay loans with your award?
  • The answers should help guide the presentation.

Check out the Education Award online resource and find sections to share with your audience members based on their interests and needs.

  • Add your own touches to create a personalized "script" that speaks to the needs of your members. Enliven the presentation with your own visuals, including PowerPoint.
  • Another option: Create a peer training by recruiting four people, dividing the information among them, and asking them to present their segments to the group.
  • Ask a financial aid officer and/or representatives of a local college or nontraditional school to attend the training to answer questions or make a presentation.
  • Begin the session by asking members to raise their hands if they're interested in specific areas (like taxes, forbearance, repaying student loans, getting the best financial aid deal). Distribute handouts and ask everyone to find one interesting fact about the area they've expressed interest in and share it with the group as an "instant expert."
  • Welcome clarifying questions: You want to stop periodically and make sure the audience is with you. However, if members have questions that are specific to their own situations, ask them to wait until the session is over.
  • If questions come up that stump you, jot them down on poster paper in a "parking lot." After the session, research the answers (or find appropriate resources you can refer members to) and make sure you distribute the information to everyone.
  • Everyone has a different situation, so one presentation can't meet all members' needs. However, here is some advice beneficial to most members:
    1. Don't miss filling out the FAFSA's Additional Financial Information section. You have nothing to lose—and everything to gain—by filling it out when doing your FAFSA.
    2. Become an active participant in the financial aid process. Treat your appointment with the financial officer like a job interview. Be sure to tell the officer that you have an ed award, but you don't want to use it if it means foregoing other types of aid that the college is able to provide.
    3. If you are using the ed award to repay qualified student loans, pick the repayment plan that best suits your financial and lifestyle needs. Consider if you'd rather use the award in a lump sum to reduce your principal or if you prefer monthly payments on both the principal and interest.
    4. When figuring out your federal income taxes, use the 1040 form rather than the "EZ" form. Though it's more work, you'll be able to take advantage of tax breaks that the 1040 allows.
  • After the presentation, consider doing a survey. (There are some examples in the Looking at the Individual section.) It will help you hone your presentation for the next time. And remember, the more trainings you do, the easier it gets!

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Recognition at the Term's End

Acknowledging achievements, marking conclusions

Recognition at the Term's End

Member recognition

By publicly recognizing your members' contributions, you can help them feel that their work is worthwhile. At the same time, you can also promote your program and its mission in the community. While recognition is often tied to the end of the service term (or the end of the school year), it can be an ongoing way of motivating and encouraging members and volunteers.

Recognition can take many forms. The Youth Volunteer Corps of America (YVCA), a National Direct Grantee headquartered in Kansas, suggests a number of personal and public ways to recognize and reward members' efforts. Print their great ideas and adapt them for your own program.

Document achievements

Members achieved a lot this year. Be sure they have documents from your program that track the important skills they developed. Aside from letters of recommendation and lists of trainings you provided, give members a more official certificate of training to place in their personal portfolios. With this certificate template, you can present members with their acquired training hours after each training.

End-of-year celebration

While recognizing achievement is important through the service term, it's an especially important part of your end-of-service celebration. For a variety of creative ways to mark the conclusion of the term, print these suggestions from the Washington Service Corps.

Print these tips for inviting prominent community members and civic leaders to your end-of-service ceremonies.

For more information about the importance of recognition and celebrating the end of service, check out these links:

Electronic Gazette for Volunteerism
www.volunteertoday.com

Volunteer recognition ideas/manuals
www.energizeinc.com/ideas.html

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Providing Coping Strategies

Helping members deal with the stress of change

Providing Coping Strategies

Facing a big transition–like the end of service–can be stressful. So, how can you help members avoid or relieve those feelings?

The National Service Stress Survival Guide, developed by Education Northwest, covers seven steps for stress management:

  • Adjust your attitude
  • Make your job work for you
  • Thrive on challenge
  • Eat for performance
  • Exercise
  • Manage time and finances
  • Get your feelings out

The guide can be formatted into a training session and comes complete with informational handouts, self-tests, and a resource list for participants. You can adjust the length of the session by selecting any number of the 11 suggested exercises.

Coping also becomes an issue as members leave service and transition into post-service life. This is addressed in What's Next, a tutorial designed to aid members in making decisions for after the end of their service term.

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Providing Career Development Training

How one program guides members through the rocky shoals of the job-hunting process

Providing Career Development Training

click to read Wisdom from the Field

Local Initiatives Support Corporation (LISC), based in New York City, has programs around the country that help promote community development. A typical one-day career development session for LISC members begins with an overview of nonprofit career opportunities, gives practical advice on the steps involved in getting a job, and ends with a career panel.

Check out the sample agenda for a LISC training. Many of the handouts used in this training are available in the Everything To Know About Getting a Job toolkit.

One group exercise LISC has found useful–either as a stand-alone or as part of a full-day session–is "Applying for a Volunteer Coordinator Position."

Steps for the activity:

1. Print the Job Opening announcement.

2. Ask members to individually identify:

  • What skills and experiences do you have for the position?
  • What questions do you think the interviewer will ask?
  • What questions would you want to ask about the position and the organization?

3. Discuss your answers as a group.

4. Now, ask members to pair off and do practice interviews using the Volunteer Coordinator questions or creating their own.

5. Come back together as a whole group and share the experience.

For another example of how to approach career development, see Plan a Life After AmeriCorps Training.

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Planning a Life After AmeriCorps Training

Programs collaborate to put on a comprehensive all-day session

Planning a Life After AmeriCorps Training

Problem

How do you give members the best roadmap for their next steps without maxing out your organization? How can small programs in isolated rural locations find the resources for such trainings?

Solution

Each year, several large and small organizations in metropolitan Portland (Oregon) band together to present a day-long conference that helps transitioning members answer the question, "What next?" Programs from across Oregon and Washington are able to take advantage of the training.

Execution

Seven people serve on the planning committee; they meet about four or five times a year. Once they decide on the topics for conference sessions–based on pre-surveys of members and evaluations from the last conference–they divide up the work and take responsibility for recruiting speakers. Typically, speakers are people they know in the community, with whom they have a working relationship. They try to recruit some former AmeriCorps members as presenters; all speakers volunteer their time and are not paid.

More than 200 people attended the June 2006 conference in Portland, where they chose from among 15 different presentations. Download and print a detailed overview of the event. The five most popular sessions, in order of attendance, were International Work and Service, Making Plans for Your Ed Award, Networking and Informational Interviewing, Traveling and Living Abroad on a Budget, and Applying to Graduate School.

Many of these topics are covered in other sections of this site.

Outcome

Of those participants who turned in evaluations (about half the people attending), 80 percent rated the whole day as very good or excellent. The "most valuable aspect" overwhelmingly was the information on the Ed Award and the résumé reviews.

Click here for a copy of the evaluation.

Download and print a detailed agenda of the event.

For additional resources on designing effective trainings based on principles of adult learning, click here.

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Planning a Career

Help members identify their career interests and skills, plus offer practical advice on how to land a job

Planning a Career

Members who are new to the job market may need some basic help in considering career options and researching and applying for positions. A handy toolkit provides handouts for career development member trainings.

mini tutorial icon

Research shows that AmeriCorps and VISTA members tend to pursue careers in the nonprofit and public sectors after their service. Taking this 10–20 minute tutorial will help you learn ways to prepare members for taking on community service opportunities.

Find resources on how to organize those trainings. And, provide support for members who want to volunteer for another term or pursue parenthood, the military, or life abroad.

Remember, there are also great resources in the career section of the What's Next online tutorial.

For additional resources, check out these websites:

  • Washington Employment Security Department
    Washington is one of many states with comprehensive labor market information, such as wages, careers, and education, as well as available state programs and workshops. Check out your state's site.
  • Jobweb
    This site provides excellent career development and job search advice for new college graduates including links to university/college career centers.
  • America's Career Resource Network
    This site features a six-step decision cycle that counselors and educators can use to help students (or in this case, members) look at careers and educational needs.
  • National Career Development Association
    Part of the American Counseling Association, NCDA's site offers links to online career planning tools, occupational information, career trends, and salary data.
  • University of Waterloo
    This site contains a career development manual with information on how to conduct a complete self-assessment and why that's important.
  • Worklife
    This site allows the user to construct an individualized (free) account and portfolio with industry-specific career information.

Other useful sites: www.monster.com (online career center); www.idealist.org (starting a career in the nonprofit sector); www.cns.gov/jobs (field opportunities in human rights); www.ajb.dni.us (a U.S. Department of Labor site with job vacancies from state employment offices); and www.doleta.gov (a U.S. Department of Labor site with sections on planning and starting a new career).

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Passing Along Wisdom

Encouraging reflection and providing continuity year to year

Passing Along Wisdom

"Passing the torch" from one group of members to the next serves a number of purposes. It helps the departing group bring closure to their experience and reflect on lessons they've learned that will be valuable to someone else. It gives new members some real-life experience to draw on and hopefully helps them avoid potential mistakes. It also is a way to provide continuity from one year to the next.

There are lots of ways to create opportunities for passing along wisdom:

  • One Washington Service Corps group made a series of posters with words of encouragement to hang in their program office.
  • Another created a videotape with parting messages of "graduating" members; it was shown to new recruits during orientation.
  • Each of the Washington Service Corps programs has a "sustainability binder." In the notebook are personal letters from former members to current members, telling them how the year went and offering advice. See a table of contents for an exit binder in the Orient section of EnCorps.
  • Some programs ask members to write the letters on their own time while others incorporate it into an end-of-service reflection exercise. Listen to an example of one such letter in the Orient section of EnCorps.
  • America Reads-Mississippi (Jackson, MS) gathered advice from supervisors, team leaders, and members into a booklet "so others don't have to learn lessons the hard way." It covers topics such as "One Thing I Wish Someone Had Told Me Early On…" and "It Took Me Awhile to Figure Out…"

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Not Your 9 to 5 Gig

Alternative paths for members who aren't pursuing a career or returning to school

Not Your 9 to 5 Gig

click to read Extra Tips

Transitioning to full-time parenthood

It's important to support members who choose full-time parenthood. Jenni Ethington, a former AmeriCorps and VISTA leader in Spokane, Washington, left service to become a stay-at-home mom. She said having a support network was critical: "I talked to other members who were also parents, and that really helped me," she says. "Getting together with other members for playdates was something we did a lot. I also looked for kid-friendly volunteer opportunities in my community as a way to stay connected."

Volunteering for another term of service

First term members may want to consider enrolling in a second term. Because policies about re-enrolling vary among programs, members should check with their State Commissions or CNCS State Office. Remember, program directors have no obligation to re-enroll any AmeriCorps member, although second terms are possible.

To be eligible for a second term, members must satisfactorily complete their first term (which means meeting expectations). If members wish to sign up for a different program, they'll need to do the legwork to find out about the various opportunities. The best place to start is www.americorps.gov, which is helpful in outlining the differences among AmeriCorps, VISTA, and AmeriCorps*NCCC. The site also explains how to apply to each program.

Choosing the military

Joining the armed forces may be the right choice for members who are looking for a challenge, job training, and help in paying for their education. More information on the different branches of service can be found at local recruiting offices or online at www.navy.com, www.army.com,www.marines.com, www.airforce.com and www.uscg.mil

Working or doing service abroad

Many members may be attracted to the idea of working or serving abroad. The Peace Corps is one option. It can be a natural extension for service-oriented members who wish to seek a new challenge.

Other possibilities might include teaching English or other courses overseas. See ESL Café, FrenchCulture.org, or the Japanese Exchange and Teaching Programme (JET) for a few ideas on teaching overseas.

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Moving On

Tools to bring closure to the service year and prepare members–practically and emotionally–for the next stage

Moving On

As a program director, you can help members make a smooth transition as they leave your program. These sections will help you ease the way:

You can also direct members to the What's Next online tutorial for goal-setting and other transition exercises.

Steps for supporting transition

Some AmeriCorps members will feel a sense of loss as they say good-bye to co-workers, community partners, and the structure that comes from having a job and/or a clearly defined mission in life.

You can gain a better understanding of what members are going through by considering William Bridges's three stages of transition (from Next Steps: Life After AmeriCorps by the Corporation for National and Community Service):

  • Stage 1–An identity is lost and a new one hasn't taken its place yet. The individual may feel disenchanted, unable to move on until he or she comes to grips with the "ending" of this current stage in life. For members who may be sad or angry about leaving service, it helps to plan ample time to say good-bye. Knowing that their project is left in good hands also helps provide a sense of closure. Organizing a closing ceremony gives members a chance to formally mark the end of this chapter in their lives.
  • Stage 2–The process of "letting go" can lead to feelings of emptiness and confusion. Members can minimize the amount of time they're in this phase by taking a series of small steps toward the future. Urge them to focus on the little things they can do right away rather than worrying about a plan for the rest of their lives.
  • Stage 3–In the final stage of transition, people find a new beginning. It's important to take action and concentrate on goals during this stage. According to Bridges, the transition process doesn't end when all the decisions have been made, but when action and goal setting are underway.

Another theorist, Nancy Schlossberg, recommends that people examine how they feel about the impending transition; identify supports; explore how their personality will affect the transition; and look at what they'll need to do to cope with the transition from service to the next step.

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Looking at the Individual

Assessing members' skills and needs

Looking at the Individual

click to read Wisdom from the Field

Because every member is unique, a single plan doesn't fit everyone. The first step is to find out more about your member's experience, skills, perceptions about AmeriCorps or VISTA service, and plans. This process will help you tailor available tools; down the road, it will also provide valuable information on how well your program is meeting your members' needs.

To help you with member needs assessment, download these useful resources:

Need more info? Download this chapter from one program's operations manual.

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Beyond the Service Term

Tools to help members' transition

Beyond the Service Term

click to read Wisdom from the Field

It's never too soon to think about the future. Helping members make a successful transition to life after service begins when the individual enters service. By providing tools and information at different stages of service, you can help members weigh their options and make choices that pave the way toward future goals.

This section contains surveys and resources for member reflection and needs assessment; information on the Segal AmeriCorps Education Award; career planning tools; and soft skills for making the transition between service and the "real world." There's also a timeline that will help you determine when to introduce these topics.

Here are all the topics covered in this section:

Refer your AmeriCorps and VISTA members to two online tutorials designed specifically to assist them:

  • What's Next provides tools and resources to help members serve and transition to the next stage of life. Encourage your members to start going through the tutorial at the start of the year, and remind them to keep at it as the year progresses.
  • Education Award is a step-by-step tutorial to help members maximize their post-service financial benefits.

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Helping Members Stay Connected

Fostering a lifetime of civic engagement

Helping Members Stay Connected

The AmeriCorps and VISTA experience can lay the foundation for a lifetime of service. Obviously, members enrich their own lives and communities by staying involved. Maintaining ties between your program and your former members also helps ease the transition from service to "life after."

There are other positive outcomes from having strong connections with your past members. They can help recruit new members, share their knowledge at orientation and other member development functions, offer networking opportunities as the next group of members "graduates," and provide historical perspective and context for your program.

There are plenty of ways you can suggest that departing members remain involved in service:

  • Volunteer in the community–A few of the most comprehensive sites for finding targeted volunteer opportunities are www.volunteermatch.org, www.pointsoflight.org, and www.idealist.org. They'll help members match their interests with organizations where they live.
  • Serve overseas–For members who want to volunteer abroad, http://www.idealist.org/en/ivrc/index.html can help find a spot; also check out www.peacecorps.gov.
  • Get involved in the political process–Members can make a difference at many levels: from volunteering for local neighborhood associations or a national political party to lobbying for programs and causes they believe in. At the very least, remind your members to register and vote!
  • Join RSVP–If members are 55 or older, they should consider signing on with RSVP, a "one-stop shopping" site for volunteers who want to do meaningful work in their community. More information on RSVP and other Senior Corps programs is available at www.seniorcorps.org.
  • Join AmeriCorps Alums–This group is for both AmeriCorps members as well as VISTAs. More information is available at www.americorpsalums.org.
  • Outward Bound is a nonprofit educational organization with core programs that change lives, build teams, and transform schools. The organization delivers adventure in the wilderness, urban centers, and classrooms to help others achieve their possibilities and to inspire them to serve others and the world around them. If your members are interested in taking Outward Bound courses, they can use their education awards.
  • Teach For America is the national corps of outstanding recent college graduates and professionals of all academic majors and career interests who commit two years to teach in urban and rural public schools and become leaders in the effort to expand educational opportunity.

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Everything To Know About Getting a Job

A toolkit covering the planning and documentation of a successful job search

Everything To Know About Getting a Job

click to read Extra Tips

As members consider life after service, they face a weighty decision: Where do I want to live? Do I want to go back to school? Should I seek other kinds of training? Do I want to enter the job market? And, that age-old dilemma: what do I want to be when I grow up?

Helping members figure out what types of careers best suit their personality, interests, and skills can assist them in making both short- and long-term plans. The following self-assessment tools, adapted from the Local Initiatives Support Corporation (LISC) in New York City, can serve as a starting point.

Use these tools separately or in combination for training sessions.

Completing a career development self-assessment

This tool asks members to reflect on their strengths and weaknesses, accomplishments, likes and dislikes, and goals. It can serve as the starting point for a workshop on career development and help members identify next steps-whether they lead back to school or to the workplace.

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Creating a five-year career plan

Using this form, members create a personal plan, mapping out things to accomplish and action steps on a year-by-year basis.

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Translating AmeriCorps or VISTA service

This form helps the members reflect on their leadership and volunteer accomplishments. The information can be edited for use in a cover letter or a résumé, and can help members organize their thoughts for potential job interviews.

Pam Rechel, a former human resources manager and currently head of Brave Heart Consulting in Portland, Oregon, (www.braveheartconsulting.com) adapted another translation tool from Working with Emotional Intelligence by Daniel Goleman and from Behavioral Technology. It asks members to identify and reframe their life and work skill competencies.

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Crafting a résumé

Here are some basic pointers you should pass along to résumé writers.

Résumés MUST include:

  • Complete, current contact information
  • Work experience
  • Volunteer and leadership experience
  • Education

Résumés may include a personal objective (for example, "to work with youth in the nonprofit sector"), but be sure the objective matches the job you're applying for! Other optional elements include:

  • "Other" experience
  • Research/publications
  • Interests/hobbies
  • Computer skills
  • Language skills

Do NOT include references in your résumé. Remember, a résumé should serve to:

  • Highlight your skills
  • Show off your accomplishments
  • Show how you are qualified for the job
  • Show where you want your career to go

Try to tailor the résumé to the job or type of job you're seeking: You may find yourself creating a new, slightly different résumé for every position you apply for–depending on what the employer requires. The résumé should be one page in length, unless you have a substantial amount of work experience. Above all, remember HONESTY IS THE BEST POLICY. Always tell the truth about your experience and education.

Résumés can be formatted chronologically or functionally:

  • The chronological résumé shows what jobs you held, starting with the most recent. This is the preferred method of presenting your information since it's the most straightforward for the employer.
  • A functional résumé highlights your skills and accomplishments, rather than presenting a linear description of where you've been and what you've done over the years. You should consider using a functional résumé if you lack real work experience or are attempting to change fields.

You can also create a résumé that mixes both functional and chronological elements.

Be mindful of these important stylistic considerations:

  • Use succinct language
  • Use a consistent tense (past tense is usually best)
  • Always double-check your spelling and have another set of eyes proofread your work
  • Make it clean, well-organized, and legible with ample white space
  • Use action verbs that quantify your accomplishments

For an example, AmeriCorps objectives or "skill clusters" describe jobs in active ways.

Download a template that members can use to create a résumé. See some examples of résumés here.

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Conducting Exit Interviews

Bringing closure and providing feedback

Conducting Exit Interviews

click to read Wisdom from the Field

Exit interviews serve several purposes. They're a chance to bring closure to the member'sservice while providing valuable feedback to both your program and the individual.

Lara Jones, Individual Placement Member Support Coordinator at the Northwest Service Academy (NWSA), offers some advice on handling exit interviews:

Step 1

Schedule the interviews about two days prior to the commencement ceremony. "This way, if there's missing paperwork or if they're short on hours, they still have a chance to fix that," she says.

Step 2

Ask members to come prepared. "They need to bring their last time sheet and time logs, their final site report, and their written evaluation of our program. The evaluation asks them to rate the program, staff, and support. It also asks them for contact information and about their plans for life after AmeriCorps."

Jones also gives members some questions to think about in advance that will form the basis of their interview. Although design for exiting leaders, the questions can be adapted for all members.

Step 3

Allow for an open conversation. Jones and the program leader spend about 10–15 minutes talking to each member individually about their experience. "We usually try to talk about things they've done well during their service and some things they may want to focus on. We also ask them to speak freely about the program and how it might be improved."

Step 4

Consider having an outside evaluator do a pre- and post-service survey. NWSA has an independent company, Merit Research, give members a survey as they start and end their service. The end survey takes about 20 minutes to fill out and is done just before the individual interviews are conducted. Merit Research analyzes the results and reports back to NWSA.

Step 5

Use the exit interview session as part of your end-of-service celebration preparation.

"I like to call in all the members of the team at the same time, which is about 15 people," says Jones. "As they're waiting for their individual interviews, they work on their group reflection piece for our commencement ceremony. It can be a skit, a song, or a video. They also fill out a 'yearbook' page, which will have their photo on it. We take these and make them into a book that's a nice take-away. All members get a copy and sign it at commencement, just like a high school yearbook."

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Getting the Most from the Segal AmeriCorps Education Award

Demystify the education award and explain how it can be used in traditional and nontraditional ways

Getting the Most from the Segal AmeriCorps Education Award

click to read Extra Tips

The Segal AmeriCorps Education Award is an incentive for recruiting and retaining members, but getting the most value out of it can be complicated, and with the passage of the Serve America Act and new student loan relief programs, the information is evolving.

A comprehensive and updated learning resource is available to assist members with forming a strategy for their awards. The site uses animated stories and learning pathways to illuminate key points around the award.

For information on how individual awards are processed, see the official CNCS web site. To learn more about (or sign up for) the AmeriCorps Online Payment System, click here.

In addition, you can find a set of tips and process notes for creating an education award training for members on your own.

Refer your AmeriCorps and VISTA members to two online tutorials designed specifically for them:

  • Education Award is a step-by-step tutorial to help members maximize their education award.
  • What's Next provides tools and resources to help members serve and transition to the next stage of life.

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