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SUPPORTING THE VOLUNTARY SECTOR
Planning Toolkit

You don't need to read everything at once. Dip into the sections that are most useful to you, use the toolkit to review what you already have in place, or work through it from the beginning if you are starting from scratch.

1

What is Volunteering?
Volunteering is time given freely, without payment, for the benefit of others or the wider community. It doesn't include helping close family or friends.

Three things define volunteering:
  • Free choice. No one should feel pressured, coerced or obliged to volunteer.
  • No payment. Out-of-pocket expenses are reimbursed, but volunteers are not paid for their time.
  • Public benefit. The activity benefits people or causes beyond the volunteer's own household.

Volunteering takes many forms:
  • formal roles within an organisation.
  • informal help within a neighbourhood.
  • one-off event support, micro-volunteering.
  • trusteeship.
  • remote or online volunteering.

Volunteering should be open to everyone. No one should be excluded because of their age, background, disability, ethnicity, national origin, gender, gender identity, marital status, religion or belief, sexual orientation, health condition or caring responsibilities.

2

Attracting Volunteers

People volunteer for very different reasons, for example, connection, purpose, skills, routine, confidence, experience, a cause they care about, or simply to be useful. The organisations that recruit well are the ones that understand those motivations and speak to them.

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Before you advertise anything, answer these questions:

Also, be honest about the commitment involved, and set out what volunteers get in return, for example, training, expenses, references, connection, and purpose.

3

Providing a Meaningful Volunteering Experience

NCVO's Time Well Spent research first published in 2019 and updated in 2023 with a survey of over 7,000 adults across Great Britain sets out what makes volunteering feel worthwhile. Volunteers report high overall satisfaction, but the research also flags recurring frustrations. Over a third of volunteers think things could be better organised, around a quarter feel there is too much bureaucracy, and nearly a fifth feel their volunteering is becoming too much like paid work.

 

Aim for volunteering that is:

  • Inclusive genuinely open to everyone.

  • Flexible fits around real lives, not just office hours.

  • Impactful the volunteer can see the difference they make.

  • Connected to people, the cause and the organisation.

  • Balanced not overloading or over-relying on individuals.

  • Enjoyable people leave feeling good.

  • Freely chosen never an obligation.

  • Meaningful matched to the volunteer's own interests and priorities.

 

Practical tests: How long between someone getting in touch and doing something useful? Does your process feel proportionate to the role? Does anyone say thank you? Do volunteers know what changed because of them?

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National Council for Voluntary Organisations (NCVO) (2023) ‘Key findings from Time Well Spent 2023’. Available at: NCVO – Key findings from Time Well Spent 2023 (Accessed: 27 August 2026).

4

Designing Volunteer Roles and Opportunities

When planning to involve volunteers, organisations should first consider the purpose of the volunteer role and what they hope to achieve by involving volunteers. They should also identify the activities volunteers will carry out, when they will be needed and where the volunteering will take place.

 

Considering these areas helps an organisation develop a clear and appropriate volunteer role description. This ensures that volunteers and staff understand the responsibilities, expectations and requirements associated with the role. It can also help the organisation identify what is needed in terms of recruitment, resources, staffing capacity, training and ongoing support.

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Practical tests: Why are we involving volunteers? What will they be doing? When are they are volunteering? Where will they volunteer?

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Types of Volunteering Opportunities

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General volunteering

Volunteering opportunities can vary depending on the organisation, the type of work involved and the amount of time a person is able to offer. Some positions require volunteers to attend regularly, while others may involve completing a particular project or helping for a shorter period. It is therefore important for individuals to choose an opportunity that suits their availability, interests and other responsibilities.

 

Regular volunteering may involve roles such as befriending, supporting a charity shop or providing transport as a volunteer driver. Alternatively, project-based volunteering may involve helping to organise an event, supporting a particular campaign or using specialist skills to redesign a charity s website.

 

The length of commitment should also be considered. Short-term volunteering generally lasts for less than three months, while a commitment of around three to six months can be considered medium-term. Opportunities lasting longer than six months are usually viewed as long-term volunteering. Considering these options can help volunteers find a role that is realistic, manageable and suitable for their circumstances.

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Bite-sized or micro-volunteering

Bite-sized volunteering gives people the opportunity to support an organisation by completing short, clearly defined tasks that require little ongoing commitment. These activities can often be completed online or from home, making them particularly flexible for people who may find it difficult to commit to regular volunteering because of work, family or other responsibilities.

 

This approach benefits organisations by allowing them to involve people who have limited time available. For volunteers, it provides a convenient way to contribute to a worthwhile cause without making a long-term commitment. Examples include helping to marshal a sponsored walk, writing a funding application, collecting donations at an event, creating a social media event or helping to run a stall at a community fair.

 

Skills-based volunteering

Skills-based volunteering allows individuals to use their existing professional knowledge and experience to support charities and community organisations. It can also benefit volunteers by helping them maintain or develop their skills, gain additional experience and strengthen their CV.

 

Voluntary and not-for-profit organisations often need people with specialist knowledge in areas such as finance, marketing, human resources, business planning, communications and management. By contributing these skills, volunteers can help organisations overcome challenges, improve their services and plan more effectively for the future.

 

There are various services that connect skilled volunteers with suitable organisations and opportunities, including specialist platforms for people with experience in areas such as finance, accountancy, media and other professional sectors.

 

Employer-supported volunteering

Employer-supported volunteering (ESV) is when an employer encourages and supports members of staff to volunteer, often allowing them to do so during their normal working hours. Activities can involve practical work, such as gardening or improving community facilities, or professional support, such as providing expertise in marketing, finance, mentoring or human resources.

 

This type of volunteering may also be described as corporate, team, group or employer volunteering. Opportunities can vary considerably depending on the activity, the number of employees involved and the length of the commitment. Some may involve a team completing a one-day community project, while others may involve an individual providing specialist support over a longer period.

 

ESV can provide benefits for both employers and voluntary organisations. Businesses may use volunteering to strengthen teamwork, improve employee engagement and contribute towards their environmental, social and governance objectives. Charities and community groups can benefit from additional volunteer hours, professional expertise and greater awareness of their organisation among potential supporters, donors and service users.

 

Trustee and board volunteering

Trustees and other board-level volunteers have an important responsibility for the overall direction, governance and sustainability of voluntary and not-for-profit organisations. Depending on the type of organisation, these individuals may be known as trustees, directors, governors, board members or committee members.

 

People from a wide range of backgrounds can become trustees. Although some organisations may require specialist experience in areas such as finance, human resources or senior management, others value personal experience, enthusiasm, commitment and knowledge of the communities they support.

 

Becoming a trustee can also provide valuable personal and professional development. It can help individuals develop leadership and decision-making skills, gain experience of strategic planning and use their existing professional or managerial knowledge to contribute to an organisation and its community.

5

Equality, Diversity and Inclusion

Inclusion is a design decision, not an afterthought. Build it in from the moment you write the role.

 

  • Write role profiles in plain and accessible language.

  • List only what's genuinely essential.

  • Offer roles in different shapes short, flexible, remote, shared, task based.

  • Ask every volunteer what would help them take part, and act on the answer.

  • Cover expenses promptly and say so upfront cost is a real barrier.

  • Advertise beyond your existing networks.

  • Consider people with criminal convictions on a case-by-case, risk-assessed basis.

  • Check your buildings, forms, tech and communication methods for accessibility.

  • Review who is and isn't volunteering with you and ask why.

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National Council for Voluntary Organisations (NCVO) (2025) Making volunteering more inclusive for disabled people. Available at: https://www.ncvo.org.uk/help-and-guidance/involving-volunteers/making-volunteering-more-inclusive/ (Accessed: 27 August 2026).

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Mencap (n.d.) Mencap. Available at: https://www.mencap.org.uk/ (Accessed: 27 August 2026).

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Centre for Ageing Better (2020) Helping out: Taking an inclusive approach to engaging older volunteers. Available at: https://ageing-better.org.uk/resources/helping-out-taking-inclusive-approach-engaging-older-volunteers (Accessed: 27 August 2026).

6

Volunteering and the Law

Volunteers are not employees and have no employment contract, but that distinction has to be maintained in practice as well as on paper.

 

Protect the distinction:

  • Use volunteer agreements, not contracts.

  • Keep the language of expectation, not obligation.

  • Avoid words like "job", "salary", "employ", "must" and "contract". 

  • Never pay a flat allowance, honorarium or anything that looks like a wage reimburse actual, receipted expenses only.

  • Don't make training, rotas or attendance mandatory in a way that mirrors employment.

  • Don't offer benefits (like perks in lieu of pay) that could imply consideration.

 

Also consider:

  • Volunteer rights and reasonable expectation.

  • Health and safet.

  • Insurance.

  • Safeguarding and DBS.

  • Volunteers claiming benefits volunteering is allowed, but expenses must be actual costs only and claimants should tell Jobcentre Plus.

  • Data protection and GDPR.

  • Copyright of any work volunteers produce.

  • Volunteer drivers licence, MOT, business-use insurance, mileage.

  • Right-to-work checks are not required for volunteers in genuinely unpaid roles

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​National Council for Voluntary Organisations (NCVO) (2022) Making sure you don't create an employment contract. Available at: https://www.ncvo.org.uk/help-and-guidance/involving-volunteers/volunteers-and-the-law/employment-status/making-sure-you-dont-create-an-employment-contract/ (Accessed: 27 August 2026).​

7

Health, Safety, and Duty of Care

You owe volunteers a duty of care. As far as is reasonably practicable, they should not be exposed to risks to their health and safety, and they should be given the same level of protection as paid staff.

 

  • Include volunteers explicitly in your risk assessments.

  • Provide induction, instruction, training and any necessary equipment or PPE.

  • Have clear procedures for accidents, incidents and near misses.

  • Assess lone working separately and put check-in arrangements in place.

  • Consider volunteer wellbeing as well as physical safety, especially in emotionally demanding roles.

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Health and Safety Executive (HSE) (n.d.) How health and safety law applies to volunteering. Available at: https://www.hse.gov.uk/voluntary/employer/health-and-safety-law.htm (Accessed: 27 August 2026).

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Royal Society for the Prevention of Accidents (RoSPA) (n.d.) Volunteer drivers: A guide to best practice. Available at: https://www.rospa.com/siteassets/pages/road-safety/road-safety-resources/free-road-safety-information/employers/volunteer-drivers-guide.pdf (Accessed: 27 August 2026).

8

Safeguarding

Safeguarding runs through everything. You are protecting both the people your volunteers support and the volunteers themselves.

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Minimum expectations:

  • A safeguarding policy that names volunteers, reviewed annually.

  • A named safeguarding lead, and a deputy.

  • Safer recruitment proportionate to the role, for example, an application, references, identity check, interview or conversation.

  • DBS checks where the role is eligible. Check eligibility before applying, as not every role qualifies.

  • Safeguarding training at induction and refreshed regularly.

  • Clear, simple reporting routes that every volunteer knows how to use.

  • Codes of conduct covering boundaries, social media and personal contact.

 

DBS notes: Volunteer DBS checks are free of charge where the role meets the definition of volunteering. For standard and enhanced checks, ask whether the applicant is already registered with the DBS Update Service, you may be able to check an existing certificate instead of applying again.

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National Council for Voluntary Organisations (NCVO) (2022) Safeguarding and volunteers. Available at: https://www.ncvo.org.uk/help-and-guidance/involving-volunteers/volunteers-and-the-law/safeguarding-vulnerable-clients/ (Accessed: 27 August 2026).

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Disclosure and Barring Service (2025) DBS check application process for volunteers. Available at: https://www.gov.uk/government/publications/dbs-check-application-process-for-volunteers/disclosure-application-process-for-volunteers (Accessed: 27 August 2026).

9

Insurance

Check don't assume that your cover includes volunteers.

 

The Charity Commission recommends that charities treat volunteers in a similar way to employees when arranging insurance, making sure they have appropriate cover in place. 

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As such organisations should check their insurance policies carefully to make sure volunteers are specifically included, as they may not always be covered automatically.

 

Insurers should be given clear information about the activities volunteers will carry out so that appropriate cover can be provided. This should include all forms of volunteering, such as peer mentoring, service-user involvement, pro-bono work, home-based volunteering and remote roles.

 

A written risk assessment should also be completed for each volunteer role, including roles carried out from home. This helps identify potential hazards and allows the insurer to provide suitable cover. Where volunteering involves higher-risk activities, additional or amended insurance cover may be required.

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Ask your insurer directly:

  • Does the policy name volunteers explicitly?

  • Are there upper or lower age limits?

  • Does it cover every activity your volunteers will carry out, including off-site work, driving, home visits and events?

  • Does Employers' Liability cover extend to volunteers? (If you have no paid staff, you may need Public Liability plus specific volunteer cover)

  • Are volunteer drivers covered, and does their own insurer know they're driving voluntarily?

 

If your insurance policy does not meet the needs of your activities, you may wish to review your policy/provider, enabling you to continue meeting the needs of your volunteering programme and group activities.

 

Record the answers in writing and review at renewal.

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Remember insurance by itself does not provide adequate protection.  you should also have effective safety measures and procedures, such as safer recruitment practices, appropriate risk assessments, clear health and safety policies, thorough inductions and suitable training for volunteers.

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​National Council for Voluntary Organisations (NCVO) (2021) Getting volunteer insurance. Available at: https://www.ncvo.org.uk/help-and-guidance/involving-volunteers/planning-for-volunteers/getting-volunteer-insurance/ (Accessed: 27 August 2026).

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Association of British Insurers (ABI) (2025) Volunteer driving – the motor insurance commitment. Available at: https://keystone-cms-production-amfyhhecavg8gneq.northeurope-01.azurewebsites.net/blob/keystoneproduction/publicFile/2026/02/abi-guide-volunteer-driving-motor-insurance-commitment2025-cmm0uontq000ag9s87i94heew.pdf (Accessed: 27 August 2026).

10

Keeping Records and Data (GDPR)

The General Data Protection Regulation (GDPR) strengthens data protection requirements and gives individuals greater rights over how their personal information is collected, stored and used.

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Volunteer personal information you may need to keep, to manage volunteering effectively, could be:

  • Contact details

  • Details of experience, skills and preferences used to assess suitability for a role (recorded on application form or gained through interview)

  • Monitoring information including ethnicity, disability etc

  • Information relating to DBS checks

  • References

  • Supervision notes

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Some of this information is considered particularly sensitive personal data and therefore requires additional protection. Organisations must ensure that volunteer information is collected for appropriate purposes, stored securely, accessed only when necessary and processed in accordance with relevant data protection legislation.

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Information Commissioner’s Office (ICO) (n.d.) UK GDPR guidance and resources. Available at: https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/ (Accessed: 27 August 2026).

11

Volunteer Strategy

A volunteer strategy sets out why your organisation involves volunteers and how they fit into your mission.

 

It doesn't need to be long two sides is plenty for a small group, but it does need to be agreed and used.

 

Cover:

  • The purpose of volunteering in your organisation.

  • Roughly how many volunteers you need, and where.

  • The skills, qualities and attributes you're looking for.

  • How you'll make recruitment and support inclusive.

  • Who manages, supervises and supports volunteers.

  • Which policies you need.

  • What resources you'll commit expenses, training, equipment, recognition.

  • How you'll gather volunteer feedback and act on it.

  • How you'll know it's working Involve staff, trustees, service users and existing volunteers in writing it.

 

Review it annually.

12

Volunteer Polices

Volunteer policies, procedures, and guidance are part of the essential foundation of an effective and safe volunteering program. They provide clear expectations for both volunteers and the organisation, ensuring that everyone understands their roles, responsibilities, and the standards of conduct required. 

 

Well-developed policies and guidance support good practice, help manage risks, and promote consistency in how volunteers are recruited, supported, and recognised.Following clear policies and procedures also reinforces fairness, accountability, and transparency, fostering a positive volunteering environment where volunteers feel valued, supported, and confident in their contribution. 

 

You can usually adapt existing organisational policies rather than writing new ones but check each names volunteers explicitly.

 

Core set:

  • Volunteer policy and volunteer agreement.

  • Code of conduct.

  • Safeguarding (children and adults at risk).

  • Equality, diversity and inclusion.

  • Health and safety.

  • Data protection and GDPR and confidentiality.

  • Expenses.

  • Problem-solving and complaints (for and about volunteers).

  • Recognition.

 

Add where relevant:

  • Lone working.

  • Driving and use of vehicles.

  • Social media and digital communications.

  • Remote and online volunteering.

 

Review annually. Include the relevant policies in your Volunteer Handbook.

13

Volunteer Role Descriptions

Clear volunteer role descriptions and agreements are fundamental to creating a positive and effective volunteering experience. They help define expectations, outline responsibilities, and provide a shared understanding between volunteers and the organisation whilst protecting both volunteers and the organisation.

 

Well-structured role descriptions support recruitment by attracting the right volunteers and ensure that everyone understands how their contributions align with the organisation’s goals and core values.

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National Council for Voluntary Organisations (NCVO) (2021) Writing volunteer role descriptions. Available at: https://www.ncvo.org.uk/help-and-guidance/involving-volunteers/planning-for-volunteers/writing-volunteer-role-descriptions/ (Accessed: 27 August 2026).

Further support is available by registering for the South Derbyshire CVS Community Network.  For organisations operating in South Derbyshire, it is FREE to register!

Alternatively contact the Volunteer Force Team who will be able to offer information, advice and guidance by emailing volunteer@sdcvs.org.uk

© 2026 by South Derbyshire CVS Volunteer Force. All rights reserved.

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