| Possible
sources of information: |
First
hand observations
A
written record of your observations and conversations
with the volunteer or “related parties.” |
Documents
Meeting
minutes; financial/bank records; court records;
lesson plans and/or handouts; attendance records;
etc. |
“Third”
party observations
Observations
and conversations recorded by others with the
volunteer or related parties.
- Ask them to provide written
documentation.
- Summarize comments made by
the third party.
- Summarize comments made by
the third party and ask them to sign.
|
Past
volunteer performance review information
- Volunteer “due process”
- Legally versus Realistically
- Generally the volunteer should
be given the opportunity to share his/her side
of the story before a decision is made.
|
| Documentation Strategies |
Focus
on the facts
- Leave personal feelings, emotions,
and judgments out of documentation
- Take initial notes and summarize
- Include date and time
- Names of individuals involved
- Don't write something you
would not want read in court or in the newspaper
- Have a 3rd party review
|
