We Offer The Following Workshops

We can also customize workshops for needs


Title: Are Your Volunteers Holding Your Organization Hostage?

This workshop will focus on the important tools necessary to ensure that your volunteers feel that they are part of the team.

Volunteers come with a variety of motivations and expectations and Associations need to adapt their processes and practices to respond to both the needs of their organization and the needs of the volunteers at the same time….this is not an easy balance to achieve without the right tools in your tool box.

We will look at best practices in avoiding conflict with your volunteers as well understand what success looks like in succession planning and retention in this new age of volunteering.

Learning outcomes:

Participants will learn:

How to avoid the pitfalls of volunteer conflict and build collaboration with your volunteers

The value of diffusing difficult situations with your volunteers and understand the different generations and how they handle conflict

Managing intergenerational friction

How to get the right volunteers in the right roles



Title:The Hidden Secrets of Volunteer Leadership

Building strong volunteer leadership takes a foundation of best practices and the right tools and resources. Though volunteer leaders may come with passion and commitment but may not have all the skills necessary to lead your boards and committees. This workshop will delve into what you need to have in place to build a strong volunteer leadership team.

Learning outcomes:

Participants will learn:

Best practices in successful onboarding of volunteer leaders

How to recognize the next great leader(s) amongst your volunteers

How to get the best out of your volunteer leaders


Title:The Great Divide: Bridging the intergenerational gaps to fully engaged volunteers

This workshop will look at volunteer succession planning by bridging the gap between millennial and boomer volunteers. By investigating and implementing innovative methods of engagement; your association can create programs that will facilitate the transfer of knowledge and experience between the leaders of today and the leaders of tomorrow by creating desirable, value added experiences to develop strong volunteer centred engagement programs that are aligned with the Canadian Code of Volunteer standards (CCVI) best practices.

We will explore micro-volunteer opportunities, ambassador program, leaders of tomorrow program and inclusion and connect these successes to the development of a fully engaged volunteer program.

Learning Outcomes:
1. Identify millennial volunteers’ expectations
2. Identify value added volunteer experiences
3. Develop strong volunteer centred engagement programs for millennial volunteers



Title: Getting Staff and Leadership On board: Building a fullsome volunteer program through engaged staff and leadership volunteers

This workshop will look at best practices in staff/volunteer relations
We will look at:
How to communicate with staff and leadership volunteers
How to better engage direct service staff into the volunteer management cycle
How to avoid conflict with staff
Where do staff fit into the volunteer management cycle

Title: Effective Engagement of Member Volunteers

This timely workshop explores how to engage your association’s volunteers in an effective manner.

Associations depend on their members to volunteer their time and knowledge to govern and provide expertise to their organization and to, varying degrees, develop policy positions and provide input to programs and activities. These relationships are critical to an association’s success. Charities and other non-profits are even more dependent on volunteers.

This is an ideal opportunity to review best practices, discuss areas of risk and opportunities for volunteer engagement.

You’ll learn how to:

  • Identify the most relevant volunteer engagement issues facing your organization
  • Encourage members to become further engaged through volunteering and how to attract the right person
  • Determine if your existing policies and procedures adequately support and motivate your member volunteers, and what policies you may be missing
  • Develop clear onboarding and offboarding best practices to ensure that your volunteers understand their roles
  • Acquire the necessary information through the screening process and ensure that you have the right fit and how to say “no”
  • Properly orient and train volunteers so that they understand how their role fits into the big picture



Title: Tips,Tools and Tricks for Terrific Teams

Communication and team building are the foundations of successful planning and delivery of common goals and plans. This interactive workshop will look at best practices in communicating and building strong teams and how to actively listen and respond appropriately.

Learning outcomes:

Participants will learn:

How to lead and contribute to successful meetings

How to get through the clutter of noise to common goals

Different kinds of personalities and how to get the best out of them

How to deal with difficult volunteers



Title: How to play nice in the sandbox

This workshop looks at best practices in committee and board relationships
Participants will learn:
Understanding the different types of personalities and motivations
Coaching volunteer committee members
 Feedback and performance mechanisms
Clear development of terms of references and role descriptions

Title: The secret tools to successful event planning

This workshop will look at best practice models of event planning. Whether you are arranging a volunteer recognition, special event, fundraising event or any other activity that has a lot of moving parts going on, this workshop will go over the framework from start to finish.

Participants will learn:

How to develop a project logic model and other project management tools to help streamline event planning

How to communicate and involve stakeholders

What tools and resources can help to keep all the moving parts in place?

How to use project management tools and get an opportunity to use real life scenarios to build these tools

Title: The many facets of communication to avoid conflict: best practices to communicate and listen to your volunteers

This workshop will focus on the different styles of communication and how to best communicate for success.

We will look at communication styles, how others interpret information and best practices to be understood clearly.

We will discuss the pitfalls of communication and when and what form works best for your situation to avoid conflict

We will also look at how to deal with difficult situations and how to minimize those scenarios.

Title: Reaching Success in Succession Planning

Managing Boards and Committees can be challenging, especially if you are a volunteer driven organization or association. Volunteers are a vital foundation to the success of an organization or association but so much time is spent replacing, orienting and training leadership volunteers on an ongoing basis that planning and execution of goals can be difficult. This workshop looks at tools, resources and tips on how to build a strong succession plan that is easy to implement and keep your board or committee on track to success.

Title: Building blocks for strategic planning: developing tools and resources to analyze, strengthen and lead your volunteer program (half or full day)

This workshop is in the form of a master class where you will learn tools to strengthen and understand your program so that you can position yourself within the larger goals of your organization.

Title: How to get the best from your volunteers through the SAVE approach

The relationships between volunteers and organizations are based on many variables and one of the biggest ones is trust. As administrators of volunteers we rely on a variety of factors when placing volunteers into roles and it is our responsibilities to support and manage the volunteers time with us in a meaningful way.

Volunteers are engaged in a variety of activities that may or may not be closely supervised and may require reporting to a variety of people.

Volunteers agree to roles that vary in terms of independence and responsibilities.

They bring their passion and willingness to learn and share and our role is to embrace and place volunteers while providing the appropriate support, training and performance management.

So, how do we manage or support our volunteers in a way in a meaningful way and create the right structure so that we don’t dive into the deep waters and have to deal with a difficult volunteer? Who is involved in the process? How do we avoid that hard “firing” conversation?

You will learn to:

Understand the lifecycle of the volunteer and when and what we need to provided support and tools so that the volunteers stay within the appropriate roles

Look at the different types of volunteers and why they may not be in the right roles

Build an appropriate performance management program for volunteers and understand their role in the process

Build tools and tips to handle the “difficult volunteer”

Manage those difficult conversations and how to “fire “ a volunteer


Title: Coffee tea or the right volunteer board or committee (half day)
Is it difficult to find the right committee or board member?
Once you have found them, are they contributing at their optimum?
Are you losing the ones you want to stay and the ones you want to leave won’t ?
Volunteerism is changing with the economic, social and technological changes. There are many specialized cohort such as young employees, youth, highly skilled volunteers out there looking to make a difference but their needs vary. They are interested in sitting on boards, working on committees, sharing their talents and learning as they engage.
Understanding the unique expectations for each group
How to attract volunteers to your boards , high level and committees
How to retain volunteers through the volunteer management cycle
What kinds of recognition works for each group, where one size does not fill all
Title: Finding the missing pieces to your volunteer program (half or full day)
This workshop will provide you with a high level review and assessment of the volunteer management program through the use of the volunteer Canada’s Canadian code of volunteer involvement, the national occupancy standards for managers of volunteers and the Imagine Canada standards program.
Once you have found them, are they contributing at their optimum? 
We will look at each component of the cycle and review what best practices are.
If you are considering applying for a standards accreditation, this is a an opportunity to take the pulse of your organization and see where you are strong and where your gaps are

Title: Marketing Your Volunteer Program: Are you buying or selling volunteerism. (half day) 

Outline of workshop:

Are we marketing our programs to attract the right people at the right time? Are we focused on the wrong message to the wrong stakeholders?

Are we actually selling our organizations in the best way?

Once we have them, are we placing them in the right role?

This hand’s on workshop will look at what you are selling and what you are buying when it comes to volunteer recruitment. You will learn marketing techniques that will help you to engage the best volunteers for your roles.

We will look at the key ingredients to marketing a volunteer program and you will come out with tools for:

  • Targeted recruitment strategies.
  • Mass marketing strategies?
  • What motivates volunteers?
  • How to revitalize your marketing and promotions.


Title: Youth Volunteers: What makes them tick and how do we engage them (1 to 2 hours flexible)

Volunteer programs these days require the flexibility to embrace our many different types of volunteers. Youth are a unique and excited cohort that want to help but don’t always feel that they fit in.

This workshop will outline the steps to a vibrant youth volunteer program. We will look at the volunteer management cycle under the youth lense and see where and when we can tailor our program to engage and excite youth to join us.

Title: Connecting to the Boomer Volunteer
( 1 to 2 hours flexible)

Many an article has been written about the baby boomer but we still struggle to find engaging and meaningful work for this group. How do we engage a group that is highly skilled, willing to share and yet wants something in return?
We will assess the uniqueness of the boomer volunteer and learn how to successfully plan and market for this group. We will build a strategy to attract, screen and engage them in meaningful contributions.
Title: Tapping into the corporate culture, where do we go from here
How to work with both individuals and groups (half day)
This workshop will examine the different types of professional volunteers and how we can tap into this rich resource. There are many layers of partnerships that can be formed with many different types of professionals. We will look at how we can form partnerships with a variety of businesses and employees. What are the different types of relationships we can form? How do we find them? How do we nurture them? What is the difference in the rural vs. urban community?
Title: Volunteer Management 101 for the 21st century volunteer (full day, but can be customized to half day

The world of volunteer management is rapidly changing. As administrators of volunteers we must understand and respond to the variety of volunteers, both traditional and new. We need to develop systems to work with the “new” volunteer such as schools, corporations and community groups, multi-generational volunteer while still supporting our “traditional” volunteer.
This exciting workshop will take the basic model of volunteer management and shake it up for the volunteers of today.

Title: What comes after “hello”. How to interview and screen the “right “ volunteer. (half day)

This workshop looks at the tools necessary to prepare for placing the right volunteer into the right position. We look at the goals for developing an interview and screening process. We will also look at determining fit and asking the right questions to fit the positions required.

This workshop will look at the key components to interviewing and screening for specific positions including what questions to ask that are appropriate to get the key information to base a decision.

We will also discuss orientation and training techniques for various tasks and finally we will discuss how to say no to a volunteer that is not the right fit.

Title: What keeps you up at nights? What is risk and how are going to manage it through the volunteer management cycle (full day or half day)

This workshop looks at all the components of managing risk in your volunteer program.

Many volunteer positions have potential aspects that can be deemed as risk for both agencies and volunteers.

We will look at risk management tools through the eyes of the volunteer management cycle and how we can minimize potential problems.

We will look at what screening is and the appropriate tools to use for screening.

You will come out with tools and resources to better build your:

  • Screening
  • Program development
  • Interviewing
  • Placing
  • Supervision and support
  • Evaluation and recognition

Title: Working with special needs volunteers (half day)

This workshop focuses on how to be inclusive in your volunteer program.
We look at what are special needs, how to recruit, train and retain volunteers with special needs. We will also look at the volunteer management cycle with a lense on accommodations and expectations.

Title: Virtual Volunteering (half day)

Many volunteers are looking for opportunities to engage from virtual locations. With the expectation that organizations may offer virtual volunteering opportunities, we will look at how you can build a volunteer base that can dedicate their volunteer hours from home or office. What kind of volunteering do you have to offer that can be done from any where? What measures do you have to have in place that will both support the volunteer and respond to your needs to manage the process.

Title: Advocating from within (half day)

This workshop will look at how administrators of volunteers can build support from within the organization. How do we get others to include us in the planning process from strategic planning to day to day activities.
As a profession, it is important to be part of the proactive process not to be reactive to the problems. We bring to the table a wealth of experience and expertise in many diverse areas. We will look at these and discuss how to engage and involve others in our program.

Title: The 3 T’s: Tips, Tools and Training to get to the Leadership Table

Get to the senior management table with your own analysis including SWOT and PEST analysis and using the project management approach to strategically building your volunteer program. We need to build our profile within organizations to have a voice at the planning stage. This is a strategic planning workshop that teaches you tool that senior management use to build milestones, outcome measures and understand the scope and impact of their goals.

Other workshops that Lori delivers:

Technology and Volunteerism: How to Make Technology Work for You (built for Volunteer Toronto based on Canadian Code of Volunteer Involvement)

Recordkeeping for Volunteer Programs (built for Volunteer Toronto based on CCVI)

Leveraging Corporate Partnerships Through Volunteer Engagement
Making Connections: Building Great Partnerships With Your Staff and Volunteers

Lori Gotlieb provides creative and innovate workshops and project consulting as well as the co-developer and curriculum leader for Humber College Volunteer Management Leadership Certificate.
An award winning, energetic, creative, self-motivated project manager and trainer with valued experience in not-for-profit organizations. Excels at managing diverse and multiple projects independently or as part of a team.
Lori was the 2012 recipient of the Linda Buchanan Award for Excellence in Volunteer Management.
She is a community and corporate resource expert in volunteerism. Lori is an internationally published author and workshop facilitator who has taught workshops to many different audiences across Canada.
Lori continues to push the boundaries of traditional volunteer management through her writing and teaching.
Some of her experiences:
Trainer/presenter- CAVR, PAVRO, University of Toronto, York University, TDSB, Ontario Aids Network, Ontario Associations of Volunteer Administrators (various), Intergral House, Barrie Association of Volunteer Administrators, George Brown College, CSAE, Humber College, Capacity Builders to name a few

Board Member- Community Outreach Programs in Addictions (COPA) (2010-2013), Alli’s Journey (2006-2008)

Mentor-PAVRO mentorship program (2010-present)

Content Editor – International Journal of Volunteer Administration (2003-present)
Publications –PAVRO online journal, Journal of Volunteer Management, Rehab and Community Care Magazine, Workopolis, Charityvillage, Speaking of Impact Magazine, Tamarack Institute, The Philanthropic Magazine, International Journal of Volunteer Administration, IJOVA, Canadian Journal of Volunteer Resources, National Post
Author- The Volunteer Management Handbook, Second Edition (publication date November 2011), various international and national media outlets, Charityvillage


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