From Volunteer to Staff: Transitioning Without Losing Steam

Matt Singer is the CEO of Forward Montana, a home-grown non-profit that trains, mobilizes, and elects new progressive leaders in Montana.

When Forward Montana started back in 2004, we were an all-volunteer operation. At the beginning, we also thought it likely that we would stay that way. The core group had skills -- raising big checks was not one of them.

So we worked in coalition to move from youth voter turnout by phones to using doors instead. And then we launched a giant confirmation battle targeting the student member of the board of regents and won -- something that hadn't been done in 20 years, much less by a volunteer operation.

There's an energy to volunteer operations, including campus groups, where people who aren't making any money feel empowered to make the decisions regarding what the organization does. Strangely enough, getting staff can almost kill that initiative. When you're all going broke for the love of it, there's solidarity. When people start getting paid, it's easy to establish unnecessary hierarchies and for others to assume that the people getting paid can get the work done.

I'm not going to pretend that I've got the answers to this issue -- of how to maintain the passion and energy of volunteer operations once paid staff enters the picture. At Forward Montana, we're grappling with this issue -- and I'd love feedback and ideas in comments. But I've got some thoughts on what the problems might be:

  • Bureaucratic decision-making processes. Once organizations get staff, it's easy to try to maintain "grassroots" involvement by moving things through committees or board decisions. Instead, when a new volunteer wants to step up and launch a new effort through the organization, this decision-making by committee becomes a set of hoops to jump through rather than a support network to make change happen.
  • Unempowered volunteers. In a lot of cases (hopefully), paid staff are paid because they have more experience and achievement in the relevant work than the volunteers (exceptions would be organizations managed by a board or other volunteers, but with support staff). That can lead to a tendency to regularly correct and change what volunteers are doing. Some of this is good -- it's called training. But taken too far, it's micro-managing and it's inefficient for the staff (who could be spending time elsewhere) and disempowering for volunteers.
  • Lack of training. Volunteer-run organizations have few compliance problems. If you truly have no staff, you probably have few, if any, commitments to the IRS, the FEC, state regulators, and Departments of Labor. Bring in staff and become a bigger operation, you're both entering a new level of complexity and a new status as target for anyone who opposes what you're doing. When it comes to the details of federal campaign finance law or tax code distinctions between 501c3/501c4/527/PAC, it's easy for anyone to get in over their head. For volunteers with no training, it's a virtual guarantee. And this is only one piece -- training opportunities for volunteers are few and far between, especially when it comes to anything more difficult than knocking a door or calling a voter.

What other problems face volunteer-powered organizations with staff?

Before we start looking for solutions, anyone want to help me figure out the problems?

I'm on staff side, I'd love to hear from volunteers about frustrations working with organizations.

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Accountability

IMO, the biggest piece of the puzzle is accountability of the staff to the volunteers. Most organizations seem to look at this situation in the opposite way, as if volunteers are simply resources that the campaign can utilize (or worse that they can commoditize), but I personally won't volunteer at all anymore unless I know that an org has some structures in place to make sure that the paid staff are working for the members of "the cause". If I give you my time, I want to make sure that it is appreciated, that my time is used well and towards the cause I believe in, and that the people who are actually getting paid are doing their job.

Music for America attempted to institute accountabilityt amongst their paid staff at various stages, one of which led to the "firing" of most of the staff that was trying to push for a more seasoned and accountable ED (Mike for example). Another time they created a volunteer member of their board (I didn't win, thus it was unjust), but it seemed more like a fundraising ploy than anything. And now MFA is dead, and I definitely feel that the lack of accountability at the top (or, hell, management ability) was the largest factor.

So, here's an idea. If you have a membership organization made up mostly of volunteers, why not give them some sort of Board power over the organization, and esp. over the paid staff. This might be a whole lot of trouble waiting to happen, but it's better than going the way of MFA (i.e. going from a national level organization with a $1.4 million annual budget, to a tiny project in Seattle). I obviously believe that had the original staff had its way on the ED question, or if accountability was enforced by some other means, than we'd still see a national MFA playing a vital role in filling the super important task of politically engaging young people.

And yes, I know I'm being "mean" and "unfair" to MFA's "management", but whatever, I gave them thousands of hours of my time, so I get to bitch. And so do your volunteers, so get ready for scathing reviews, and please, for the love of god, take them seriously.

How do you build a board of hundreds?

Two things that have interested me while thinking this through are the notions of servant leadership -- leaders are responsible to those they serve (not the other way around), which you mention -- and support for entrepreneurship -- helping new ideas blossom.

At Forward Montana right now, we've got 4 projects that we're asking for heavy volunteer involvement in. 3 projects came from the top down. 1 came from a core volunteer's proposal. In the future, I'd like to see that ratio reversed.

There are some things that really do need full-time staff (networking with other orgs, fundraising, building connections in the movement), but issue campaigns and the like probably can't generally come from staff.

You don't need a board of hundreds...

Representative Democracy works in organizations too! You would need to find a method for determening what it takes to become a voting member, how many elected board members there would be, what powers they had, etc. But at least then people will feel like they have some say in what's going on, and can hold the leadership accountable. The question then is what and how many powers do you give to this board- you definitely don't want too many cooks in the kitchen for normal decision making processes, but for things such as long-term goals, hiring of people into leadership positions, and performance evaluations the board could play a crucial role.

I wasn't asking literally

Just trying to clarify -- and think that's good.

Our board is elected by members. Membership is just $10 -- although 2/3 of any current board could kick out members who are out of line with the mission if we thought there was a hostile takeover afoot.

We were actually surprised -- when we announced our first ever board elections, we had about 7 or 8 people join just to have the chance to vote for board members -- very, very cool.

We find other ways, too, to give people a real say -- like encouraging members to pitch their own ideas to our folks. We're currently working with two volunteers to develop new programs that will give us a 3/3 split on volunteer-initiated/staff-initiated volunteer programs in our first chapter.

What to do with all that Cash?

great post, Matt.

One of the biggest things for me (from personal experience) is that many groups that go from being a volunteer to staffed operation frequently don't know what to do with all the money they've been given.

If you've been operating a lean machine on a shoestring/out of pocket budget, you do things a certain way. It makes the organization tight and efficient, but it also narrows your thought process.

When you suddenly get the cash infusion, you don't really have any good idea on how to spend it. What are effective uses of the cash vs. what can keep operating the same as it has always been. We totally misspent our money at MFA. We shortchanged out field staff (the paid ones), overpaid concert producers and clubs, spent WAY too much on travel, and underspent on a number of other areas that (considering our budget and goals) would have been good uses of our money - paid media buys, staff training/development being the two most obvious ones.

One thing that MUST come with a new funding stream is training on how to properly manage and utilize those funds to achieve the organizations long and short term goals, and develop a sustainable infrastructure.

Or...

for bigger organizations that come into the sort of cash MFA did, you could hire a capable manager.

It would be great if one of the big funding sources could provide that kind of leadership, and I'm sure some do, but it does seem to me that the leaders that are promoted by the big funders are mediocre at best, cult leaders at worst (i.e. 21st Century Dems and the Landmark Education cult). This is a separate question, though it is colored by my experiences with these orgs: why the hell don't the funders force these groups to hire/develop effective management. Most of the big money folks have at least dabbled in Venture Capital Investment, so you'd think they'd know how to ensure proper managerial functions. I know that they hold the non-profits they finance to different standards than the companies they invest in, but why? Are well functioning non-profits less important than well functioning for profits?