Volunteer and Mentor Management
What is it?
R3 efforts frequently benefit from the use of volunteers. Volunteers require all the same management and encouragement as paid staff, sometimes more. This section includes best practices for recruiting, managing, training, and retaining effective mentors and volunteer educators.
CAHSS Basics Of R3 Training: 2. What Is R3?
This video discusses the importance of R3 and the importance of organizational buy-in. Excellent training material.
Texas Parks and Wildlife Dept. Hunter Ed Instructor Manual
Instructor manual from the Texas Parks and Wildlife hunting education instructors. May be widely applicable in many other states.
Understanding the Training of Trainers Model
Two-page Train the Trainer fact sheet from the CDC provides a great overview of what Train the Trainer material is and who it’s meant for.
What is the Train-The-Trainer Model and How can your Organization Benefit from it?
This entry for those who are not familiar with Train-the-Trainer concept provides a great foundational understanding.
Why is it Important?
Since many organizations on the R3 landscape grapple with limited resources and staff, a well-managed network of volunteers can be vital to achieving R3 goals. Volunteers not only supplement an organization’s workforce but also bring unique skills, perspectives, and energy. An organized, connected, and well-managed volunteer network can significantly expand organizational capacity, enhancing its impact and reach. Since many of these volunteers are educators or mentors, they often become the face/voice of an organization with many members of the public.
Organizations need to have a robust volunteer management system to maximize these benefits. This includes clear communication channels, effective training programs, regular feedback and appreciation mechanisms, and opportunities for volunteers to grow and take on leadership roles. By nurturing and valuing their volunteer network, organizations can significantly expand their capacity and impact, even with limited staff.
R3 efforts for hunting and shooting sports often rely on hands-on, face-to-face training. It is impossible for any organization to provide that training at the scope required to maintain/increase participation entirely with paid staff. That’s where volunteers come in. For this reason, the bulk of this chapter will be about volunteers who serve as educators and mentors. This does not imply that volunteers who educate or mentor are more important than volunteers filling any other function. Educators and mentors are simply the most common types of volunteers in the R3 community.
Volunteers can help an organization introduce new individuals to hunting and shooting sports, keep current participants engaged, and bring back those who may have lapsed.
CAHSS Basics Of R3 Training: 2. What Is R3?
This video discusses the importance of R3 and the importance of organizational buy-in. Excellent training material.
What is the Train-The-Trainer Model and How can your Organization Benefit from it?
This entry for those who are not familiar with Train-the-Trainer concept provides a great foundational understanding.
How can your organization help its practitioners?
- Provide funds/staff positions to run and manage volunteer/mentor programs.
- Develop a consistent process across all efforts for:
- Investing in a practical, reliable volunteer management system.
- Conducting background checks.
- Providing legal liability insurance that covers volunteers.
- Assigning dedicated staff to interact with volunteers.
- Putting procedures in place to turn participants into volunteers.
- Implementing a standard policy for hiring and firing volunteers.
- Incentivize and encourage volunteerism and mentorship.
- Encourage partners to share their members and staff as potential volunteers.
- Engage diverse employees/volunteers/instructors/partners.
- Implement a system for recording volunteer hours that meets federal match requirements.
- Create training programs that prepare volunteers to be effective and successful in their roles. Provide opportunities for continued learning and support their development.
Best Practices for Recruiting Effective Volunteers
If volunteers play an important role in your R3 efforts, then you need to put effort and attention into recruiting them. If someone outside your R3 team does the recruiting, make sure they understand the role you need the volunteers to play and the type of individual best suited for it. Do not leave this to chance.
So, how do you know if a prospective volunteer has the qualities you’re looking for? Here are some ways to help determine if they will be a good fit:
- Discuss their interest in and experience with hunting and shooting sports.
- Look for volunteers who have pertinent teaching and field experience.
- Look for volunteers who know hunting and shooting techniques, safety procedures, and conservation ethics.
- Use partnership networks to find candidates (conservation organizations, shooting leagues and organizations, diversity organizations, etc.).
- Host recruitment events, like open houses or seminars, where potential volunteers can learn more about the roles and meet current volunteers and staff. These events can provide a personal touch and foster a sense of community.
- Do a background check on all volunteers.
- Ensure that potential mentors understand the ethical considerations of the mentorship role, the importance of setting and respecting boundaries, and being a welcoming ambassador for the hunting and shooting sports culture.
- If your volunteers are spread out geographically, ask staff members from their area to meet with them and provide feedback.
- When recruiting instructors, consider the three core competencies that make up an effective educator:
- Human – their ability to relate, communicate, and connect with others.
- Outdoor – tangible outdoor skills.
- Educational – their ability to convey new information to students that results in long-term, transferrable knowledge retention.
It is the combination of these three competencies that makes an effective educator. If an individual has strong outdoor skills but cannot relate to students, their efficacy as an educator will be diminished. Likewise, if an educator communicates well and has sound educational practices but lacks outdoor skills, their ability to help students reach educational objectives will be limited.
- Go on a “practice” guided hunt or session at the range. Observe their knowledge of the habitat and landscape features, how they anticipate and navigate various target shooting and hunting scenarios, how they instill confidence in participants, and how they creatively navigate physically and mentally challenging situations in the company of others.
2021 WMI Mentor Guide
This 16 page report details the best practices for hunting and shooting mentorship programs.
Best Practices in Readiness, Recruitment, and Retention
Short webpage that provides a roadmap to building an inclusive organization.
CAHSS Basics of R3 Training: 2. What is R3?
This video discusses the importance of R3 and the importance of organizational buy-in. Excellent training material.
Hunting Mentor Communications Toolkit
This 36 page toolkit offers strategies and message templates for recruiting both students and mentors into mentor programs. the examples are specifically for LearnHunting.org but are generalizable.
Nebraska Game and Parks “Take ’em Hunting” Challenge
Example of a program designed to get hunters to take someone else hunting.
PFQF Blog – A Two Way Path
Short article about how to be a have a good Hunting Mentor/Mentee Handbooks relationship.
PFQF Blog – How to be an Effective Mentor
Blog post from PFQF about how to be an effective mentor.
PFQF Film “Ripples”
14 min. film about becoming part of the uplands hunting community.
Recruitment, Retention, and Reactivation
This is an example of information to educate volunteers and mentors about R3 best practices.
Onboarding Volunteers
Just like with paid staff, onboarding is a critical step in integrating new volunteers into your organization. Onboarding can ease volunteers into their new roles and lay a foundation for their future success. Onboarding is so vital that we have dedicated an entire chapter of this Practitioner’s Guide to it. You can find it here: (LINK) R3 Foundations and Definitions.
But volunteers aren’t precisely like employees and may need to be onboarded slightly different than paid staff. Consider producing a volunteer handbook. This could be a physical book, PDF, or website. A comprehensive handbook provides volunteers with clear guidelines, expectations, and organizational policies. It also ensures consistent understanding and implementation of your organization’s mission, values, and procedures. A well-crafted handbook acts as a reference tool for volunteers to answer common questions, thereby reducing misunderstandings and enhancing communication. It also helps standardize training and ensures that all volunteers are equally informed about safety protocols, legal compliance, ethical standards, and best practices.
You could also ask your experienced volunteers to take new volunteers under their wing and show them the ropes. This accomplishes several things:
- Your new volunteers will know what is expected of them from day one.
- New volunteers will feel more comfortable following the lead of more experienced colleagues.
- You can hand-select experienced volunteers to ensure they model the techniques and behaviors you hope to instill in recruits.
- The experienced volunteers you ask to help the new volunteers will be honored that you chose them.
How to Retain Volunteer Mentors and Educators
Effective communication and volunteer management technology can be beneficial in retaining volunteers. Clear, consistent communication fosters a sense of community and belonging among volunteers. It makes them feel valued and connected to the organization’s mission. It enables timely dissemination of information, recognition of their contributions, and provides a platform for feedback and support. All of these things are vital for volunteer satisfaction and engagement. Meanwhile, volunteer management technology streamlines the administrative aspects of volunteer engagement, from scheduling to tracking participation and impact.
Recommended support for volunteers:
- Create online message boards and volunteer support groups through social media platforms.
- Schedule follow-up hunts, shooting events, or other activities with volunteers. Share insights and observations.
- Schedule off-season social events or training events for volunteers.
- Connect mentors with conservation organizations and include diverse perspectives.
- Encourage mentors to invite new hunters and shooting sports participants into the field. Set a goal to invite x number of new participants each year.
- Provide incentives or recognition for various levels of participation.
- Get in the practice of providing heartfelt thanks.
- Connect seasoned volunteers with newcomers. This peer mentorship can ease newcomers into their roles and responsibilities.
- Continuous Learning: Highlight the personal and professional development opportunities that come with volunteering.
2021 WMI Mentor Guide
This 16 page report details the best practices for hunting and shooting mentorship programs.
Cultivating Inclusivity and Community Through LTH Programs with Mentors and Mentees
Short article on a LTH program facilitated in partnership with diverse groups.
Hunting Mentor Communications Toolki
This 36 page toolkit offers strategies and message templates for recruiting both students and mentors into mentor programs. the examples are specifically for LearnHunting.org but are generalizable.
Federal Matching
Most federal grant programs require matching funds. State agencies often have difficulty allocating enough funds to take full advantage of the available grant money. Fortunately, federal guidelines allow many kinds of goods and services to be applied as in-kind match for these grants.
Matching volunteer hours
In many situations, volunteer hours can be used as in-kind match for federal grant funds. Sometimes these may be underutilized. Time spent driving, mentoring, teaching, hosting, or other volunteer activities often qualify but are not always used. In some cases, volunteer hours from non-government partner organizations can also be used by states for federal match.
Organizations sometimes have difficulty maintaining records of volunteer hours. Here are a few methods for recording volunteer hours.
- Organization formatted timecards established specifically for your use and records.
- Share workbooks online through spreadsheet vendors.
- 3rd party volunteer time management software.
- Clock-in/Clock-out systems used alongside state employee database.
- Integration with state Volunteer Management Systems.
- Other R3 community resources.
According to the Code of Federal Regulations, listed here as a resource, “Rates for third-party volunteer services must be consistent with those paid for similar work by the non-Federal entity. In those instances in which the required skills are not found in the non-Federal entity, rates must be consistent with those paid for similar work in the labor market in which the non-Federal entity competes for the kind of services involved.”1 This means that a volunteer rate must match or be similar to the rate that a full-time employee would receive for the same task. In situations where the state does not have a similar position doing similar work that the volunteer is performing, the rate must be similar to the current labor market rate for that task. This highlights the importance of and opportunities for capitalizing on volunteer time matching.
Note that you can track more than just volunteer hours from R3 efforts. Any type of volunteer effort can be tracked and used as matching funds.
Matching partner donations
Some federal programs will allow third-party donations of equipment, staff time, or goods and services to be used as match. Your organization saves money with the donation and receives federal matching dollars as well. Requesting assistance is never a bad idea, especially when you have a special event, class, or course you would like to implement.
Code of Federal Regulations: 200.306 Cost Sharing or Matching
This resource details the codes of federal regulations regarding cost sharing or matching. This is useful material for considering donation-based funding sources.
Training Effective Educators & Mentors
Hunting and shooting sports educators and mentors can make or break a new or potential participant’s early experiences. You need to ensure your volunteers are well-trained to provide an informative, fun, and consistent experience for students being mentored or taking classes at different times in different places.
First, you will have to provide your instructors and mentors with the same up-to-date resources.
You should provide:
- Lesson plans
- PowerPoint slides & videos
- Handouts
- Checklists
- Field/How-to exercises
- Evaluation templates
- Standard operating procedures and risk management practices
Once the resources are developed, train your volunteers to be effective educators. This is critical as educational practice is just as important as educational topics. If content is not presented in a manner that students can understand and retain, then the efficacy of the training is lost, regardless of how good the content is. Provide periodic, train-the-trainer lessons for all volunteers. Conduct this training face to face if possible. Since new educators and mentors join at various times, you could use video or interactive lessons on demand to onboard them. You could also use video lessons to teach existing instructors about new lessons as they are developed.
Train-the-trainer efforts should include:
Subject Knowledge
Educators and mentors must understand the fundamentals of the topic they teach. Specific facts or concepts can be covered during the lesson plan walk-through, but you must ensure they understand the subject. If necessary, teach them anything they don’t already know.
Presentation Skills
Educators (and to a lesser degree mentors) must know how to speak and present in a professional, acceptable way. Teach them how your presentation technology works, not just to read slides, and how to connect with the audience.
Education Strategies
Equip instructors with strategies for delivering the content in their courses. This could include specific methods for teaching topics that engage students and encourage retention. Train instructors to be flexible in their approach to education and adjust their strategies to the needs of the students.
Classroom Management
Many volunteer educators are not teachers by background. They will need to know how to run a classroom. They may also need to know that you manage a room full of adults differently than a room full of junior high students.
Student Interaction
The people considering becoming hunters and target shooters today come in all races, genders, and abilities. And they didn’t all grow up around hunting, shooting sports, and the outdoors. Your instructors and mentors need to understand what it takes to create a welcoming, inclusive, and safe atmosphere for people they may not interact with in their everyday lives.
Define Objectives and Vision for Educational Courses
Prepare direct learning objectives for all programs to help instructors work toward a common goal. This ensures consistency between programs and enables instructors to better understand the desired objectives for each efforts.
Lesson Plan Walk-throughs for Specific Lessons – Instructors and mentors need to understand each program they are assigned to teach.
- What are the effort’s objectives?
- Who is likely to take it?
- Is there any new, unique, or special content?
- How will the effort be evaluated?
Since you’re unlikely to be able to onboard every new instructor or mentor individually, we recommend these lesson briefings be created in an on-demand video or interactive lesson format. They don’t need to be cinematic masterpieces. You could record yourself in a Zoom or Teams meeting, walking through the lesson plan and critical slides.
2021 WMI Mentor Guide
This 16 page report details the best practices for hunting and shooting mentorship programs.
ATA Hunting Mentor Guide
This 62 page, ATA, hunting mentor guide explains the why and how of being a good mentor.
Hunting Mentor Communications Toolkit
This 36 page toolkit offers strategies and message templates for recruiting both students and mentors into mentor programs. the examples are specifically for LearnHunting.org but are generalizable.
Learn To Hunt Teacher’s Guide
This mentored hunts teacher’s guide helps train educators as mentors. It is based on a resource from the MNDNR.
Locavore.guide: Being Locavore Friendly
Locavore.guide: Strategies for making locavore-friendly programs. This section includes how to make existing programs Locavore-Friendly without alienating other audiences.
Locavore.guide: Locavore Learning Styles
Locavore.guide: Strategies for making locavore-friendly programs. This section includes Locavore Learning Styles.
NWTF Instructor Training
PPT from the NWTF’s instructor workshop. It offers thoughts on instructor roles, responsibilities, and best practices.
Take a New Shooter to the Range in 6 Steps
Short article on taking a new shooter to the range. Focused on women but applies to all new shooters.
Teaching Strategies for Hunter Education
Requires free LearnHunting.org educator account. This course equips hunter educators with strategies and techniques to improve practices in the classroom.
Texas Parks and Wildlife Dept. Hunter Ed Instructor Manual
Instructor manual from the Texas Parks and Wildlife hunting education instructors. May be widely applicable in many other states.
Train the Trainer Course – A Complete Design Guide (With Examples)
This in-depth course design guide walks you through how to create a train-the-trainer style course.
Iowa DNR Hunter Education Program Instructor Update Guide
This document includes the Training Materials for the Iowa Department of Natural Resources Hunter Education Program.
How to Evaluate Effective Mentors
Mentors can play an important role in supporting new participants until they are confident enough to participate independently. For this reason, it is important that you have a system in place to evaluate the performance of individual mentors. If you have a volunteer management system, your evaluation data should be stored there and shared with the mentor. A spreadsheet will do the trick if you don’t have a dedicated system. The priority is that the evaluation be completed, not how the data are stored.
To evaluate a mentor’s performance, the mentor needs to have an agreed-upon goal. These goals could be general for the mentorship program (e.g., mentor one new adult hunter per deer season each year) or specific to the individual (e.g., teach three turkey calling methods to turkey hunting participants each year.)
Once you and the mentor have agreed to the goals they are working toward, measuring each mentor’s performance becomes possible. This approach ensures that the R3 mentorship program contributes to the long-term success of your R3 effort.
Your mentors’ performance toward these objectives could be measured in several ways:
- Peer feedback – Provide the opportunity for mentors working together to provide feedback to each other. This promotes a focus on quality and encourages mentor growth.
- Self-evaluation – Allow a mentor to reflect and provide feedback to you regarding their performance. What did they do that worked well? What areas could be improved in the future? This self-evaluation could be standardized as a stand-alone form or as part of other post-program evaluations.
- Student evaluations – Give students the opportunity to provide feedback. Ask them about their mentors, their experience, and the overall learning objectives.
- Centralized Metrics – Collect metrics like days in the field or students mentored per year. These could be collected in your Volunteer Management System, a spreadsheet, or a yellow pad on the bulletin board. After they are collected, the head of the mentor program could evaluate the mentors’ performance and share feedback with them.
By working with mentors to set goals, evaluating them against those goals, and making adjustments based on the evaluation, your mentor program will be well-positioned for long-term success.
- Code of Federal Regulations. 12/4/23. Code of Federal Regulations: 200.306 Cost Sharing or Matching. Code of Federal Regulations Archives.https://www.ecfr.gov/current/title-2/subtitle-A/chapter-II/part-200/subpart-D/section-200.306#p-200.306(b)(1) [↩]