Neighbor Network Volunteer Management Template

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The Neighbor Network is a program started during the pandemic to connect volunteers with older adults to call during the pandemic. These calls help provide social connection to all involved and help connect seniors to critical resources through our nonprofit partners. You can find more information at theneighbornetwork.org.

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We use an Airtable base for each of our programs to keep track of information about volunteers and seniors and "match" them in our system, so we know who is calling who. We use Airtable and Zapier automations to run volunteer management, including notifying volunteers when to stop calling a senior, assigning volunteers to seniors, reminding volunteers to call, reminding staff to follow up on senior needs and more. This template synthesizes what we have learned across our programs.

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A guide to this template is available at https://docs.google.com/document/d/1JxPon7Tl7Qbn7nzRM2EwBR4Rafg0Kwws4fNHI6H3we8/edit?usp=sharing.

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If you have any inquiries, please email Danya at danyalevy@gmail.com.

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Updated September 29, 2021 at 5:13 PM
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Danya Levy

Former Project Director of the Neighbor Network, a project that connects volunteers with older New Yorkers to call during the pandemic.
Explore the base
Master view
Currently matched volunteers
Lapsed volunteers
Active volunteers
Semi-active volunteers
Inactive volunteers
On hold volunteers
On hold, keep matches volunteers
Just trained
Volunteers under 18
Match change in past week
All fields
Testing
Master view
Senior profiles
Currently matched
Need to be rematched
Inactive
Called in a Week
Not Reached Last 4 Calls
All fields
Testing
View for call log
Send to rematch table
Not called 2 weeks alert
Never called 2 weeks alert
Never called 1 week new match alert
Not called 3 weeks alert
Never called 3 weeks alert
Not called 4 weeks alert
Never called 4 weeks alert
Master view
All needs
Staff 1 follow up
Staff 1 follow up reminder
Food needs - need follow up
Other needs - need follow up
Request no calls
Vols under 18 calls
Testing
All fields
Calls in past week
Incorrect match submitted today
Master view
Master view
Stop all calls for good
Stop all calls for now
Needs follow up
Rematch tracking
Needs to be rematched
Rematched
Rematched: Phonebank enrollment
Rematched: Self signup enrollment
New requests
All requests
All fields
Application answers
Application complete
Reference check answers
All fields