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VOLUNTEERING
ASSESSMENTS
an overview
S. Wojciech Sokolowski
Johns Hopkins University



           CHANGING PERSPECTIVES: MEASURING AND SHOWING THE IMPACT OF VOLUNTEERING

                            Laguépie, April 24-30 2012
WHY VOLUNTEER ASSESSMENT?

IMPORTANT ECONOMIC RESEOURCE
         •For society
         •For the economy
         •For the nonprofit sector


IMPORTANT SOCIAL / CULTURAL RESOURCE
         •Social value expression
         •Social solidarity expression
         •“Warm glow”

 WHAT IS NOT COUNTED DOES NOT COUNT?
BUT WHEN IT COMES TO VOLUNTEERING
           ASSESSMENT…
HOW IS VOLUNTEERING DEFINED?

  UNPAID

  UNCOERCED

  BENEFICIAL TO OTHERS

  SOME EFFORT

  INSTITUTIONAL SETTING
  • THROUGH ORGANIZATION
  • DIRECT
SCOPE OF VOLUNTEERING

LEISURE                           HOUSEWORK
             Non-organizational
              (direct) helping

                  Loosely
                 organized
              (for a cause or
                profession)




                 Through
               organization
                                  MANDATORY
WORK                               SERVICE
TYPES OF VOLUNTEERING RESEARCH

  DATA ASSEMBLY



  ANALYTICS



  EXPLANATION



  EVALUATION
TYPES OF VOLUNTEERING RESEARCH
 DATA ASSEMBLY
 • Household surveys
 • Organizational surveys
 ANALYTICS
 •   Socio-demographic
 •   Industry
 •   National /Regional
 •   Cross-national
 EXPLANATION
 • Why people volunteer?
 • How people volunteer?
 EVALUATION
 • Values of volunteering
 • Effects of volunteering
VOLUNTEERING DATA ASSEMBLY

HOUSEHOLD SURVEYS
•“Omnibus” opinion surveys (WVS, Gallup, National GSS)
•Time Use Surveys (ATUS, HETUS, National TUS)
•Dedicated Surveys (e.g. Canada Survey of Giving, Volunteering and Participating)


ORGANIZATIONAL SURVEYS
• JHU Comparative Nonprofit Sector Project


LABOR FORCE SURVEYS
• Current Population Survey (US)
• ILO Manual on the Measurement of Volunteer Work
ILO MANUAL ON THE MEASUREMENT OF
        VOLUNTEER WORK
ILO MANUAL APPROACH
USE OF LABOR FORCE SURVEYS
BROAD OPERATIONAL DEFINTION
    • Organizational Volunteering
    • Direct Volunteering
    • Decision rules
OPTIMAL REFERENCE PERIOD
    • Four weeks (recommended)
CAPTURE VOLUNTEER TIME
CAPTURE INSTITUTIONAL DIMENSIONS
    • Type of institution (NPI, government, business)
    • Industry (ISIC 4)
CAPTURE OCCUPATIONAL DIMENSION
VALUING VOLUNTEER INPUT
THE ILO MANUAL APPROACH WILL:

 Clarify the true size of the unpaid labour force
 Document volunteering’s role and benchmark
  progress
 Permit valid cross-country comparisons
 Boost visibility and respect for volunteering
 Improve volunteer infrastructure
 Encourage supportive public policies
 Encourage more volunteering
 Fulfill EU and UN policy recommendations
COMMITTEED ILO MANUAL IMPLEMENTERS

                 Brazil
              Hungary
                 Italy
              Moldova*
             Montenegro
               Norway
         Poland (completed)
              Portugal*
       South Africa (completed)
                Spain*
         *pending funding availability
THE EUROPEAN VOLUNTEER MEASUREMENT
           PROJECT (EVMP)
         A joint venture of:




                +
  European Volunteering Agencies
               and
   European Statistics Agencies
EVMP IMPLEMENTATION ACTIONS

         FROM THE GRASSROOTS LEVEL
• Preparation of publicity & training materials (FAQ, Overview,
  Website, Blog)
• Identification of National Focal Points
• Solicitation of Declarations of Support (18)
• Conduct training workshops (Estonia, Germany, Spain, Poland,
  Montenegro)
• Meetings with statistics officials
• Participation in national and international-level events (Hungary,
  Poland,
  Spain, Italy, France, Bosnia and Herzegovina)
TYPES OF VOLUNTEERING RESEARCH
 DATA ASSEMBLY
 • Household surveys
 • Organizational surveys
 ANALYTICS
 •   Socio-demographic
 •   Industry
 •   National /Regional
 •   Cross-national
 EXPLANATION
 • Why people volunteer?
 • How people volunteer?
 EVALUATION
 • Values of volunteering
 • Effects of volunteering
ANALYTICAL FRAMEWORKS


NATIONAL
 • Caring Canadians Involved Canadians
 • Bureau of Labor Statistics (USA)
 • Volunteer Centre (UK)


CROSS-NATIONAL
 • JHU Comparative Nonprofit Sector Project (CNP)
 • NPI Satellite Accounts
 • UN Volunteers
COMPARATIVE NONPROFIT SECTOR PROJECT
             COUNTRIES
                                   Denmark                                   The Netherlands
                                                        Sweden
                                                                                                   Switzerland
                                                                                                                     Czech Republic
                                                    Belgium                              Finland
                         United Kingdom                               Norway
                                                                                                    Austria                   Poland
                                             France
                                                                                Italy                                             Romania
                         Germany
     Canada                                                                                                                             Slovakia
                                                                                                                                                      Russia

                                                                                                                                              Hungary
United States                                         Ireland
                                                Spain                                                                                         Japan
     Mexico
                                          Portugal
                                                    Morocco                                         Turkey                            Korea
                                                                                                    Israel
       Colombia                                                                                                                       The Philippines
                                                              Ghana                                Lebanon       India

              Brazil                                                Egypt                           Kenya         Thailand
                                                                                                         Pakistan
                                                              South Africa                    Tanzania
                       Chile
                                                Argentina                               Uganda
                                                                                                                  Australia
                                                                                                                                  New Zealand
                                             Peru
GLOBAL SCALE OF VOLUNTEERING

     China                                                             1,023.5

Volunteers                                                           971.0
     India                                             756.5

      U.S.               239.7

 Indonesia           162.4

     Brazil     127.7

    Russia     121.6

     Japan     109.4

Bangladesh    101.3                                     Source: CCSS estimates

  Pakistan    92.8
                        population over 15 years of age (millions)
ECONOMIC CONTRIBUTION OF VOLUNTEERING
Value added by:

       U.S.                                                                    12,580

     Japan                            4,229

  Germany                         3,329

     China                2,303

       U.K.               2,280

    France         1,457

 Volunteers        1,348      (96 million FTE jobs)
    Canada        1,134

     Spain        1,130

      Italy
                                                               Source: CCSS estimates
                  1,097

                                              USD (billions)
VOLUNTEER VALUE TO NPIs

   Total: ca. 80 million FTE,
   34 countries


                         Volunteers,
                            44%
                                       Paid workers,
                                            56%




Source: CCSS estimates
IMPORTANT SOURCE OF PRIVATE PHILANTHROPY



                                                      Cash
                                                  contributions
                                                      32%


                                          Value of
                                       volunteer time
 Total value of private philanthropy
 ca. $564 bn.,
                                            68%
 34 countries


                                                    Source: CCSS estimates
TYPES OF VOLUNTEERING RESEARCH
 DATA ASSEMBLY
 • Household surveys
 • Organizational surveys
 ANALYTICS
 •   Socio-demographic
 •   Industry
 •   National /Regional
 •   Cross-national
 EXPLANATION
 • Why people volunteer?
 • How people volunteer?
 EVALUATION
 • Values of volunteering
 • Effects of volunteering
EVALUATION TYPES

       RESULTS:
         Any
     consequence

       EFFECTS:
      measurable
     consequences




     VALUE ADDED:
      measurable
        utility
LEVELS OF ANALYSIS

INDIVIDUAL
• Volunteer
• Beneficiary

MICRO-STRUCTURAL
• Organization
• Family
• Neighborhood

MACRO-STRUCTURAL
•   Eco-system
•   Industry
•   Economy
•   Nation
•   World
THE VOLUNTEERING FEEDBACK LOOP

              ANTECEDENTS



   FEEDBACK                 EXPERIENCES




   IMPACTS                   OUTPUTS



               OUTCOMES
THE VOLUNTEERING FEEDBACK LOOP

              ANTECEDENTS



   FEEDBACK                 EXPERIENCES




   IMPACTS                   OUTPUTS



               OUTCOMES
ANTECEDENTS
MOTIVATION
 •Altruism •Solidarity/duty •Self-interest

PERSONALITY
 •Empathy •Gregariousness

PERSONAL RESOURCES
 •Qualifications • Education • Available time

OPPORTUNITY COST
 •Value of foregone activities

TRANSACTION COST
 • Training •Transportation /accommodations

EXPECTATIONS
 • Volunteers •Organizations •Beneficiaries

MACRO STRUCTURAL FACTORS
 • Opportunity structure •Social values and norms
THE VOLUNTEERING FEEDBACK LOOP

              ANTECEDENTS



   FEEDBACK                 EXPERIENCES




   IMPACTS                   OUTPUTS



               OUTCOMES
EXPERIENCES

MANAGEMENT
•   Adequate capacity deployment
•   Task assignment and coordination
•   Supervision and feedback
•   Reliability and retention


EXTERNALITIES
•   Effect on paid staff and clients
•   Legal liability
•   Legitimacy
•   Satisfaction, stress, burnout
THE VOLUNTEERING FEEDBACK LOOP

              ANTECEDENTS



   FEEDBACK                 EXPERIENCES




   IMPACTS                   OUTPUTS



               OUTCOMES
OUTPUTS

WORK UNITS PERFORMED
 • Number of hours
 • Number of FTE jobs
 • Value of labor


PEOPLE INVOLVED
 • Number of volunteers
 • Number of beneficiaries


SERVICES RENDERED
 • Physical output (number of procedures, planted trees, tons
   of waste removed, etc.)
 • Value of physical output
OUTCOMES
BENEFICIARIES
 • Value of services rendered
 • Costs or “bads” avoided

VOLUNTEERS
 • Satisfaction
 • Jobs skills
 • Social/cultural capital gain

ORGANIZATIONS
 • Value of services produced
 • Labor costs saved
 • Legitimacy

ECO-SYSTEMS (Communities, countries)
 •   Value of services
 •   “Multiplier effect” of services
 •   Costs or “bads” avoided
 •   Employment training
IMPACTS
BENEFICIARIES
 • Changes in life quality
 • Changes of value system

VOLUNTEERS
 •   Mental /emotional health
 •   Physical health
 •   Career development
 •   Social/cultural capital gain
 •   Life satisfaction
ORGANIZATIONS
 • Staff / capacity development
 • Community relations
 • Legitimacy
ECO-SYSTEMS (Communities, countries)
 •   Social solidarity / integration
 •   Peace and cooperation
 •   Self-governance
 •   Labor force development
 •   Economic /social development
THE VOLUNTEERING FEEDBACK LOOP

              ANTECEDENTS



   FEEDBACK                 EXPERIENCES




   IMPACTS                   OUTPUTS



               OUTCOMES
FEEDBACK

POSITIVE –          Satisfaction
                                          Willingness to volunteer
                                                   more
VOLUNTEER

 POSITIVE –      Creation of value
                                           Volunteering friendly
                                               environment
ECOSYSTEM

NEGATIVE –        Stress/burnout
                                                 Emotional
                                          problems, unwillingness
VOLUNTEER                                       to volunteer


                                            Loss of productivity
NEGATIVE –    Mission failure, conflict
                                                      or
                                          legitimacy, unwillingnes
ECOSYSTEM                                    s to use volunteers
VALUE OF VOLUNTEERING ASSESSMENTS
                       BASIS OF VALUATION
FOCUS OF VALUATION



                                  Declared
                      Observed
                                   value of
                     comparable
                                  volunteer
                       input
                                    input


                      Observed    Declared
                       value of    value of
                     comparable   volunteer
                        output      output
VALUE OF VOLUNTEERING TO RECIPIENTS


             • Replacement cost of volunteer

 INPUT




                                               RECIPIENTS
               labor
             • Contingent valuation of
               volunteer input



             • Market value of volunteer

OUTPUT         service
             • Contingent valuation of
               volunteer service
VALUE OF VOLUNTEERING TO VOLUNTEERS


             • Opportunity cost (value of




                                                   VOLUNTEERS
               foregone activities)
   COST      • Transaction cost (cost of
               engaging in volunteer activities)



             •   Satisfaction

 BENEFIT     •
             •
                 Job skill /career
                 Social connections
             •   Social status
FUTURE STEPS

1. Build volunteer measurement
   capacity

2. Continue promotion of ILO Manual

3. Secure buy-in from Eurostat and
   national statistical agencies
4. Build on the foundation: broader
   impacts, strengthened
   infrastructure, enabling policy
5. Facilitate collaboration of
THANK YOU!

FOR INFORMATION ON ALL OUR PROJECTS, PLEASE VISIT
              CCSS.JHU.EDU

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Volunteering Assessments - an overview

  • 1. VOLUNTEERING ASSESSMENTS an overview S. Wojciech Sokolowski Johns Hopkins University CHANGING PERSPECTIVES: MEASURING AND SHOWING THE IMPACT OF VOLUNTEERING Laguépie, April 24-30 2012
  • 2. WHY VOLUNTEER ASSESSMENT? IMPORTANT ECONOMIC RESEOURCE •For society •For the economy •For the nonprofit sector IMPORTANT SOCIAL / CULTURAL RESOURCE •Social value expression •Social solidarity expression •“Warm glow” WHAT IS NOT COUNTED DOES NOT COUNT?
  • 3. BUT WHEN IT COMES TO VOLUNTEERING ASSESSMENT…
  • 4. HOW IS VOLUNTEERING DEFINED? UNPAID UNCOERCED BENEFICIAL TO OTHERS SOME EFFORT INSTITUTIONAL SETTING • THROUGH ORGANIZATION • DIRECT
  • 5. SCOPE OF VOLUNTEERING LEISURE HOUSEWORK Non-organizational (direct) helping Loosely organized (for a cause or profession) Through organization MANDATORY WORK SERVICE
  • 6. TYPES OF VOLUNTEERING RESEARCH DATA ASSEMBLY ANALYTICS EXPLANATION EVALUATION
  • 7. TYPES OF VOLUNTEERING RESEARCH DATA ASSEMBLY • Household surveys • Organizational surveys ANALYTICS • Socio-demographic • Industry • National /Regional • Cross-national EXPLANATION • Why people volunteer? • How people volunteer? EVALUATION • Values of volunteering • Effects of volunteering
  • 8. VOLUNTEERING DATA ASSEMBLY HOUSEHOLD SURVEYS •“Omnibus” opinion surveys (WVS, Gallup, National GSS) •Time Use Surveys (ATUS, HETUS, National TUS) •Dedicated Surveys (e.g. Canada Survey of Giving, Volunteering and Participating) ORGANIZATIONAL SURVEYS • JHU Comparative Nonprofit Sector Project LABOR FORCE SURVEYS • Current Population Survey (US) • ILO Manual on the Measurement of Volunteer Work
  • 9. ILO MANUAL ON THE MEASUREMENT OF VOLUNTEER WORK
  • 10. ILO MANUAL APPROACH USE OF LABOR FORCE SURVEYS BROAD OPERATIONAL DEFINTION • Organizational Volunteering • Direct Volunteering • Decision rules OPTIMAL REFERENCE PERIOD • Four weeks (recommended) CAPTURE VOLUNTEER TIME CAPTURE INSTITUTIONAL DIMENSIONS • Type of institution (NPI, government, business) • Industry (ISIC 4) CAPTURE OCCUPATIONAL DIMENSION VALUING VOLUNTEER INPUT
  • 11. THE ILO MANUAL APPROACH WILL:  Clarify the true size of the unpaid labour force  Document volunteering’s role and benchmark progress  Permit valid cross-country comparisons  Boost visibility and respect for volunteering  Improve volunteer infrastructure  Encourage supportive public policies  Encourage more volunteering  Fulfill EU and UN policy recommendations
  • 12. COMMITTEED ILO MANUAL IMPLEMENTERS Brazil Hungary Italy Moldova* Montenegro Norway Poland (completed) Portugal* South Africa (completed) Spain* *pending funding availability
  • 13. THE EUROPEAN VOLUNTEER MEASUREMENT PROJECT (EVMP) A joint venture of: + European Volunteering Agencies and European Statistics Agencies
  • 14. EVMP IMPLEMENTATION ACTIONS FROM THE GRASSROOTS LEVEL • Preparation of publicity & training materials (FAQ, Overview, Website, Blog) • Identification of National Focal Points • Solicitation of Declarations of Support (18) • Conduct training workshops (Estonia, Germany, Spain, Poland, Montenegro) • Meetings with statistics officials • Participation in national and international-level events (Hungary, Poland, Spain, Italy, France, Bosnia and Herzegovina)
  • 15. TYPES OF VOLUNTEERING RESEARCH DATA ASSEMBLY • Household surveys • Organizational surveys ANALYTICS • Socio-demographic • Industry • National /Regional • Cross-national EXPLANATION • Why people volunteer? • How people volunteer? EVALUATION • Values of volunteering • Effects of volunteering
  • 16. ANALYTICAL FRAMEWORKS NATIONAL • Caring Canadians Involved Canadians • Bureau of Labor Statistics (USA) • Volunteer Centre (UK) CROSS-NATIONAL • JHU Comparative Nonprofit Sector Project (CNP) • NPI Satellite Accounts • UN Volunteers
  • 17. COMPARATIVE NONPROFIT SECTOR PROJECT COUNTRIES Denmark The Netherlands Sweden Switzerland Czech Republic Belgium Finland United Kingdom Norway Austria Poland France Italy Romania Germany Canada Slovakia Russia Hungary United States Ireland Spain Japan Mexico Portugal Morocco Turkey Korea Israel Colombia The Philippines Ghana Lebanon India Brazil Egypt Kenya Thailand Pakistan South Africa Tanzania Chile Argentina Uganda Australia New Zealand Peru
  • 18. GLOBAL SCALE OF VOLUNTEERING China 1,023.5 Volunteers 971.0 India 756.5 U.S. 239.7 Indonesia 162.4 Brazil 127.7 Russia 121.6 Japan 109.4 Bangladesh 101.3 Source: CCSS estimates Pakistan 92.8 population over 15 years of age (millions)
  • 19. ECONOMIC CONTRIBUTION OF VOLUNTEERING Value added by: U.S. 12,580 Japan 4,229 Germany 3,329 China 2,303 U.K. 2,280 France 1,457 Volunteers 1,348 (96 million FTE jobs) Canada 1,134 Spain 1,130 Italy Source: CCSS estimates 1,097 USD (billions)
  • 20. VOLUNTEER VALUE TO NPIs Total: ca. 80 million FTE, 34 countries Volunteers, 44% Paid workers, 56% Source: CCSS estimates
  • 21. IMPORTANT SOURCE OF PRIVATE PHILANTHROPY Cash contributions 32% Value of volunteer time Total value of private philanthropy ca. $564 bn., 68% 34 countries Source: CCSS estimates
  • 22. TYPES OF VOLUNTEERING RESEARCH DATA ASSEMBLY • Household surveys • Organizational surveys ANALYTICS • Socio-demographic • Industry • National /Regional • Cross-national EXPLANATION • Why people volunteer? • How people volunteer? EVALUATION • Values of volunteering • Effects of volunteering
  • 23. EVALUATION TYPES RESULTS: Any consequence EFFECTS: measurable consequences VALUE ADDED: measurable utility
  • 24. LEVELS OF ANALYSIS INDIVIDUAL • Volunteer • Beneficiary MICRO-STRUCTURAL • Organization • Family • Neighborhood MACRO-STRUCTURAL • Eco-system • Industry • Economy • Nation • World
  • 25. THE VOLUNTEERING FEEDBACK LOOP ANTECEDENTS FEEDBACK EXPERIENCES IMPACTS OUTPUTS OUTCOMES
  • 26. THE VOLUNTEERING FEEDBACK LOOP ANTECEDENTS FEEDBACK EXPERIENCES IMPACTS OUTPUTS OUTCOMES
  • 27. ANTECEDENTS MOTIVATION •Altruism •Solidarity/duty •Self-interest PERSONALITY •Empathy •Gregariousness PERSONAL RESOURCES •Qualifications • Education • Available time OPPORTUNITY COST •Value of foregone activities TRANSACTION COST • Training •Transportation /accommodations EXPECTATIONS • Volunteers •Organizations •Beneficiaries MACRO STRUCTURAL FACTORS • Opportunity structure •Social values and norms
  • 28. THE VOLUNTEERING FEEDBACK LOOP ANTECEDENTS FEEDBACK EXPERIENCES IMPACTS OUTPUTS OUTCOMES
  • 29. EXPERIENCES MANAGEMENT • Adequate capacity deployment • Task assignment and coordination • Supervision and feedback • Reliability and retention EXTERNALITIES • Effect on paid staff and clients • Legal liability • Legitimacy • Satisfaction, stress, burnout
  • 30. THE VOLUNTEERING FEEDBACK LOOP ANTECEDENTS FEEDBACK EXPERIENCES IMPACTS OUTPUTS OUTCOMES
  • 31. OUTPUTS WORK UNITS PERFORMED • Number of hours • Number of FTE jobs • Value of labor PEOPLE INVOLVED • Number of volunteers • Number of beneficiaries SERVICES RENDERED • Physical output (number of procedures, planted trees, tons of waste removed, etc.) • Value of physical output
  • 32. OUTCOMES BENEFICIARIES • Value of services rendered • Costs or “bads” avoided VOLUNTEERS • Satisfaction • Jobs skills • Social/cultural capital gain ORGANIZATIONS • Value of services produced • Labor costs saved • Legitimacy ECO-SYSTEMS (Communities, countries) • Value of services • “Multiplier effect” of services • Costs or “bads” avoided • Employment training
  • 33. IMPACTS BENEFICIARIES • Changes in life quality • Changes of value system VOLUNTEERS • Mental /emotional health • Physical health • Career development • Social/cultural capital gain • Life satisfaction ORGANIZATIONS • Staff / capacity development • Community relations • Legitimacy ECO-SYSTEMS (Communities, countries) • Social solidarity / integration • Peace and cooperation • Self-governance • Labor force development • Economic /social development
  • 34. THE VOLUNTEERING FEEDBACK LOOP ANTECEDENTS FEEDBACK EXPERIENCES IMPACTS OUTPUTS OUTCOMES
  • 35. FEEDBACK POSITIVE – Satisfaction Willingness to volunteer more VOLUNTEER POSITIVE – Creation of value Volunteering friendly environment ECOSYSTEM NEGATIVE – Stress/burnout Emotional problems, unwillingness VOLUNTEER to volunteer Loss of productivity NEGATIVE – Mission failure, conflict or legitimacy, unwillingnes ECOSYSTEM s to use volunteers
  • 36. VALUE OF VOLUNTEERING ASSESSMENTS BASIS OF VALUATION FOCUS OF VALUATION Declared Observed value of comparable volunteer input input Observed Declared value of value of comparable volunteer output output
  • 37. VALUE OF VOLUNTEERING TO RECIPIENTS • Replacement cost of volunteer INPUT RECIPIENTS labor • Contingent valuation of volunteer input • Market value of volunteer OUTPUT service • Contingent valuation of volunteer service
  • 38. VALUE OF VOLUNTEERING TO VOLUNTEERS • Opportunity cost (value of VOLUNTEERS foregone activities) COST • Transaction cost (cost of engaging in volunteer activities) • Satisfaction BENEFIT • • Job skill /career Social connections • Social status
  • 39. FUTURE STEPS 1. Build volunteer measurement capacity 2. Continue promotion of ILO Manual 3. Secure buy-in from Eurostat and national statistical agencies 4. Build on the foundation: broader impacts, strengthened infrastructure, enabling policy 5. Facilitate collaboration of
  • 40. THANK YOU! FOR INFORMATION ON ALL OUR PROJECTS, PLEASE VISIT CCSS.JHU.EDU