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Presented By:
Gloria Kleiman, Academy for Lifelong Learning, Carnegie Mellon University
George Kingman, Duke Institute for Learning in Retirement, Duke University
Frances Eckert, Lifelong Learning Society, Christopher Newport University (Moderator)

Facilitators, leaders and volunteers are a valuable resource and LLIs cannot operate without them. This workshop showed participants how to make recruitment a successful operation and how to ensure continuity as the LLI grows.

Please contact the presenters for more detailed information.

Gloria Kleiman, Academy for Lifelong Learning, Carnegie Mellon University
• Although different means may be used to recruit and retain facilitators, leaders and volunteers, once they are   on your team they must be made to feel that they’re a real part of the “family” and experience personal   satisfaction from their participation.
• An ILR is a special kind of entity, with a different ambience than any other part of the University. In ALL, we   strive to keep our organization as well appreciated and as of the same excellent quality as it was 12 years   ago at its inception. What was once a tiny clan has grown to be a major tribe. And our growth is self   imposed…we do not want to become a larger organization until we are certain that the mission to satisfy our   members is being fulfilled.
• As the organization grows, so does its needs. The primary, the most essential requirement, is personnel. Yes,   we need chairs and telephones and speaker systems, but those can always be obtained. What are not so   easily obtained are the people who run the show---who teach, who govern, who administer, who handle the   money, who answer the phone and stuff envelopes.
• We believe that to serve must be a rewarding experience. I am not entirely familiar about how other   institutions are structured, but except for a part time administrator, our organization is entirely staffed by   volunteers. To obtain competent and reliable volunteers, whether it is someone who teaches classes or helps   with the mail, it is important that the person feel needed, worthy and appreciated.
• That means thanking and thanking and thanking again. We must create the atmosphere to make everyone   who in any way serves the organization feel that he or she is contributing to the success of the institution. I   love the expression “warm fuzzies.” I first heard it many years ago at a seminar for school administrators in   Tennessee. Perhaps it is just a southern expression, but it should be applied everywhere. What it connotes to   me is “feeling good.” And if your volunteers feel good about what they are doing, in return they will do a good   job for you.
• Warmly greet any volunteer who walks into the office. (For that matter everyone who walks in should be   warmly greeted.) Try to make the volunteers feel that their service is special to the organization and that you   can’t do without them. The truth of the matter is that you can’t do without them.

Facilitators
• From time to time, circumstances may change, but the one thing that doesn’t change is the need for   facilitators. We call our facilitators study group leaders. They are all volunteers. Perhaps, in that way we are   more fortunate than others, but that’s the way ALL was established, and that is the way it will remain.

• Many of our study leaders rush from their undergraduate and even graduate classes to teach us without   compensation. Along with CMU faculty we also have many who come from Pitt, Duquesne and other local   schools. And they do so, not only willingly, but with enthusiasm. We also have, as most of you also do,   doctors, lawyers, musicians, writers, Francophiles, literary scholars, health experts, scientists, etc., to teach   our classes. Some are retired; some squeeze us into their busy schedules.

How do we find them and keep them interested?
• Willingness to talk about our program’s excellence.
• Write thank you notes every term (even if it is the 30th term that person has lead a class).
• Convene annual Faculty Liaison Committee meetings to maintain relationships with deans and University   officials.
• Admit new study leaders to membership after they have taught for us (we have a large waiting list).
• Hold an annual volunteer “Ice Cream Social.”
• Pay study leaders’ parking.
• Provide class mailing labels.
• Provide class assistants to be responsible for copying material, keeping class records, checking AV material,   etc..

Volunteers
• Office volunteers should have a good time. Chair organizes groups that work congenially together.
• Provide snacks.
• Ask front desk volunteers to make calls from interested member list to recruit other desk volunteers.
• Send questionnaire to all new members - promptly contact everyone who indicates interest in volunteering.
• Get potential volunteers into the office--- old volunteer work with new volunteer.
• Compile volunteer manual explaining all procedures.

Leadership
• Form a ‘Ready Able and Willing’ (RAW) committee to observe fellow classmates and keep a list of people with   leadership qualities.
• Keep your eyes and ears open.
• Ask Board members to submit names of potential leaders.
• Survey membership for talents and training (financial, management, other board service).
• Establish system of training for the one who will next assume responsibility (co-chairs, assistants).


August 29, 2008
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