Simplifying Volunteer Scheduling and Volunteer Tracking through Salesforce
Supporting Seniors with the Help of Volunteers
Peninsula Volunteers, Inc (PVI) is an organization in Menlo Park, California with a simple but important mission: to enable seniors to age in place. This nonprofit has an interesting history. Decades, ago, a group of women recognized the complex needs of their aging community members, long before this was an identified need in every community. They decided to create programs to provide educational and social opportunities to help seniors maintain vibrant human connections.
Now approaching its 75th anniversary, PVI continues to serve seniors through four core programs:
Nutrition Services / Meals on Wheels
Adult Day Services at Rosener House
Health, Wellness, and Enrichment Programs at Little House
On-Demand Transportation Services
As their programs expand, so too does the need for better volunteer scheduling and volunteer tracking to support their mission.
Why Volunteer Scheduling and Volunteer Tracking Matter
Volunteers are at the heart of PVI’s mission. From delivering meals to teaching technology classes, the opportunities to serve are numerous. But with so many active roles, volunteer scheduling and volunteer tracking became increasingly complex. PVI needed a reliable system to:
Track volunteer hours and shifts
Ensure coverage for critical services like Meals on Wheels
Simplify communication with both dedicated PV members and community volunteers
Salesforce’s Volunteers for Salesforce (V4S) provided the perfect solution, offering flexibility and automation where manual spreadsheets once caused bottlenecks.
Streamlining Volunteer Scheduling with Salesforce
With Salesforce, PVI now has a centralized volunteer scheduling system. Their Volunteer Site makes it easy for volunteers to:
View upcoming jobs and shifts
Sign up for new volunteer opportunities
Update their availability, skills, and contact information
For administrators, the ability to quickly see open shifts and assign volunteers ensures critical programs never experience gaps. This is particularly vital for Meals on Wheels, where scheduling the right mix of drivers and packers on short notice can make a big difference.
Accurate Volunteer Tracking for Greater Impact
Salesforce also simplifies volunteer tracking, providing PVI with clear insights into volunteer hours and engagement. Volunteers can log their hours directly, while administrators can generate reports that help:
Quantify the overall impact of volunteer contributions
Demonstrate value to donors and stakeholders
Recognize and celebrate volunteer achievements
This visibility not only supports internal planning but also strengthens PVI’s ability to communicate its community impact.
Building Strong Partnerships through Technology
Provisio was honored to partner with PVI to implement Salesforce and design a system that fits their nonprofit needs. As Ann Eisenberg, Volunteer Manager at PVI, shared:
“Provisio is a very friendly, communicative team who had our best interest at heart. I felt as if they understood the nonprofit world and were sympathetic to our struggles.”
With Salesforce in place, PVI has moved away from error-prone manual tracking on spreadsheets. Staff now spend more time focusing on programs and community engagement instead of administrative tasks.
Partner with Provisio for Your Volunteer Scheduling and Tracking Needs
PVI’s story highlights how the right technology can transform how nonprofits manage volunteer scheduling and volunteer tracking. By adopting Salesforce, they not only streamlined processes but also created more meaningful experiences for both staff and volunteers.
At Provisio, we specialize in helping nonprofits implement Salesforce solutions tailored to their needs. Whether you’re looking to streamline volunteer management, improve reporting, or replace outdated manual systems, our team is here to help.
Contact us today to explore how Provisio can design a Salesforce solution tailored to your volunteer management needs.Ready to transform your volunteer scheduling and tracking?
FAQs
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Volunteer scheduling is the process of organizing when and where volunteers serve. A structured scheduling system ensures critical programs are covered, prevents double-booking, and makes it easy for volunteers to sign up for opportunities that fit their availability.
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Volunteer tracking allows organizations to record and analyze volunteer hours, shifts, and activities. This data helps nonprofits measure impact, recognize volunteer contributions, and report results to funders or stakeholders.
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Yes, Salesforce’s Volunteers for Salesforce (V4S) provides tools to manage volunteer schedules, shifts, and sign-ups. It simplifies the scheduling process for administrators while giving volunteers an easy way to view and manage their commitments.
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Salesforce centralizes volunteer data, allowing organizations to track hours and generate detailed reports. This eliminates the need for manual spreadsheets and ensures accurate records that highlight the value volunteers bring to the mission.
