EQC-CSS-702 Volunteer Management with Microsoft 365 (3 Dec 2026)

Course Overview

This practical one-day course teaches delegates how to use Microsoft 365 to recruit, communicate with, manage and retain volunteers effectively.

Designed specifically for charities, CICs, community organisations and social enterprises, the course focuses on creating streamlined volunteer management processes using Microsoft Forms, Lists, Teams, SharePoint, Outlook, Planner, To Do, OneDrive, Excel and Copilot.

Delegates will learn how to manage the complete volunteer lifecycle, from recruitment and onboarding through to communication, scheduling, training, recognition and reporting.

The course uses practical examples relevant to organisations that rely on volunteers to deliver community activities and social impact projects.

Who Should Attend?

This course is suitable for:

• Volunteer coordinators
• CIC founders and directors
• Charity staff
• Community project workers
• Trustees
• Programme managers
• Project coordinators
• Community development workers
• Social entrepreneurs
• Anyone responsible for recruiting, managing or coordinating volunteers

This course is particularly valuable for organisations looking to improve volunteer engagement whilst reducing administration and improving communication.

What You Will Learn

By the end of the course delegates will be able to:

• Create a volunteer management system using Microsoft 365
• Recruit and onboard volunteers digitally
• Collect volunteer information using Microsoft Forms
• Manage volunteer records using Microsoft Lists
• Organise volunteer activities and schedules
• Improve communication with volunteers
• Track training, DBS checks and compliance requirements
• Use Microsoft 365 to support volunteer retention
• Produce reports and evidence for funders and trustees
• Develop a volunteer management action plan

Prerequisites

Delegates must:

• Have a Microsoft 365 account
• Have access to Microsoft 365 online applications
• Be able to log in to Microsoft 365
• Have basic keyboard and mouse skills
• Be able to join a Microsoft Teams meeting

What Is Included?

• Live trainer-led delivery
• Digital course workbook
• Practical exercises
• Volunteer management templates
• Recruitment form templates
• Volunteer tracker templates
• Certificate of attendance
• Post-course reference guide
• Q&A session