Assessing Volunteer - Processes, Forms and Templates

Lone Working

Our lone working information and risk assessments help keep you and others safe when volunteering. Please read and follow the guidelines when you are out and about taking on your role.

• Lone Working Policy (PDF)
• Lone Working Guidance (PDF)
• Risk Assessment - Friendship Roles (DOC)
• Risk Assessment Process (DOC)

Liaising with other volunteers

These two documents give an overall picture of all volunteer roles and where they fit within the structure. When assessing older people it is important to know what other volunteer support is available to them and what these roles entail.

• Organisational chart of the volunteer structure (JPEG)
• Briefing sheet - who does what (PDF)

Assessments and Forms

Here is all the relevant forms and guidelines you will need in order to carry out assessments of older people who have been referred to the service. Your Independent Age contact will inform you whether it is a stage 2 or 3 assessment and for what role.

• Assessments and Calls
• Psychological scale answer sheet (DOC)

Review and Touchpoint Calls

Here we have guidelines and relevant documentation on how and when to conduct follow up and touchpoint calls with the older people you have previously assessed. Please take the time to read through the guidelines first and familiarise yourself with the relevant forms prior to booking your meeting or call.

• Service User 1 month review form (DOC)
• Service User follow up review form (DOC)
• Touchpoint call guide and form (DOC)

Data Protection

Here are the guidelines on keeping your data, and that of the people we support, safe. 

• Data Protection Guidelines (PDF)
• Data Protection and Confidentiality Form (DOC)