Book Shop Committee Manual and Volunteer Handbook
March, 2008
Ferguson Library Main Shop Harry Bennett Branch Shop One Public Library Plaza 115 Vine Road Stamford, CT 06904 Stamford, CT 06905 (203) 351-8277 Bookshop (203) 351-8293 (203) 351-8278 Workroom (203) 351-8256 Free Books (203) 561-9990 Volunteers
www.friendsoffergusonlibrary.org
[email protected] [email protected] [email protected] [email protected] [email protected]
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Friends of Ferguson Library Used Book Shop Committee Manual
© 2008 by the Friends of Ferguson Library
Other Library Friends may reproduce limited portions of this manual without charge as an aid to their own bookshop and book sale fund-raising efforts.
All other rights reserved.
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Table of Contents
President’s Letter 7 Chair’s Foreword 8
Tab 1 Shop Operations -- Volunteer Handbook 1 The Volunteer Job Pledge to our Volunteers 12 Volunteer Job Description 13 Volunteer Communication Form 14 Training Checklist 15 2 About the Shops Pledge to Our Customers 19 Shop Maps 20 How the Shops “Support Your Library” 22 Friends Organization Charts 24 Where the Books Come From and Go 25 3 Shop Operating Procedures Opening, Working, and Closing Your Shift 27 Keeping the Shop Beautiful -- Job and Inventory Checklists 35 Visual Glossary of Shop Terms 36 4 Ringing Up and Reporting Sales Pricing Policy 39 Cash Register Instructions 40 Credit Card Instructions 49 Register Practice Checklist 51 Z-1 Tally Report Sample 54 Shift Envelope Sample 56 Free Book Coupon Samples 58 Friend-to-Friend Trifold Brochure 61 Friend-to-Friend Redonation Record 63 5 The Shop Computer The VIKI Manual 65
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6 Telephone Instructions Telephone and E-Mail Quick Lists 77 Telephone User Tips 79 Voice Mail Retrieval Instructions 81 7 Book Donations Donation Acceptance Guidelines 83 Donation Receipt Log Sample 84 Donation Receipt Sample 85 Donation Tag 86 8 Directions and Maps Directions to the Book Shops 87 Main Library Loading Dock - Instructions and Map 89 Parking at the Main Shop 92 9 New Volunteers Potential Volunteers 93 Volunteer Trifold Brochure 94 Volunteer Flyer – “Apply Online” 95 10 Membership Sales Membership Sales 97 “Join the Friends” Membership Brochure 98 Tab 2 Sorting and Stocking -- Volunteer Handbook Sorting Visual 102 Sorting Guidelines 103 Quick Guides to Sorting at each Shop 109 Spotting Collectibles 112 Inventory Weeding -- Stickering Project 113 Genre Author Lists 116 Tab 3 Collectibles Sales -- Volunteer Handbook Collectible Sale Procedures 120 Collectible Sale Layout 123 Collectible Sale Schedule 124
END of Volunteer Handbook
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Tabs 4 - 8 Are For The BSC Committee Manual Only
Tab 4 Book Shop Committee Information -- BSC
Book Shop Committee Directory 126 Job Descriptions – General Comment 127 Book Shop Chair 128 Shop Manager 129 Manager of the Moment 130 Collectible Sale Team 131 Volunteer Coordinator 132 Treasurer 133 Secretary 134 Bookkeeper 135 Triager 136 Supply Manager 137 Trainer 138 Administrative Assistant 139 Intern 140
Tab 5 Volunteer Management -- BSC
Volunteer Management Mind Map 142 Volunteer Management Plan 143 Volunteer Training Guide 147 Job Advertising Website Info 152 Online Application Form 153 Applicant Shelving Quiz 157 Welcome Letter 161 Service Confirmation Form 162 Annual Survey 163 Exit Survey 167
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Tab 6 Financial Matters -- BSC
Financial Operating Principles 170 Sample Sales Reports 171 Sample Budget 173 Sample Invoice 174 Expense Reimbursement Form 175 Cash Register Codes for Managers 176 Vendors and Website Log-in Info 177
Tab 7 Marketing / Visibility Marketing Plan 180 Simplification Plan 2007-2008 184 Advertising Inventory 190 Events 192 Constant Contact Newsletter Schedule 194 Façade Banner Inventory 195 Artwork, Brochures, and Signage 196 Book Rescue Ad Samples 198 Book Rescue Recycling Center Flyers 199 Voice-Mail Scripts 200
Tab 8 Administrative Matters Operations Mind Map 204 Workroom Quick Lists 206 Seasonal Themes and Special Displays 208 Main Shop Supplies Inventory 209 Back Up Calculations To Where The Donated Books Go 211 Shop Measurements 212 Records Retention and Document Management 214 Rare Book Consignment Contract 216
For additional Security Guidelines, Key Inventory, Passwords, etc., please see Shop Managers or Chair
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January, 2008
Board of Directors To our Friends:
This manual was created to help us in the orientation and training of our Book Officers Shop Volunteers. In the process, it became evident that certain sections might be useful to sister organizations in their attempts to set up similar Library bookstores. Joan K. Rinaldi President It is intended as a guide, but the depth of detail may prove overwhelming. Let me assure you that we did not start out with such a complex organization. We’ve been Eileen Rosner at it more than 28 years. We started out “simple.” So can you. Vice President
Ricki Miller The Friends of Ferguson Library is a nonprofit, volunteer organization. Its Secretary mission is to promote community support for the priorities, programs and activities of the Ferguson Library. Jamie Santer Treasurer We started out small and have grown up through the years in both size and complexity. In the beginning, we held an occasional book sale, then opened a gift
Board Members shop where we sold items knitted by our members. Friends Board members took turns chairing the shop. In time, we opened a “real” store chaired by a Board Maureen Bayne member with retail experience. She initiated half-price sales, opened a second shop Denise Fogarty Barbara Leffler in a new Library branch, and established a working Book Shop Committee. Gail Malloy Ruth Marcus Today we are a thriving organization under the leadership of retired professionals Robbie Monsma who have recruited other volunteers with specific talents and skills. They have Debbie Neiman Cathy Ostuw expanded the activities of our Shops to include “open whenever the Library is Ann Sexton open,” monthly Collectible Sales, rare book consignment for on-line sale, and Frieda Shapiro significant redonation of unsalable items to local schools and agencies, state
prisons and overseas literacy charities. Stamford is a “world gateway” community, so we have translated our brochures into Spanish and Russian.
We invite you to take your fund-raising efforts and passion for books as far as you can. Good luck!
Joan K. Rinaldi President
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Foreword
Our Mission:
“We rescue and re-circulate books, Sell quality used books at modest prices, and Provide unsold books free to community institutions.”
Introduction
The Friends of Ferguson Library Used Book Shops, operated by the Friends Book Shop Committee, provide much of the revenue needed to fulfill the Friends’ mission. The Book Shop Committee has its own mission statement: We rescue and re-circulate books, sell quality books at modest prices, and provide unsold books free to community institutions.
Our Shops are operated and managed entirely by volunteers. We will receive, process and place an estimated 350,000 items in 2007-8 FY, all supplied to us through community donations (85%) and library discards (15%). All donations to and proceeds from our Shops, after overhead, are used by the Friends Board to support:
• Library Summer Reading, Film, Cultural Book, Author and other Special Events • Library Capital Projects • Library Pilot Programs • Library Collection Enhancement • Library Staff Development • Stamford Literary Competition • Free books for local schools and agencies, prisons, courts and overseas programs through our Friend-to-Friend Free Book Program • A free first book to every baby born at Stamford Hospital through our Books-for-Babies Program
Purpose of this Manual
This manual has been developed to streamline training and orientation of new volunteers and to promote consistency of day-to-day operations. It also is intended as a handy guide to others considering a library bookstore operation.
This is an evolving document. Thus, we encourage our volunteers and other users to give their considered feedback to help us improve this manual and the overall functioning of the Shops.
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Why Our Shops Are Thriving
Our Book Shops are successful because of support from these key constituencies:
• Customers: Our customers not only support us with their purchases and donations, they are the source of some of our best ideas and push us forward as we try to surprise and delight them as friends.
• Volunteers: Some of our volunteers have been with us for years, some work with us only a few weeks or months. We have such a variety of people, in terms of age, national origin, life experiences, background, first language and literary tastes; it’s really exciting just to walk into the Shop every day!
• Book Donors: Our area is diverse, fast moving, creative and (it seems) constantly moving! Our donors love their books and are grateful for our “book rescue” service.
• Library Management, Staff and Trustees: The collegial atmosphere created by the staff is essential to our success. We receive free space and facilities, plus purchasing, maintenance, IT and other technical assistance. We also have the benefit of friendship, advice, and cheerleading.
• Friends Board: We are but one committee of the Board. If our Board did not appreciate our efforts, provide advice, approve our budgets, and so wisely spend the money we generate, we wouldn’t be so motivated.
• Starbucks: Our baristas have provided us with space in their shop for book sale displays, given us furniture to improve our space and blend it with theirs, and made many helpful expert suggestions. As a result, we look – and are – connected to them. Their customers are our customers.
Our ultimate goal is to extend Friends services and success to the customers, donors, and volunteers who make this all possible. This manual is a step in that direction. We wish you the very best, and…Happy Reading!
Yours truly, Friends of Ferguson Library January 2008
Robbie Monsma Barbara Leffler Chair, Used Book Shops Volunteer Coordinator
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Tab 1 -- Shop Operations
Ferguson Library Main Shop Harry Bennett Branch Shop One Public Library Plaza 115 Vine Road Stamford, CT 06904 Stamford, CT 06905 (203) 351-8277 Bookshop (203) 351-8293 (203) 351-8278 Workroom (203) 351-8256 Free Books (203) 561-9990 Volunteers
www.friendsoffergusonlibrary.org
[email protected] [email protected] [email protected] [email protected] [email protected]
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04/21/08 Page 11 of 217 Pledge to our Volunteers
Friends of Ferguson Library Used Book Shops strive to provide the best volunteer experience in all Fairfield County. To achieve this, we offer this Pledge to our Volunteers.
Our Volunteers can expect to:
1. Know their efforts are appreciated. 2. Work in a clean, happy, environment among supportive team members.
3. Be fully occupied in meaningful work. 4. Be treated with dignity and respect. 5. Learn new things of interest to them. 6. Perform a variety of tasks, as desired. 7. Grow in the Shops' organization, as they desire to do so.
8. Make suggestions and contribute to the Shops' improvement.
9. Receive appropriate training and feedback. 10. Have any concerns addressed promptly.
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Friends of Ferguson Library
Used Book Shop Committee Manual
Job Description Basic Volunteer
Currently Held By: Everyone Scope of Responsibility: Basic Book Shop Operations Report to: Shop Managers
Basic Duties:
1) Clean Books 2) Sort Books into Categories, such as philosophy, fiction, and non-fiction, etc. 3) Cart sorted books into the Book Shop and place on appropriate shelves by category 4) Help Customers locate books in the Shop, get books out of cars, and put books into cars 5) Tidy the Shop, Starbucks, and the Collectible Sale, including dusting and straightening 6) Move a large book cart onto and off of the Library Plaza 7) Use the Volunteer Information Computer System to manage schedule and e-mail 8) Read and understand all communications from Book Shop 9) Help other volunteers 10) Assist with other tasks as needed 11) Participate in additional training, as requested 12) Maintain a clean, pleasant, task-oriented volunteer environment 13) Willing and able to train others Tending the Register (prerequisite: having mastered all Basic Duties and performed Basic Duties satisfactorily for at least twelve hours)
14) Know the prices of all material 15) Work the Cash Register competently 16) Account accurately for Shift Proceeds, using the envelope 17) Understand and execute all Shop Policies 18) Know and use all Shop forms 19) Answer the telephone, and take messages 20) Be familiar with, and keep organized the blue notebook on the Shop Desk 21) Be familiar with the Volunteer Handbook, and able to use it to answer questions 22) Keep the Shop tidy 23) Greet and offer to help every customer T1 February 2008
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Friends of Ferguson Library Volunteer Communication
Please fill out this “blue” form and leave it in the Manager’s Box at any time. Feel free to telephone any of us immediately if more urgent attention is needed.
Use this form if:
Something happens we should know about (good or bad!). A customer has a question you can’t answer. Someone leaves us a message or complaint. To assure a customer any concerns will be handled promptly. Something is bothering you. You are ecstatically happy here because…! You have an idea to improve the Shop(s). Something in the Shop needs attention. Etc.
When did this come up? Day, date and time:
What happened, or what’s the question?
Contact information for any customer involved (if they want to leave it):
Did you have to involve Library staff? If so, whom?
Volunteer name: ______
Thank You!
Aditi Malhotra Debbie Neiman Barbara Leffler Robbie Monsma Main Shop HB Shop Volunteer Book Shops Chair Manager Manager Coordinator 536-4199 321-5008 329-9037 561-9990 609-0424
(Copied on blue paper)
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NAME ______START DATE______
This is your personal training checklist. Please refer to it during each of your shifts until you have completed as many modules as you, the Shop Manager and the Volunteer Coordinator have agreed upon. It’s up to you to make sure that you have covered each item listed. Feel free to ask a manager or trainer for help with any unchecked item. Store this training checklist in the notebook marked “Training Checklist,” near the name badge holder. Please observe that training is set up in a series of clusters. You must master each cluster assigned to you before moving to the next.
TRAINER SELF SKILL CHECK CHECK
Orientation Hangs up coat, stores purse, dons apron, affixes name badge Signs in to record shift on computer Goes over key Volunteer Handbook pages Understands the Mission Tours loading dock Meets guard Tours store Tours Starbucks Knows where Restroom is Knows where First Aid Kits are Understands the Shift Team concept Knows how to use the phone: answer and transfer calls, take a message and call the workroom/Shop/other Shop Knows when it is appropriate to contact a Manager Using the VIKI Computer System Move between VIKI and the Friends website Use VIKI to maintain your personal records, get and print your schedule Understand email schedule reminders Check VIKI mailbox messages Use VIKI to sign up for and cancel out of the schedule Use VIKI to log service hours Unpacking and Cleaning Books Knows how to greet and direct book donors Knows how to assist donors to bring in their books and get a tax receipt Drags books in from airlock Unpacks red, but never white bags Know when to use Windex, Demco, Goo Gone and Goof Off Wipes all surfaces, including spines, page edges and DJ interior edges Thumbs through book for inserts & underlinings Knows to study books for author’s signature and where to place same Tours all “back of the house” areas Knows how to refill all cleaning supplies Understands how to clean up sorting area at shift-end
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Sorting Books Sorts only to front shelf Knows the sorting criteria Understands which books to put on collectible shelf Understands re-donation set-aside concepts Knows to look at redonation white board re current F2F client requests Knows how to properly pack, label and store redonations The “Beast” Knows to take the Beast outside on every fair day Hands off responsibility to the next shift for bringing Beast back inside at the end of day or if weather turns bad Knows location of Beast weather cover Knows to keep Beast full of White Tagged books Keeps Beast clean Keeps Beast supplied with pamphlets Keeping the Shop Tidy Understands the Shop layout Makes sure that all books, CD’s, and videos are straight, using bookends Fills all empty easels with attractive face-outs, including in the glass case Knows how to “switch out” standing and slatwall easels Dusts the tops of all shelves in the Shop and Starbucks Checks all inventory and refills forms as necessary Writes appropriate messages on the White Board Cleans the glass cases Knows what to do when there’s “nothing to do” Taking Care of Starbucks” Knows to refill easels in Starbucks and dust all shelves Makes sure all Starbucks books have price stickers Knows what sort of inventory goes into Starbucks and what doesn’t Knows to keep White Tag Cart in Starbucks stuffed Knows the only White Tag books in Starbucks are those on the White Tag Cart Shelving Books Knows only to take books from back shelf into the shop Knows to take the “right to the shop,” “display” and “case” books first Understands the necessity of sub-categorizing books in the shop Knows how and where to insert books alphabetically Can set up and break down special and holiday Shop displays Remembers to bring all carts back from the shop, with donations Knows where to put New Arrivals Knows where to retire new arrivals when no longer new Helping Shop Customers Greet each customer and offer help Assist/Direct customers to sign up for e-mail news at the Friends website Knows default prices of all materials Can assist customers with their title, subject or author searches
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Minding the Shop Desk Knows where keys are kept and the purpose of each Knows how to conduct supplies inventory Knows how to process book donations Knows how to update the program literature racks Knows how to encourage potential volunteers to fill out online application Knows NOT to bring potential volunteers to the back Knows what is in the blue three-ring notebook on the desk and has read its communications Knows where the Manager’s Box is and what goes in it (overnight credit card reports, blue communication forms, F2F forms, supply requests, etc.) Understands the various forms – purposes, locations and how to complete Can assist and process a Friend-to-Friend customer visit Friends’ Membership Move between VIKI, the Friends website and the Membership List See who is a current member Can sell a Friends’ Membership, explain benefits and the “sticker” process Can assist customers to complete paper or online membership application Running the Register Knows what all keys and buttons are for Unlocks register drawer and turns on register Counts own till to $100 Is confident of all pricing Has taken and passed the Register Quiz Knows how to change tapes Knows how to process a credit card purchase Knows the principles of customer service Understands how to take Z-1 tally report Knows how to fill out the shift envelope Knows where to deposit shift envelope, and can enter safe room when locked Can enter the workroom when locked Can process Free Book Coupons Knows how to close an unrelieved shift by shutting down register, locking drawer and erecting “pay at security” sign
The following Clusters are available only when agreed upon by the Volunteer, the Shop Manager and any other affected Manager
Managing the Shop Comfortable dealing with customer issues Good with directing volunteers Knows how to resolve register issues Comfortable making decisions Willing and able to train new volunteers Knows Library key staff and when to contact or alert staff Understands the Shops’ “Color Dot” weed system
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04/21/08 Page 17 of 217 Collectibles and Price Research Recognizes a potential collectible Understands how to research and calculate prices Understands Shop pricing and collectible sale philosophy Knows where to place potentially consignable items Knows where to place priced items appropriately Knows how to mark collectible books properly Assists with Collectible Sale set up and strike
Triager Has an intuitive understanding of the book market in general Has an intuitive understanding of Shop clientele in particular Is comfortable with most if not all Shop inventory categories Recognizes a potential collectible on merit as well as “look” Understands Shop inventory management philosophy and procedures Can appropriately assess and weed Shop inventory Understands which books are appropriate for New Arrival, for mark-up and mark-down Can “second sort” both regular inventory and redonations. Can triage collectibles
Manager’s Use of the Volgistics Volunteer Management System All of the above Use Volgistics to generate, look at and print daily and monthly schedules, time sheets and other useful Volgistics reports Use Volgistics to access volunteers’ data Use Volgistics to communicate with Volunteers globally, by shop, individually, etc. Use the Volgistics Checklist Feature to set up and easily track each Volunteer's progress through his or her customized curriculum. More detailed Volgistics training as needed for those who will schedule and audit volunteers
Planned for Later Direct / assist customers to fill out an on-line Friend-to-Friend Redonation Record
Manager’s Use of the Donor Perfect System More detailed training as needed for those who will review and use Donor Perfect data for memberships, events, contacts, F2F agencies, redonations, Book Shop Donors, etc.
Manager’s Use of the Constant Contact Bulk E-mail System Orientation and training as needed for those who will assist with Constant Contact communication
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Our Pledge to You...
Friends of Ferguson Library Used Book Shops aim to be the most beloved retail institution in Stamford. To do so, we expect to provide exceptional customer service. Hence, we offer this Pledge to our Customers.
We strive for each customer to…
1. receive prompt, courteous service. 2. receive knowledgeable help about our merchandise and services. 3. have all transactions conducted quickly and accurately. 4. have any mistakes corrected expeditiously and to the customer’s satisfaction. 5. know that we appreciate the customer’s business. 6. have the shopping experience and time with us be a pleasure.
04/21/08 Page 19 of 217 B r o a d S t r e e t
Classics * Folklore Criticism * Anthologies* Poetry Drama * Essays PB General Fiction
Chick Lit Large Type Large PB General Fiction PB General Fiction Classic Literature PB Mystery PB Mystery Science Fiction Science Fiction General Fiction General Fiction General Fiction General Fiction General Fiction Magazines Magazines
Collectibles
ESL * Russian * Asian Spanish * Italian French * German s al iv Donations Drop Supplies Holds * Pick-ups * Maps rr A w HC Mystery e N Reference
l
a y n Rare a l Vol Travel so p u a n s t i eer e D S D Rare esk
Cus tome H r elps FRIENDS SHOP
Program Information Information Program Main Shop White TagWhite Music / Film S t a r b u c k s S t a r Romance
New Arrivals Art Video Audio Audio American Studies American Studies Business Gender, Race, etc. Gender, Race, Philosophy * Law Biography
Health U.S. History History U.S. F e r g u s o n L i b r a r y L o b y y L a r i b r g u s o n L e r F Inspiration * Religion Inspiration * U S. History Sports Social Sciences Social European History History European World History Children Children Education Math * Computers
Cooking * Gardening * Crafts, Animals Display Family Life * Personal Growth Transportation * Fashion * Humor Science Friends of Ferguson Used Book Shops 5 Main Shop 5 Bedford and Broad Sts., Stamford, CT 06904
04/21/08 Page 20 of 217 Harry Bennett Branch Vine Road First Sort
CLOSET
First Sort
First Sort First Sort Entry Holds * Overflow White Vestibule Entry Tag * Cleaning Supplies
New Arrivals Second Sorted to be Shelved Romance Patio
First Sort First
Sorting For cleaning and
Sci-Fi to be Shelved to be Second Sorted Area Supplies New
e Nonfiction at 04/21/08 Page21of217 on D ox B CD’s Register
Special Displays Displays Special Volunteer Desk White Tag Overflow Tag Overflow White Driveway
White Tag Sale
New Arrivals Fiction Seasonal F R I E N D S S H O P Mysteries
Fiction Videotapes
H a r r y B e n n e t t
Large Type General Fiction Audio Books Videotapes B r a n c h
Humor Weddings Biography Family *Family Relationships