Industry
CSR / Corporate
Summary
A financial services company uses Volunteer Management (Lightning), a corporate volunteering platform, to structure, track, and report on the Volunteer Time Off program (VTO) across 1,200 employees throughout the year.
Persona
Caleb, CSR Program Manager
.svg)
Goal
Track VTO usage across 1,200 employees and ensure hours are logged against verified nonprofit programs. Produce a reliable participation report for leadership each quarter.
Challenge
Managing a year-round VTO program is largely manual. Caleb struggles to track hours, verify that volunteering happened with registered nonprofits, spot departments with low participation before quarter-end, and compile a complete report. A CSR volunteer management software helps bring these into one structured platform.
Caleb creates the VTO initiative as a year-long campaign in the program wizard. He adds each participating nonprofit as a separate program under the campaign, capturing the cause area, location, and available volunteer hours, and sets the enrollment window for the full year.
Caleb publishes the campaign to the employee portal. Employees browse the list of registered nonprofits, select one of their interests, sign up, and log their hours after each volunteer session. The portal only displays verified nonprofits, removing the need for Caleb to validate submissions one by one.
Caleb checks the live dashboard to see VTO usage broken down by department, cause area, and individual employee. For departments running behind, she uses the platform to send reminders directly to employees who have not yet logged any hours, without sending a company-wide email.
Two weeks before each quarter closes, Caleb filters the dashboard for employees flagged as likely volunteers with no logged hours. He sends a reminder through the platform asking them to record their logged hours before the quarter-end cutoff.
On the last day of the quarter, Caleb runs the consolidated report in Volunteer Management (Lightning). The report pulls total hours logged, participation rate by department, top cause areas, and the top 10 employees who completed their full VTO allocation.
Expected Outcomes
Operational Efficiency
Caleb stops spending the final weeks of every quarter following up across departments for participation data as employees log hours directly through one portal against verified nonprofits.
Mission Impact
The company runs a structured, year-round VTO program that gives employees genuine flexibility to support causes they care about, while maintaining the oversight and verification the business needs.
Visibility & Reporting
Leadership receives a participation report, broken down by department, cause area, and top-performing employees, with no gaps from missing submissions or last-minute data collection.
Ready to bring structure to your employee volunteering program?
Talk to our team about your program.
.png)
.png)
