OVI Knowledge Base
Over 50 years of wisdom and experience awaits you in the OVI Knowledge Base. We’ve gathered a collection of sources for information concerning volunteer management, communication, and other topics.
From forming a board, to best email practices, to cultivating a volunteer base and more,
we've got you covered!
Here are just a sampling of the Member-Exclusive Resources we have to offer. To see our full catalog, scroll down and Log In below to your OVI Account. Not a member yet? Click to Join OVI Here
More resources coming in 2026!
Sample of Resources Offered
Social Media for Opera (OVI Focus Meeting)
YouTube Video
If you’ve been reluctant to explore and frustrated by what you’ve read about the uses – and abuses – of social media but you’d really like to find new avenues to expand your group’s reach, you won’t want to miss this informative session.
View Media Consultant Vanessa Dillingham’s virtual class on putting social media to work for opera volunteers; which platforms will suit your needs, how to fit your messaging to the medium. Vanessa has helped volunteer groups and companies reach their audiences by tailoring their use of social media to best fit their specific needs and goals.
Click here to view the YouTube video of the presentation.
Volunteer Recruitment
Print Books
Membership Recruitment
Tony Rossell, Marketing General Incorporated, 2021 An effective membership recruitment program is the road to growth, financial health, and mission success for an association. The author shows how you can grow your membership year after year. You will find the book filled with his practical guidance based on Rossell’s thirty years of consulting with hundreds of membership groups and a decade of benchmarking research with thousands of associations.
365 Ideas for Recruiting, Retaining, Motivating, and Rewarding Your Volunteers
Sunny Fader, Atlantic Publishing Group, 2017 (Revised 2nd Edition) This revised new edition is packed with even more ways to recognize your volunteers. This book provides you with real life, proven examples that you can use to boost productivity, plus fundraising activities.
Use the Quick Access Links below to peruse the base.
Guild Formation & Board Management How To's | Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media | Recognizing & Honoring Volunteers
Archiving Those Records | Recruitment Strategies | Volunteer Management
Guild Formation & Board Management How To's
Use the Quick Access Links below to peruse the base.
Top of Page| Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media | Recognizing & Honoring Volunteers | Archiving Those Records |
Recruitment Strategies | Volunteer Management
PDF Guides
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In this comprehensive booklet on the subject, you’ll learn why, when and how to formalize a volunteer opera support group. The booklet’s author is Don Dagenais, a longtime opera activist who has written about and consulted on opera volunteer matters. He has served as president of OVI and Lyric Opera of Kansas City and its guild.
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Written by Patte Comstock, whose experience in retailing has helped make Houston Opera’s boutique an important revenue source for the Guild, the booklet is packed with practical advice. Patte shares her expertise in this series of articles that can help improve the look – and the bottom line – of your volunteer-run shop.
Guides for Boards, Nonprofit Management & Meetings
BoardSource https://boardsource.org
BoardSource is a fee-based membership organization that outlines practices intended to increase the effectiveness of nonprofit boards. Their website includes a free blog.
Their annual signature study, Leading with Intent, conducted biennially for the past 20 years, provides important information about current board composition, practices and performance, and charts important trends and changes in board leadership. The report is free to download.
Recommended Governance Practices is free to download as a pdf. This report includes BoardSource recommendations on the expectations for board member conduct to issues of oversight and reporting.
Guidestar https://www.guidestar.org
Guidestar is a 501(c)(3) public charity that collects, organizes, and presents about every single IRS-registered nonprofit organization. The Guidestar blog offers numerous free articles with emphasis on fundraising and philanthropy.
Internal Revenue Service Tax Information for Charities & Other Non-Profits
The relevant tax information from the IRS
Successful Initiatives: Ideas & Brainstorming
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Best Email Practices & Social Media | Recognizing & Honoring Volunteers
Archiving Those Records | Recruitment Strategies | Volunteer Management
PDF Guides
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‘Good Ideas’ features a collection of award-winning Projects of Special Merit from support groups across North America. Contained are opera education projects for children and adults, all manner of unique fundraisers, events to energize volunteers and more.. Click on the title to get a pdf.
YouTube Videos
“Songs by Heart”
Dani Kiel and Scott Filstrup of Tulsa Opera, share their program, “Songs by Heart,” which uses classically trained singers to assist in measurable improvements in memory, Alzheimer’s, dementia, and overall wellness, Scott elaborates on the impact of vocal music on health, and the research on vocal music’s effects on healing. “Songs by Heart” was presented at Opera Conference 2024 in Los Angeles.
Scott Filstrup is past president of Tulsa Opera and current Chair of Tulsa Opera’s endowment.
Dani Keil is Chief Operating Officer for Tulsa Opera.
Best Email Practices & Social Media
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Successful Initiatives: Ideas & Brainstorming | Recognizing & Honoring Volunteers
Archiving Those Records | Recruitment Strategies | Volunteer Management
Best Email Practices
Website
MailChimp is the email marketing service used by many nonprofits, including OVI. MailChimp Style Guide was created for users of this email marketing platform, but it can give valuable advice to anyone looking to improve online communication.
Social Media for Opera (OVI Focus Meeting)
YouTube Video
If you’ve been reluctant to explore and frustrated by what you’ve read about the uses – and abuses – of social media but you’d really like to find new avenues to expand your group’s reach, you won’t want to miss this informative session.
View Media Consultant Vanessa Dillingham’s virtual class on putting social media to work for opera volunteers; which platforms will suit your needs, how to fit your messaging to the medium. Vanessa has helped volunteer groups and companies reach their audiences by tailoring their use of social media to best fit their specific needs and goals.
Recognizing & Honoring Volunteers
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media
Archiving Those Records | Recruitment Strategies | Volunteer Management
Print Books
Click the titles for purchasing information
Effective Strategies for Volunteer Recognition
Joanne Kaattari, Vicki Trottier, Community Literacy of Ontario, 2012 Volunteers are the heart and soul of many not-for-profit and charitable organizations. Organizations are often able to accomplish significant achievements thanks to the work of volunteers who give so generously of their time and skills. While they don’t do it for recognition, it is still important to take the time to acknowledge what they do and to say thank you. The book includes practical ideas for thanking your volunteers.
OVI Members Survey
Volunteers nationwide perform extraordinary service in support of their opera guilds, leagues, companies and opera in general. Opera Volunteers International itself created the BRAVO Award to pay tribute to individuals who make outstanding and unusual contributions in service to OVI.
OVI Board member and Resources Chair Rose Betty Williams asked, “What does your support group do to honor its volunteers?”
From Rose Betty Williams of the Austin Lyric Opera Guild:
Austin Opera Guild created its own Bravo Award in 1991 to thank guild volunteers for their extraordinary dedication, contributions and accomplishments. The Bravo Award is presented at Austin Lyric Opera Guild’s annual Spring Membership Party. The award can and has been given to more than one individual each year. The honorees are recognized at the Spring Membership Party, in Austin Lyric Opera Guild’s Membership Yearbook and in newsletters.
The award is not monetary. In the last two years, the award presented has come in the form of beautiful 10-inch high triangular-shaped heavy crystal pieces etched with the honorees’ names and placed on marble stands.
From Rebecca Bowne of the Opera League of Los Angeles:
The Opera League of Los Angeles holds an annual Volunteer Appreciation night to honor all the League volunteers who have served 20 hours or more during the year. There is a written program listing volunteers by categories of hours. The event features refreshments and an in-depth interview with a well known opera personality (usually one of the key singers in a production). The chair of each major volunteer area (Education, Boutique, Gatherings, Speaker’s Bureau, Artist Services, Cast Dinners) talks about major accomplishments for the year, with a computerized slide show, and all the volunteers from that area stand for applause.
Each year, different “goodie bags” are created for each volunteer; some years we have tee shirts, other years a special gift of an opener/knife, always with the League logo on it. In addition, there are opera posters, mugs, various gift items enclosed in the bag.
In years prior, we had a “overall volunteer of the year” or “key volunteer” in each major area, but this tended to focus on an individual instead of the accomplishments of the entire team of volunteers. From time to time as appropriate, special recognition also is given for outstanding service with an individual award and gift certificate.
Once a volunteer has worked 20 or more hours, they are given a permanent name badge with the Opera League logo. Each year, volunteers earning over 20 hours the prior year receive one dress rehearsal ticket, those with 21- 40 hours two tickets to one rehearsal, 41- 99 hours three tickets and over 100 hours two tickets to two dress rehearsals. The priority for selection among available operas and seating is determined by the number of hours worked.
In addition to the annual recognition evening, committee chairs have developed numerous special ways of recognizing volunteers. For Artist Services, there are awards related to opera for picking up a visiting artist in the middle of the night (Nessun dorma), carrying excessive baggage (Elektra – emotional baggage translating to real baggage), going to the airport (hell) twice in one day (Orfeo), and so forth, given with fanfare, a picture published on the web and an opera DVD or CD. At the Boutique, volunteers receive 25% off an item each time they volunteer, as well as an opportunity to see the opera in prime seats.
From Rhonda Sweeney of the Houston Grand Opera Guild:
Each year, the HGO Guild awards a Volunteer of the Year award to someone who has done a LOT for the Guild, generally not just that year but over several years. A BRAVO award is given to someone who may not be a Guild member but is either on the HGO staff or in the community working hard on behalf of opera.
Volunteers of Distinction awards go to several Guild members who have contributed special talents. Rising Stars awards honor those new volunteers in their first or second years as volunteers at the Guild. These awardees are recognized at a brunch each Fall before the season opens, and in fact it is generally the first opera social event of the new season.
Get more information about the HGO Guild’s Awards on their website where all honorees are listed.
From Shelly Page of Nashville Opera Guild:
Nashville Opera Guild doesn’t have a regularly scheduled volunteer recognition program.
However, every few years we have named a volunteer to receive the Francis Robinson Award at our big fund raiser, La Bella Notte.
June Bogel, a past president of the Guild and a member of the Nashville Opera Board was the last honoree. Three of our members have also been nominated by the Guild Board and the company to receive OVI Partners in Excellence Awards.
From Kristine Hill, President-elect of the Des Moines Metro Opera Guild Council:
The Des Moines Metro Opera Guild Council’s recognizes its volunteer honorees by putting their names on a plaque that is displayed in the lobby during the opera season.
Our most recent award winner is Dru McLuen, president of the Indianola Chapter of the Guild. For years Dru has been the “go to” Guild member. She sets up promotional displays at the local libraries, helps the office with mailings, and she helps coordinate volunteers for many Guild and company events.
Read more about Des Moines Metro Opera Guild.
From Una Creditor, President of the Kansas City Lyric Opera Guild:
Since 1984 Kansas City Lyric Opera Guild has had a monetary award, funded by Dr. Revis Lewis and named the Revis Lewis Award in his honor. It is given at the Annual Meeting, held each year in June. The $100 award is presented to one or two Lyric Guild members who have served in an outstanding capacity.
In addition, the winners’ names are engraved on a plaque in our Guild Room at the theater. The award may be earned more than once. The selection is made by Dr. Lewis, usually in consultation with the President or other members of the Guild Board.
Dr. Lewis was one of the founders of the Guild, which had its first meeting in 1961 (We will celebrate our 50th anniversary in 2011). He served as president from 1975 to1977 and has been chairman of the board for many years. That position is defined in the by-laws as “senior advisor to the Board.” Dr. Lewis was the first KC Lyric Opera Guild recipient of the OVI Partners in Excellence Award.
Revis Lewis Award winners:
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1984 Sandi Darrow, Russell Patterson
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1985 Virginia Larimer, Lee Goodman
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1986 Alida Braden, Dr. Ken Mares
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1987 Hildegard Dutton
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1988 Robert Snapp, Don Dagenais
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1989 Theodore M. Kranitz
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1990 Jo Swanson
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1991 Bob Baughman
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1992 Lee Goodman, Sandi Simmons
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1993 Jerilyn Main, Darrell Tyree
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1994 Wilma Wilcox, Mary Lou Vest
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1995 Jacob May
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1996 Gail Berman, Lisa Sicola
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1997 Lee Egli
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1998 Lisa Sicola
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1999 Kim McHenry, Margaret Hommes, Jean Vann Stallings
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2000 Morton Creditor
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2001 Caroline French
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2002 Robert Baughman
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2003 Jack Rosenfield
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2004 Richard Byrum
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2005 Joan Wells
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2006 Don Dagenais
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2007 Barbara Decker
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2008 Jean Rosenfield, Larry Sullivan
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2009 Richard Preis, Richard Byrum
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2010 Sandi Simmons, Una Creditor
Archiving Those Records
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media | Recognizing & Honoring Volunteers | Recruitment Strategies | Volunteer Management
What Should be Kept and for How Long
If your organization is awash in paper and electronic records or those records are scattered among board members, it may be time to establish a document retention policy. The Internal Revenue Service recommends, as good governance practice, a written policy that identifies the record retention policies of staff, volunteers, board members and others. This should also include in writing a plan for destruction of documents and records.
The National Council of Nonprofits cautions that state regulations may differ, but offers a list of some documents that should be kept permanently. (They note that a retention policy applies equally to records kept in the cloud, on a server and in a filing cabinet.)
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Articles of incorporation and Determination Letter from the IRS
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Corporate resolutions
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Checks and year-end financial statements
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Insurance policies
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Minutes of board meetings and annual meetings
This website contains much more information, plus links to IRS and state online resources that cover specific details. It cautions that while using one of the suggested checklists is a good place to start, a written document retention policy should be tailored to the specific needs and location of your organization.
Recruitment Strategies
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media
Recognizing & Honoring Volunteers | Archiving Those Records | Volunteer Management
Recruitment
OVI members share their personal knowledge and experience. In addition, there is a wealth of information available print and on line from all manner of organizations and companies, both nonprofit and for profit. This collection is by no means exhaustive and it’s a work in progress. Inclusion here does not imply endorsement by Opera Volunteers International but is for information purposes.
PDF Files
Recruiting and Training the New Generation of Opera Volunteers
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This honest and thorough look at the challenges and rewards of managing your volunteer opera support group is written by long time volunteer advocate and activist, Don Dagenais. Don’s understanding of volunteering for opera stems from a broad base of experience ranging from serving as president of the Lyric Opera of Kansas City to giving preview lectures.
Print Books
Click the titles for purchasing information
The Volunteer Recruitment (and Membership Development) Book
Susan Ellis, Energize, Inc. 2002 Crammed with innumerable recruitment ideas and recommendations! Starts with designing assignments attractive to new volunteers and continues by addressing organizational image, where to look for volunteers, why people volunteer or do not, how to select the right recruitment technique, what “diversity” means to an organization, and the impact of trends in volunteering today. Includes a full chapter on membership development for all-volunteer organizations and an appendix on how to use the Internet for volunteer recruitment.
Volunteers: How to Get Them, How to Keep Them
Helen Little, Panacea Press, 1999 An essential guide for volunteer leaders and staff of professional, trade and charitable organizations. Outlines 12 basic needs of volunteers in membership associations and clearly explains how to meet those needs. Rich with examples and useful tools, this book is a quick read that you will reference again and again.
Tony Rossell, Marketing General Incorporated, 2021 An effective membership recruitment program is the road to growth, financial health, and mission success for an association. The author shows how you can grow your membership year after year. You will find the book filled with his practical guidance based on Rossell’s thirty years of consulting with hundreds of membership groups and a decade of benchmarking research with thousands of associations.
365 Ideas for Recruiting, Retaining, Motivating, and Rewarding Your Volunteers
Sunny Fader, Atlantic Publishing Group, 2017 (Revised 2nd Edition) This revised new edition is packed with even more ways to recognize your volunteers. This book provides you with real life, proven examples that you can use to boost productivity, plus fundraising activities.
Volunteer Management
Use the Quick Access Links below to peruse the base.
Top of Page | Guild Formation & Board Management How To's
Successful Initiatives: Ideas & Brainstorming | Best Email Practices & Social Media | Recognizing & Honoring Volunteers | Archiving Those Records | Recruitment Strategies
Online Resources
Energize, Inc. https://www.energizeinc.com
Energize, Inc. publishes a free blog as well as fee-based books, articles and newsletters about volunteer management. Energize, Inc. offers a range of consulting and speaking services.
Volunteer Canada https://volunteer.ca
Volunteer Canada is the national voice for volunteerism in Canada. They have been committed to increasing and supporting volunteerism and civic participation since 1977.
Their 2013 Volunteer Recognition study surveyed preferences around volunteer recognition and identified links between motivation and recognition practices.
Also on Volunteer Canada’s website is the Canadian Code for Volunteer Involvement, a set of comprehensive guidelines including recruitment, risk management, training and more.
VolunteerHub http://www.volunteerhub.com/blog
This website for a company selling fee-based volunteer management software includes a blog with free articles about many aspects of volunteer management such as recruitment, recognition and fundraising.
Guidestar https://www.guidestar.org
Guidestar is a 501(c)(3) public charity that collects, organizes, and presents about every single IRS-registered nonprofit organization. The Guidestar blog offers numerous free articles with emphasis on fundraising and philanthropy.
OVI Webinars
OVI Webinar 2025 Session 3: The Volunteer Multiplier: Elevate Your Impact
by Leveraging Skills with Purpose
Rhonda Sweeney takes us on a journey through what it takes to elevate opera volunteers from worker to unshakable advocate. She then welcomes Melissa Wegner of The Metropolitan Opera, who will share actionable insights from her work with emerging talent—together offering practical strategies for upskilling, building purpose-driven programs, and expanding your impact in your organization.
This inspiring session marks the grand finale of Opera Volunteers International’s three-part 2025 Volunteer Advocacy Webinar Series. Don’t miss this opportunity to learn from two of the industry’s most respected leaders in opera and volunteer engagement.
Rhonda Sweeney is a Non-Profit Leader and Volunteer.
Melissa Wegner is the Executive Director of the Metropolitan Opera’s Lindemann Young Artist Development Program and Laffont Competition
Click here to view the YouTube video of this session | Click here to download the complimentary file to this presentation, the OVI Volunteer Leadership Toolkit PDF
OVI Webinar 2025 Session 1: Harnessing Volunteer Power: Building
Resilient Organizations
Our three industry experts join us to spotlight inspiring success stories and share actionable strategies for building community on and offline to build a tight-knit volunteer base—all aimed at helping arts organization grow its impact and bottom line.
Speakers: Pedro Carreras, Jr., Executive Director of Peach State Opera
Danielle Di Stefano, Artistic Director of the Erwin H. Johnson Memorial Fund, Inc. for Opera
Tyler McKenzie, Manager of Volunteer Engagement of Opera Theatre of Saint Louis
Click here to view the YouTube video of this session
Print Books
Click the titles for purchasing information
What We Learned About Supervising Volunteers
Jarene Frances Lee with Julia Catagnus, Energize, Inc, 1999 Packed with the advice, wisdom, and experience of over 85 real-life, on-the-job supervisors of volunteers, this guide offers a crystal-clear analysis of what works and what doesn’t in supervision. It also includes comments from volunteers about what they need from those who supervise them, as well as excerpts from classic articles and books by experts in the field and a self-assessment survey covering the attitudes and actions necessary to be an effective supervisor.
Joan Garry’s Guide to Nonprofit Leadership
Joan Garry, John Wiley & Sons, Inc, 2021 This practical guide helps develop the specialized skills and mindset needed to successfully lead and manage a stable and impactful world-class organization. New chapters bring the core responsibilities of board service to life, offer practical advice on how small nonprofits can have an outsized impact, discuss effective crisis management approaches, and deliver even more stories and lessons drawn from the Joan Garry’s work with thousands of nonprofit leaders. Throughout the book, the author shares new insights on topics such as managing crises, graceful exits, organizational transitions, and more.

