Snapshot

• Client: Moab Free Health Clinic

• Years: February 2025-January 2026

• Role: Volunteer Program Consultant

• Scope:120 volunteers (100 community volunteers, 20 credentialed volunteers requiring extensive background screening); 25 platforms evaluated across two rounds, 3 finalists

Challenge

The clinic’s volunteer program ran on informal processes with no consistent documentation and no dedicated system. The needs were unusually complex. The vast majority of volunteers are laypeople who can work a shift or two a year, with the training they receive onsite. The heart of the clinic’s volunteer program are the volunteer medical providers. These 20credentialed medical providers – doctors, nurses, therapists, dentists, etc. – give their time to provide free healthcare to members of the Moab community. Though small in number, these credentialed providers require intensive staff time to onboard and maintain in the program, due to the clinic’s participation in a federal malpractice insurance program (that covers these providers). A small, resource-limited team needed a system it could realistically adopt, so the selection itself needed careful research. Midway through the search, the clinic also decided the system had to manage donors, which changed the shortlist.

What I did

• Researched and compared 20 volunteer management platforms against the clinic’s needs and budget

• Re-scoped the evaluation when donor management became a requirement, narrowed the field to 3 finalists, and guided the selection of Bloomerang

• Led the implementation, including content migration and onboarding materials for staff users

• Wrote policy and procedure documentation to streamline the volunteer program

Result

• The clinic moved its volunteer program onto Bloomerang, which also handles donors, with existing donor records migrated successfully

• Scope was adjusted midway when funding changed; volunteer job descriptions and a volunteer onboarding workflow in the new software were left as next steps

Relevant skills
Documentation and systems implementation: evaluating tools against changing requirements, migrating content, and writing procedures for a small team with complex compliance needs.