Lead Client Events & Encouragement
Position Title: Lead Client Events & Encouragement
Department: Programs
Reports to: Lead - Programs Client Relations
Position Type: volunteer
Date Prepared: March 1, 2026
Prepared by: B Lloyd w/ Melinda
Date Reviewed: March 10, 2026
OVERVIEW of Position
- Lead volunteer teams to stage client events & client encouragement as directed by Programs Lead.
- Assist Programs Lead in ideation for client events & encouragement, recruiting & scheduling volunteers, soliciting donations, securing venues, set up, clean up & post-event review session.
- Manages client events calendar & activity tracking. Oversees client encouragement team.
- Understands & follows established guidelines in staging events; working with volunteers, solicitation guidelines, etc. Oversees team to encourage clients to stay positive while meeting program goals.
- Fully document all actions & partner/client support into approved tracking systems.
Position Responsibilities
- Position has overall responsibility for approximately 9 annual client events, supporting events of differing sizes & complexity.
- Assist in developing themes, venues, schedules
- Develop & maintain spreadsheet of supporters; business supporters, venues available, outlets for decorations, food, etc
- Develop list of volunteers available to serve for both events & encouragement tasks.
- Manage event schedules, goals, & milestones – lead monthly encouragement tasks.
- Become familiar with & maintain proficiency in current tracking programs to fully document all conversations & actions.
- Maintain confidentiality in interactions, where appropriate, escalating identified concerns or issues quickly to Programs Lead.
- Other duties as assigned by Programs Lead
Position Skills
- Comfortable talking & working directly with volunteers, other team members, business & supporter communities.
- Strong time management, communication & people skills, working with the entire team to support events & regularly encourage clients.
- Strong sense of satisfaction from recognizing & supporting clients.
- Ability to set goals & milestones; comfortable managing multiple tasks & volunteers with efficiency & accountability.
- Computer systems proficiency, ability to learn & support existing system for tracking all resources, conversations & actions.
- Comfortable assessing situations that may need to be escalated; follow the defined escalation process. Always involving the Programs Lead in any escalations or undefined requests.
- Flexibility in assigned client support tasks as each event may have differing time commitment or activities required. Lead encouragement team to connect with clients regularly.
- Willingness to cover all event tasks in support of Programs Lead.
Relationships Interactions
- Works directly with business partners, event volunteers, Programs Lead, & other team members.
Time Commitment
- 4 – 6 hours per week during planning & scheduling phases, may require more time commitment during week of events. Develop schedule for encouragement team, to assure all clients receive cards monthly. Larger events will naturally require more time commitment.