1. 2013 Clients: Social Sector Solutions (S3)
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Zagaya
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2. Agenda
Part 1 Projects and partners 3pm – 4pm
– Welcome and introductions
– Roles and responsibilities
– Overview of all projects – Nonprofit clients present the goal of your
consultation –1 minute each
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Calendar of key events
– Q&A
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Part 2 Team work sessions
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– Introductions – team leads, clients, consultants, coaches
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– Review and confirmation of project scope
– Team expectations and roles
– Project logistics – schedule dates for mid-term progress review, final
report, status meetings, conference calls with coaches, key organizational
events
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3. The Participants
Instructors
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Second level •Lead Client
Third level •Members
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McKinsey
coaches
http://bit.ly/socialsolutions 3

4. Real projects. Real results.
Client Industry Problem
CA Hispanic Chambers of Business development Build revenue model to support Hispanic businesses in California through 65 local chambers in 4 regions.
Commerce One project; 700,000 California businesses.
Children's Hospital of Oakland Health Improving children’s health while lowering costs, increasing access, sharing knowledge and tools. Work at
the intersection of healthcare and technology innovation to create a health tele-presence strategy.
City of Richmond, LBNL Campus Economic development Create a business plan to capture the economic benefits for Richmond from the new campus of Lawrence
Berkeley National Laboratory to be located in the city, focusing on supply chain to generate local
employment and revenue.
City of Richmond, Fair Trade Economic development Devise a business plan to energize the local economy and social enterprises by planning a first-of-its-kind
Marketplace Fair Trade Marketplace in downtown Richmond.
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Coalition for Compassionate Health Create a business plan for a new consulting arm to healthcare organizations to advance palliative medicine
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Care of California and end-of-life care in California.
The Daily Californian Third levelJournalism Develop a business plan to engage business students in strengthening the business operations of the Daily
Cal newspaper, a 141 year old publication.
David and Lucile Packard
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Education Guide the giving strategy of one of the nation’s largest foundations. Strategically move from pre-K education
Foundation: Preschool California Fifth level to long-term support of birth to 5, including transition to kindergarten.
Five Keys Charter School Education and Create a Social Impact Bond in San Francisco based on an innovative juvenile education program to reduce
Juvenile justice recidivism rates, a first-of-its kind bond on the west coast.
Hispanic Foundation Silicon Philanthropy Create a 2-3 year strategic plan for a foundation serving the Hispanic community in Silicon Valley.
Valley
Northern California Community Economic development Conduct market research and create a marketing plan to attract new investors in the loan fund, to provide
Loan Fund and Finance economic development for low income communities. Social Impact Investing with local returns.
The Working Group - Not in Our Film/Multimedia Strengthen anti-hate crime initiatives by identifying diverse revenue opportunities, allowing for financial
Town sustainability and program health.
Zagaya Health Create plans for new plants in India and Africa to produce the active ingredient in ACT’s--the WHO-
recommended treatment for malaria. 4

5. Happiness Cycle- Client View
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6. Happiness Cycle
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7. Advice from Former Clients
• Up front -- Appreciate the need to invest in the team
• Every week -- Speak with the team (1 hour call) to
assess progress and speed problem solving
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• Throughout -- Be a demanding client
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• After the mid-term review -- Revisit scope
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you are getting what you need
• At the end of the project -- Spend time to capture the full
value of the team’s insights
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8. Key Events
January February March April
1/25 Kick-off Hard work Week of 3/18 Week of 5/6
@ McKinsey Mid-term Final
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3-5pm Progress Review Presentation
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(all partners) (teams) (teams
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More Hard work 5/10 Finale—
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report-outs &
evaluation
@ McKinsey
3-5pm
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9. Today’s work with team
• Introductions
• Problem definition/constraints
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• Workplanning and deliverables
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• Arrangements for working together and
timing of key meetings
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10. Work Session Locations
Team Room
CA Hispanic Chambers of Commerce 4845
Children's Hospital of Oakland 4734
City of Richmond, LBNL Campus Marvin’s conference room
City of Richmond, Fair Trade Marvin’s conference room
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Coalition for Compassionate 4721
The Daily Californian
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David andlevel Packard Foundation: Preschool California
Third Lucile 4730
Five KeysFourth level
Charter School 4726
Fifth level
Hispanic Foundation Silicon Valley 4811
Northern California Community Loan Fund 4833
The Working Group - Not in Our Town 4728
Zagaya 4732
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11. Contact Information
Nora Silver
Director, Center for Nonprofit and Public Leadership and Adjunct Professor,
Haas School of Business
silver@haas.berkeley.edu 510.642.1625
Paul Jansen
Click to edit MasterEmeritus, McKinsey & Company
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paul_jansen@mckinsey.com
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Andrik Cardenas
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Director of Operations, Center for Nonprofit and Public Leadership, Haas
Fifth level
School of Business
andrik@haas.berkeley.edu 510.642.4884
Evin Guy
Project Coordinator, Center for Nonprofit and Public Leadership, Haas School
of Business
evin_guy@haas.berkeley.edu 510.643.1869
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12. Thank you!
The business of making a difference
starts here.
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nonprofit.haas.berkeley.edu
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