Accessing the Power of Pro Bono Through the Readiness Roadmap

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Have you ever wondered how you could help your nonprofit partners take their organization to the next level with pro bono support? On July 22, speakers from Points of Light, Taproot Foundation and Capital one led a training on a new tool-- the Readiness Roadmap—a one-stop shop designed to help nonprofits navigate and manage skills-based volunteering. Explore each stop on the Roadmap that will empower nonprofits to: improve their readiness to receive pro bono, identify their skills-based volunteer needs, find the right volunteers, and more!

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  • 500 pledge company celebration in June
  • Leadership of Deloitte, IBM, HP, Capital One, but 50% small businesses
  • 30% are in Fortune 100Across all industries, all committed to addressing community challenges through pro bonoSecond phase of the campaign will focus on growing and strengthening the pro bono marketplace. Tools like the Readiness Roadmap will be an important part of that.To give you a better idea of what A Billion + Change is all about, I’d like to show you a new video that one of our pledges created for us pro bono. This was actually a great first-hand experience for us managing an SBV project and we actually used some of the Readiness Roadmap tools to help us.Without further ado…
  • 3 out of 4 nonprofits were familiar with pro bonoBut 1 in 4 also said that they did not know about pro bono services at all Of the one-quarter that have not used pro bono services, the reason is overwhelmingly because they did not know how to access these services Another 19% said they did not know what type of support their organization neededAbout 37% did not have the resources to devote to a pro bono volunteer
  • The majority found pro bono support helpful, but almost 1 in 5 did say pro bono was only helpful half the time or less79 percent of nonprofits—nearly eight in every ten organizations— spend two percent or less of their operating budgets on supporting key infrastructure If a nonprofit could get free marketing, IT, HR, financial planning services for free, why wouldn’t it be helpful?
  • Organizations said:Deliverable was disappointingVolunteers weren’t knowledgeable about the agency or sector needsToo much staff time was needed
  • Many said the project took too long to finishOthers said the volunteers didn’t have the right skills– which speaks to the importance of finding volunteers with the right skillsSome underestimated the scope of work that was required– speaks to the importance of scoping.
  • Project Finder = formerly called “Competencies Map”
  • A Billion + Change pledge pro bono examples in the “Spectrum of Volunteerism”Mentoring and tutoring: PIMCO: Offers a “Tools for Tomorrow" program to provide financial literacy training to at-risk youth at schools in Orange County, CA and New York. Tools for Tomorrow is a 13-week program delivered by PIMCO volunteers (managing directors to associates) in the U.S. In California, they work with Olive Crest/NOVA Academy, an NGO helping at-risk children, to run a financial literacy training for at-risk students. In NYC, they work with KIPP Academy and Citizen Schools. Since 2008, they have reached 240 students.Board ServiceAcumen, a technology consulting from based here in Virginia, runs a Board Leadership Program, in which it trains Acumen leaders on how to effectively sit on a nonprofit board. After their training, Acumen leaders select an organization they would like to serve. That organization then becomes part of Acumen’s Nonprofit PortfolioOnce a nonprofit is part of their Portfolio, they are eligible for all the giving back efforts the company offers Currently Acumen leadership sits on 22 nonprofit organization boards whose missions vary from literacy, childhood cancer, youth education, needs of low income families and more.Marketing collateral designRiggs Partners, in Columbus, South Carolina launched CreateAThon, a 24-hour creative marathon where Riggs employees create marketing deliverables for nonprofits. In 2002, they expanded this to a national effort, and today more than 75 advertising and PR firms are part of the CreateAthon Networking, holding CreateAthon events in their respective markets. This national pro bono program has benefited more than 1,275 nonprofit organizations with 3,100 projects valued at more than $15 million.than 75 agencies have participated in the CreateAthon Network, holding
  • Examples of B+C pledge companies:Education (PIMCO)Youth (SISGI Group or Blackbaud)Community RevitalizationEnvironment (Ernst & Young)Women’s Issues (Allstate partnership with the National Network to End Domestic Violence)
  • Addresses This Challenge: It’s easy to think that once a project has been agreed upon, thing will start to happen and the project will complete itself. Without all necessary parties having the buy-in, dedicating time, commitment, clearly understanding expectations and the scope of the project, it will be hard to achieve results you want.MEplusYOU: project developed fluidly. Created a SOW only after work was underway; would have been helpful to do it upfront. Introductory phase --meeting between volunteers and nonprofit staff, setting expectations, sharing of vision, strategy and program. --Ensure executive-level buy-inExecution phase --establishing scope of work, timeline and deliverables --proactively monitoring timeline, communicating with volunteers, identifying potential problems along the wayEvaluation and Recognition phase --evaluate deliverable and determine whether it met the project goal --develop a project story --recognize and thank volunteers
  • You can set yourself up for success by agreeing to a SOW with your volunteers to:Define project goals, scopeTimelineHow will success be measuredMEplusYOU: Firm timeline wasn’t agreed to, so project slipped from January to June, coinciding with a very busy time for B+C.Other implementation tools in the Roadmap are:Working Agreement templateSkills worksheetHandsOn Training manual for nonprofits to manage pro bono volunteers
  • Kristin to describe Capital One’s case studies
  • Accessing the Power of Pro Bono Through the Readiness Roadmap

    1. 1. Accessing the Power of Pro Bono Through the Readiness Roadmap
    2. 2. AGENDA Welcome and Introductions What is the Readiness Collaborative? Getting Ready Finding a Pro Bono Champion Project Scoping and Implementation Corporate Expectations of Readiness and Capital One Case Studies Closing and Q&A
    3. 3. ABOUT THE TAPROOT FOUNDATION ► 5 offices: San Francisco Bay Area, Los Angeles, Chicago, New York, and Washington DC ► 3,500+ professionals delivering 1+ million hours of pro bono consulting valued at over $112 million since 2001 ► Consulted to 20+ Fortune 500 companies to build and advance employee pro bono programs Our mission is to lead, mobilize and engage professionals in pro bono service that drives social change. taprootfoundation.org
    4. 4. BUILDING PRO BONO MARKETPLACE SUPPLY – Advisory Services Businesses, Boards, and Individuals DEMAND – Powered by Pro Bono Nonprofit Organizations INTERMEDIARIES – Service Grants Taproot Foundation and other pro bono consulting groups
    5. 5. A Billion + Change is a national campaign that has inspired the largest commitment of corporate pro bono service in history. More than 500 companies have pledged over $2 billion in pro bono services to serve the needs of nonprofits and communities at home and around the world.
    6. 6. The Collaborative and Nonprofit Readiness Research • What is the Readiness Collaborative? • Nonprofit Readiness Research – Capital One commissioned LBG Associates and LBG Research Institute to conduct a survey to assess nonprofit readiness to receive pro bono services – 1,400 nonprofits surveyed across the nation in early 2012
    7. 7. Most NGOs Know About Pro Bono • The majority (75%) of respondents are familiar with pro bono because they have used these services or volunteers’ professional skills at their organization
    8. 8. A Majority Find SBV Helpful • Overall, the vast majority of respondents felt that the pro bono work was helpful – 39% said it was helpful every time – 47% said it was more often helpful than not – 14% said it was helpful only half the time or less
    9. 9. Why Would SBV Not Be Helpful? • Deliverable was disappointing • Volunteers were not knowledgeable about the agency or sector needs • Too much of the organization’s staff time was needed for the project
    10. 10. • About 25% felt that the project took too long to finish • Another 25% felt that the volunteer did not have the right skills • 23% said they underestimated the scope of work that was required
    11. 11. The Solution – a clearinghouse of information The Readiness Roadmap – a free, one-stop shop for interactive, step-by-step resources and tools created to help nonprofits navigate pro bono skills-based volunteering. The Roadmap is organized into eight distinct sections: Helping Nonprofits Navigate Pro Bono Skills-Based Volunteering • Organizational Readiness • Needs Identification • Project Readiness • Sourcing • Planning • Implementation • Evaluation • Recognition & Celebration
    12. 12. Where are you on the ROADMAP? How do you want to strengthen your org? www.readinessroadmap.org
    13. 13. Getting Ready
    14. 14.  Strong Executive Leadership  Potential to Create Impact  Effective Relationship Building  Organizational Stability  Commitment to Capacity Building  Strategic Engagement of Volunteers
    15. 15. Needs Assessment Tool
    16. 16. Through Taproot Foundation’s Project Finder tool, nonprofits can started by accessing a catalog of more than 100 of the most common pro bono projects including helpful project descriptions, key deliverables, and recommendations for where to source the support. Project Finder
    17. 17. Finding a Pro Bono Champion
    18. 18. MAKING BUDGET ―EXTRA HANDS‖ TO DELIVER SERVICES/PROGRAMS INFRASTRUCTURE AND LEADERSHIP FINANCIAL SUPPORT HANDS-ON VOLUNTEERING SKILLS-BASED VOLUNTEERING GENERAL SKILLS BOARD SERVICE PRO BONO PROFESSIONAL EXPERTISE  Cash grants  Dollars for Doers  Matching gifts  Playground clean-up  Soup kitchen  Planting a garden  Tutoring  Literacy programs  Event coordination  Board placement  Board member training  IT assistance  Marketing collateral design  HR consulting  Legal counsel SPECTRUM OF VOLUNTEERISM
    19. 19. They can then access Taproot’s Provider Finder to search their networks for the pro bono professional services their organization needs. Sourcing
    20. 20. Sourcing • Unlock the potential of your Board of Directors • HandsOn Affiliates • A Billion + Change pledges—more than 500 companies committed to pro bono. Main impact areas are: • Education • Youth • Community Revitalization • Environment • Women’s Issues
    21. 21. Project Implementation and Scoping
    22. 22. Implementation drives the results of the project. Ensure success by: Implementation • Understanding each phase of the project • Agreeing to the scope of the project, deliverables, a nd the timeframe
    23. 23. Set yourself up for success by: Scoping • Defining the project details, work plan, timeline, project goals and measurable success factors upfront
    24. 24. • Success stories – review a sampling of successful projects, large and small, from team-led to individuals; projects demonstrate the various degrees of engagements that deliver quality results in partnership with nonprofit organizations. Key Stops on the Roadmap
    25. 25. Success Stories
    26. 26. Closing and Q&A
    27. 27. Collaborative Member Websites Readiness Roadmap -- www.readinessroadmap.org Points of Light -- www.pointsoflight.org Hands On Network – www.handsonnetwork.org A Billion + Change -- www.abillionpluschange.org Taproot Foundation -- www.taprootfoundation.org Capital One -- www.capitaloneinvestingforgood.com We welcome feedback on the roadmap – please don’t hesitate to share your comments. Thank you!
    28. 28. Thank You! Max Skolnik, Executive Director—Washington, DC Taproot Foundation max@taprootfoundation.org Yvonne Siu, Marketing Manager, A Billion + Change, Points of Light ysiu@pointsoflight.org Natalie Smith, Senior Manager, Corporate Volunteerism, Capital One Natalie.Smith@capitalone.com

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