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Boomer Solution: Skilled Talent to Meet Nonprofit Needs


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Slides from a presentation by Carol Kratz, Program Director at Virginia G. Piper Charitable Trust, speaking at Arizona Grantmakers Forum's April 11th program "Engaging Older Adults as Untapped Resources."

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Boomer Solution: Skilled Talent to Meet Nonprofit Needs

  1. 1. Engaging Older Adults as Untapped Resources<br />First in the Series of Educational Forums:<br />Creating Arizona as a <br />Great Place to Grow Older<br />
  2. 2. Marc FreedmanFounderCivic Ventures<br />The Big Shift: <br />Navigating the New Stage Beyond Midlife<br />
  3. 3. Carol Kratz Program Director Virginia G. Piper Charitable Trust<br />The Boomer Solution: <br />Skilled Talent to Meet Nonprofit Needs<br />
  4. 4. Elementsof Successful Aging<br />1. Prevention of disease and disability<br />2. Attainment of peak physical and psychological functioning<br />3. Participation in rewarding and productive activities<br />Successful Aging, Rowe and Kahn, 1998<br />
  5. 5.
  6. 6. Productive Aging<br />More seniors - boomers<br />Healthier, living longer<br />Educated<br />More financially Prepared<br />What next?<br />
  7. 7. Piper Trust Investments <br />
  8. 8. Potential Contributions of Professional and Leadership Volunteers<br />Professional advice and/or assistance that you can’t afford or that is not provided by your Board members <br />Examples include: legal, accounting, marketing, public relations, grant writing, evaluation, and community outreach<br />8<br />
  9. 9. New Ways of Engaging<br />Design ladders of engagement that offer a variety of flexible and meaningful opportunities from the boiler room to the board room, such as:<br />Leadership- and professional-level roles as well as direct service<br />Bridge jobs<br />Internships<br />Short-term consulting projects<br />Self-directed team projects<br />
  10. 10. What Does This Mean for Non-Profits?<br />Creating a menu of unpaid and paid opportunities <br />Tailoring marketing and recruitment strategies<br />Finding the right fit-balancing organizational needs with individual interests<br />Supporting and empowering an expanded workforce rather than top-down management<br />
  11. 11. “Methods of Significant Service” Benefits to Nonprofits in One Year<br /><ul><li>Ten Maricopa County projects tracked 55+ volunteers in professional- and leadership-level roles over one year.
  12. 12. Calculated the value and return on investment using the Strategic Metrics and Results Tracking (SMART) tool.</li></ul>The value of the leadership volunteers’ work: $ 1,340,000<br />The investment for the programs by 10 nonprofits: $ 218,380<br />The return on investment: $ 1,121,620<br />
  13. 13. Success in the Trenches: Using Older Adults to Expand Organizational Capacity<br />Linda Llewellyn, BSW, CAVS<br /> Director Network Volunteer Services, John C. Lincoln Health Network <br />SunneeO’Rork<br /> Executive Director, Arizona Museum for Youth<br />Michelle Dionisio<br /> President and CEO, Benevilla<br />
  14. 14. Linda Llewellyn Director Network Volunteer Services <br />John C. Lincoln Health Network<br />
  15. 15. John C. Lincoln Health Network<br /><ul><li> North Mountain Hospital & Trauma Center
  16. 16. Deer Valley Hospital & Mendy’s Place
  17. 17. Anthem Urgent Care
  18. 18. Physician Practices
  19. 19. Outpatient Radiology Centers
  20. 20. Adult Day Health Care
  21. 21. Desert Mission Programs:</li></ul>Food Bank, Community Health Center, Children’s Dental Clinic, Lincoln Learning Center, Marley House, Neighborhood Renewal<br />
  22. 22. Mission Critical Roles<br />North Mountain Auxiliary – fundraising/leadership<br />Information Desks/Public Areas<br />Courtesy Van<br />Spiritual Support<br />Friendly Visitor<br />Specialty Projects/Committees<br />Teaching new volunteer orientation<br />Handicraft items<br />Scholarship Program<br />
  23. 23. Impact<br />Financial - $126,575 in grants to network<br />Taking initiative on projects/services and ensuring outcomes<br />Positive, comforting first impression that gives confidence<br />Provide staffing during weekdays<br />Dependable, Reliable, Commitment and Tenure<br />Provide best training for new volunteers & serve as role model<br />Experienced and safe-driving record <br />Lifelong communication skills, life experiences & hospital experiences provide for enhanced support, visits & interactions<br />Developed comprehensive network handbook for new volunteers<br />Assist in teaching new volunteer orientation w/ real examples & stories<br />Add a personalized touch to the experience<br />Awarded $32,600 in heathcare scholarships<br />
  24. 24. Michelle DionisioPresident and CEO<br />Benevilla<br />
  25. 25. Volunteers Truly Are the Foundation of Benevilla<br />In mid-2011, the number of volunteers contributing time to the organization has hit an all-time high of 561. <br />That army of volunteers extends the reach of each one paid staff member by 5.5 additional people and enables us to provide over 30,000 hours of service in the community.<br />Last year alone, the value of the volunteer contribution was $605,758.<br />
  26. 26. Volunteers Offer Diverse Interests, Diverse Talents<br />As community needs change, both our services and our volunteers have changed. <br />Roles are being created that better suit the Boomer need to make a meaningful contribution and which provide opportunities for all ages, abilities and area of expertise. <br />
  27. 27. Keys to Building a Strong Volunteer Base<br /><ul><li> Invest in the right leadership for the program and make it organization-wide
  28. 28. A strong staff member is dedicated to skillfully interviewing, tailoring opportunities and managing volunteers.
  29. 29. The entire staff is encouraged to act as ambassadors in growing current and recruiting new volunteers.
  30. 30. Recognize and honor volunteers for their efforts
  31. 31. The agency works with other community organizations to acknowledge volunteers through tokens such as free baseball tickets
  32. 32. Regular quarterly staff and volunteer meetings are held to recognize contributions and build involvement
  33. 33. An annual Volunteer Recognition event is held to recognize length service and to award the Volunteer of the Year award</li></li></ul><li>SunneeO’Rork Executive Director <br />Arizona Museum for Youth<br />
  34. 34. <ul><li>John and Jack Whiteman Founders
  35. 35. Original Children’s Museum Focused on Art
  36. 36. 1st Children’s Museum in Arizona
  37. 37. Partnership with City of Mesa in 1987
  38. 38. Mission: To inspire children of all ages to experience their world differently through art, creativity and imagination.</li></li></ul><li>Mesa Arts & Culture Departments:<br />Boomer Volunteers<br />Ubuntu Project: 3 Ability Experts<br />Stipend Volunteers- M.M.S.S. <br /><ul><li>Mesa Arts Center, Arizona Museum of Natural History and Arizona Museum for Youth
  39. 39. Vicky Bundy- Technology
  40. 40. Karen Sherman –Evaluation & Way Finding
  41. 41. Now- Museum Accounting Specialist and
  42. 42. AMY Board Member</li></li></ul><li>OutComes<br />New Volunteer Program: $134,000 savings and hours for Gallery Educators and other staff <br />Partnerships:<br /><ul><li>AgeWorks
  43. 43. Americorps Vista - Exhibition Assistant, </li></ul> 3 Gallery Educators <br /><ul><li>National Charity League, Phoenix Hands On
  44. 44. Second-Wind Mesa United Way </li></li></ul><li>Nora Hannah Chief Consortium Officer Experience Matters<br />Expanded Opportunities for Funders to <br />Support Connecting People to Social Purpose<br />
  45. 45. 26<br />2. The agency assesses its financial resources and finds them deficient.<br />3. The leadership (ED/board) assumes volunteers’ free labor requires little financial/ strategic investment.<br />1. The nonprofit recognizes it needs assistance to achieve its mission.<br />The Cycle of Poorly Managed<br />Volunteer Engagement<br />4. The organization issues a call and finds volunteer(s) who may or may not be qualified for the task.<br />6. When the effort achieves little, volunteers receive the blame and are approached with skepticism, if at all, the next time their service is required.<br />5. A staff person may oversee the volunteer effort, but expectations, accountability, & communication remain unclear.<br />
  46. 46. Traditionalists<br />Boomers<br />Gen X<br />Millennials<br />
  47. 47. Comparison of Volunteer Characteristics<br />28<br />Drivers<br />Boomer<br />Traditional<br />Civic Duty<br />Time<br />Administrative<br />Socializing<br />Routine<br />Participation<br />Well meaning<br />Rules oriented<br />Local community<br />Status quo<br />Make a positive difference<br />Expertise, skill<br />Projects, team based<br />Adding value<br />Challenge<br />Value-added contribution<br />Progressive<br />Change Agent<br />Network-wide<br />Forward<br />Community<br />Contribution<br />Assignment<br />Incentive<br />Energy<br />Preference<br />Personality<br />Engagement<br />Reach<br />Direction<br />
  48. 48. Traditional<br />Boomers<br />Volunteer Skills & Expertise<br />Leadership <br />Consulting<br />Organization Management<br />Business Process Re-engineering<br />Statistical Analysis<br />Technical, computer<br />Training<br />Financial<br />Corporate fund raising<br />Specialist<br />29<br /><ul><li>Teaching
  49. 49. Administrative
  50. 50. Accounting
  51. 51. Staff
  52. 52. Supervisory, management
  53. 53. Community fund raising
  54. 54. Generalist</li></li></ul><li><ul><li>JCL = 178,000 volunteer hours last year
  55. 55. @ $20 per hour = $3,560,000 of Financial Resources
  56. 56. NOT including Fundraising, Donations and Legacy Gifts
  57. 57. If you had an operating budget of $750,000 it would be a 500% return on investment (ROI)</li></li></ul><li>New Volunteer Opportunities<br />Leadership<br /><ul><li>Team Leaders – oversee volunteer teams
  58. 58. Relationship Leaders – communication and peer-to-peer support
  59. 59. Transformational Leaders – develop future volunteer leaders</li></ul>Consultant<br /><ul><li>Facilitate meetings
  60. 60. Diagnostic and analytic (non-medical)
  61. 61. Process review and re-engineering</li></ul>Training<br /><ul><li>Train the trainer
  62. 62. On & off boarding processes</li></ul>Specialists<br /><ul><li>Documentation, presentation, and graphics experts
  63. 63. Technical projects
  64. 64. Event planning, fund raising, and coordination</li></ul>Special Projects<br /><ul><li>Corps of “On Demand” volunteers</li></li></ul><li>Purpose<br /> To develop and organize the Maricopa County marketplace that connects individuals age 50+ to social purpose opportunities.<br />Vision<br /> Experienced People Building a Stronger Community<br />Mission<br /> To create a culture in our community and its organizations that fosters meaningful work and service opportunities for experience people in the second half of life.<br />
  65. 65. <ul><li>The Learning Lab</li></ul> Three-day workshop for nonprofit leaders who want to learn how to tap into the valuable and underused resource of community talent.<br /><ul><li> Encore Fellowships</li></ul> Matches highly skilled executives and managers with social purpose organizations for a high-impact assignment for 6-12 months.<br /><ul><li> Explore Your Future Workshops</li></ul> Explore Your Future Workshops are a four-session series designed for employees and individuals age 50+ who are in job transition or seeking to discover their pathway in the next phase of their lives. <br />
  66. 66. <ul><li>Your Experience Counts</li></ul>A nationally proven model, Your Experience Counts will match adult mentors aged 55+ with students in grades K through 6 to provide mentoring / tutoring in reading, writing and math. <br /><ul><li> Community Talent Leaders</li></ul> Stipend positions for trained individuals to assist organizations in development, enhancement and implementation of new models of volunteer engagement.<br />
  67. 67. Increase your grantees’ abilities to make a difference by engaging older adults:<br /><ul><li>Encourage them to attend the Learning Lab
  68. 68. Inform grantees that they can host an Encore Fellow in their organization
  69. 69. Sponsor an Encore Fellow at one of your grantee organizations</li></li></ul><li>Thank You<br />
  70. 70. Upcoming GIA Programs<br />Economic Security – September 2011 <br />Healthy Aging – December 2011<br />EngAGEment Initiative Design Team <br />....needs your help to plan the next events!<br />Just complete the volunteer form on your table.<br />