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Leveraging Technical or Expert Volunteers (Pro Bono)
This document summarizes a presentation about leveraging expert and technical volunteers. It introduces Princessa Bourelly from Juma Ventures, Erin Dieterich from NetSuite, and Steve Heye from NetSuite. They discuss types of volunteers, managing volunteers, engaging pro bono volunteers, and finding volunteers. Specific tips are provided, such as having a clear scope of work, treating pro bono work professionally, and connecting volunteer work to an organization's mission. The document also provides an example of how Juma Ventures utilizes pro bono support from NetSuite.
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Leveraging Technical or Expert Volunteers (Pro Bono)
- 1. LEVERAGING EXPERT OR TECHNICALVOLUNTEERS Princessa Bourelly – Juma Ventures Erin Dieterich – NetSuite Steve Heye – NetSuite Session Hashtag #16NTCtechvol
- 2. Princessa Bourelly Juma Ventures Directorof Finance @CalifHoya About Princessa • Director of Finance with Juma Ventures • 15+ years leadership experience in both for-profit and not-for-profit • Works as independent consultant donating services to businesses who can not afford full rates • MBA – JHU Care Business School About Juma Ventures • Juma.org - Non-profit that strives to break the cycle of poverty • Owns 10 enterprise operations • Serves more than 700 low-income students located in 6 cities • Offers youth : Employment, financial capability, and academic services 2 TODAY’S TEAM Session Hashtag #16NTCtechvol
- 3. Erin Dieterich Netsuite Director ofCorporate Citizenship About Erin • Director of Corporate Citizenship, global programs at NetSuite • 10+ years creating and executing Social Responsibility Programs • Has designed 2 pro bono programs – at Discovery Channel & NetSuite • Board Member on CREATEATHON • Bachelors degree in broadcast journalism About NetSuite.org • NetSuite.org is the Corporate Citizenship arm of NetSuite • Core programs include software donations, pro bono volunteerism and traditional volunteerism. • Visit NetSuite.org to apply for software donation • NetSuite is a Cloud ERP solution with Financial Management, CRM, ecommerce and more 3 TODAY’S TEAM Session Hashtag #16NTCtechvol
- 4. Steve Heye Netsuite Solutions Consultant @SteveHeye AboutSteve • Solution Consultant – technical expert on the NetSuite solution • 20+ years experience in Nonprofit Technology • Wrote Chapter 1 in NTEN book Managing Technology to Meet your Mission • Worked at local YMCAs, YMCA of the USA and The Cara Program • Bachelors Degree in Finance • Acts on an improv team to raise money for nonprofits About NetSuite.org • Social Impact team donates NetSuite to nonprofits • Visit NetSuite.org to apply for software donation • NetSuite.org is the Corporate Citizenship arm of NetSuite • NetSuite is a Cloud ERP solution with Financial Management, CRM, ecommerce and more 4 TODAY’S TEAM Session Hashtag #16NTCtechvol
- 5. Session Overview Session #16NTCtechvolHashtag 5 • Types of Volunteers • Volunteer Management Overview • What Makes Expert and Technical Volunteers Different • Steps to Engage Pro Bono • Where to Find Volunteers
- 6. Credit: Taproot Foundation SessionHashtag #16NTCtechvol
- 7. YES! NO! Session Hashtag#16NTCtechvol
- 8. THE VOLUNTEER MANAGEMENTPLAN Needs Assessment Design Recruit- Intake Training Management Recognition- Retention Session #16NTCtechvol Hashtag 8 Resources: • VolunteerMatch.org Learning Center • Idealist.org Resource Center • HandsOn Network Resources
- 9. Safe for all volunteers Requires Expertise RequiresTrust TIME IMPACT Single Instance Multiple Instances Ongoing Simple Task Operations Organizational Change Session Hashtag #16NTCtechvol
- 10. VOLUNTEER OPPORTUNITIES BRAINSTORM! STEP1: Break into groups STEP 2: Use the worksheet to brainstorm TIPS FOR BRAINSTORMING a 1. Be Specific 2. Use Real-Life Examples Session Hashtag #16NTCtechvol
- 11. LET’S SHARE WHATWE LEARNED! • Share a volunteer opportunity someone in your group (not yourself) shared that you had never heard of • You can only use 15 words • Do it under 30 seconds Session Hashtag #16NTCtechvol 11
- 12. EXAMPLE VOLUNTEER OPPORTUNITY– TechAdvisory Board at The Cara Program Session Hashtag #16NTCtechvol 12
- 13. 40% CONFIGURATION & CUSTOMIZATION DashboardSet up Saved Searches Links to Customized Reports 30% BUILD OUT OF FINANCIALS Help Juma access, based on need if other modules are needed. • Revenue Recognition • Advanced Financial Planning TRACKING 15% Ability to better track Key Performance Indicators EDUCATION 25% Overall increase of staff knowledge in utilizing NetSuite HOW JUMA UTILIZES PRO BONO 13 PRO BONO AT JUMA VENTURES EXAMPLE VOLUNTEER RECIPIENT Session Hashtag #16NTCtechvol
- 14. Safe for all volunteers Limited Opportunities Doesthis Exist? Look for Tasks related to Volunteer Skill Set Requires Expertise and Trust for Projects Might be Better as Paid Opportunity Not leveraging skills Ideal for ProBono Requires Trust or Might be Better as Paid Opportunity SKILLLEVEL IMPACT Tactical Skilled ProBono Simple Task Operations Organizational Change Session Hashtag #16NTCtechvol
- 15. TIPS TO PREPAREFOR PRO BONO • Find the right partner • Have a clear scope of work • Treat this like a professional engagement • Connect it to the mission 15Session Hashtag #16NTCtechvol
- 16. FIND THE RIGHTPARTNER • What do you need and who has expertise in that area? • Who do you already know? Who are your corporate partners? • Don’t say yes to everything! 16 Session Hashtag #16NTCtechvol X
- 17. HAVE A CLEARSCOPE OF WORK • What is the problem you’re trying to solve? • What are the goals for the project? Are they realistic? • What is included? What is NOT included? • What outcome are you trying to achieve? • How will you know the project is complete? • Course correct when needed 17 Session Hashtag #16NTCtechvol
- 18. TREAT THIS LIKEA PROFESSIONAL ENGAGEMENT • Have clear goals & scope • Identify a timeline and stick to it • Treat volunteer with the same seriousness that you would a paid consultant • Budget the time and internal talent needed for success 18 Session Hashtag #16NTCtechvol
- 19. CONNECT IT TOYOUR MISSION • How will this project make an impact? • Sometimes tech projects feel FAR away from the mission. • Connect the dots for your volunteers • Show them the long term impact and value of their work 19 Session Hashtag #16NTCtechvol
- 20. WHERE TO FINDVOLUNTEERS? Who do you already know? • Board • Vendors • Existing volunteers • Refer others or different roles • Local companies • LinkedIn connections Matchmaking Sites • Taproot • Idealist • VolunteerMatch • Nitch skill sites (micro volunteer) • Catchafire • 501commons 20 Session Hashtag #16NTCtechvol
- 21. 21 Thank You ForJoining Us! Feel free to reach out with questions: Erin – Edieterich@netsuite.com & @Edieterich Steve – Sheye@netsuite.com & @SteveHeye Princessa – PrincessaB@Juma.org & @CalifHoya Please complete the session survey < LINK>
Editor's Notes
- #13 Can this be displayed similar to Juma’s slide (next slide)?
- #15 Erin, please feel free to edit how I filled in these squares
- #17 Add 3-4 bullets to frame moderated convo Specifically let me know if there is a point you want to be sure to make about this step
- #18 Add 3-4 bullets to frame moderated convo Specifically let me know if there is a point you want to be sure to make about this step
- #19 Add 3-4 bullets to frame moderated convo Specifically let me know if there is a point you want to be sure to make about this step
- #20 Add 3-4 bullets to frame moderated convo Specifically let me know if there is a point you want to be sure to make about this step
- #21 Feel free to add more places where we find volunteers.