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Volunteer: Ideas to Boost Your Skills

The document outlines a comprehensive list of pro bono projects and services offered for nonprofits, highlighting the challenges they face in seeking volunteer help and managing their needs. It provides strategic ideas for both nonprofits and corporate volunteers to effectively collaborate and achieve their goals. Additionally, it includes outcomes from various volunteer projects that can enhance organizational effectiveness and sustainability.

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! STRATEGY MANAGEMENT FUNDRAISING Intellectual Property Law Real Estate Law General Corporate Law Taxation & Regulatory Compliance Employment Law Program Training Design Profitability Modeling Needs Assessment Change Theory Mobile App Web Development Web Analytics Salesforce Database Google Adwords Plan Search Engine Optimization Extranet Design & Development Intranet Design & Development IT Security Assessment Remote Access Setup Office Networking Broadcast Email Tools Public Service Announcement Client Service Evaluation Office Tone & Setup Press Kit Internal Capacity Assessment Geographic Expansion Plan Earned Income Plan Mission, Vision, Values Environmental & Sustainability Plan Competitor/ Collaborator Analysis SWOT Analysis Client Service Evaluation Strategic Planning & Prep Membership Strategy Donor Segmentation In-Kind Donation Assessment Donor Relations Strategy Grant Budget Grant Template Fundraising Analysis Crowdfunding Event Planning Capital Campaign Design Fundraising Coach Salesforce Database Program Training Design Web Development Google Adwords Plan Search Engine Optimization Naming & Visual Identity Merchandise Design Blog Design Broadcast Email Tools Internal Communications Mission, Vision & Values Translation & Interpretation Event Planning Storytelling Training Multimedia Social Media Plan Mobile App KPIs Accounting System Financial Controls Budget Development Cost Reduction Analysis In-Kind Donation Assessment Pricing Strategy Program Profitability Modeling IRS Annual Filings Taxation & Regulatory Compliance Cash Flow Planning Endowment Planning Employee Recruitment Organizational Diversity Performance Evaluation System Professional Development Training Process/ Meeting Facilitation Change Management Board Effectiveness Board Structure Board Training Staff Compensation Plan HR Management System Office Tone & Setup Executive Search Executive 360° Review Executive Coaching Accessibility & Code Compliance Building & Space Identification Facilities Assessment Interior Design Facilities Renovation Healthy Environments LEED Certification PROGRAM MANAGEMENT MARKETING & COMMUNICATIONS PUBLIC RELATIONS HR & LEADERSHIP DEVELOPMENT LEGAL & RISK MANAGEMENT PR Plan Advocacy Plan Volunteer Management Volunteer Recruitment Client Service Evaluation Progress Measurement FINANCIAL MANAGEMENT INFORMATION TECHNOLOGY REAL ESTATE & FACILITIES Market Research White Paper Business Plan Copywriting Brochure Annual Report IT Plan Jolene Bernhard, 2015 Adapted from Taproot Foundation
! ! ! 73% of nonprofits would seek more pro bono help if they could better translate gaps into specific projects. ! 65% don’t know where to find pro bono talent. ! 58% need help with timeline management. ! 42% need help with project scoping. ! 26% don’t think they have the staff resources to manage pro bono work. ! ! ! ! ! !!!!!!How can you help with a Solution? TAPROOT FOUNDATION has been a groundbreaker in the pro bono movement, and is a source of ideas that give you the momentum to do something great. This list of skills-based volunteering ideas is a summary of data from their website to help both sides articulate what they’re most looking for. I love how wide-ranging and specific the projects are. If you’re a nonprofit, may the list inspire you to define the structure you need right now to survive and thrive. Most importantly, may you rally the internal support and drive to turn that wish list into action. If you’re a corporate volunteer, don’t just wait for the right opportunity to appear: You can market your interest in specific projects through LinkedIn for Volunteers, Catchafire, WomenOnCall, and your company’s network to find that beautiful intersection between what you have to offer and the nonprofit who is ready to use your skills. PICK 5 PROJECTS FROM THIS LIST THAT ARE CALLING YOU AND PROMOTE THE HECK OUT OF THEM. Jolene Bernhard Corporate Giving Guide, Denver A TAPROOT SURVEY SAYS THAT:
! VOLUNTEER PROJECT OUTCOMES 1 Accessibility & Code Compliance Ensure that an organization’s office is accommodating for people with disabilities and meets other building codes, making the space welcoming for all. Recommendations for Accessibility & Code Compliance 2 Accounting System Analyze an organization’s accounting needs and make a recommendation for a new system. This project can also involve evaluating and improving an existing system. Accounting Plan, Training 3 Advocacy Plan Clearly define the audience to influence, the desired change, and a process for regularly educating that audience about the organization's point of view. Issue Analysis, Advocacy Plan, Content 4 Annual Report Communicate the organization’s accomplishments by designing a layout and compiling photos, data, text, and financial information. Annual Report, Template, Training 5 Blog Design Create a space on an organization’s website where staff and guest writers can share news, event recaps, advice, photos, and success stories. Blog Template, Editorial & Style Guides, Training 6 Board Effectiveness Measure board performance by looking at its governance practices, membership, resource generation, and CEO management. Make recommendations for improvement. Board Assessment Template, Analysis 7 Board Recruitment Determine what skills are needed, create job descriptions, and develop marketing tools to build a pipeline of members who are the right fit. Board Recruitment Plan 8 Board Reporting Dashboard Translate a nonprofit’s strategic and operating plans into metrics that cover financial, administrative, program, and governance performance. Board Reporting Dashboard 9 Board Structure Improve the roles and policies of a board. This project reviews term limits, committees, meeting structure, and other framework from the bylaws. Board Structure, Policies & Procedures Documents 10 Board Training Customize a training manual and provide a sample orientation so that new board members consistently learn about all aspects of the organization and its goals. Board Structure 11 Broadcast Email Tools Determine how the organization can use these emails. Fundraising? Communicating with clients? Demonstrate the options and get them started with the chosen tool. Broadcast Email Application
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 12 Brochure Design a brochure that inspires donors, provides information to prospective clients, and/or recruits volunteers. Print-Ready Brochure 13 Budget Design & Development Design a format to better track the organization’s money and compare actual vs. budgeted performance. This often goes hand-in-hand with upgrading accounting software. Budget Analysis, Budget Design 14 Building & Space Identification Assess options for leasing or purchasing a new space. Consider co-locating options, where the nonprofit either shares a building or office park with similar organizations. Selection of New Space 15 Business Plan Articulate an organization’s goals for a new venture. Create a document for potential investors and advisers that discusses mission, objectives, tactics, and income strategy. Business Plan 16 Capital Campaign Design & Management Build a plan to ask donors to support a new building, renovation, or major equipment purchase. It typically includes a feasibility study, timeline, and roles and responsibilities. Capital Campaign Plan 17 Capital Campaign Materials Create graphic materials that help funders visualize what the goal looks like, how it will increase an organization’s capacity, and what it will cost. Capital Campaign Materials 18 Cash Flow Planning Analyze incoming cash and short and long-term business expenses. Create a plan to minimize the revenue droughts and prepare for the unexpected. Cash Flow Analysis, Plan, Template 19 Change Management Develop strategies and tools for tackling a major change. How will the organization address skills training, leadership coaching, and culture adjustment? Change Management Plan, Coaching Session(s) 20 Change Theory A theory of change is an organization’s model for making a difference in the world. Explore how well their model is working by analyzing the organization’s resources, activities, and outcomes. Issue Area Research, Theory of Change 21 Client Service Evaluation Create a process to evaluate the heart of why an organization exists. Are clients satisfied with the environment and relationships tied to a service? Are they making progress in what the service is designed to do? Client Service Evaluation 22 Competitor/ Collaborator Analysis Identify the strengths and weaknesses of similar organizations and propose opportunities for partnership. Competitor/ Collaborator Analysis
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 23 Copywriting Edit an organization’s written content and craft new messages that emotionally connect with its audience. Copywriting 24 Cost Reduction Analysis Analyze expenses, workflows, and suppliers to show where excess resources can be reduced or eliminated. Cost Reduction Analysis 25 Crowdfunding Show how to raise funds from networks using social media, mobile apps, and websites. Crowdfunding Campaign 26 Donor Relations Strategy Develop a plan to engage donors, share the nonprofit’s successes, and show appreciation for contributions. Donor Relations Plan, Communication Templates 27 Donor Segmentation Analyze who gives and how they are grouped by motivation, behavior, and demographics. Donor Segment Analysis 28 E-Advocacy Platform Research ways to mobilize supporters for collective action. Sync the platform with a nonprofit’s website and social media to easily manage fundraising, events, and marketing. E-Advocacy Platform, Training 29 Earned Income Plan Develop a way for a nonprofit to reduce its dependence on traditional funding sources while maintaining its 501(c)3 status: Review its business model, determine products and/or services that are marketable and related to its mission, and create a launch plan. Business Plan 30 Employee Recruitment Process Build a pipeline for talent by writing meaningful job descriptions, reaching out to the right channels, and establishing standards to evaluate candidates. Job Descriptions, Recruitment Plan 31 Employment Law Guide a nonprofit in hiring and firing, personnel manuals, compensation, and volunteer policies. Legal Guidance 32 Endowment Planning Advise on how to create and best use an endowment: Set guidelines for investment policy, income use, and protection of donor intent. Endowment Plan & Policy, Training 33 Environmental & Sustainability Plan Articulate a vision and goals to guide employees, management, shareholders, customers, and suppliers. Environmental & Sustainability Policies, Plan 34 Event Planning & Production Coordinate behind-the-scenes logistics and details for a major event. Event Plan, Execution
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 35 Executive Coaching Provide a leader with support and help them recognize how to improve their organization’s effectiveness. Executive Coaching Session(s) 36 Executive Director 360° Performance Review Provide a director with feedback from all key stakeholders regarding strengths and areas for improvement. Performance Evaluation, Recommendations for Improvement 37 Executive Search Help a nonprofit identify, recruit, and hire the best fit for senior management positions. Executive Search, Training 38 Extranet Design & Development Create a secure web environment for clients, alumni, and other stakeholders who regularly need to access information. It could include forms, blogs, wikis, contact directories, calendars, and resource libraries. Extranet 39 Facilities Needs Assessment Observe the challenges with an organization’s office space and recommend how to fix them. Facilities Needs Assessment 40 Facilities Renovation Configure a new space for an organization. This project includes a floor plan, contractor recommendations, and construction timeline. Floor Plan, Construction Plan 41 Financial Controls Create procedures for handling transactions and physically protecting valuables. Financial Controls Plan 42 Financial Key Performance Indicators Decide what measures are important in the nonprofit’s environment and develop metrics to track performance. KPIs, Measurement Tool, Training 43 Financial Management Coach Regularly analyze and advise on the organization’s financial systems and strategy. Ongoing Financial Coaching 44 Fundraising Analysis Review all fundraising activities to determine what’s worth it and what the organization has the capacity to do next. Estimate conversion rates for prospective and renewing donors in order to predict revenue. Fundraising Process Analysis, Fundraising Management Plan 45 Fundraising Coach Advise on how to improve overall fundraising strategy and processes. Translate your specific knowledge of sales, direct mail, or customer service into fundraising strategy. Ongoing Fundraising Coaching 46 Fundraising Plan Define an organization’s fundraising goals, tactics, and prospective sources for donors. Fundraising Plan, Funding Environment Analysis
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 47 General Corporate Law Help navigate incorporation or the legal aspects of activities like alliances, sponsorships, mergers, records retention, project financing, or new business ventures. Legal Guidance 48 Geographic Expansion Plan Gauge the financial and brand impact of adding a new location, evaluate threats and opportunities, assess internal capacity, and recommend a launch plan and timeline. Geographic Expansion Analysis, Plan 49 Google Adwords Plan Review the nonprofit’s audience and marketing to write copy with good keywords. Google Adwords Plan, Training 50 Grant Proposal Budget Research the items needed for a grant project, their costs, and the value of any in-kind contributions. Grant Budget 51 Grant Template Summarize the organization’s mission, strategic plan, activities, and budget in a document that will serve as a starting point for grant proposals. Grant Template 52 Graphic Design Create print and/or online materials that reflect an organization’s visual identity. Graphic Design 53 Healthy & Sustainable Environments Research a nonprofit’s ergonomics, energy efficiency, and overall sustainability to ensure a healthy work environment that doesn’t adversely impact the environment. Health & Sustainability Assessment 54 HR Capacity Build Assess current HR practices, create a plan to solve individual challenges, and develop strategies that link the department to broader organizational goals. HR Assessment, HR Standard Practices, Implementation Plan 55 HR Coach Advise on a range of human resources topics, such as payroll, timesheets, benefits, employee data, recruiting, hiring, and performance evaluation. Ongoing HR Coaching 56 HR Management System Implement a system to manage payroll, benefits, and other employee data. This project includes vendor selection, installation, training, and a maintenance plan. Human Resources Management System 57 In-Kind Donation Assessment Review an organization's current and projected expenses to identify costs that can be met through the donation of services. Develop strategies for securing them. In-Kind Prospect List, Acquisition Plan, Management Procedures
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 58 Intellectual Property Law Provide legal advice on how to protect ownership rights for musical, literary, and artistic works, as well as for inventions, names, and designs. Legal Guidance 59 Interior Design & Brand Integration Enhance the way that an organization’s space reflects its purpose, brand, and culture. Improve how operations and traffic flow. Assessment, Interior Design Plan 60 Internal Capacity Assessment Identify where a nonprofit is strong and where it needs improvement in key functions such as programs, management, fundraising, accounting, and human resources. Internal Capacity Analysis, Training 61 Internal Communications Plan Map the flow of messages through an organization so that staff receive consistent and accurate communications with easily understood goals and results. Communications Analysis, Internal Communications Plan, Templates 62 Intranet Design & Development Create a secure web environment for employees, board members, and volunteers to access information and interact. It may include contact information, policies, dynamic reports, and an internal calendar. Intranet 63 IRS Annual Filings Nonprofits must file some version of Form 990 each year and publicly disclose their finances. Gather and submit the required data: assets, income, expenditures, a list of board members and senior staff, compensation of officers, and other details proving financial accountability and avoidance of fraud. Form 990 Filing 64 IT Coach Regularly advise on how to manage and evolve an organization’s IT systems. Ongoing IT Coaching 65 IT Plan Assess an organization’s headaches and look at how they can best use technology. Make recommendations on databases (program, fundraising, and operations), web, networks, phones, and software. IT Plan 66 IT Remote Access Setup Enable staff to collaborate and communicate between offices or to access information from home. This project reviews the organization’s remote IT needs, drafts a configuration plan, and implements the new system. Remote Access Setup 67 IT Security Assessment Determine where a nonprofit is vulnerable. Develop a plan for reducing and addressing risk. Network Security Assessment, Implementation Plan, Training 68 Key Messages & Brand Strategy Develop messages about a nonprofit’s mission, constituents, and unique contributions so that they complement each other and have a consistent voice. Key Messages, Brand Recommendations
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 69 LEED Certification Remodel a space to meet LEED standards at whatever level is both feasible and desirable for the organization. This project includes a floor plan, recommendations for general contractors, and construction timeline. Floor Plan, Contractor Recommendations, Timeline, Advice 70 Legal Coach Regularly guide a nonprofit in legal matters and risk management. Ongoing Legal Coaching 71 Market Research Gather external data about a target audience, issue area, program design, and/or operating environment. Market Research Report 72 Marketing & Communications Coach Advise on strategies and measurement, and provide a third-party take on how specific messages will resonate. Ongoing Marketing & Communications Coaching 73 Marketing & Communications Plan Create a road map for how an organization will tell its story. Marketing Plan 74 Membership Strategy For nonprofits with dues-paying members: Provide tools and a plan for recruitment, retention, and engagement. Membership Strategies, Plan 75 Merchandise Design Create logoed merchandise to energize supporters, publicize the nonprofit’s name, and generate revenue. Merchandise Design 76 Mission, Vision, and Values Update these statements to clarify purpose, focus energy, and motivate staff and other stakeholders. An organization may have outgrown its original mission or feel that the wording is too vague. Mission, Vision, and/or Values Statements 77 Mobile App Design an app to meet an organizational need, whether that’s sharing news, raising money, outsourcing work to microvolunteers, or motivating clients. Mobile App 78 Multimedia Create a photo collage, slideshow, video, podcast, or webinar to reach and engage supporters. Multimedia 79 Naming & Visual Identity Walk an organization through the brainstorming of a new program or company name. Create an updated logo and overall look to reflect its core beliefs. Name, Logo & Visual Identity, Style Guide 80 Needs Assessment Document a community’s viewpoints, challenges, and resources to determine how a nonprofit can best contribute to it. Needs Assessment, Training
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 81 Newsletter Design an online or print newsletter to regularly share updates, success stories, and events with stakeholders. Newsletter Template, Style & Editorial Guides, Work Plan 82 Office Networking Configure and install a network that allows an organization’s computers, printers, scanners, cameras, folders, and Internet connection to be shared. Office Network 83 Office Tone & Setup Is a nonprofit’s front office welcoming and well-organized? Assess their reception and administrative practices and recommend solutions. Office Assessment, Standard Practices, Plan 84 Organizational Diversity Plan Build an advisory team and a plan that makes diversity a vital part of the organization’s mission, vision, values, and daily actions. Organizational Diversity Plan 85 Performance Evaluation System Develop a form and broader system to help leadership and staff: Clarify personal goals, align them with organizational goals, and give and receive regular feedback. HR Assessment, Performance Evaluation Tool, Training 86 PR Coach Advise on strategy, presentation, and content. Prepare staff for communicating in a crisis. Ongoing Public Relations Coaching 87 PR Plan How can the nonprofit enhance its public image and relationships? Build a plan that has a PR calendar, media lists and training, news releases, speeches, and/or press kits. PR Plan 88 Press Kit Create a sample press release and bundle general information about the nonprofit’s presence and achievements to share with the media. Communications Materials 89 Pricing Strategy Analyze how much an organization charges for products and services, along with their true value and cost. Recommend which ones to continue and which new ones to offer. Pricing Strategy Analysis, Recommendations 90 Process/ Meeting Facilitation Serve as a neutral third party to help skillfully navigate a complex decision. Facilitation 91 Professional Development Training What skill could you teach to a larger group of people? Topics that are useful to nonprofits include customer service, conflict management, and public speaking. Professional Development Training
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 92 Program Coach Advise on how to assess, monitor, and continuously improve client services. Ongoing Program Coaching 93 Program Database Upgrade a database to track client contact information, services provided, outcomes, and interactions. Customized Database, Training 94 Program Measurement Identify the goals of a client service, decide how to measure progress, and create a tool for collecting data. Metrics, Measurement Tool, Training 95 Program Profitability Modeling Help organizations weigh the value of each service by determining whether they operate at a profit or loss. Detailed Report on Program Revenues and Expenses 96 Program Training Design Design a “program in a box” with tools, teachings, and lessons learned. The nonprofit can introduce this to a new community to replicate a successful model. Training Module 97 Public Service Announcement Donate radio, TV, print, and/or online advertising space. Craft an ad that tells the target audience about a nonprofit and the broader issue it serves. Public Service Announcement 98 Real Estate Law Guide a purchase or sale, negotiate a lease, or review a contract to ensure that the organization understands the terms and is negotiating in its own best interest. Legal Guidance 99 Salesforce Database Nonprofits frequently turn to Salesforce to manage donor and client information. Design a database and reporting templates for an organization, and help them transfer data. Custom Database, Data Migration Plan, Training 100 Search Engine Optimization Drive more traffic to the nonprofit’s website through prominent search results. SEO Plan 101 Social Media Plan Where should the nonprofit have a presence, how often, and who should write and monitor content? Social Media Plan, Training 102 Staff Compensation & Incentive Plan Create a fair, consistent compensation system and develop non-monetary rewards to boost employee satisfaction. This project includes an analysis of job descriptions, pay structures, and raise policies. Staff Compensation & Incentive Plan 103 Storytelling Training If you’re a master at it, teach a group of staff and board how to capture attention and enthrall an audience. Storytelling Training
Adapted from Taproot Foundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 104 Strategic Planning Guide a planning process to come up with a 3-5 year set of goals and plot a course to achieve them. Organizational Analysis, Strategic Plan 105 Strategic Planning Prep Explore an organization’s operating environment and gather information on its situation, position, and potential. Environment Analysis, Research 106 Strategic Scorecard Translate strategic goals into metrics that report progress to staff, board members, and other stakeholders. Strategic Scorecard, Data Collection Plan, Training 107 SWOT Analysis Articulate what makes an organization unique by researching its strengths and weaknesses (internal factors), as well as opportunities and threats (external factors). SWOT Analysis 108 Taxation & Regulatory Compliance Help a nonprofit comply with all applicable local, state, and federal regulations in the areas of fundraising, lobbying, the board, annual reporting, and the IRS. Legal Guidance 109 Translation & Interpretation Translate content for the communities served by a nonprofit or provide in-person interpretation for key events. Translated Item(s), Interpretation 110 Volunteer Management Develop a system for leading a volunteer workforce: How to align their actions with the mission, who the right people are to recruit, where to find them, how to retain the best, and what tools they need to succeed. Volunteer Program Assessment, Improvement Plan 111 Volunteer Recruitment Provide the structure and tools to find exceptional volunteers. Write job descriptions. Develop advertising templates and marketing strategies. Create a screening process. Volunteer Recruitment, Integration Plan, Management Plan 112 Web Analytics Show how to measure traffic, understand visitors' behavior, and determine what brings people to the site. Web Analytics Tool, Training 113 Web Development Upgrade a current site or create a new one that looks clean, draws you in, and is easy to maintain. Partner with a marketing volunteer who can create a pool of long-term content. Website, Training 114 White Paper Produce an authoritative document that explores an issue in-depth. The white paper can be used as an advocacy tool to inform governmental policy and secure resources. White Paper !

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Volunteer: Ideas to Boost Your Skills

  • 1.
    ! STRATEGY MANAGEMENT FUNDRAISING IntellectualProperty Law Real Estate Law General Corporate Law Taxation & Regulatory Compliance Employment Law Program Training Design Profitability Modeling Needs Assessment Change Theory Mobile App Web Development Web Analytics Salesforce Database Google Adwords Plan Search Engine Optimization Extranet Design & Development Intranet Design & Development IT Security Assessment Remote Access Setup Office Networking Broadcast Email Tools Public Service Announcement Client Service Evaluation Office Tone & Setup Press Kit Internal Capacity Assessment Geographic Expansion Plan Earned Income Plan Mission, Vision, Values Environmental & Sustainability Plan Competitor/ Collaborator Analysis SWOT Analysis Client Service Evaluation Strategic Planning & Prep Membership Strategy Donor Segmentation In-Kind Donation Assessment Donor Relations Strategy Grant Budget Grant Template Fundraising Analysis Crowdfunding Event Planning Capital Campaign Design Fundraising Coach Salesforce Database Program Training Design Web Development Google Adwords Plan Search Engine Optimization Naming & Visual Identity Merchandise Design Blog Design Broadcast Email Tools Internal Communications Mission, Vision & Values Translation & Interpretation Event Planning Storytelling Training Multimedia Social Media Plan Mobile App KPIs Accounting System Financial Controls Budget Development Cost Reduction Analysis In-Kind Donation Assessment Pricing Strategy Program Profitability Modeling IRS Annual Filings Taxation & Regulatory Compliance Cash Flow Planning Endowment Planning Employee Recruitment Organizational Diversity Performance Evaluation System Professional Development Training Process/ Meeting Facilitation Change Management Board Effectiveness Board Structure Board Training Staff Compensation Plan HR Management System Office Tone & Setup Executive Search Executive 360° Review Executive Coaching Accessibility & Code Compliance Building & Space Identification Facilities Assessment Interior Design Facilities Renovation Healthy Environments LEED Certification PROGRAM MANAGEMENT MARKETING & COMMUNICATIONS PUBLIC RELATIONS HR & LEADERSHIP DEVELOPMENT LEGAL & RISK MANAGEMENT PR Plan Advocacy Plan Volunteer Management Volunteer Recruitment Client Service Evaluation Progress Measurement FINANCIAL MANAGEMENT INFORMATION TECHNOLOGY REAL ESTATE & FACILITIES Market Research White Paper Business Plan Copywriting Brochure Annual Report IT Plan Jolene Bernhard, 2015 Adapted from Taproot Foundation
  • 2.
    ! ! ! 73% ofnonprofits would seek more pro bono help if they could better translate gaps into specific projects. ! 65% don’t know where to find pro bono talent. ! 58% need help with timeline management. ! 42% need help with project scoping. ! 26% don’t think they have the staff resources to manage pro bono work. ! ! ! ! ! !!!!!!How can you help with a Solution? TAPROOT FOUNDATION has been a groundbreaker in the pro bono movement, and is a source of ideas that give you the momentum to do something great. This list of skills-based volunteering ideas is a summary of data from their website to help both sides articulate what they’re most looking for. I love how wide-ranging and specific the projects are. If you’re a nonprofit, may the list inspire you to define the structure you need right now to survive and thrive. Most importantly, may you rally the internal support and drive to turn that wish list into action. If you’re a corporate volunteer, don’t just wait for the right opportunity to appear: You can market your interest in specific projects through LinkedIn for Volunteers, Catchafire, WomenOnCall, and your company’s network to find that beautiful intersection between what you have to offer and the nonprofit who is ready to use your skills. PICK 5 PROJECTS FROM THIS LIST THAT ARE CALLING YOU AND PROMOTE THE HECK OUT OF THEM. Jolene Bernhard Corporate Giving Guide, Denver A TAPROOT SURVEY SAYS THAT:
  • 3.
    ! VOLUNTEER PROJECT OUTCOMES 1 Accessibility& Code Compliance Ensure that an organization’s office is accommodating for people with disabilities and meets other building codes, making the space welcoming for all. Recommendations for Accessibility & Code Compliance 2 Accounting System Analyze an organization’s accounting needs and make a recommendation for a new system. This project can also involve evaluating and improving an existing system. Accounting Plan, Training 3 Advocacy Plan Clearly define the audience to influence, the desired change, and a process for regularly educating that audience about the organization's point of view. Issue Analysis, Advocacy Plan, Content 4 Annual Report Communicate the organization’s accomplishments by designing a layout and compiling photos, data, text, and financial information. Annual Report, Template, Training 5 Blog Design Create a space on an organization’s website where staff and guest writers can share news, event recaps, advice, photos, and success stories. Blog Template, Editorial & Style Guides, Training 6 Board Effectiveness Measure board performance by looking at its governance practices, membership, resource generation, and CEO management. Make recommendations for improvement. Board Assessment Template, Analysis 7 Board Recruitment Determine what skills are needed, create job descriptions, and develop marketing tools to build a pipeline of members who are the right fit. Board Recruitment Plan 8 Board Reporting Dashboard Translate a nonprofit’s strategic and operating plans into metrics that cover financial, administrative, program, and governance performance. Board Reporting Dashboard 9 Board Structure Improve the roles and policies of a board. This project reviews term limits, committees, meeting structure, and other framework from the bylaws. Board Structure, Policies & Procedures Documents 10 Board Training Customize a training manual and provide a sample orientation so that new board members consistently learn about all aspects of the organization and its goals. Board Structure 11 Broadcast Email Tools Determine how the organization can use these emails. Fundraising? Communicating with clients? Demonstrate the options and get them started with the chosen tool. Broadcast Email Application
  • 4.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 12 Brochure Design a brochure that inspires donors, provides information to prospective clients, and/or recruits volunteers. Print-Ready Brochure 13 Budget Design & Development Design a format to better track the organization’s money and compare actual vs. budgeted performance. This often goes hand-in-hand with upgrading accounting software. Budget Analysis, Budget Design 14 Building & Space Identification Assess options for leasing or purchasing a new space. Consider co-locating options, where the nonprofit either shares a building or office park with similar organizations. Selection of New Space 15 Business Plan Articulate an organization’s goals for a new venture. Create a document for potential investors and advisers that discusses mission, objectives, tactics, and income strategy. Business Plan 16 Capital Campaign Design & Management Build a plan to ask donors to support a new building, renovation, or major equipment purchase. It typically includes a feasibility study, timeline, and roles and responsibilities. Capital Campaign Plan 17 Capital Campaign Materials Create graphic materials that help funders visualize what the goal looks like, how it will increase an organization’s capacity, and what it will cost. Capital Campaign Materials 18 Cash Flow Planning Analyze incoming cash and short and long-term business expenses. Create a plan to minimize the revenue droughts and prepare for the unexpected. Cash Flow Analysis, Plan, Template 19 Change Management Develop strategies and tools for tackling a major change. How will the organization address skills training, leadership coaching, and culture adjustment? Change Management Plan, Coaching Session(s) 20 Change Theory A theory of change is an organization’s model for making a difference in the world. Explore how well their model is working by analyzing the organization’s resources, activities, and outcomes. Issue Area Research, Theory of Change 21 Client Service Evaluation Create a process to evaluate the heart of why an organization exists. Are clients satisfied with the environment and relationships tied to a service? Are they making progress in what the service is designed to do? Client Service Evaluation 22 Competitor/ Collaborator Analysis Identify the strengths and weaknesses of similar organizations and propose opportunities for partnership. Competitor/ Collaborator Analysis
  • 5.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 23 Copywriting Edit an organization’s written content and craft new messages that emotionally connect with its audience. Copywriting 24 Cost Reduction Analysis Analyze expenses, workflows, and suppliers to show where excess resources can be reduced or eliminated. Cost Reduction Analysis 25 Crowdfunding Show how to raise funds from networks using social media, mobile apps, and websites. Crowdfunding Campaign 26 Donor Relations Strategy Develop a plan to engage donors, share the nonprofit’s successes, and show appreciation for contributions. Donor Relations Plan, Communication Templates 27 Donor Segmentation Analyze who gives and how they are grouped by motivation, behavior, and demographics. Donor Segment Analysis 28 E-Advocacy Platform Research ways to mobilize supporters for collective action. Sync the platform with a nonprofit’s website and social media to easily manage fundraising, events, and marketing. E-Advocacy Platform, Training 29 Earned Income Plan Develop a way for a nonprofit to reduce its dependence on traditional funding sources while maintaining its 501(c)3 status: Review its business model, determine products and/or services that are marketable and related to its mission, and create a launch plan. Business Plan 30 Employee Recruitment Process Build a pipeline for talent by writing meaningful job descriptions, reaching out to the right channels, and establishing standards to evaluate candidates. Job Descriptions, Recruitment Plan 31 Employment Law Guide a nonprofit in hiring and firing, personnel manuals, compensation, and volunteer policies. Legal Guidance 32 Endowment Planning Advise on how to create and best use an endowment: Set guidelines for investment policy, income use, and protection of donor intent. Endowment Plan & Policy, Training 33 Environmental & Sustainability Plan Articulate a vision and goals to guide employees, management, shareholders, customers, and suppliers. Environmental & Sustainability Policies, Plan 34 Event Planning & Production Coordinate behind-the-scenes logistics and details for a major event. Event Plan, Execution
  • 6.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 35 Executive Coaching Provide a leader with support and help them recognize how to improve their organization’s effectiveness. Executive Coaching Session(s) 36 Executive Director 360° Performance Review Provide a director with feedback from all key stakeholders regarding strengths and areas for improvement. Performance Evaluation, Recommendations for Improvement 37 Executive Search Help a nonprofit identify, recruit, and hire the best fit for senior management positions. Executive Search, Training 38 Extranet Design & Development Create a secure web environment for clients, alumni, and other stakeholders who regularly need to access information. It could include forms, blogs, wikis, contact directories, calendars, and resource libraries. Extranet 39 Facilities Needs Assessment Observe the challenges with an organization’s office space and recommend how to fix them. Facilities Needs Assessment 40 Facilities Renovation Configure a new space for an organization. This project includes a floor plan, contractor recommendations, and construction timeline. Floor Plan, Construction Plan 41 Financial Controls Create procedures for handling transactions and physically protecting valuables. Financial Controls Plan 42 Financial Key Performance Indicators Decide what measures are important in the nonprofit’s environment and develop metrics to track performance. KPIs, Measurement Tool, Training 43 Financial Management Coach Regularly analyze and advise on the organization’s financial systems and strategy. Ongoing Financial Coaching 44 Fundraising Analysis Review all fundraising activities to determine what’s worth it and what the organization has the capacity to do next. Estimate conversion rates for prospective and renewing donors in order to predict revenue. Fundraising Process Analysis, Fundraising Management Plan 45 Fundraising Coach Advise on how to improve overall fundraising strategy and processes. Translate your specific knowledge of sales, direct mail, or customer service into fundraising strategy. Ongoing Fundraising Coaching 46 Fundraising Plan Define an organization’s fundraising goals, tactics, and prospective sources for donors. Fundraising Plan, Funding Environment Analysis
  • 7.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 47 General Corporate Law Help navigate incorporation or the legal aspects of activities like alliances, sponsorships, mergers, records retention, project financing, or new business ventures. Legal Guidance 48 Geographic Expansion Plan Gauge the financial and brand impact of adding a new location, evaluate threats and opportunities, assess internal capacity, and recommend a launch plan and timeline. Geographic Expansion Analysis, Plan 49 Google Adwords Plan Review the nonprofit’s audience and marketing to write copy with good keywords. Google Adwords Plan, Training 50 Grant Proposal Budget Research the items needed for a grant project, their costs, and the value of any in-kind contributions. Grant Budget 51 Grant Template Summarize the organization’s mission, strategic plan, activities, and budget in a document that will serve as a starting point for grant proposals. Grant Template 52 Graphic Design Create print and/or online materials that reflect an organization’s visual identity. Graphic Design 53 Healthy & Sustainable Environments Research a nonprofit’s ergonomics, energy efficiency, and overall sustainability to ensure a healthy work environment that doesn’t adversely impact the environment. Health & Sustainability Assessment 54 HR Capacity Build Assess current HR practices, create a plan to solve individual challenges, and develop strategies that link the department to broader organizational goals. HR Assessment, HR Standard Practices, Implementation Plan 55 HR Coach Advise on a range of human resources topics, such as payroll, timesheets, benefits, employee data, recruiting, hiring, and performance evaluation. Ongoing HR Coaching 56 HR Management System Implement a system to manage payroll, benefits, and other employee data. This project includes vendor selection, installation, training, and a maintenance plan. Human Resources Management System 57 In-Kind Donation Assessment Review an organization's current and projected expenses to identify costs that can be met through the donation of services. Develop strategies for securing them. In-Kind Prospect List, Acquisition Plan, Management Procedures
  • 8.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 58 Intellectual Property Law Provide legal advice on how to protect ownership rights for musical, literary, and artistic works, as well as for inventions, names, and designs. Legal Guidance 59 Interior Design & Brand Integration Enhance the way that an organization’s space reflects its purpose, brand, and culture. Improve how operations and traffic flow. Assessment, Interior Design Plan 60 Internal Capacity Assessment Identify where a nonprofit is strong and where it needs improvement in key functions such as programs, management, fundraising, accounting, and human resources. Internal Capacity Analysis, Training 61 Internal Communications Plan Map the flow of messages through an organization so that staff receive consistent and accurate communications with easily understood goals and results. Communications Analysis, Internal Communications Plan, Templates 62 Intranet Design & Development Create a secure web environment for employees, board members, and volunteers to access information and interact. It may include contact information, policies, dynamic reports, and an internal calendar. Intranet 63 IRS Annual Filings Nonprofits must file some version of Form 990 each year and publicly disclose their finances. Gather and submit the required data: assets, income, expenditures, a list of board members and senior staff, compensation of officers, and other details proving financial accountability and avoidance of fraud. Form 990 Filing 64 IT Coach Regularly advise on how to manage and evolve an organization’s IT systems. Ongoing IT Coaching 65 IT Plan Assess an organization’s headaches and look at how they can best use technology. Make recommendations on databases (program, fundraising, and operations), web, networks, phones, and software. IT Plan 66 IT Remote Access Setup Enable staff to collaborate and communicate between offices or to access information from home. This project reviews the organization’s remote IT needs, drafts a configuration plan, and implements the new system. Remote Access Setup 67 IT Security Assessment Determine where a nonprofit is vulnerable. Develop a plan for reducing and addressing risk. Network Security Assessment, Implementation Plan, Training 68 Key Messages & Brand Strategy Develop messages about a nonprofit’s mission, constituents, and unique contributions so that they complement each other and have a consistent voice. Key Messages, Brand Recommendations
  • 9.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 69 LEED Certification Remodel a space to meet LEED standards at whatever level is both feasible and desirable for the organization. This project includes a floor plan, recommendations for general contractors, and construction timeline. Floor Plan, Contractor Recommendations, Timeline, Advice 70 Legal Coach Regularly guide a nonprofit in legal matters and risk management. Ongoing Legal Coaching 71 Market Research Gather external data about a target audience, issue area, program design, and/or operating environment. Market Research Report 72 Marketing & Communications Coach Advise on strategies and measurement, and provide a third-party take on how specific messages will resonate. Ongoing Marketing & Communications Coaching 73 Marketing & Communications Plan Create a road map for how an organization will tell its story. Marketing Plan 74 Membership Strategy For nonprofits with dues-paying members: Provide tools and a plan for recruitment, retention, and engagement. Membership Strategies, Plan 75 Merchandise Design Create logoed merchandise to energize supporters, publicize the nonprofit’s name, and generate revenue. Merchandise Design 76 Mission, Vision, and Values Update these statements to clarify purpose, focus energy, and motivate staff and other stakeholders. An organization may have outgrown its original mission or feel that the wording is too vague. Mission, Vision, and/or Values Statements 77 Mobile App Design an app to meet an organizational need, whether that’s sharing news, raising money, outsourcing work to microvolunteers, or motivating clients. Mobile App 78 Multimedia Create a photo collage, slideshow, video, podcast, or webinar to reach and engage supporters. Multimedia 79 Naming & Visual Identity Walk an organization through the brainstorming of a new program or company name. Create an updated logo and overall look to reflect its core beliefs. Name, Logo & Visual Identity, Style Guide 80 Needs Assessment Document a community’s viewpoints, challenges, and resources to determine how a nonprofit can best contribute to it. Needs Assessment, Training
  • 10.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 81 Newsletter Design an online or print newsletter to regularly share updates, success stories, and events with stakeholders. Newsletter Template, Style & Editorial Guides, Work Plan 82 Office Networking Configure and install a network that allows an organization’s computers, printers, scanners, cameras, folders, and Internet connection to be shared. Office Network 83 Office Tone & Setup Is a nonprofit’s front office welcoming and well-organized? Assess their reception and administrative practices and recommend solutions. Office Assessment, Standard Practices, Plan 84 Organizational Diversity Plan Build an advisory team and a plan that makes diversity a vital part of the organization’s mission, vision, values, and daily actions. Organizational Diversity Plan 85 Performance Evaluation System Develop a form and broader system to help leadership and staff: Clarify personal goals, align them with organizational goals, and give and receive regular feedback. HR Assessment, Performance Evaluation Tool, Training 86 PR Coach Advise on strategy, presentation, and content. Prepare staff for communicating in a crisis. Ongoing Public Relations Coaching 87 PR Plan How can the nonprofit enhance its public image and relationships? Build a plan that has a PR calendar, media lists and training, news releases, speeches, and/or press kits. PR Plan 88 Press Kit Create a sample press release and bundle general information about the nonprofit’s presence and achievements to share with the media. Communications Materials 89 Pricing Strategy Analyze how much an organization charges for products and services, along with their true value and cost. Recommend which ones to continue and which new ones to offer. Pricing Strategy Analysis, Recommendations 90 Process/ Meeting Facilitation Serve as a neutral third party to help skillfully navigate a complex decision. Facilitation 91 Professional Development Training What skill could you teach to a larger group of people? Topics that are useful to nonprofits include customer service, conflict management, and public speaking. Professional Development Training
  • 11.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 92 Program Coach Advise on how to assess, monitor, and continuously improve client services. Ongoing Program Coaching 93 Program Database Upgrade a database to track client contact information, services provided, outcomes, and interactions. Customized Database, Training 94 Program Measurement Identify the goals of a client service, decide how to measure progress, and create a tool for collecting data. Metrics, Measurement Tool, Training 95 Program Profitability Modeling Help organizations weigh the value of each service by determining whether they operate at a profit or loss. Detailed Report on Program Revenues and Expenses 96 Program Training Design Design a “program in a box” with tools, teachings, and lessons learned. The nonprofit can introduce this to a new community to replicate a successful model. Training Module 97 Public Service Announcement Donate radio, TV, print, and/or online advertising space. Craft an ad that tells the target audience about a nonprofit and the broader issue it serves. Public Service Announcement 98 Real Estate Law Guide a purchase or sale, negotiate a lease, or review a contract to ensure that the organization understands the terms and is negotiating in its own best interest. Legal Guidance 99 Salesforce Database Nonprofits frequently turn to Salesforce to manage donor and client information. Design a database and reporting templates for an organization, and help them transfer data. Custom Database, Data Migration Plan, Training 100 Search Engine Optimization Drive more traffic to the nonprofit’s website through prominent search results. SEO Plan 101 Social Media Plan Where should the nonprofit have a presence, how often, and who should write and monitor content? Social Media Plan, Training 102 Staff Compensation & Incentive Plan Create a fair, consistent compensation system and develop non-monetary rewards to boost employee satisfaction. This project includes an analysis of job descriptions, pay structures, and raise policies. Staff Compensation & Incentive Plan 103 Storytelling Training If you’re a master at it, teach a group of staff and board how to capture attention and enthrall an audience. Storytelling Training
  • 12.
    Adapted from TaprootFoundation. They have topnotch resources for creating a skills-based program: www.taprootfoundation.org/do-probono J. Bernhard, 2015 VOLUNTEER PROJECT OUTCOMES 104 Strategic Planning Guide a planning process to come up with a 3-5 year set of goals and plot a course to achieve them. Organizational Analysis, Strategic Plan 105 Strategic Planning Prep Explore an organization’s operating environment and gather information on its situation, position, and potential. Environment Analysis, Research 106 Strategic Scorecard Translate strategic goals into metrics that report progress to staff, board members, and other stakeholders. Strategic Scorecard, Data Collection Plan, Training 107 SWOT Analysis Articulate what makes an organization unique by researching its strengths and weaknesses (internal factors), as well as opportunities and threats (external factors). SWOT Analysis 108 Taxation & Regulatory Compliance Help a nonprofit comply with all applicable local, state, and federal regulations in the areas of fundraising, lobbying, the board, annual reporting, and the IRS. Legal Guidance 109 Translation & Interpretation Translate content for the communities served by a nonprofit or provide in-person interpretation for key events. Translated Item(s), Interpretation 110 Volunteer Management Develop a system for leading a volunteer workforce: How to align their actions with the mission, who the right people are to recruit, where to find them, how to retain the best, and what tools they need to succeed. Volunteer Program Assessment, Improvement Plan 111 Volunteer Recruitment Provide the structure and tools to find exceptional volunteers. Write job descriptions. Develop advertising templates and marketing strategies. Create a screening process. Volunteer Recruitment, Integration Plan, Management Plan 112 Web Analytics Show how to measure traffic, understand visitors' behavior, and determine what brings people to the site. Web Analytics Tool, Training 113 Web Development Upgrade a current site or create a new one that looks clean, draws you in, and is easy to maintain. Partner with a marketing volunteer who can create a pool of long-term content. Website, Training 114 White Paper Produce an authoritative document that explores an issue in-depth. The white paper can be used as an advocacy tool to inform governmental policy and secure resources. White Paper !