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Engagement Manager Introduction Presentation
May 2013
2
Valadus is a pro bono strategy consulting firm
Valadus is…
 A non-profit consulting firm working on strategic projects that
drive deep impact for the underserved
 A unique web platform that allows consultants to collaborate
on projects around the country
 A professional development experience with moderate
weekly time commitment
 A fast-growing team of consultants and technologists using
their professional skills to make a difference in the world
3
Join Valadus as an engagement manager to gain management
and leadership experience
Experiences gained at Valadus
Lead projects
▪ Take ownership of consulting engagements
– Scope and structure the project
– Assign workstreams and manage the project schedule
Manage a high
caliber team
▪ Manage a team of 2-3 undergraduate analysts
– Analysts recruited from top universities, with experience in
non-profits or consulting
– Be responsible for managing and evaluating analysts
Own senior client
relationships
▪ Work directly with senior officials at non-profits and
government agencies
– Lead interaction with clients
– Past clients have included senior directors at the Boston
Housing Authority and the Elizabeth Stone House
4
Engagement example: Membership strategy for the Boston
Housing Authority
Boston Housing Authority, by the numbers:
$180M Annual budget, funded by the
City of Boston
14K
Number of housing units,
making BHA the largest public
housing authority in New England
50K+
Number of people currently living
in BHA subsidized housing
1935
Year the BHA was founded, in
the midst of the Great Depression
Engagement description:
Valadus deliverables:
Situation: The Boston Housing Authority (BHA) Is
the City of Boston’s agency responsible for
subsidized public housing. The City of Boston has
mandated a set ratio of the number of elderly and
non-elderly disabled residents in public housing.
Complication: BHA’s tenant base (50K+ people)
does not meet the city’s mandated ratio.
Question: Why does the ratio gap exist, and how
can BHA address it?
 Conduct in-depth data analysis and stakeholder
interviews to pinpoint problems.
 Analyze existing tenant acquisition process to
identify bottlenecks.
 Propose new strategy and revision to the tenant
acquisition process.
5
Client:
Engagement:
Impact:
Homeless shelter based in
Boston, providing shelter and
transitional housing to 60
adults and 65 children.
Develop a fundraising deck for
$6M capital campaign, with
focus on funding construction of
a new building.
Fundraising deck formed basis
of marketing strategy for entire
capital campaign.
Organization of 15,000 medical students
focusing on health issues facing the
Asian American community. 80 active
chapters nationwide.
Create a national donor outreach
strategy to raise $50,000 for an annual
conference in New York City.
With 9 months until conference,
secured funding from the U.S. Navy,
Columbia University, and the
Einstein College of Medicine.
Valadus has driven impact for a range of established non-profits
6
UPenn ‘14
Samantha L.Junia Z.
BCG, Wharton ’14
eBay Strategy
M.Phil. Cambridge
B.Sc. Wharton
Bob M.
BCG
M.Phil. Cambridge
B.Sc. UPenn
Phillip B.
CFPB, BCG
B.Sc. Wharton
Michele L.
BCG
B.Sc. Wharton
Greg H.
Engagement Managers
Analysts
Valadus is staffed by experienced professionals and students
Chicago ‘15
Kejia R.
Stanford ‘14
Claire C.
Facebook Engineering
B.Sc. Toronto
Kelei X.
N/A
Chicago ‘14
David G.
Wharton ‘15
Kevin L.
Valadus has a comprehensive 3-stage analyst recruiting
process and accepts less than 5% of applicants
7
Where is Valadus headed?
Valadus is growing quickly, join us to make an impact now.
Expand team to
take on more
immediate
projects
Finish developing
website into a project
management tool and
professional network
Scale into a nationally-
recognized non-profit
consulting organization
Valadus is seeking new engagement managers
To inquire, please contact: bob.ma@valadus.com
8

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Valadus Manager Intro

  • 1. Engagement Manager Introduction Presentation May 2013
  • 2. 2 Valadus is a pro bono strategy consulting firm Valadus is…  A non-profit consulting firm working on strategic projects that drive deep impact for the underserved  A unique web platform that allows consultants to collaborate on projects around the country  A professional development experience with moderate weekly time commitment  A fast-growing team of consultants and technologists using their professional skills to make a difference in the world
  • 3. 3 Join Valadus as an engagement manager to gain management and leadership experience Experiences gained at Valadus Lead projects ▪ Take ownership of consulting engagements – Scope and structure the project – Assign workstreams and manage the project schedule Manage a high caliber team ▪ Manage a team of 2-3 undergraduate analysts – Analysts recruited from top universities, with experience in non-profits or consulting – Be responsible for managing and evaluating analysts Own senior client relationships ▪ Work directly with senior officials at non-profits and government agencies – Lead interaction with clients – Past clients have included senior directors at the Boston Housing Authority and the Elizabeth Stone House
  • 4. 4 Engagement example: Membership strategy for the Boston Housing Authority Boston Housing Authority, by the numbers: $180M Annual budget, funded by the City of Boston 14K Number of housing units, making BHA the largest public housing authority in New England 50K+ Number of people currently living in BHA subsidized housing 1935 Year the BHA was founded, in the midst of the Great Depression Engagement description: Valadus deliverables: Situation: The Boston Housing Authority (BHA) Is the City of Boston’s agency responsible for subsidized public housing. The City of Boston has mandated a set ratio of the number of elderly and non-elderly disabled residents in public housing. Complication: BHA’s tenant base (50K+ people) does not meet the city’s mandated ratio. Question: Why does the ratio gap exist, and how can BHA address it?  Conduct in-depth data analysis and stakeholder interviews to pinpoint problems.  Analyze existing tenant acquisition process to identify bottlenecks.  Propose new strategy and revision to the tenant acquisition process.
  • 5. 5 Client: Engagement: Impact: Homeless shelter based in Boston, providing shelter and transitional housing to 60 adults and 65 children. Develop a fundraising deck for $6M capital campaign, with focus on funding construction of a new building. Fundraising deck formed basis of marketing strategy for entire capital campaign. Organization of 15,000 medical students focusing on health issues facing the Asian American community. 80 active chapters nationwide. Create a national donor outreach strategy to raise $50,000 for an annual conference in New York City. With 9 months until conference, secured funding from the U.S. Navy, Columbia University, and the Einstein College of Medicine. Valadus has driven impact for a range of established non-profits
  • 6. 6 UPenn ‘14 Samantha L.Junia Z. BCG, Wharton ’14 eBay Strategy M.Phil. Cambridge B.Sc. Wharton Bob M. BCG M.Phil. Cambridge B.Sc. UPenn Phillip B. CFPB, BCG B.Sc. Wharton Michele L. BCG B.Sc. Wharton Greg H. Engagement Managers Analysts Valadus is staffed by experienced professionals and students Chicago ‘15 Kejia R. Stanford ‘14 Claire C. Facebook Engineering B.Sc. Toronto Kelei X. N/A Chicago ‘14 David G. Wharton ‘15 Kevin L. Valadus has a comprehensive 3-stage analyst recruiting process and accepts less than 5% of applicants
  • 7. 7 Where is Valadus headed? Valadus is growing quickly, join us to make an impact now. Expand team to take on more immediate projects Finish developing website into a project management tool and professional network Scale into a nationally- recognized non-profit consulting organization
  • 8. Valadus is seeking new engagement managers To inquire, please contact: bob.ma@valadus.com 8