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Accessing the Power of Pro Bono Through
the Readiness Roadmap
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
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
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
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.
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
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
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
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
• 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
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
Where are
you on the
ROADMAP?
How do
you want to
strengthen
your org?
www.readinessroadmap.org
Getting Ready
 Strong Executive Leadership
 Potential to Create Impact
 Effective Relationship Building
 Organizational Stability
 Commitment to Capacity
Building
 Strategic Engagement of
Volunteers
Needs Assessment Tool
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
Finding a Pro Bono Champion
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
They can then access
Taproot’s Provider
Finder to search their
networks for the pro bono
professional services
their organization needs.
Sourcing
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
Project Implementation and
Scoping
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
Set yourself up for
success by:
Scoping
• Defining the project
details, work
plan, timeline, project
goals and measurable
success factors upfront
• 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
Success Stories
Closing and Q&A
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!
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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Accessing the Power of Pro Bono Through the Readiness Roadmap

  • 1. Accessing the Power of Pro Bono Through the Readiness Roadmap
  • 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. 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. 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. 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.
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  • 9. 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
  • 10. 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
  • 11. 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
  • 12. 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
  • 13. • 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
  • 14. 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
  • 15. Where are you on the ROADMAP? How do you want to strengthen your org? www.readinessroadmap.org
  • 17.  Strong Executive Leadership  Potential to Create Impact  Effective Relationship Building  Organizational Stability  Commitment to Capacity Building  Strategic Engagement of Volunteers
  • 19. 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
  • 20. Finding a Pro Bono Champion
  • 21. 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
  • 22. They can then access Taproot’s Provider Finder to search their networks for the pro bono professional services their organization needs. Sourcing
  • 23. 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
  • 25. 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
  • 26. Set yourself up for success by: Scoping • Defining the project details, work plan, timeline, project goals and measurable success factors upfront
  • 27. • 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
  • 30. 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!
  • 31. 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

Notes de l'éditeur

  1. 500 pledge company celebration in June
  2. Leadership of Deloitte, IBM, HP, Capital One, but 50% small businesses
  3. 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…
  4. 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
  5. 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?
  6. Organizations said:Deliverable was disappointingVolunteers weren’t knowledgeable about the agency or sector needsToo much staff time was needed
  7. 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.
  8. Project Finder = formerly called “Competencies Map”
  9. 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
  10. 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)
  11. 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
  12. 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
  13. Kristin to describe Capital One’s case studies