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Empowering Nonprofits to Engage in
   COMINGVolunteerism:
                FROM HEIDI
   Skills-based
    The Readiness Roadmap
A Billion + Change
A Billion + Change is a national campaign to mobilize billions of dollars
of pro bono and skills-based volunteer services by 2013. We are
seeking 500 companies willing to pledge their best business skills and
talents to serve the needs of nonprofits and communities at home and
around the world. Together, we will inspire the largest commitment of
corporate pro bono service in history.




                                                      2
Today’s Agenda
•   Nonprofit Capacity: The Need
•   The Readiness Roadmap
•   Local Resources: HandsOn Twin Cities
•   Q&A
Background
• Capital One asked LBG Associates and LBG Research
  Institute to conduct a survey to assess nonprofit
  readiness for pro bono services
• Capital One and its partners sent the survey link to
  nonprofits around the country in December 2011 and
  January 2012
• There were 1,348 responses
Use of Pro Bono Services

 • The majority (75%) of respondents are
   familiar with pro bono because they
   have used these services or volunteers’
   professional skills at their organization
Helpfulness of Pro Bono Work

 • 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
Reasons for Projects Not Being
Helpful
 • Most frequent complaint was that the deliverable was
   disappointing
 • 45% said that the volunteers were not knowledgeable
   about the agency or sector needs
 • Almost as many respondents felt that too much of the
   organization’s staff time was needed for the project
Reasons for Projects Not Being
Helpful
 • 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 Problem:
• Nonprofits are not ready to engage SBV volunteers
• Lack of clarity around vision, mission and long-term
  goals
• Nonprofits have difficulty managing external resources
• Inability to translate organizational needs into specific
  volunteer projects
• Challenge finding volunteers with appropriate skills
• Challenge managing SBV projects and volunteers
The Solution:

          The Readiness Roadmap – an interactive,
          step-by-step conglomerate of resources and
          tools created to help nonprofits navigate skills
          based volunteering or prepare to implement
          SBV


Collaborative Partners:
Readiness Roadmap
Helping Nonprofits Navigate Skills-based Volunteering


•   Organizational Readiness
•   Needs Identification
•   Project Readiness
•   Sourcing
•   Planning
•   Implementation
•   Evaluation                     www.readinessroadmap.org
•   Recognition
Organizational Readiness

The Challenge:
• Being ready to manage pro bono volunteers
• Having a clear organizational vision, mission, financial
  management systems, management involvement/buy-in,
  bandwidth to manage external resources

Solution:
• Organizational readiness assessment tool
Needs Identification
The Challenge:
• Determining pro bono needs
• Matching needs to volunteer skill-sets

Solution:
• Understanding your pro bono needs tool
• Competencies Map
• Role description: Project “Scoper”
Project Readiness
The Challenge:
• Engaging internal and external resources to sustain and
  execute a specific skills-based project




Solution:
• Project and Project-Specific Checklist
Sourcing

The Challenge:
• Identifying and accessing pro bono professional services




Solution:
• Knowing the sources of pro bono volunteers
• Understanding how to approach partners
• Sourcing/recruiter role description
Planning

The Challenge:
• Plan to allocate resources,
  create internal accountability,
  and work productively with
  volunteers.

Solution:
• Best practices for pro bono
  engagement and project
  management (incl. risk
  management)
Implementation

The Challenge:
• Obtaining the expected project results, establishing
  clear understanding of expectations and scoping
  projects.

Solution:
• Effective project management tools
• Clarifying roles and expectations, establishing the
  various “phases” of a volunteer engagement
Evaluation
The Challenge:
• Effectively evaluating
  results

Solution:
• Evaluation Tools
• Get feedback from
  employees and volunteers
  on how to improve process
Recognition & Celebration

The Challenge:
• Underestimating the importance of recognizing and
  celebrating the work of volunteers

Recognize!
  Celebrate!
      Tell the Story!
HandsOn Twin Cities is the local expert in volunteerism. We have a
     working knowledge of both the nonprofit and corporate sectors.



HandsOn Twin Cities Role:
• We are the connector between the business partner and the
  nonprofit partner.
• Increase the capacity of nonprofit organizations to
  engage skills based volunteers through trainings and
  assessments.
• Ability to train corporate volunteers leaders on how to work
  with a nonprofit on a skills-based volunteer project.
SBV Examples

UnitedHealth Group
• Incorporating best practices from UHG’s successful legal
  pro bono program to develop a SBV toolkit.
• Piloting the toolkit with a SBV committee in the UHG
  Finance department.
• Currently scoping projects with UHG community partners
  before moving on to recruitment and placement.

ING
• HOTC conducted a pilot to rollout SBV in conjunction with
  other volunteer engagement activities.
• Provided employee placement and support for two SBV
  projects.
SBV Examples


General Mills HR Event
• 100 HR practitioners and 140 attendees

Skills Based Summit – TODAY!

HandsOn Twin Cities SB Volunteers
• Technology, statistical analysis of research, focus
  groups
Local Resources

In the New Year…

• Readiness workshops for nonprofits (utilizing
  readiness roadmap)

• Individual site visit/consultation

• Recruitment and promotion:
   • Post on HandsOn Connect system
   • Share with corporate partners
Q&A




Resources:
www.readinessroadmap.org
www.pointsoflight.org
www.handsontwincities.org/org_sbv
Thank you!
        Yvonne Siu
    Marketing Manager
     A Billion + Change
   ysiu@pointsoflight.org



       Katie Walsh
     Program Director
    HandsOn Twin Cities
katie@handsontwincities.org

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2012 Skills Based Summit - A Billion + Change & HandsOn Twin Cities, The Readiness Roadmap

  • 1. INSERT TITLE SLIDE Empowering Nonprofits to Engage in COMINGVolunteerism: FROM HEIDI Skills-based The Readiness Roadmap
  • 2. A Billion + Change A Billion + Change is a national campaign to mobilize billions of dollars of pro bono and skills-based volunteer services by 2013. We are seeking 500 companies willing to pledge their best business skills and talents to serve the needs of nonprofits and communities at home and around the world. Together, we will inspire the largest commitment of corporate pro bono service in history. 2
  • 3.
  • 4. Today’s Agenda • Nonprofit Capacity: The Need • The Readiness Roadmap • Local Resources: HandsOn Twin Cities • Q&A
  • 5. Background • Capital One asked LBG Associates and LBG Research Institute to conduct a survey to assess nonprofit readiness for pro bono services • Capital One and its partners sent the survey link to nonprofits around the country in December 2011 and January 2012 • There were 1,348 responses
  • 6. Use of Pro Bono Services • The majority (75%) of respondents are familiar with pro bono because they have used these services or volunteers’ professional skills at their organization
  • 7. Helpfulness of Pro Bono Work • 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
  • 8. Reasons for Projects Not Being Helpful • Most frequent complaint was that the deliverable was disappointing • 45% said that the volunteers were not knowledgeable about the agency or sector needs • Almost as many respondents felt that too much of the organization’s staff time was needed for the project
  • 9. Reasons for Projects Not Being Helpful • 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
  • 10. The Problem: • Nonprofits are not ready to engage SBV volunteers • Lack of clarity around vision, mission and long-term goals • Nonprofits have difficulty managing external resources • Inability to translate organizational needs into specific volunteer projects • Challenge finding volunteers with appropriate skills • Challenge managing SBV projects and volunteers
  • 11. The Solution: The Readiness Roadmap – an interactive, step-by-step conglomerate of resources and tools created to help nonprofits navigate skills based volunteering or prepare to implement SBV Collaborative Partners:
  • 12. Readiness Roadmap Helping Nonprofits Navigate Skills-based Volunteering • Organizational Readiness • Needs Identification • Project Readiness • Sourcing • Planning • Implementation • Evaluation www.readinessroadmap.org • Recognition
  • 13. Organizational Readiness The Challenge: • Being ready to manage pro bono volunteers • Having a clear organizational vision, mission, financial management systems, management involvement/buy-in, bandwidth to manage external resources Solution: • Organizational readiness assessment tool
  • 14. Needs Identification The Challenge: • Determining pro bono needs • Matching needs to volunteer skill-sets Solution: • Understanding your pro bono needs tool • Competencies Map • Role description: Project “Scoper”
  • 15. Project Readiness The Challenge: • Engaging internal and external resources to sustain and execute a specific skills-based project Solution: • Project and Project-Specific Checklist
  • 16. Sourcing The Challenge: • Identifying and accessing pro bono professional services Solution: • Knowing the sources of pro bono volunteers • Understanding how to approach partners • Sourcing/recruiter role description
  • 17. Planning The Challenge: • Plan to allocate resources, create internal accountability, and work productively with volunteers. Solution: • Best practices for pro bono engagement and project management (incl. risk management)
  • 18. Implementation The Challenge: • Obtaining the expected project results, establishing clear understanding of expectations and scoping projects. Solution: • Effective project management tools • Clarifying roles and expectations, establishing the various “phases” of a volunteer engagement
  • 19. Evaluation The Challenge: • Effectively evaluating results Solution: • Evaluation Tools • Get feedback from employees and volunteers on how to improve process
  • 20. Recognition & Celebration The Challenge: • Underestimating the importance of recognizing and celebrating the work of volunteers Recognize! Celebrate! Tell the Story!
  • 21. HandsOn Twin Cities is the local expert in volunteerism. We have a working knowledge of both the nonprofit and corporate sectors. HandsOn Twin Cities Role: • We are the connector between the business partner and the nonprofit partner. • Increase the capacity of nonprofit organizations to engage skills based volunteers through trainings and assessments. • Ability to train corporate volunteers leaders on how to work with a nonprofit on a skills-based volunteer project.
  • 22. SBV Examples UnitedHealth Group • Incorporating best practices from UHG’s successful legal pro bono program to develop a SBV toolkit. • Piloting the toolkit with a SBV committee in the UHG Finance department. • Currently scoping projects with UHG community partners before moving on to recruitment and placement. ING • HOTC conducted a pilot to rollout SBV in conjunction with other volunteer engagement activities. • Provided employee placement and support for two SBV projects.
  • 23. SBV Examples General Mills HR Event • 100 HR practitioners and 140 attendees Skills Based Summit – TODAY! HandsOn Twin Cities SB Volunteers • Technology, statistical analysis of research, focus groups
  • 24. Local Resources In the New Year… • Readiness workshops for nonprofits (utilizing readiness roadmap) • Individual site visit/consultation • Recruitment and promotion: • Post on HandsOn Connect system • Share with corporate partners
  • 26. Thank you! Yvonne Siu Marketing Manager A Billion + Change ysiu@pointsoflight.org Katie Walsh Program Director HandsOn Twin Cities katie@handsontwincities.org