Pro Bono Seminar Tokyo April 23, 2010

Transcription

1 Pro Bono Seminar Tokyo April 23, 2010

2 Agenda Pro Bono Today Taproot Foundation U.S. Case Studies What could pro bono look like for me? How do I get started? Best practices Resources & next steps

3 Pro Bono Today

4 Background + years ago Pro bono service Taproot Only lawyers was Foundation rare did / did isolated pro bono

5 Background years ago a few companies began to do pro bono

6 Background year ago And Target were joined & Deloitte by Capital One invested to build the field Merck Booz Allen Hamilton Gap Inc.

7 Pro bono is part of the U.S. dialogue The White House A Billion + Change National media coverage The New York Times Chronicle of Philanthropy The Economist The Wall Street Journal Government interest Federal, State and local On agenda at every major corporate giving-related platform

8 Effective Pro Bono Service maximizes social value and business benefit.

9 U.S. nonprofit partners need it 75% of nonprofits agree they could increase their social impact if they could receive pro bono services 77% of nonprofits believe that skilled volunteers could significantly improve the business practices of their organization but only 12% use it 86% of nonprofit executives say it is a top priority to improve their organization s ability to run effectively. On average, nonprofit revenue is down 30-40%, while demand for nonprofit services is up 60-70%.

10 Employees want to do it and are a good fit Supply 7+ million Americans with skills needed in the nonprofit sector Want to make a contribution that is respectful of their time Prefer to work at companies that provide pro bono service opportunity Wide range of relevant skills Demand 200,000+ nonprofits in critical need of infrastructure support Wide range of needs (marketing, IT, HR, etc.) Little access to corporate networks, professional services Limited budget

11 Pro Bono Service is strong in the U.S.!

12 Mission The Taproot Foundation strengthens nonprofits by engaging business professionals in service 12

13 Taproot s Strategies 1. We do pro bono: Service Grant program our flagship innovation 2. We inspire the pro bono ethic: Focus on corporations: leadership, education, research 3. We enable others to do it pro bono: Consulting, outsourcing, tools

14 Taproot s Success Demand: Value: Supply: Impact: Satisfaction: projects completed $55 million Over 7,500 professionals engaged in pro bono service Each volunteer donates about $12,000 worth of time/project 97% of grantees agree project will strengthen infrastructure 92% of grantees are satisfied with final deliverables 14

15 Taproot s Role Nonprofits Taproot Foundation staff: Conduct outreach Interview/screen Award project Provide readiness training Pro Bono Consultants Taproot Foundation staff: Recruit skilled professionals Screen Train & provide tools Staff Teams Pro Bono Service Grant Project Taproot Foundation staff: Manage and support projects Conduct-project evaluation Provide post-project reporting Service Grant Program

16 Taproot s Service Grant Portfolio Leadership Devt & Strategic HR Presented by American Express Marketing Strategy Management Presented by Wells Fargo Technology HR Capacity Assessment Performance Mgmt Board Recruitment Strategic Staff Development Key Messages & Brand Strategy Naming & Visual ID Visual Identify & Branding Strategy Brochure Annual Report Strategic Planning Prep Strategic Scorecard Competitor/ Collaborator Analysis Financial Analysis Donor Database Basic Website Advanced Website

17 Case Study Naming & Logo The Need Communications materials had not changed in 15 yrs. Stale brand, turning away parents & c funders The Project Started as logo design but discovered they needed to rename first Before The Impact Served 450 more families in the first year after implementing, providing double the number of hours c assistance After

18 Case Study Human Resources The Need Address a variety of HR issues posed by rapid growth and a demanding service model The Project Human Resources assessment, HR executives and associates involved The Impact HR systems streamlined, reduced employee turnover, vast efficiency improvements By smoothing out these systems, we ve created more time for all staff. We were even able to start a new program that we d been planning for years. H. Nhi Chau, Executive Director, OASES

19 Taproot s best practices Carefully screened pro bono consultants & nonprofits Well-defined, scoped projects Specific roles & responsibilities Approved timeline & milestones Training & delivery Process tools (Blueprints)

20 How does this fit in with what I m currently doing?

21 Framework: Spectrum of Community Engagement What are some community engagement opportunities you currently offer to employees? Making Budget Extra Hands Infrastructure and Leadership Financial Support Hands-on Volunteering General Skill Skills-Based Volunteering Board Service Pro Bono Expertise Cash grants Dollars for Doers Matching gifts Beach clean up Soup kitchen Habitat for Humanity Tutoring Junior Achievement Science fair judge Board placement Board member training IT assistance Collateral design HR consulting

22 Example - Full Spectrum of Community Engagement Local school library makeovers utilizing the design and construction expertise of Target s property development team Cash Grants Stacking Shelves Painting Literacy program Mentoring Board Placement Architecture Construction Interior Design

23 Strategic Capacity Building Impact High Low Low High Number of employees engaged Engagement and Impact Extent Engagement and Impact Magnitude TYPE OF SERVICE Food Sorting Hands on Volunteering Tutoring Skilled Volunteering Marketing Support IT Assistance Strategic Planning Pro Bono Service Board Placement Board Service PROGRAM EXAMPLES (Created by Gap Inc., 2009)

24 What could this look like for you?

25 Start by thinking about the strategic factors most relevant to you How aligned with strategic giving should this be? What kind of impact do I want to have? Do I want this to be a platform for business development? Do I want to help my strategic nonprofit partners? Am I looking to strengthen my company s reputation? Do I want to impact the entire nonprofit sector? Is human capital and talent management my primary concern? Do I want to move the needle on an issue area? What organizational goals do I want my program to meet?

26 How do I get started?

27 Getting Started: Step One 1 Gaining Internal Buy-In 2 Creating Effective Projects 3 Reporting and Recognition

28 Communicating the business value of pro bono A. Leveraged Impact Multiplier Effect B. Enhanced Corporate Citizenship and Reputation C. Human Resources Benefits D. Improved Collaboration and Communication E. Opportunity for Innovation

29 Leveraged Impact the Multiplier Effect Pro bono service helps ensure your community partners have access to the expertise they need to achieve their missions serving your communities Increase the value of your support to community partners while also increasing the magnitude of impact that your community partners have the multiplier effect Enable your community partners to expand their impact by building their organizational capacity, lowering operating costs and increasing efficiencies 1 Grow your support of community partners outside of fiscal donations Exemplify strategic philanthropy by supporting your community partners through leveraging all of your corporate assets: funding, pro bono service and extra-hands activities Increase your community investment efforts through high-impact volunteerism vs. high head-count volunteerism 29

30 Enhanced Corporate Citizenship & Reputation Pro bono service deepens your reputation as a good corporate citizen Why does this matter? Surveys show that corporate citizenship is now the top driver of reputation 1 Companies engaged in corporate social responsibility had a 10-year return on equity that was 10% higher than their counterparts and a 10 year relative return to shareholders that was 65% higher 2 How does pro bono service make this possible? Most Americans regard the donation of products and employee time more favorably than financial support 3 The dollar valuation of an hour of pro bono service is nearly 10x that of traditional volunteer activities, adding significantly to your annual total community giving and impact 4 Pro bono service helps companies stay visible, even in the face of cutbacks Pro bono service demonstrates the value of your company s core competencies 30

31 Human Resources Benefits Pro bono service provides low-cost, high-impact opportunities for employee recruitment, training and retention Recruitment 31 66% of the Gen Y workforce reports that they would prefer to work at a company that provides opportunities to apply their skills to benefit nonprofit organizations 1 97% of MBA graduates said they were willing to forgo financial benefits to work for an organization with a better reputation for corporate social responsibility and ethics 2 Learning & Development 91% of HR executives believe that pro bono service would add value to training and development programs 1 90% of surveyed corporate HR professionals agree that contributing business skills/expertise to a nonprofit, in a volunteer capacity, can be an effective way to develop leadership skills 1 Retention Cost-efficient way to offer professional development and recognition opportunities Strengthen relationships between coworkers outside normal scope of job 3 Expand employees diversity of tasks and challenges

32 Improved Collaboration & Communication On pro bono projects, employees have the opportunity to work with team members from across business units, departments and offices Helps to breakdown silos and nurture internal communication across divisions and geographies Build and strengthen relationships between employees and teams Provides increased ability for departments to be in service to one another Provides employees with visibility into different aspects of the company and its employee base that they might not otherwise see as part of their daily job responsibilities One of the key benefits I see coming out of our employees participation on pro bono projects is the opportunity to foster strong internal communication. Sylvia Reynolds, Chief Marketing Officer Wells Fargo 32

33 Opportunity for Innovation Pro bono service provides an opportunity for innovation both for the company and for the community Enables employees to question assumptions and sharpen skills Apply your company s expertise in a new forum Apply employees skills in a new and challenging environment learn about new market risks and leadership styles Introduce fresh perspective and expertise to address persistent challenges Bring the power and productivity of the private and public sector together to create social innovation Applying tested skills to a fresh problem sometimes generates innovation that you can apply to the community and your business. Bobbi Silten, Chief Foundation Officer Gap Inc 33

34 Getting Started: Step Two 1 Gaining Internal Buy-In 2 Creating Creating Effective Effective Projects Projects 3 Reporting and Recognition

35 Effective pro bono engagements require specific management infrastructure Strong interest and fit among professionals to serve Management Infrastructure Increased need from nonprofit sector On average. 75% of nonprofits applicants have unrealistic or unclear expectations of scope of work or resources needed internally to complete and implement 30% of business professionals don t accurately self-identify the role they can play on a project 65% of projects have a potentially fatal challenge at some point in the process that requires intervention

36 Designing for success Each phase of pro bono service requires management infrastructure Prog. mgmt and staffing structure Program Design Fit and readiness criteria Interview consults Nonprofit orientations Nonprofit Readiness Volunteer Screening Defined roles, expertise Volunteer orientations Project templates Program management milestones Service agreements Project Management Evaluation and Celebration! Post-project surveys Debriefs and reviews

37 Getting Started: Step Three 1 Gaining Internal Buy-In 2 Creating Effective Projects 3 Reporting and Recognition

38 How do I apply this at my company? Pro Bono Service U.S. Dollar Values Employee Skill Area Entry Level Mid Level Executive 1) Marketing, Advertising, Public Relations $80 $100 $150 2) Accounting, Financial Services $90 $135 $200 3) Architecture, Engineering, Construction $75 $100 $145 4) Strategic Consulting, Organizational Design, Human Resources, IT Services $100 $150 $225 Rounded Averages for the Above Services $85 $120 $180 5) Legal, Medical Services $200 $250 $320 Average volunteer hour: $20.25

39 Evaluation: Five characteristics of high-quality pro bono service The project is completed and delivered in a timely manner. The deliverable is implementable and sustainable. The client s and pro bono consultants expectations are met or exceeded. All parties involved report high satisfaction with the group s interactions. The client reports that the project made an impact. Treat a pro bono client the same as any paying client

40 Putting it into action Resources Spectrum of Community Engagement Case Studies Competencies Map 1.1 Communicating Business Value Flashcards Designing for Impact Framework Connect with Service Grant Tokyo - they can guide you

41 Thank you!