Designing a Purposeful Strategy for Managing Human Capital

1
Designing a Purposeful Strategy for Managing
Human Capital
2
Define Your Needs

• Annual planning process - what needs to be done?
• Skills, knowledge and attitude needed consider
  the whole spectrum of options
• Timeframe
• Resources needed
• Relationship management

3
Defining the Project

• Current staff or overseen by current staff?
• Plate reduction
• Do you need a central volunteer coordinator, or
  is everyone on your staff a volunteer coordinator?

4
Packaging

• Traditional Volunteers
• Internships/Fellowships
• Board Members on Steroids
• Group/Family Volunteering
• Youth/Boomers
• Projects for Individuals
• Pro Bono / Skilled Volunteers

5
Designing Pro Bono Service for Success
6
The Right Ingredients

• Knowledge Process People Success
• Well-defined, scoped projects
• Project Management tools
• Carefully screened volunteers and nonprofits
• Specific volunteer roles and expertise

7
Culture Shock
Differences to consider between your pro bono
consultants and their paid jobs
They treat us like were a field trip to the Zoo
Why dont they get it? Tell them to ask me for
more than money!
8
Culture Shock
Differences to consider between your pro bono
consultants and their paid jobs

• Used to accessing broad expertise in business
  functions
• Hired specifically because of their expertise
  not used to wearing many hats
• Used to decision-making hierarchy approach
• Project team may have never worked together
• Part time commitment
• Not a paid incentive its emotional

9
Culture Shock
Differences to consider between your pro bono
consultants and their paid jobs
They do NOT know your needs so YOU must
Treat their service the SAME as cash.
10
Will Pro Bono Service Meet Your Needs for This
Project?

• Specific risks to consider when determining if
  this would be a successful pro bono project
• Time Sensitivity
• Project Scope Creep likely
• Nonprofit Sector Knowledge required

11
Finding the right people with the right expertise
to fill your pro bono needsLeverage the online
Competencies Map 1.0
12
(No Transcript)
13
Common Pro Bono Projects

• Project Viability Risks
• Potential job

• Project description
• Nonprofit Demand

14
Common Job Competencies
Common job characteristics
Potential consultants in the US
Potentially applicable pro bono projects
15
6 best practices for successful pro bono projects

• Know what your needs are
• Ensure the pro bono team has the expertise you
  need
• Document the scope and expectations up front and
  receive a formal commitment (i.e. signatures)
• Include an implementation and sustainability plan
  as the final deliverable for ALL projects
• Develop a communication plan for the project
• Ensure the project is a win-win-win before
  committing its better to say no now for a
  YES later

16
Pro Bono Management Resourcesfrom the Taproot
Foundation

• Taproot Foundation www.taprootfoundation.org
• Service Grant program (apply online!)
• Online Pro Bono Service Catalog
• Pro Bono Action Tank www.probonoactiontank.org
• Competencies Map 1.0 (just launched!)
• Showcase for great corporate pro bono service
• Resources and standards for companies,
  universities and trade associations delivering
  pro bono service
• Dollar Valuation
• Regional Roundtable May 19th

17
Workplace Considerations

• Operating Hours
• Training for All Staff
• Support of Volunteers
• Integrating Volunteers into Your Development
  Strategy

18
Volunteer Management Resourcesfrom
CaliforniaVolunteers

• California Volunteer Matching Network
• Volunteer Management Training
• Volunteer Recognition
• Governor and First Ladys Service Award
• Presidents Volunteer Service Award
• CaliforniaVolunteers Recognition Program
• Business Partner Program

19

• QUESTIONS?