BoardMatch Candidate Orientation

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Leadership Development Through Board
Service Give while you get Ontario Bar
Association Assistance Program September 16, 2005
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Agenda

• The what, so what and now what
• 1. Altruvest Charitable Services
• 2. Canadas Voluntary Sector
• 3. Business Volunteers and Charity Board Service
• nominal costbig impact
• leadership development
• corporate social responsibility
• business building through networking
• 4. Altruvests Governance Programs
• BoardMatch Fundamentals
• BoardMatch Leaders
• 5. Next steps

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Altruvests Mission

• To expand the talent pool, and enhance the
  governance skills of charitable sector boards and
  senior leaders, fostering more effective
  charities and stronger Canadian communities.

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Altruvests Guiding Principles

• Seek to be a bridge between corporate/business
  and charitable sectors
• Work collaboratively to build resources using
  existing tools available
• Tools and programs delivered must be sustainable
  and leverageable

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Altruvest Core Programs

• BoardMatch Fundamentals-a free program which
  introduces registered charities to informed
  candidates willing to share their expertise
  through board service.
• BoardMatch Leaders-a fee for service experiential
  leadership development program targeted at
  strategic corporate talent.
• E-Learning platform-4 modules relating to board
  governance.
• BoardWorx ED- a program assisting senior staff in
  charities to leverage their organizations board
  of directors talents as a strategic asset to
  achieve mission. Plans call for 3 components
  classroom, peer learning circles and mentoring.
  (Pilots Fall 2005)

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Altruvest Board of Directors
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Our Donors

• Legacy Donors
• Bell Canada
• Human Resources Development Canada
• Manulife Financial
• Maritz Canada Inc
• Ministry of Citizenship, Volunteer_at_ction.Online
• Ontario Trillium Foundation
• Scotiabank
• The Counselling Foundation of Canada

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Canadas Voluntary Sector

• 161,000 non-profit organizations
• 80,000 registered charities
• 2 million employees-13 of labour force
• 112 billion in annual revenues
• 19 million volunteers
• 2 billion volunteer hours or 1 million full-time
  jobs
• 14 billion added to sectors GDP in 1997 by
  valuing volunteer labour
• 42 have revenues of 30,000 or less
  63-100,000 or less
• 64 of organizations are local in scope versus 3
  national
• 54 of all organizations have no paid staff
• Over 1 million charity board volunteers with
  approx 25 annual turnover
• Cornerstones of Community The 2003 National
  Survey of Nonprofit and Voluntary Organizations
  -released Sept 2004
• Satellite Account of Nonprofit Institutions
  and Volunteering-Statistics Canada released Sept
  2004

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Highlights of the Satellite Account of Nonprofit
Institutions and Volunteering-Statistics Canada
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Larger than many major industries
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What do Organizations Do?
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The Resource Divide

• A small percentage of large organizations account
  for most of the revenues, paid staff and
  volunteers
• The larger number of small-revenue organizations
  tend to have few employees and rely on volunteers
  to deliver services
• 54 of all organizations have no paid staff

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Distribution of Revenues by Size of Organization
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Problems that Keep Organizations from Fulfilling
their Missions
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Distribution of Volunteering Load

• 73 Canadians gt15 yrs. did not volunteer
• 7 contributed 73 of all volunteer hours
• Volunteers are aging

Source National Survey of Giving, Volunteering
and Participating 1997, 2000
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What have we learned?

• Nonprofit and voluntary organizations
• Touch virtually every aspect of Canadians lives
• Are significant vehicles for citizen engagement
• Tend to operate locally and provide public
  benefits
• Have a significant economic presence

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Good Governance in the Sector

• Sol Kasimer, Altruvest CEO
• (formerly President of YMCA of Canada)
• Excellent organizations start with good
  governance
• Good governance requires
• Board of Directors and staff
• have a common vision
• have clarity on roles and responsibilities
• have requisite skill sets to carry out mission

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The Solution

• Identify enthusiastic volunteers with business
  skills
• Offer training on board service and governance
• Facilitate board introductions
• Work with existing organizations
• United Way, Community Fdns. Volunteer Centres

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Benefits for Corporate Employers

• Human resource leadership development
  opportunity. free!
• CSR opportunity. free!
• Networking.free!
• Community building.
• Stronger Leaders, Stronger Charities, Stronger
  Communities

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Benefits for Board Members

• Contribution
• Leadership skills
• Personal satisfaction
• Networking
• Career enhancement
• Stronger communities

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Benefits for Board Members
Executive Leadership Development through Service
on Nonprofit Boards by American Express and The
Volunteer Consulting Group Inc. - Quoted in
http//www.jacksonleadership.com/whats_new/reviews
/oct_rvw.pdf
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• The Program
• Web based governance learning for candidates
• Provides an introduction to charities in need of
  directors
• Primarily targeted at middle management
• Available over the Internet at
  www.boardmatch.org
• The Results
• Over 1000 board positions filled in 65 months in
  GTA, 1250 nationally
• Over 455 registered charities participating in
  GTA, 630 nationally
• Launched in Greater Vancouver Area, June 2003, 3
  more cities in 2006

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BoardMatch Fundamentals includes

• eLearning in Charitable Governance
• Roles responsibilities of board service
• Best practices in board governance
• Human resource planning for boards
• Financial development/fundraising
• Includes offerings for both board members and
• senior charity staff

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Candidate Board Orientation includes

• Mission and Strategic Planning
• Stewardship
• Resource Development
• Human Resources
• Community Relations
• Accountability
• Orientation can be done live or online

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Our Charitable Clients

• Boys and Girls Clubs
• Canadian Cancer Society
• Canadian Red Cross
• Furniture Bank
• Humewood House
• Toronto Operetta Theatre
• United Ways of Halton Hills, Milton
• Volunteer Centre Of Peel

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• The Program
• Charitable governance learning featuring academic
  and sector experts
• Significance of voluntary sector
• Governance models and Strategic Planning
• Evaluation fundraising techniques
• 1 1/2 days classroom plus eLearning
• For strategic talent, senior staff, executives
• Expert mentoring
• Customized charity board placement
• Networking opportunity
• Fee for service

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BoardMatch Leaders
225 participants over last 3 years

• Accutel
• Aird Berlis
• Allstream
• BDO Dunwoody
• Bank of Montreal
• Bay Area Leadership
• Bell Canada
• Canadian Tire
• Celestica
• Colmar
• Deloitte Touche
• Direct Energy
• EDS
• Ernst Young
• Fraser Milner Casgrain

• Hewlett Packard
• Manulife Financial
• Maple Leaf Foods
• Maritz Canada
• Mercer
• Mintz Partners
• PricewaterhouseCoopers
• Scotiabank
• Swiss Reinsurance
• TD Bank
• Toronto Hydro
• Underwriters

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How Business can get involved

• 3 Way Win!
• Leadership Development Retention Strategy
• Corporate Social Responsibility
• Business building through networking

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Next Steps How you can get involved

• Register with BoardMatch Leaders
• Strategic talent, senior management executives
• Next program start dates Oct 19 Nov 16, 2005
  in GTA
• Fee per participant
• Register free with BoardMatch Fundamentals
• - visit www.boardmatch.org and search
  positions and participating
• organizations
• - complete registration steps
• - complete board orientation online or at
  monthly live session in T.O. (Oct / 05 )
• Corporate Partnership Opportunities
• Event Sponsorship, Program Sponsorship

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www.boardmatch.org

• Questions or comments?
• Call or e-mail Norm King
• 905-696-5149
• nking_at_altruvest.org