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Designing a Purposeful
Strategy for Managing
Human Capital
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
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?
Packaging
• Traditional Volunteers
• Internships/Fellowships
• Board Members on Steroids
• Group/Family Volunteering
• Youth/Boomers
• Projects for Individuals
• Pro Bono / Skilled Volunteers
Designing Pro Bono Service
for Success
The Right Ingredients
Knowledge + Process + People = Success
– Well-defined, scoped projects
– Project Management tools
– Carefully screened volunteers and nonprofits
– Specific volunteer roles and expertise
Culture Shock
Differences to consider between your
pro bono consultants and their paid jobs
They treat us like
we’re a field trip to
the Zoo
Why don’t they get
it? Tell them to ask
me for more than
money!
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
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.
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
Finding the right people with the right
expertise to fill your pro bono needs
Leverage the online
Competencies Map 1.0
Common Pro Bono Projects
• Project Viability
& Risks
• Potential job
• Project description
• Nonprofit Demand
Common Job Competencies
Common job
characteristics
Potential
“consultants”
in the US
Potentially
applicable
pro bono
projects
6 best practices for
successful pro bono projects
1. Know what your needs are
2. Ensure the pro bono team has the expertise you need
3. Document the scope and expectations up front and
receive a formal commitment (i.e. signatures)
4. Include an implementation and sustainability plan as
the final deliverable for ALL projects
5. Develop a communication plan for the project
6. Ensure the project is a win-win-win before committing
— it’s better to say “no” now for a “YES” later
Pro Bono Management Resources
from the Taproot Foundation
• Taproot Foundation
– Service Grant program
www.taprootfoundation.org
(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
Workplace Considerations
• Operating Hours
• Training for All Staff
• Support of Volunteers
• Integrating Volunteers into Your Development
Strategy
Volunteer Management Resources
from CaliforniaVolunteers
• California Volunteer Matching Network
• Volunteer Management Training
• Volunteer Recognition
• Governor and First Lady’s Service Award
• President’s Volunteer Service Award
• CaliforniaVolunteers Recognition Program
• Business Partner Program
QUESTIONS?