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 ShockDifferences 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!

• 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 ShockDifferences to consider between your pro bono consultants and their paid jobs

Culture Shock

Treat their service the SAME as cash.

They do NOT know your needs

so YOU must

Differences to consider between your pro bono consultants and their paid jobs

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 description• Nonprofit Demand

• Project Viability & Risks• Potential job

Common job characteristics

Potential “consultants”

in the US

Potentially applicable pro bono projects

Common Job Competencies

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 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

Workplace Considerations

• Operating Hours

• Training for All Staff

• Support of Volunteers

• Integrating Volunteers into Your Development

Strategy

Volunteer Management Resourcesfrom 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?