Pro Bono SeminarTokyo

April 23, 2010

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…

Pro Bono Today

Background

+years ago…

Pro bonoservice was rare /

isolated

Taproot Foundation did

pro bono

Only lawyers did

pro bono

years ago…

a few companies

began to do

pro bono

Background

year ago…And were joined by

Capital One

Merck

Booz Allen Hamilton

Gap Inc.

Target & Deloitte

invested to build the field

Background

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

Effective Pro Bono Service

maximizes social value and

business benefit.

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%.

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

Pro Bono Service is strong

in the U.S.!

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Mission

The Taproot Foundation strengthens

nonprofits by engaging business

professionals in service

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: 1100+ projects completed

Value: $55 million

Supply: Over 7,500 professionals engaged in pro bono service

Each volunteer donates about $12,000 worth of time/project

Impact: 97% of grantees agree project will strengthen infrastructure

Satisfaction: 92% of grantees are satisfied with final deliverables

Taproot’s Role

NonprofitsTaproot Foundation staff:

• Conduct outreach

• Interview/screen

• Award project

• Provide readiness training

Pro Bono ConsultantsTaproot 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

MarketingLeadership Devt

& Strategic HR

Taproot’s Service Grant Portfolio

TechnologyStrategy

Management

Strategic Planning

Prep

Strategic Scorecard

Competitor/

Collaborator Analysis

Financial Analysis

Donor Database

Basic Website

Advanced Website

HR Capacity Assessment

Performance Mgmt

Board Recruitment

Strategic Staff

Development

Key Messages & Brand

Strategy

Naming & Visual ID

Visual Identify &

Branding Strategy

Brochure

Annual Report

Presented by

American Express Presented by

Wells Fargo

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

The Impact

Served 450 more

families in the first year

after implementing,

providing double the

number of hours

c assistance

Before

After

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

• Carefully screened pro bono consultants &

nonprofits

• Well-defined, scoped projects

• Specific roles & responsibilities

• Approved timeline & milestones

• Training & delivery

• Process tools (Blueprints)

Taproot’s best practices

How does this fit in with

what I’m currently doing?

Framework: Spectrum of Community Engagement

What are some community engagement opportunities

you currently offer to employees?

•Cash grants

•Dollars for Doers

•Matching gifts

•Beach clean up

•Soup kitchen

•Habitat for

Humanity

•Tutoring

•Junior

Achievement

•Science fair judge

•IT assistance

•Collateral

design

•HR consulting

•Board

placement

•Board member

training

Making

Budget Extra Hands Infrastructure and Leadership

Financial

Support

Skills-Based Volunteering

General Skill Board Service Pro Bono Expertise

Hands-on

Volunteering

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

Hig

h

Low

Engagement and Impact Magnitude

Hands on Volunteering

Nu

mb

er

of

em

plo

yees e

ng

ag

ed

Str

ate

gic

Cap

acit

y B

uil

din

g Im

pact

Skilled Volunteering

Pro Bono

Service

Board

Service

Food

Sorting

Board Placement

Marketing Support

IT Assistance

Strategic Planning

Tutoring

TYPE OF SERVICE

PROGRAM EXAMPLES

Lo

w

Hig

h

Engagement and Impact Extent

(Created by Gap Inc., 2009)

What could this look like

for you?

What kind of impact do I want to have?

Start by thinking about the strategic factors most relevant to you

Do I want to help my strategic nonprofit partners?

Do I want to impact the entire nonprofit sector?

Do I want to move the needle on an issue area?What organizational goals do I want my program to meet?

Is human capital and talent management my primary concern?

Am I looking to strengthen my company’s reputation?

Do I want this to be a platform for business development?

How aligned with strategic giving should this be?

How do I get started?

Creating Effective Projects

Reporting and Recognition

Gaining Internal Buy-In1

2

3

Getting Started: Step One

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”

• 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 efficiencies1

• 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

Pro bono service helps ensure your community partners have access to the expertise they need to achieve their missions serving your communities

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 reputation1

• 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% higher2

How does pro bono service make this possible?

• Most Americans regard the donation of products and employee time more favorably

than financial support3

• 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

impact4

• 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

31

Human Resources Benefits

Pro bono service provides low-cost, high-impact opportunities

for employee recruitment, training and retention

Recruitment

• 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 organizations1

• 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 ethics2

Learning & Development

• 91% of HR executives believe that pro bono service would add value to training and

development programs1

• 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 skills1

Retention

• Cost-efficient way to offer professional development and recognition opportunities

• Strengthen relationships between coworkers outside normal scope of job3

• Expand employees’ diversity of tasks and challenges

32

Improved Collaboration & Communication

• 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

On pro bono projects, employees have the opportunity to work

with team members from across business units, departments

and offices

“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

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

Creating Effective Projects

Gaining Internal Buy-In

Reporting and Recognition

Creating Effective Projects

1

2

3

Getting Started: Step Two

Management

Infrastructure

Effective pro bono engagements require specific management infrastructure

Strong interest and

fit among

professionals to

serve

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

Designing for success

Project

Management

Evaluation

and

Celebration!

Volunteer

Screening

Nonprofit

Readiness

Program

Design

Prog. mgmt and

staffing structure

Fit and readiness criteria

Interview consults

Nonprofit orientations

Defined roles, expertise

Volunteer orientations

Project templates

Program management

milestones

Service agreements

Post-project surveys

Debriefs and reviews

Each phase of pro bono service requires management infrastructure

Creating Effective Projects

Gaining Internal Buy-In1

2

Reporting and Recognition3

Getting Started: Step Three

How do I apply this at my company?

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

Pro Bono Service U.S. Dollar Values

Average

volunteer

hour:

$20.25

• 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.

Evaluation: Five characteristics of high-quality pro bono service

Treat a pro bono client

the same as any paying client

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…

www.probonoactiontank.org/resources

Thank you!