2012 Skills Based Summit - Deloitte, Pro Bono & Skills Based Volunteering

Pro Bono & Skills Based Volunteering Leveraging the private sector to build organization capacity

November 16, 2012

Laura Eilts Community Involvement Leader

Deloitte

Copyright © 2012 Deloitte Development LLC. All rights reserved. 1

GOALS

Understand that pro bono is real, significant, and

attainable

Understand the business case for pro bono and skills

based volunteering

Tackle one of the biggest obstacles to good pro bono:

creating a solid project scope

Find resources to support your efforts


WHAT IS PRO BONO?

Definition at Deloitte

Pro bono engagements are client engagements for which the recipient nonprofit

would otherwise have to pay.

Engagements leverage our professional skills for the benefit of a specific pro

bono client. Work is delivered to a nonprofit client through a project that is

scoped, structured, and staffed like an external fee-for-service client

engagement. Project start and end dates are clearly stipulated, project has

milestones, and work produces a defined client deliverable.

Focus is build operating capacity for a nonprofit organization rather than direct

service for its beneficiaries.

Pro bono engagements represent one of our strongest opportunities to create

social impact and business value by demonstrating our specific knowledge and

skills.


PRO BONO SPANS BUSINESS AREAS

Source: FTI Consulting and the Taproot Foundation, “Nonprofit Survey: Leveraging Pro Bono Resources”

(unpublished data, 2011).

Projects Worksheet

FIELD PRO BONO USE (%)

60

41

30

29

27

27

26

20

“Companies are increasingly

developing pro bono programs as a

key tool to increase their positive

community impact.”

Margaret M. Coady, Director,

Committee Encouraging Corporate

Philianthropy

Legal counsel

Marketing

Human Resources

Financial and administrative support

Financial advisory or consulting

Information technology

Organizational design or coaching

Board member or executive search


Sample of Deloitte Pro Bono Services

Audit & Enterprise

Risk Services Consulting Tax

Financial Advisory

Services

• Risk assessment

• Financial reporting

practices

• Governance and risk

oversight

• IT security

• Human capital

strategy and

management

• Technology strategy

• Sales and marketing

effectiveness

• Process

improvement and

operations efficiency

• Structuring and

exemption support

• Tax compliance and

consulting

• Health care reform

implementation

planning

• New market tax credit

applications

• Anti-fraud consulting

• Capital projects

consulting

• Real estate consulting

• Reorganization

services


Pro Bono Video


The Business Case for Pro Bono The Triple Bottom Line

Nonprofits Deloitte

Professionals Deloitte

Nonprofits

Skilled volunteers help with

business challenges

Deloitte professionals

Opportunities to develop

skills and give back

Deloitte

• Marketplace differentiator

• Recruiting and retention tool

Pro Bono


91% of Fortune 500 human resources

managers said volunteering

knowledge and expertise to

a nonprofit can be an effective

way to cultivate critical business

and leadership skills4

52% of surveyed executives said

corporate citizenship is part of

their business strategy.2

70% of employees surveyed said

they feel better about working at

their company as a result of

their pro bono volunteering

experience3

82% of executives surveyed said

good corporate citizenship

helps the bottom line2

The Business Case for Pro Bono Marketplace Differentiator

Sources:

1. “2007 Volunteer IMPACT Study”, Deloitte & Touche USA LLP, 2007

2. Center for Corporate Citizenship at Boston College, 2004

3. “Pro Bono Volunteering Research Report,” LBG Associates, 2009

4. “2008 Volunteer IMPACT Study”, Deloitte & Touche USA LLP, 2008

66% of the Gen Y workforce say they

would prefer to work at

a company that provides

opportunities to apply their

skills to benefit nonprofit

organizations1


Millennials who frequently volunteer are more likely to be proud, loyal, and

satisfied employees as compared to those who rarely or never volunteer.

Deloitte Volunteer IMPACT Survey

Feel very loyal toward company

Feel very proud to work

for company

Are very satisfied with

career progression

Are very satisfied with employer

Would recommend their

company to a friend

0% 10% 20% 30% 40% 50% 60%

Rarely/Never Volunteer

Always/Often Volunteer


Decision Making Criteria

Social Value

How do companies evaluate project requests?

Project creates a meaningful difference; will lead to measurable social impact

on community

Nonprofit leadership is capable of delivering org’s mission and strategy

Project creates transformational change, allowing client to achieve social good

and deliver on its mission to the community

Right fit

Business Value

Do they have the right skill sets to deliver results

Availability of resources and expertise

Will this provide a meaningful experience for the employees

Will it generate marketplace visibility or recognition

Can we develop new skill sets and showcase our talent


SCOPE

HOW CAN YOU MAKE A PROJECT HAPPEN

Identify possible projects

Select one that is good for

pro bono

Create a scope document

to discuss with potential

providers

Create a project scope together with

your provider

Be a good client

Learn from the project so you can

get even better results next time

Identify good leads

Make contact

Create a solid agreement

SECURE MANAGE

Source: Taproot


GOOD SCOPING STARTS WITH THE RIGHT PROJECT

SCOPE

Exercise: Four tests for great pro bono engagements

Can you clearly define the work that needs to be done? Do you feel confident

that it won’t change over the life of the project?

URGENCY

KNOWLEDGE NEEDED

STAFF AND BOARD READINESS

When does this project need to be done? What are the consequences of not

hitting that deadline?

What knowledge about your field and your organization will pro bono

consultants need? Is the outcome worth providing that education?

Are your team and board open to this project (and to getting it done pro bono)?

Do they have the time to be engaged on the project? Will they have time to

implement the project deliverables?

Source: Taproot


Tap Into the Business Community

Action steps for engaging with corporate volunteers

Understand the

“triple bottom line”

Know the benefits to the company as well as to your organization. Talent development,

showcasing products and/or skill sets, benefits and recognition are all value add for your

corporate partners

Focus on priorities Align with a company’s skill set and philanthropic priorities when making a pro bono request

and do your homework the same way you would when requesting financial support

Know what you need Be able to define your needs when making a request. Synthesize and translate challenges

into categories of services or project types

Consolidate projects Narrow potential services or project types into one project that is timely and a priority

for the organization

Scope the project Describe the activities, deliverables and outcomes that will be accomplished by the

individual or team that may deliver on the scope of work


Insights and reflections on doing pro bono work

• A client is a client whether we get paid or not.

• The company makes the commitment, so the

company is responsible for it.

• Begin with the end in mind.

• Pro bono is time and time is money

• Giving away services posed different challenges than

making financial investments


A Billion + Change is a national

campaign to mobilize billions of dollars

of pro bono and skills-based service

from corporate America by 2013. We are

seeking 500 companies willing to pledge

their best business skills and talents to

serve the needs of nonprofits and

communities at home and around the

world.

A BILLION + Change


A Billion + Change Video


“This book is a critical

resource for any nonprofit board

serious about resource generation.”

- Linda Crompton

CEO, BoardSource

About Deloitte

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clients under the rules and regulations of public accounting.

Copyright © 2012 Deloitte Development LLC. All rights reserved.

Member of Deloitte Touche Tohmatsu Limited

2012 Skills Based Summit - Deloitte, Pro Bono & Skills Based Volunteering

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