7/14/2016 Conference on Volunteering and Service 2015 · 2016-07-15 · Conference on Volunteering...

Service UnitesConference on Volunteering and Service 2015

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Leigh Kessler, CharityEngineLaura Barnard, PM4Change

Elizabeth Schwan-Rosenwald, Taproot

Hitting the One-Day Development Trifecta Pro Bono Volunteerism, Acquisition & Fundraising:

Lessons Learned From the Largest Nonprofit ScopeAthon in History

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OUR PRESENTERS

Laura BarnardFounder & CEO,

Project Management for ChangeFounder & CEO, PMO Strategies

Leigh KesslerCharityEngine

CMO

Elizabeth Schwan RosenfeldTaproot Foundation

Chief External Relations Officer

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WHAT IS PRO BONO:Donated professional service benefitting organizations working to improve society.

92%

65%

6 M

of nonprofits say they need more pro bono

of nonprofits say they do not know where or how to find high-quality pro bono resources

professionals on LinkedIn have flagged an interest in skilled volunteering


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BACKGROUND ON PMI

Taproot Foundation, 2008.

Nonprofit Needs

Types of Support

Examples of Common Activities

SPECTRUM OF ENGAGEMENT

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PROJECT MANAGEMENT FOR CHANGE Raise the profile of the Project Management profession Have a phenomenal impact in our community using our

unique professional skills

When you think pro bono, think Project Management!

“I want to make PM an intentional profession!”

“It is an intentional career!”

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BACKGROUNDOn Martin Luther King Day, January 19, 2015, a national day of service, the Taproot Foundation, in partnershipwith the five DC area chapters of the Project Management Institute (PMI) delivered the largest ScopeAthon in history.

The Project Management Day of Service (PMDoS)


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SCOPEATHON OVERVIEWThe Who, What and Why ScopeAthons are half-day pro bono volunteering events

where corporate executives use their professional expertise to diagnose and map out projects that address the critical challenges facing nonprofit organizations.

Great way to build relationships between volunteers and nonprofits that drive meaningful social impact.

Matches 3 executives with a local nonprofit to create an informed, detailed scope of work for projects that will build their organizational capacity.

Each scoping project focuses on an area in which there is both nonprofit need and employee expertise (i.e. marketing, HR, strategy, finance, or technology).

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PMDOS NUMBERS 5 PMI chapters engaged

7+ months of work (volunteers)

40+ planning volunteers

100 nonprofits

300 project managers

$60,000 in donations

$100,000+ in-kind sponsorship

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IMPACT OF PMDOSIn ONE day…

1600 hours of pro bono Project Management service

$200,000 in Project Management value in a single day!

Equates to $1,000,000 in benefit to our community!!

Each nonprofit left with a scope document and plan

U.S. Commerce Secretary kick off

White House briefing on MLK Day


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AND THEN WE DID IT AGAIN! 600 people in one room, on one day, all creating another $1,000,000 worth of

community impact through a single pro bono service day

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GETTING NOTICED

U.S. Secretary of Commerce

U.S. SBA Administrator

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CONNECTING TO OUR PROFESSIONAL COMMUNITY

PMI chapter leaders, UMD, Taproot

CIO, Navy Federal Credit Union – PMI PMO of the Year


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Project Management Day of Service™

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HOW DO YOU PUT ON AN EVENT, ATTENDED BY A SPECIFIC INDUSTRY, WITH THE GOAL OF VOLUNTEERISM, FUNDRAISING, & TO GROW YOUR SUPPORTER REACH?

The Question:


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WHY HOLD AN EVENT?

Free help

Engaging people in your cause

Tracking & mining for new supporters (data)

Fundraising – direct & peer-to-peer

Marketing & awareness

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HOW DO VOLUNTEERS BENEFIT?

Occupational pride

Networking

Marketing

Philanthropy (corporate & personal)

A way to give back using their skills

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“We want to UNLEASH the private sector’s amazing skillsfor good!”

I SCOPE FOR CHANGE BECAUSE…


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“I want to leave this earth better than I found it.”

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“I understand the power of Pro Bono.”


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“Nonprofits + businesses working together =POSITIVE COMMUNITY CHANGE!”


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“To change the worldone project at a time”

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“I want PM to be helpful for those who help others”

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“To make a positiveimpact withProject Management!”


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“I want to give back my knowledge and experience to the community!”


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“It gave my day a sense of purpose.”


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SIMPLE STEPS

Decide to hold a volunteer event around a profession

Find volunteers & get access to that profession

Build the event structure

Make sure you have the technology to manage the fundraising & data collection

Manage the day of event

Post-event needs


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CHALLENGESImagine that you are running a project that has… No clear scope No budget No resources Your own team saying there just isn’t enough time. Stakeholders who don’t understand or aren’t engaged. Leadership message is “we can’t support you”.

Now...add to that... No legal entity (cannot transact business) No way to accept financial support No way to pay anyone to do the work Never been done before anywhere in this way …and a general stakeholder belief that it just CAN'T BE DONE…

IMPOSSIBLE

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YOU CAN DO THIS

Define it

Staff it

Plan it

Build it

Communicate it

Deliver it


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DEFINE IT

Who will be impacted?

What will be changing?

When will the change happen?

Where will the change take place?

Why will the change happen?

How will the change be implemented?

AND…The outcomes you expect to achieve that will

have a positive impact!

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BUILD YOUR PROJECT TEAM (Operational Structure)

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PLAN IT

Don’t take on too much at once

Leverage resources around you

Define success (so you know where you are headed)

Build a plan to get you there


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TARGETING YOUR VOLUNTEER POOL

Look for a partner

Professional contacts

Professional associations

Industry groups

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DEFINING TECHNOLOGY NEEDS CRM

Registration tools

Donation tools

Email marketing tools

Peer-to-Peer tools

Event management tools

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FORMS Planning volunteers

Day of volunteers

Sponsors

Vendors

Data Points

Not just for sign-up. Data Acquisition.


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Registration

Food & Beverage

In Room Support

EVENT MANAGEMENT

Leverage volunteers to run your event for you!

Don’t forget to use social media

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MATCHING Focus on what really matters Getting people to show up Pros and cons for connecting in advance

“Get people to care & invest themselves!”

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PEER TO PEER FUNDRAISING


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DEVELOP A COMMUNICATIONS CAMPAIGN

Who will be involved?

What will be happening?

When will the event happen?

Where will the event take place?

Why will the event happen?

How will the event be implemented?

AND…The outcomes you expect to achieve that will

have a positive impact!

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MARKETING Attend events

Send newsletters

Social media

Word of mouth

Inspire: telling the value story

Leverage technology

Make people feel and connect to your cause

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THINGS TO LOOK OUT FOR

Volunteers & nonprofits who did not show up

Lack of familiarity with organization

Have your registration process clear

Set clear expectations

Prepare everyone in advance

Do your homework


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CREATE SUSTAINABILITY

Create alignment with cause Choose partnerships

thoughtfully Keep veterans and bring in new Focus on the mission – always

ask why?

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MEASURE OUTCOMES

Results unmeasured go unnoticed Report on value realized Tie back to charter/vision/mission Follow people through the process Ask questions This is your data to use for the next one! Your funders want to hear about impact.

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YOU CAN DO THIS You don’t have to do it alone. Find partners Leverage each partner for their

strengths Keep it simple Continually engage and

communicate


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Thank you!

Don’t forget to visit the Solutions Showcase!

Many of the ideas discussed today are on display at the Solutions Showcase!

Leigh Kessler: [email protected]

Laura Barnard:[email protected]

Elizabeth Schwan [email protected]

7/14/2016 Conference on Volunteering and Service 2015 · 2016-07-15 · Conference on Volunteering...

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Transcript of 7/14/2016 Conference on Volunteering and Service 2015 · 2016-07-15 · Conference on Volunteering...