Joel Bashevkin Executive Director West Coast

1. Pro Bono 101 Joel Bashevkin Executive Director West Coast

2. Taproot Foundation Overview • The Taproot Foundation strengthens nonprofits • by engaging business professionals in service. Professional Services Firmx Professional Services Firm Traditional Foundation Volunteer Matching Company Professional Services Firm Traditional Foundation Professional Services Firm Volunteer Matching Company Volunteer Matching Company + + • Founded in 2001 by entrepreneur Aaron Hurst • Strong need in nonprofit community for capacity building services • Modeled after the Peace Corps • “Pro Bono 2020”

3. Taproot Overview: Our Delivery Demand: >2,500 grant applications to date 855 pro bono consulting projects awarded ~220 projects under way at one time Value: > $34 million Supply: >15,000 professionals have applied to volunteer>5,000 are currently Active Each volunteer donates about $8,000 worth of time/project Impact: 97% of grantees agree project will strengthen infrastructure Satisfaction: 92% of grantees are satisfied with final deliverables 3

4. The Pro Bono Action Tank PBAT Mission: Ensure organizations serving the public good have access to the high-quality professional services they need to achieve their missions in addressing the social, economic, and environmental issues of society.

5. Goals for Today By end of session, you will be able to… • Understand the types of pro bono work happening across the country • Appreciate the challenges associated with using pro bono consultants and common solutions to overcome those challenges • Know more about how to access pro bono consulting services and some best practices

6. Making Budget Extra Hands Infrastructure and Capacity Community Engagement Spectrum Most common nonprofit needs: Skills-Based Volunteering ‘Non Core’ skills Pro Bono Work Board Service Hands On Volunteering Financial Support • Cash grants • Dollars for Doers • Matching gifts • Beach clean up • Soup kitchen • Habitat for Humanity • Mentoring • Junior Achievement • Science fair judge • Collateral design • IT assistance • HR consulting • Board placement • Board member training

7. What is “pro bono” service? Professional services made accessible to organizations serving the public good. Pro bono services can be rendered by a company, professional services firm, intermediary, association or individual professional, but must leverage the core competencies and expertise of the professional(s) engaged to meet the client’s need. These services are typically provided without the expectation of a fee or at such a nominal fee as to make them accessible to the client. The client (the organization serving the public good) includes charitable, religious, community, governmental, educational and civic organizations.

8. Common Types of Pro Bono Consulting • Strategic and Business Planning • Human Resources/Professional Development • Marketing and Communications • Finance and Accounting • Information Technology • Logistics / Operations

9. Target – Redesigning Libraries Local school library makeovers utilizing the design and instruction expertise of Target’s property development team “The new library is beautiful. It makes me cry.” Teacher at Washington Elementary School “As a designer, it’s easy to take for granted what we do day in and day out. All I did was a sketch not realizing the impact on the whole community. It makes me proud to work at a company that values the community and my contributions.” --Reggie Reyes, Senior Design Lead, Target

10. Deloitte – College Summit Data warehouse developed by Deloitte’s IT consultants tracks college placement rates. 600% increase in staff productivity related to improved reporting capabilities.

11. Wells Fargo – School District Branding Positioning for entire school district completed by Wells Fargo branding team through a Taproot Foundation Service Grant Enabled all stakeholders to participate increasing citizens’ confidence in the school district

12. Parents Leadership Institute AFTER BEFORE • Launched new name and logo in 2006 • Within five months: 450 more people reached than ever before • In 2007: org provided10,000+ hours of assistance to parents, or double the number of hours of assistance provided before Taproot’s support

13. Breakout Session: Consulting Challenges • Identify 10 challenges you have experienced working with paid consultants? • How would using pro bono consultants impact these challenges?

14. Five Most Common Pro Bono Challenges • Projects aren’t completed in a timely manner. • Expectations aren’t met. • The project recommendations can’t be implemented, or can’t be implemented without continual assistance. • The project doesn’t actually help the client. • Neither party is satisfied with the experience.

15. Breakout Session: Overcoming Challenges How can you structure pro bono work to address each of these challenges?

16. Know what your needs are and be prepared to explain them thoroughly. Have a clear idea of what you want to accomplish. Ensure project scope is based on an alignment of the needs and the competencies of the pro bono team. Ensure the pro bono team has the skills needed to ensure a high quality outcome. Ensure the project is a win-win before committing — it’s okay to say “no”. Document the scope and expectations up front and receive a formal commitment (i.e. signatures) from both the nonprofit and the pro bono team. Ten Solutions to Challenges

17. Develop a communication plan for the project to ensure that both parties are accessible and continued alignment is reinforced. Set regular milestones to formally check in on progress and solicit feedback. Define clear metrics based on the above indicators to measure the success of the engagement. Include an implementation and sustainability plan as the final deliverable for all projects. Formally close the project with the pro bono team and celebrate the collective contribution. Ten Solutions to Challenges

18. Asking for support • While pro bono services has been happening for a long time on an ad hoc basis; it is nascent to the corporate community engagement umbrella. • Understand the core competencies of the organizations you want to partner with and what you need from them. • Variations between: • Intermediaries • Consulting Firms • Corporations • Other

19. Sources of Pro Bono Support

20. Tips: Professional Service Firms • Making contact • Some firms have a community involvement manager • Will need a Partner to sponsor your request • Use your Board to find a Partner in your network • Making the request • Be clear about your challenge / opportunity • Ask for their help to determine the scope and solution = core competencies • Come prepared to explain why it will increase their visibility in the community and be a rewarding learning experience for their consultants

21. Tips: Corporations • Making contact • Currently, few community involvement departments have the ability to deliver a pro bono team • You need a senior contact in the functional department to sponsor the project (e.g. SVP Marketing) = core competencies • Making the request • Be as crisp as you can be about the exact work you need done and why • Come prepared to explain why it will be a rewarding learning experience for their team

22. Checking In – Questions? Do you now… • Understand the types of pro bono work done across the country? • Appreciate the challenges associated with using pro bono consultants and common solutions to overcome those challenges? • Know different ways to access pro bono and some best practices?

23. Potential Next Steps • Access www.doitprobono.org or www.taprootfoundation.org • Review the online Pro Bono Case Study Showcase • Subscribe for latest trends and updates • PBAT Activities: • Conduct an internal audit of your own needs to understand how you can best leverage pro bono services • Contact a local intermediary (such as Taproot Foundation) • Best practices • Communications Toolkit • Nonprofit Readiness tools • Skills Map Toolkit 1.0 • Advocacy plan • Definition • Dollar valuation • Key metrics