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VOLUNTEER MANAGEMENT KICKOFF DATE

Set the foundation for a successful service grant project by discussing expectations, roles, and communication. Introduce teams and review background information.

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VOLUNTEER MANAGEMENT KICKOFF DATE

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  1. VOLUNTEER MANAGEMENT KICKOFF DATE The Leadership Development and Strategic HR Practice Area is presented by American Express. This Service Grant design is brought to you by American Express.

  2. TEMPLATE INSTRUCTIONS • When do I use this template? • At this stage, the nonprofit and pro bono consultant team members get to know one another, discuss expectations, communications and roles, and lay a solid foundation for a successful project. • How should I use this template? • Remove and customize slides as needed for your particular project. • Anything in red font is a note to the team and should not be included in the presentation. • Send the final agenda to the rest of your team at least 48 hours before the meeting. • REMOVE THIS SLIDE BEFORE PRESENTING

  3. MEETING ATTENDEES • REMOVE THIS SLIDE BEFORE PRESENTING • The Kickoff Meeting sets the tone for the entire Service Grant Project and thus it is critical for all members of both the pro bono consultant and the nonprofit teams to be present. • Note: It is critical that all members of both the teams are present for all key milestone meetings / presentations throughout the course of the Service Grant.

  4. AGENDA • Meeting Goals • Introductions and Communications Plan • Background & Additional Information • Where We Are Now • Project Outcome • Next Steps

  5. MEETING GOALS • MEETING MATERIALS • Quickstart Guide, Project Plan, Finalized Service Grant Award, and the materials picked up by Account Director at the Site Visit • PREPARATION • Define team roles • Account Director reviews sample communication materials • ATTENDEES • Pro bono consultant team • Nonprofit team • Establish rapport and create shared meaning • Confirm our understanding of the organization • Clarify expectations • Lay out roadmap for project • Obtain feedback • Pre-schedule discovery interviews with staff

  6. INTRODUCTIONS

  7. PRO BONO CONSULTANT TEAM Account Director Name Project Manager Name HR Strategist Name HR Strategist Name HR Generalist Name

  8. NONROFIT TEAM • PLEASE INTRODUCE AND BRIEFLY TELL US ABOUT YOURSELF INCLUDING: • Your role at [Nonprofit] • Your role on the Nonprofit Team • Your goals for the project

  9. COMMUNICATION & TEAM DYNAMICS • Review the communications plan • Lead discussion about effective communication • Remind nonprofit about the Volunteer Management Toolkit, available on the Taproot intranet • REMOVE THIS SLIDE BEFORE PRESENTING

  10. BACKGROUND & ADDITIONAL INFORMATION

  11. BACKGROUND • SITUATION • Fill in the situation here • KEY ISSUES • Fill in the key issues here • SOLUTION • Explain how a Volunteer Management Service Grant is the solution

  12. ADDITIONAL INFORMATION • PLEASE SHARE ANY ADDITIONAL INFORMATION INCLUDING: • Background • Strategic and Operating Plans • Job Descriptions • Obstacles and Risks • Bandwidth and Resource-Constraints

  13. WHERE WE ARE NOW

  14. PROCESS

  15. PROCESS: A CLOSER LOOK STAGE 2 END OF STAGE 2 STAGE 3 Present Recommendations for 8 Areas of Volunteer Management Identify & Approve 2 Priority Areas Develop & Present Action Plans for Priority Areas

  16. PROJECT OUTCOME

  17. PROJECT SCOPE STAYING WITHIN SCOPE IS CRITICAL TO PROJECT SUCCESS • Discovery, including up to eight interview sessions • Volunteer Management Assessment • Action Plans for two priority areas • Implementation of Immediate Action projects • Creating a volunteer program from scratch • Addressing HR issues outside of volunteer management • Developing or revising a strategic plan • Creating a development plan or fundraising tools for the program • Developing Action Plans for more than two priority areas • Implementing Action Plans beyond Immediate Action projects

  18. OUTCOME WHAT THE NONPROFIT WILL RECEIVE • Comprehensive assessment of your volunteer program • Action plans for improving high priority areas of the program • Implementation of Immediate Action projects that create immediate improvement and build momentum across the organization

  19. SAMPLES FROM PAST PROJECTS VOLUNTEER HANDBOOK • VOLUNTEER JOB DESCRIPTION

  20. SAMPLES FROM PAST PROJECTS IN DEPTH VOLUNTEER ONBOARDING CHECKLIST, TIMELINE AND TRAINING AGENDA

  21. NEXT STEPS

  22. TIMELINE: KEY DATES & MILESTONES • Review the Project Plan • Volunteer management assessment & recommendations meeting should occur 4-5 weeks from now • REMOVE THIS SLIDE BEFORE PRESENTING

  23. NEXT STEPS • Decide who should complete the Volunteer Management Assessment • Agree on interviewees • Decide on how best to approach them • Pre-schedule interviews today (if possible) A Look Ahead at Stage 2: Discovery and Assessment The goal of this stage is for the pro bono consultant team to understand and assess the nonprofit’s current volunteer program and management capacity by gathering data and interviewing stakeholders firsthand. In the discovery process, the pro bono consultant team learns about the nonprofit, gains a thorough understanding of its situation, and collects data that will inform the project.

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