2012 skills based summit - deloitte, pro bono & skills based volunteering
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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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 2
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.
Copyright © 2012 Deloitte Development LLC. All rights reserved. 3
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(unpublished data, 2011).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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 4
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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 5
Pro Bono Video
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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
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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
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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
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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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 10
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
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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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 12
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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 13
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
Copyright © 2012 Deloitte Development LLC. All rights reserved. 14
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
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A Billion + Change Video
Copyright © 2012 Deloitte Development LLC. All rights reserved. 16
Copyright © 2012 Deloitte Development LLC. All rights reserved. 17
“This book is a critical
resource for any nonprofit board
serious about resource generation.”
- Linda Crompton
CEO, BoardSource
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Copyright © 2012 Deloitte Development LLC. All rights reserved.
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