leveraging technical or expert volunteers (pro bono)

LEVERAGING EXPERT OR TECHNICAL VOLUNTEERS

Princessa Bourelly – Juma VenturesErin Dieterich – NetSuite

Steve Heye – NetSuite

Session Hashtag#16NTCtechvol

Princessa Bourelly Juma Ventures

Director of Finance@CalifHoya

About Princessa

• Director of Finance with Juma Ventures

• 15+ years leadership experience in both for-profit and not-for-profit

• Works as independent consultant donating services to businesses who can not afford full rates

• MBA – JHU Care Business School

About Juma Ventures

• Juma.org - Non-profit that strives to break the cycle of poverty

• Owns 10 enterprise operations• Serves more than 700 low-income

students located in 6 cities• Offers youth : Employment, financial

capability, and academic services

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TODAY’S TEAM

Session Hashtag #16NTCtechvol

Erin DieterichNetsuite

Director of Corporate Citizenship

About Erin

• Director of Corporate Citizenship, global programs at NetSuite

• 10+ years creating and executing Social Responsibility Programs

• Has designed 2 pro bono programs – at Discovery Channel & NetSuite

• Board Member on CREATEATHON• Bachelors degree in broadcast

journalism

About NetSuite.org

• NetSuite.org is the Corporate Citizenship arm of NetSuite

• Core programs include software donations, pro bono volunteerism and traditional volunteerism.

• Visit NetSuite.org to apply for software donation

• NetSuite is a Cloud ERP solution with Financial Management, CRM, ecommerce and more

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TODAY’S TEAM


Steve HeyeNetsuite

Solutions Consultant@SteveHeye

About Steve

• Solution Consultant – technical expert on the NetSuite solution

• 20+ years experience in Nonprofit Technology

• Wrote Chapter 1 in NTEN book Managing Technology to Meet your Mission

• Worked at local YMCAs, YMCA of the USA and The Cara Program

• Bachelors Degree in Finance• Acts on an improv team to raise

money for nonprofits

About NetSuite.org

• Social Impact team donates NetSuite to nonprofits

• Visit NetSuite.org to apply for software donation

• NetSuite.org is the Corporate Citizenship arm of NetSuite

• NetSuite is a Cloud ERP solution with Financial Management, CRM, ecommerce and more

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TODAY’S TEAM


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Session Overview

Session #16NTCtechvol Hashtag

• Types of Volunteers• Volunteer Management Overview• What Makes Expert and Technical Volunteers

Different• Steps to Engage Pro Bono • Where to Find Volunteers

Credit: Taproot FoundationSession Hashtag #16NTCtechvol

YES! NO!


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THE VOLUNTEER MANAGEMENT PLAN

Needs Assessment

Design

Recruit-Intake

Training

Management

Recognition- Retention

Session #16NTCtechvol Hashtag

Resources:• VolunteerMatch.org Learning Ce

nter• Idealist.org Resource Center• HandsOn Network Resources

http://learn.volunteermatch.org/

http://learn.volunteermatch.org/

http://www.idealist.org/info/VolunteerMgmt

http://www.handsonnetwork.org/nonprofitgov/toptools

http://www.handsonnetwork.org/nonprofitgov/toptools

Safe for all volunteers

Requires Expertise

Requires Trust

TIME

IMPACT

SingleInstance

MultipleInstances

Ongoing

Simple Task Operations OrganizationalChange


Hopper, Teryll

Hopper, Teryll

VOLUNTEER OPPORTUNITIES BRAINSTORM!

STEP 1: Break into

groups

STEP 2: Use the

worksheet to brainstorm

TIPS FOR BRAINSTORMINGa

1. Be Specific2. Use Real-Life Examples


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LET’S SHARE WHAT WE LEARNED!

• Share a volunteer opportunity someone in your group (not yourself) shared that you had never heard of

• You can only use 15 words

• Do it under 30 seconds


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EXAMPLE VOLUNTEER OPPORTUNITY– Tech Advisory Board at The Cara Program


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40% CONFIGURATION & CUSTOMIZATION

Dashboard Set upSaved SearchesLinks to Customized Reports

30% BUILD OUT OF FINANCIALS

Help Juma access, based on need if other modules are needed.• Revenue Recognition • Advanced Financial Planning

TRACKING 15%Ability to better track Key Performance Indicators

EDUCATION 25%Overall increase of staff

knowledge in utilizing NetSuite

HOW JUMA UTILIZES

PRO BONO

PRO BONO AT JUMA VENTURESEXAMPLE VOLUNTEER RECIPIENT


Safe for all volunteers

Limited Opportunities Does this Exist?

Look for Tasks related to Volunteer

Skill Set

Requires Expertise and Trust for

Projects

Might be Better as Paid Opportunity

Not leveraging skills Ideal for ProBonoRequires Trust or Might be Better as Paid Opportunity

SK

ILL LEV

EL

IMPACT

Tactical

Skilled

ProBono

SimpleTask Operations Organizational

Change


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TIPS TO PREPARE FOR PRO BONO

• Find the right partner

• Have a clear scope of work

• Treat this like a professional engagement

• Connect it to the mission


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FIND THE RIGHT PARTNER

• What do you need and who has expertise in that area?

• Who do you already know? Who are your corporate partners?

• Don’t say yes to everything!


X

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HAVE A CLEAR SCOPE OF WORK• What is the problem you’re trying to solve?

• What are the goals for the project? Are they realistic?

• What is included? What is NOT included?

• What outcome are you trying to achieve?

• How will you know the project is complete?

• Course correct when needed


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TREAT THIS LIKE A PROFESSIONAL ENGAGEMENT• Have clear goals & scope

• Identify a timeline and stick to it

• Treat volunteer with the same seriousness that you would a paid consultant

• Budget the time and internal talent needed for success


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CONNECT IT TO YOUR MISSION

• How will this project make an impact?

• Sometimes tech projects feel FAR away from the mission.

• Connect the dots for your volunteers

• Show them the long term impact and value of their work


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WHERE TO FIND VOLUNTEERS?

Who do you already know?

• Board

• Vendors

• Existing volunteers

• Refer others or different roles

• Local companies

• LinkedIn connections

Matchmaking Sites

• Taproot

• Idealist

• VolunteerMatch

• Nitch skill sites (micro volunteer)

• Catchafire

• 501commons


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Thank You For Joining Us!

Feel free to reach out with questions:Erin – [email protected] & @EdieterichSteve – [email protected] & @SteveHeye

Princessa – [email protected] & @CalifHoya

Please complete the session survey < LINK>

mailto:[email protected]

