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Service and Value to the CommunityOctober 4th, 2013

Provo, UtahPaul Abamonte, Global Steering Committee

abamonte@comcast.net770-905-9144

Service and Value to the Community

Why & How : Leave A Legacy That Can Be Leveraged

An example - CCT

What is Pro-Bono Consulting?

Roles and Responsibilities

Lessons Learned

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Service and Value to the Community

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It benefits THE INDIVIDUAL in terms of pass forward skills to share; skills developed, networking and netweaving;

It benefits THE CHAPTER in terms of camaraderie, awareness & credibility in the community.

Why?

Service and Value to the CommunityTraditional / Innovative

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HOW?Traditional – Where We’ve Been - free focused labor

Service and Value to the CommunityLeave A Legacy That Can Be Leveraged

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Innovative – Where We Want To Be – strategically impactful; leave a legacy that can be leveraged

1. Provide analysis, strategy and forecast model for DME (Durable Medical Equipment) inventory management

2. Design an awareness strategy and goals for targeted Embraced DME donors and potential clients/caregivers.

3. Recommend effective sources for fundraising

Service and Value to the CommunityLeave A Legacy That Can Be Leveraged

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1. Lay-out a short and long term business plan model

2. Generate, in consultation with Wrens Nest Museum (staff, Board, and/or members):

i. the elements for a clear 3-5 year capital campaign plan to launch towards the end of 2013

ii. A decision making process for selecting among competing priority options

iii.selection of 3-4 best options for the short-term

3. Conduct preliminary feasibility analyses of the selected options in terms of likely market, revenue-generating potential, profit potential, and ability of Wrens Nest Museum to sustain the effort

4. Summarize findings in a final report and a presentation to Wrens Nest Museum key staff and Board

Service and Value to the Community

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• Focus Efforts • Grow People • Act Professionally • Think Globally • Align with BYU and the Marriott School • mentor students, assist with internships,

job placement, fund scholarships • Recruit underrepresented minorities and

international students

• Develop strong leaders for businesses, churches, communities, and families

• Show Respect • Member-to-member mentoring, career

workshops, and networking opportunities

• Provide learning and growing experiences

• Carefully plans activities

Successful Chapters - • Match members’ talents and interest with community needs

• Organize at least one community service initiative each year

• Consider activities that may vary broadly

• Establish scholarship funds to sponsor students

Service and Value to the CommunityCommunity Consulting Teams – an idea

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www.CCTAtlanta.org

What is CCT and WHY?

Non-profit organization run completely by volunteers Founded in Boston 1990 Expanded to Atlanta in 1996

To provide: Pro-bono management consulting to non-profit

organizations A means for MBA and Business graduates and senior

corporate executives/consultants to give back to the community

Opportunities for volunteers to increase professional skills and networks

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Who is CCT? CCT Atlanta basics

Completed 200+ projects — adding 20 new ones this year - http://www.cctatlanta.org/becoming-a-client

More than 850 volunteers — including about 100 applications this year!

Volunteers drawn from: Alumni of > 25 national & international business schools Consulting companies (Deloitte, Bain, Booz Allen etc.) Senior consultants Local Business Schools Working Professionals

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Client and Volunteer Trending by Year

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1999

2001

2003

2005

2007

2009

2011

2013

0

20

40

60

80

100

120

140

160

4 6 6 8 8 10 1118 19 19 15 18

24 20 1823 26 29

48 45

65 66

100108 111 111 111

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120110

Number of ProjectsNumber of Volunteers

How do they do it? What is the basic process?

Selection of not-for-profit client organizationshttp://www.cctatlanta.org/becoming-a-client

Creation of volunteer consulting teams

Meet with client initially and at intervals

Conduct project work over 4-5 months (Feb – May)

Generate deliverable(s)/final presentation to client

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Examples of Types of Clients

Applications from all non-profit organizations, giving preference to those with:

1. Operations in the Atlanta metro-area2. Budgets under $10 million, and 3. 501(c)(3) status or its equivalent.

Their clients are diverse, but include those focused on:

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Advocacy Health & Wellness Performing Arts

Animal Welfare Mental Health Refugee & Immigrant

Community Development Homelessness Senior Services

Education & Schools Housing Training & Public Education

Environment International Treatment & Support Svcs

Parks & Rec Visual/Fine Arts

Examples of Types of Projects

With more than 200 projects completed, CCT-Atlanta teams have worked with almost every type of nonprofit organization and addressed a wide variety of organizational needs.

Here’s a sampling of recent client projects: Business Plan Development & Feasibility Analysis Marketing Strategies Operational Effectiveness & Business Processes Growth Strategies & Planning Board/Advisory Board Development

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How are they doing? Clients and volunteers give CCT favorable reviews. Volunteers:

95%+ say their project successfully addressed the client’s needs

95%+ say their team did quality work on time 99% say they’d recommend CCT to a non-profit org

Clients: 95%+ were pleased with their CCT experience 90%+ said CCT products met or exceeded their

expectations 100% would work with them again 100% would recommend CCT to another non-profit org

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Pro Bono Consulting

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Exactly what is consulting?

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Specific and bounded Team-based Planned and organized Supported by data Client-focused

Standard problem-solving that is:

… and each project has its own complexities

What role do we play? CCT teams may have many roles

Provide requested information Diagnose/define problems Identify a solution to a given problem Provide recommendations Assist with implementation Build consensus and commitment

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A project specific assignment may involve any combination of the above

What role do we not play? What CCT consultants are not!

We are not volunteer labor Focus on providing business advice

We are not an unstructured resource Address specific needs

We are not an infinite resource Clearly define deliverables and timetables

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Key Dates 2013

Team Kick Off: Late JanuaryClient Kick Off: Early FebruaryMid-Term Review: Mid MarchFinal Deliverables to Client: By May 31Client & Volunteer End of Year Social: Early JuneVolunteer/client survey: Early JuneSummer Celebration Event: August

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Roles & Responsibilities

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Team Liaison Role Definition

Initial point of contact with Client (November) Draft project work plan (December) Brief Team Lead about project (January) Brief Team about project (January Kickoff Meeting) Facilitate introductions and project handoff to Lead and

team at Client Kickoff meeting; relinquish point (January/February)

Post kickoff: Check-in and assist team, as needed Provide feedback during mid-project review

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Team Lead Role Definition

Review project Scope with Team Liaison (January) Brief Team with Liaison on the project (January Meeting) Accept project handoff from Liaison at Client Kickoff

meeting; assume point for the project (January/February) Coordinate team and client meetings Ensure equitable work assignments Ensure Team is prepared for mid-term review (March) Manage milestones and deliverables Provide regular status updates to client board champion

(at least monthly) Drive project through to completion Call for help, if needed!

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Team Member Role Definition

Take on fair share of the project work Meet work commitments on time Communicate frequently when the work is in

process Do best to participate in all team meetings Listen to teammates

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Some examples of technologies used

Online Applications for Clients – Google Docs

Online Applications for Volunteers – Google Docs

Repository for Project Archives – Box.com & Google Drive

Mail Notifications – MailChimp Web Conferencing – AnyMeeting Surveys – Google Docs Matching Model to match volunteers with

clients – Google Docs, MS Excel Content Management Platform for

External Website25

Lessons Learned

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Experience Has Taught Us…

Clients have generally not worked with consultants (except our repeat clients)

There is a difference between a pro bono and a corporate consulting client: Clients usually do not speak our language (e.g.

business drivers, value propositions, decks, etc) More hand-holding is generally required Talk less; listen more; no need to try to impress the

client

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Experience Has Taught Us…

A non-profit’s reality is different from the private sector’s: Constantly living hand-to-mouth Many times lack basic business infrastructure Professional management is not always in

place More often reactive than proactive

Have the client kick-off meeting as soon as possible

Expect some attrition (1 or 2 team members)

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Experience Has Taught Us…

Note who your full time students are and remember mid-terms and finals may affect their availability

Regular Meetings Have some of your team meetings in person Conference calls (free sources available)

Yahoo/Google groups provide good virtual workspaces

Survey creation and administration SurveyMonkey resource

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Lessons Learned: Failure to Respect the Client

Pushing team’s problem definition on the client Pushing team’s solution on the client Recommendations out of synch with client

capability or resources to execute plan

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Service and Value to the Community = ROI & More Fun! Build bonds with team and with client

Meet in person some of the time Be considerate of team members with minimal

consulting experience

Assign multiple folks to tasks - to build bonds/ prepare for attrition

Consider connecting (some) team meetings to chapter social events and the CCT Mid-Term Review

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Questions

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