Take the Pledge. Get Results. Lead the Change.

What Can be Done on 9/11 Day? Unlocking the Potential of Pro Bono

"Done-in-a-Day" Service Models Wednesday, July 31, 2013

1-2:15pm EST

Take the Pledge. Get Results. Lead the Change.

Agenda

Welcome and Opening Remarks Yvonne Siu, Marketing Manager, A Billion + Change David Paine, Co-Founder, 9/11 Day Observing 9/11 Day with a Pro Bono Marathon: A Conversation Jackie Norris, Executive Director, Points of Light Corporate Institute Jim Payne, Director of Business Development, BOULD Jill Silliphant, Community Involvement, Deloitte LP Florencia Spangaro, Director of Stakeholder Engagement and Strategy, Citi Foundation Q&A and Closing

Webinar Logistics

• All lines will be muted for the presentation portion of the webinar. They will be un-muted during Q&A at the end.

• Be sure to mute your computer microphone if you’re dialing in on a landline, and please do not place the call on hold

• Use the “chat” pod to share your questions, ideas and comments

• This session will be recorded

9/11 Day David Paine Co-Founder 9/11 Day

Recommended reading:

• 5 Lessons in Corporate Pro Bono: Citi & Taproot Experiment With a Done-in-a-Day Model, CSRwire Talkback Blog

• 9/11 Day Employer Toolkits

• HP is Hacking for Humanity, and You Can Too, A Billion + Change Blog

• On Your Mark! Marathon Models of

Volunteering, A Billion + Change Webinar

• 7 Practices of Effective Volunteer Programs • Making Pro Bono Work: 8 Proven Models

for Community and Business Impact

• Skills-Based Volunteering: Getting Started

Green Building Hackathons Jim Payne Director of Business Development BOULD

Scope Coaching Jill Silliphant Community Involvement Deloitte LP

Deloitte Corporate Citizenship

A Billion + Change: "What Can Be Done on 9/11 Day?"

July 2013

Pro Bono: 6-year $110M commitment through 2015

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What we found so far*

Social Impact

• 95% of nonprofit clients cited projects

as extremely or very successful

Client Touch

• 84% of projects resulted in significant

relationship or exposure gains

materially related to new business

efforts

Our People

• 96% found experience a ‘positive

contributor’ to job satisfaction

• 81% cited substantial team-

development gains with new or

existing colleagues

• 79% of participants gained significant

job-relevant skills and 72% of projects

developed material tools, quals, or

substantive training results

What we measure

*Figures based on FY09/FY10 results; projects and data collection

June 7th Pilot:

Objectives:

‒ Accelerate solution identification and mobilization for the nonprofit organization

‒ Maximize the potential impact of the proposed pro bono project

‒ Map a clear path toward implementing a desired future state

‒ Use Deloitte expertise, capabilities and tools

‒ Provide development opportunities for our practitioners around project scoping, and relationship management

7 cities: Atlanta, Boston, Chicago, Los Angeles, New York, San Francisco, and Seattle

19 nonprofit organizations: the majority of nonprofits participating in Scope Coach were in the field of education

Over 60 nonprofit leaders: participants included CEOs and Executive Directors, CFOs, COOs, Board Presidents, Development Directors, and Program Directors

Almost 100 Deloitte practitioners: All levels and all service areas were represented across the teams

The majority of nonprofit organizations that participated wok in the field of education and youth development

The following topics were the most common areas of need:

‒ Marketing

‒ Strategic Planning

‒ Competitive Position 21

“Thanks so much—we had a great time working with you all … and are already plotting our next moves!” - Asheley Smith, WITS

“A great day! High quality work. It was good to sit down and focus and nice to be able to get an outside perspective.” - Zan Brookshire, Treehouse Board President

"Last year on IMPACT Day I was pulling weeds and it turns out I'm not very good at that. So when this opportunity came up to actually use my skills, I jumped on it!“ - Deloitte practitioner

“I really appreciated the opportunity to apply my consulting skills to a small startup-like nonprofit, it was a refreshing change from my day-to-day” - Deloitte practitioner

“This is THE most impactful thing Deloitte practitioners can do on IMPACT Day!” - Deloitte PPD

“I haven’t felt that energized in my job as I did that day in quite a long time!” - Nonprofit participant

“It was helpful to have the time to talk through challenges with experienced professionals outside of our organization. Our group offered a fresh and well rounded perspective. I appreciate that the members of our group came from various backgrounds and had varying levels of expertise.” - Nonprofit participant

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Citi Skills Marathons Florencia Spangaro Director of Stakeholder Engagement and Strategy Citi Foundation

Summary

Citi Skills Marathon: done-in-a-day, pro-bono model, which leverages the business expertise of Citi employees while addressing the critical needs of the NGO

community. Small teams of seasoned Citi professionals are matched to pre-selected nonprofit organizations to complete a specific time-bound task.

• Launched in 2012 in partnership with the Taproot Foundation

• To date, 5 marathon events have taken place across the U.S.

• Marathon events are linked to a specific theme (e.g. women, veterans, sustainability)

• “Tasks” align with our community partners’ needs & our core competencies: financial modeling, cost analysis, succession planning, etc.

• Program results in concrete deliverables at the end of a single day (e.g. excel file/financial model, PowerPoint presentation/strategy, tagline options)

Nonprofit Impact**: • Increased nonprofit capacity: 96% said that the deliverables

from the event can be implemented; 90% plan to implement the deliverable and believe it will strengthen their organization

• Value add: 100% would participate in another event and 100% would recommend the program to an industry peer

Employee Impact**: • Skill development: 96% found it fulfilling to apply their

existing expertise in a new and different context; 80% of employees felt that the program enabled them to learn and develop professional skills (career skills, networking, leadership experience);

• Pride/team building: 96% said the event made them feel proud of Citi; 96% felt that their team provided high-quality support to the nonprofit; 97% would recommend event to colleagues

The Numbers: • 35 organizations, 790 hours of service, 158 Citi executives • Total value of the time donated: $94,800*

Impact

“It was very helpful for our team to receive unfiltered & honest feedback from neutral parties who were solely interested in helping us to knot out some thorny issues.” - NGO Executive Director

“I was able to pull from on-the-job [banking] experiences to provide them with the tools needed to create scale to a pilot program.” - Citi Employee

* Based on CECP estimates of $120/hour for mid-level employees ** All participants are asked to complete an online feedback survey after the event.

Key Takeaways

• One-day pro-bono model is a great fit for our

organizational structure and aligns to our

‘more than philanthropy’ approach

• Third-party (Taproot) brought invaluable

expertise, particularly in the process of

screening nonprofits for participation

readiness and designing “right-sized” tasks

• Matching skills required by non-profit to

capacity of employees is critical ; don’t be

afraid to say “thanks, but no thanks”

• Model requires precise planning and

logistics – there is no ‘room’ for errors

• Getting the balance right between too much

or too little pre-event preparation is

challenging

• Importance of starting small but planning big

– piloted in the US yet designed for global

marketplace; currently working on

international expansion for Q4 2013

What we have learned

• Partnerships – sourcing partners and

understanding their needs

• Employee Appetite – degree of interest in pro-

bono activity & determining frequency

• Preparation – advance materials and briefing;

scoping the right tasks

• Senior Champion– bringing credibility and

supporting recruitment process

• Impact Measurement – survey tools

• Communication – pre, during and post

Things to consider

Observing 9/11 Day with a Pro Bono Marathon: A Conversation

Moderated by Jackie Norris Executive Director Points of Light Corporate Institute

Q&A

•Use the “chat ” pod to submit questions or comments

•Or, if you prefer, ask your questions out loud

•To minimize noise during Q&A, please use your phone’s “mute” button or push “*6” to mute/un-mute your phone

Recommended reading and next steps:

• 5 Lessons in Corporate Pro Bono: Citi & Taproot Experiment With a Done-in-a-Day Model, CSRwire Talkback Blog

• 9/11 Day Employer Toolkits

• HP is Hacking for Humanity, and You Can Too, A Billion + Change Blog • On Your Mark! Marathon Models of Volunteering, A Billion + Change Webinar

• 7 Practices of Effective Volunteer Programs • Making Pro Bono Work: 8 Proven Models for Community and Business Impact

• Skills-Based Volunteering: Getting Started

Points of Light Consulting Services: For small and large businesses, across all industries, we provide flexible consulting services to build or enhance employee volunteer programs. For more information, please contact Katy Elder, Senior Director of Training and Consulting at 404-844-5371 or kelder@pointsoflight.org.

Thank Your for Joining Us!

For more information, contact:

Jenny Denney Lawson Executive Director jlawson@pointsoflight.org 1-202-803-8902 Yvonne Siu Marketing Manager ysiu@pointsoflight.org 1-202-803-8898 www.abillionpluschange.org