1. VOLUNTEER MANAGEMENT ASSESSMENT & RECOMMENDATIONS 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. PURPOSE OF THIS TEMPLATE When do I use this template? ►At this stage, the nonprofit and pro bono consultant team members review the pro bono consultant’s assessment of the overall strengths and weaknesses of the volunteer program and high-level recommendations for improvement. 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. Pro Bono Consultant TeamNonprofit Team ►Account Director ►Project Manager ►HR Strategist (2) ►HR Generalist ►Executive Sponsor ►Day-to-Day Contact ►HR or Volunteer Manager ►Board representative ►Translator (if needed)

4. AGENDA ►Meeting Goals ►Background Revisited ►Where We Are Now ►Research & Discovery Process ►Findings ►Recommendations & Assessment ►Top Two Priority Area Recommendations ►Next Steps

5. MEETING GOALS ►Present Volunteer Management Assessment & high-level recommendations ►Obtain nonprofit feedback ►Discuss the two priority areas of volunteer management to focus on MEETING MATERIALS Volunteer Management Assessment PREPARATION Nonprofit team distributes the Volunteer Management Assessment to stakeholders Nonprofit team gives pro bono consultants completed assessments ATTENDEES Entire consultant team Entire nonprofit team

6. BACKGROUND REVISITED 6 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

7. WHERE WE ARE NOW

8. PROCESS Kickoff Discovery & Assessment Action Plan Development Immediate Action Celebration Evaluation & Closing Establish rapport, conduct back- ground research and create project plan to serve as road map for rest of project Conduct interviews, complete volunteer management assessments, and analyze data Present assessment findings along with high-level recommendations for each volunteer management area Create Action Plans for two priority areas based on agreed upon Assessment Carry out agreed upon Immediate Action projects Prepare and present summary of Immediate Action projects and plan for next steps Celebrate successful project Complete evaluations Send deliverables to Taproot Close project

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

10. RESEARCH & DISCOVERY PROCESS

11. DOCUMENTS ► List and discuss the relevance of the documents used in the Discovery Process REMOVE THIS SLIDE BEFORE PRESENTING

12. INTERVIEWS ►ED, management, HR manager, Board members, Employees, Volunteers ►Were those interviewed representative of the organization as a whole? ►Are the opinions gathered representative of the organization’s as a whole? REMOVE THIS SLIDE BEFORE PRESENTING

13. RESEARCH TOPICS ►Organizational objectives (broadly) ►Volunteer Management objectives ►Volunteer Management processes (e.g., the eight covered in the Volunteer Management Assessment Tool) ►Personal experiences ►Strengths and challenges REMOVE THIS SLIDE BEFORE PRESENTING

14. FINDINGS

15. BACKGROUND 15 EIGHT AREAS OF VOLUNTEER MANAGEMENT: 1.Role Definition 2.Marketing & Recruitment 3.Screening & Selection 4.Training & Orientation 5.Communication & Supervision 6.Retention 7.Recognition & Rewards 8.Performance Measurement

16. FINDINGS ROLE DEFINTION WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

17. FINDINGS MARKETING & RECRUITMENT WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

18. FINDINGS SCREENING & SELECTION WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

19. FINDINGS TRAINING & ORIENTATION WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

20. FINDINGS COMMUNICATION & SUPERVISION WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

21. FINDINGS RETENTION WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

22. FINDINGS RECOGNITION & REWARDS WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

23. FINDINGS PERFORMANCE MEASUREMENT WHAT WE HEARD FIRST IMPRESSIONS ► ► ► ► ► ► ► ► ► ► ► ► ► ► ► ►

24. RECOMMENDATIONS & ASSESSMENT

25. DISCUSSION 25 IN EACH AREA, WE’LL DISCUSS : ►Current strengths, weaknesses and strategic priorities from the Volunteer Management Assessment ►Recommendations for improving Volunteer Management practices in the immediate, near and long term

26. ASSESSMENT PriorityCapacity HighNeeds Attention MediumNeeds Attention LowNeeds Attention MediumBasic Capacity HighModerate Capacity LowBasic Capacity MediumModerate Capacity HighHigh Capacity Role Definition Marketing & Recruitment Screening & Selection Training & Orientation Communication & Supervision Retention Recognition & Rewards Performance Measurement SNAPSHOT OF PRIORITY & CAPACITY (team should identify the priority & capacity levels for each area)

27. RECOMMENDATIONS AREA #1: ROLE DEFINITION Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

28. AREA #2: MARKETING & RECRUITMENT Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

29. AREA #3: SCREENING & SELECTION Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

30. AREA #4: TRAINING & ORIENTATION Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

31. AREA #5: COMMUNICATION & SUPERVISION Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

32. AREA #6: RETENTION Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

33. AREA #7: RECOGNITION & REWARDS Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

34. AREA #8: PERFORMANCE MEASUREMENT Strengths ► Weaknesses ► Priority: Medium Capacity Level: Basic Capacity ASSESSMENT Immediate Action (8-10 weeks) ► Near term (6-12 months) ► Long term (1-2 years) ► RECOMMENDATIONS

35. TOP TWO PRIORITY AREA RECOMMENDATIONS

36. RECOMMENDATIONS Priority: Medium Capacity Level: Basic System Why is this area a priority?: ► Sample text AREA #1: Priority: Medium Capacity Level: Basic System Why is this area a priority?: ►Sample text AREA #2:

37. NEXT STEPS

38. ►Confirm that we are on the right track ►Agree to conclude the discovery interviews and data gathering ►Discuss any foreseeable contingencies or concerns about post- project implementation. ►Approve or set date for approval of two priority areas for Action Plan development ►Present project plan for approval A Look Ahead at Stage 3: Action Plan Development The goal of this stage is develop feasible Action Plans for strategically investing in two top-priority areas of volunteer management. The Action Plans will outline desired outcomes and deliverables and the necessary tasks and resources required to achieve those outcomes in the immediate, near term, and long-term.

39. NEXT MILESTONE MEETING ►Presentation of Action Plans should occur 4-5 weeks from now