1. VOLUNTEER MANAGEMENT IMMEDIATE ACTION 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 pro bono consultant team prepares a summary of the Immediate Action implementation and outlines the next steps. 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. ►Please note, though immediate, near and long-term action projects are recommended, you may chose to only include short and long-term action projects. 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 ►Where We Are Now ►Immediate Action Summary & Results Recap ►Action Plan Review ►Other Recommendations Recap ►Next Steps

5. MEETING GOALS ►Recap Immediate Action implementation and discuss what worked ►Check feasibility of implementing the near-term and long-term projects of the Action Plan ►Conduct forward planning on recommendations for remaining areas of Volunteer Management MEETING MATERIALS Summary of Immediate Action Implementation PREPARATION Pro Bono Consultant Team prepares summary of Immediate Action Implementation and Mid- Immediate Action Plan Implementation Status Report ATTENDEES Entire consultant team Entire nonprofit team Board Member

6. WHERE WE ARE NOW

7. 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

8. IMMEDIATE ACTION SUMMARY & RESULTS RECAP

9. SUMMARY & RESULTS PROJECTS COMPLETED: ►Sample text PROJECTS REMAINING: ►Sample text RESULTS: ►Sample text PRIORITY AREA #1

10. SUMMARY & RESULTS PROJECTS COMPLETED: ►Sample text PROJECTS REMAINING: ►Sample text RESULTS: ►Sample text PRIORITY AREA #2

11. ACTION PLAN REVIEW

12. ACTION PLAN: PRIORITY AREA #1 IMMEDIATE ACTION (REMAINING PROJECTS): ►Sample text NEAR TERM (6-12 MONTHS): ►Sample text LONG-TERM (1-2 YEARS): ►Sample text

13. ACTION PLAN: PRIORITY AREA #2 IMMEDIATE ACTION (REMAINING PROJECTS): ►Sample text NEAR TERM (6-12 MONTHS): ►Sample text LONG-TERM (1-2 YEARS): ►Sample text

14. OTHER RECOMMENDATIONS RECAP

15. 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

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

17. NEXT STEPS

18. ►Close the Service Grant and completing online Taproot evaluations ►Celebration!