1. Executive Service Corps Consulting Program Presented by Edward T. Gray, MSW, MS Senior Volunteer Services RSVP of Broward And Claire Jargiello, BEACON Consultant

2. The Project Directors Perspective: Getting Started The history: in a capsule The history: in a capsule First develop the mission for your organization First develop the mission for your organization Is there a need for consulting services in your nonprofit market? Is there a need for consulting services in your nonprofit market? Will this type of service be accepted by the community? Will this type of service be accepted by the community? Research and do the homework first… Research and do the homework first…

3. Additional Items To Consider Is there a pool of competent executive level consultants in your community? Is there a pool of competent executive level consultants in your community? What type of support services will you offer your clients? What type of support services will you offer your clients? What type of nonprofit organizations will you offer the services to? What type of nonprofit organizations will you offer the services to? Do you have outside funding sources to tap into for capacity building? Do you have outside funding sources to tap into for capacity building?

4. Infrastructure Recruitment of Volunteers to assist in the creation of processes and procedures (dont go it alone) Recruitment of Volunteers to assist in the creation of processes and procedures (dont go it alone) Build a Business Plan/Strategic Plan Build a Business Plan/Strategic Plan Develop a Consultant Manual (contains all forms, documents, etc.) Develop a Consultant Manual (contains all forms, documents, etc.) Create a Consultant orientation process Create a Consultant orientation process

5. The Volunteers Perspective ABLE TO USE YEARS OF EXPERIENCE IN BUSINESS WORLD TO SERVE THE COMMUNITY. ABLE TO USE YEARS OF EXPERIENCE IN BUSINESS WORLD TO SERVE THE COMMUNITY. WORK DONE WITH NPS GREATLY APPRECIATED; PROVIDES GREAT PERSONAL SATISFACTION. WORK DONE WITH NPS GREATLY APPRECIATED; PROVIDES GREAT PERSONAL SATISFACTION. KEEPS ME INVOLVED IN BUSINESS PRACTICES, PROBLEM SOLVING, RESEARCH, AND TEAM BUILDING. GREAT BRAIN STIMULATION AND PERSONAL GROWTH. KEEPS ME INVOLVED IN BUSINESS PRACTICES, PROBLEM SOLVING, RESEARCH, AND TEAM BUILDING. GREAT BRAIN STIMULATION AND PERSONAL GROWTH. ABLE TO HELP NUMEROUS NONPROFITS IN THE COMMUNITY. ABLE TO HELP NUMEROUS NONPROFITS IN THE COMMUNITY.

6. Volunteers Perspective Continued PROVIDES OPPORTUNITY TO LEARN ABOUT THE NONPROFIT. WORLD, THE DIFFERENT AGENCIES AND SERVICES AVAILABLE, IN ADDITION TO ARTS & CULTURE. PROVIDES OPPORTUNITY TO LEARN ABOUT THE NONPROFIT. WORLD, THE DIFFERENT AGENCIES AND SERVICES AVAILABLE, IN ADDITION TO ARTS & CULTURE. AGENCIES BECOME MORE EFFECTIVE AND EFFICIENT AS A RESULT OF MY WORK WITH THEM. AGENCIES BECOME MORE EFFECTIVE AND EFFICIENT AS A RESULT OF MY WORK WITH THEM. ALLOWS ME TO LEARN MORE ABOUT THE COMMUNITY I WORK IN AND MEET AMAZING PEOPLE. ALLOWS ME TO LEARN MORE ABOUT THE COMMUNITY I WORK IN AND MEET AMAZING PEOPLE.

7. DO YOU WANT TO UNLOCK THE POTENTIAL IN YOUR ORGANIZATION BEACON Broward Executive Alliance – Consultants to Nonprofits Can Help You Do It A program of

8. INTRODUCTION BEACON is the management consulting arm of Senior Volunteer Services, Inc. BEACON is the management consulting arm of Senior Volunteer Services, Inc. BEACON is a member of Executive Service Corps Affiliate Network (ESCAN). BEACON is a member of Executive Service Corps Affiliate Network (ESCAN). BEACON is an association of successful executives offering free consulting services to the nonprofit community. BEACON is an association of successful executives offering free consulting services to the nonprofit community. BEACON consultants have extensive real world experience and are qualified to help you and your organization meet the challenges of managing and growing a successful nonprofit business in todays challenging environment. BEACON consultants have extensive real world experience and are qualified to help you and your organization meet the challenges of managing and growing a successful nonprofit business in todays challenging environment.

9. OUR MISSION OUR MISSION To help improve the effectiveness and efficiency of nonprofit organizations in Broward County by making available to them free consulting services of qualified active and retired executives and professionals.

10. QUALIFIED VOLUNTEER CONSULTANTS BEACON carefully screens consultants to ensure that they have the talent and professionalism needed to make meaningful contributions. BEACON carefully screens consultants to ensure that they have the talent and professionalism needed to make meaningful contributions. Consultants participate in training to fully understand the role of being a consultant. Consultants participate in training to fully understand the role of being a consultant. Consultants work conforms to specific professional standards established by BEACON. Consultants work conforms to specific professional standards established by BEACON.

11. BEACONS PRINCIPLES AND STANDARDS Will provide services that meet professional standards. Will provide services that meet professional standards. Will only take on assignments that it is qualified to handle. Will only take on assignments that it is qualified to handle. Will avoid conflict of interest situations. Will avoid conflict of interest situations. Will only make recommendations relevant to the assignment. Will only make recommendations relevant to the assignment. Will not accept fees/honoraria for services. Will not accept fees/honoraria for services. Will keep all client information confidential. Will keep all client information confidential.

12. THE CHALLENGE Nonprofit organizations face a challenge. Now more than ever the community requires sound management of these agencies. The demands on their boards and management personnel have become intense, particularly in the following areas: Nonprofit organizations face a challenge. Now more than ever the community requires sound management of these agencies. The demands on their boards and management personnel have become intense, particularly in the following areas: –Pressure to deliver more services to more people. –Greater expectations for effectiveness and efficiency. –Demonstration of measurable results. –Increased competition for funding.

13. HOW CAN BEACON HELP YOU BE SUCCESSFUL HOW CAN BEACON HELP YOU BE SUCCESSFUL Provide a fresh, independent point of view. Provide a fresh, independent point of view. Define the issues with your assistance and be straightforward with the solutions. Define the issues with your assistance and be straightforward with the solutions. Guide you in improving the performance of your organization. Guide you in improving the performance of your organization.

14. SERVICES BEACON OFFERS The BEACON team provides free consultation services that address a variety of management issues including: The BEACON team provides free consultation services that address a variety of management issues including: Board Development Board Development Executive Management Executive Management Financial Management Financial Management Human Resources Human Resources IT Management IT Management Marketing Marketing Organizational Assessment Organizational Assessment Operational Systems & Procedures Operational Systems & Procedures Public Relations & Communications Public Relations & Communications Strategic Planning Strategic Planning

15. HOW THE CONSULTING PROCESS WORKS Client sends a request to BEACON that outlines areas to be reviewed. Client sends a request to BEACON that outlines areas to be reviewed. BEACON appoints lead and associate consultants with the appropriate skill level for the assignment. BEACON appoints lead and associate consultants with the appropriate skill level for the assignment. BEACON performs a client needs assessment. BEACON performs a client needs assessment. BEACON develops a consulting agreement based on the results of the needs assessment. BEACON develops a consulting agreement based on the results of the needs assessment. BEACON and the client work together to build a work plan. BEACON and the client work together to build a work plan. BEACON and client work together until conclusion of the project. BEACON and client work together until conclusion of the project.

16. ILLUSTRATIVE PROJECTS AN ORGANIZATION SERVING THE HARD OF HEARING AN ORGANIZATION SERVING THE HARD OF HEARING For a newly appointed Executive Director, BEACON consultants facilitated development of a 1-3 year Business Plan to provide a roadmap for action. For a newly appointed Executive Director, BEACON consultants facilitated development of a 1-3 year Business Plan to provide a roadmap for action. AN ORGANIZATION PROVIDING COMPREHENSIVE SERVICES TO FAMILES IN NEED AN ORGANIZATION PROVIDING COMPREHENSIVE SERVICES TO FAMILES IN NEED This agency sought our assistance to help develop a marketing plan for a case management service to elderly persons that was not meeting its goals. This agency sought our assistance to help develop a marketing plan for a case management service to elderly persons that was not meeting its goals.

17. TESTIMONIALS Thanks to BEACON, our Board of Directors was able to more effectively walk through the strategic planning process, plan and implement new ideas. BEACON consultants were very knowledgeable and supportive during the process and helped us to be more clear about our future, goals and objectives. Thanks to BEACON, our Board of Directors was able to more effectively walk through the strategic planning process, plan and implement new ideas. BEACON consultants were very knowledgeable and supportive during the process and helped us to be more clear about our future, goals and objectives. Georgia Modreck, Executive Director Health Mothers-Healthy Babies Coalition of Broward County

18. TESTIMONIALS…CONTINUED The business experience and facilitation expertise of the BEACON representatives was a tremendous help in taking a true hard look at our agency and our strengths and weaknesses. Through the assistance of BEACON, Broward CDC has a clear strategic plan with realistic outcomes and expectations. The business experience and facilitation expertise of the BEACON representatives was a tremendous help in taking a true hard look at our agency and our strengths and weaknesses. Through the assistance of BEACON, Broward CDC has a clear strategic plan with realistic outcomes and expectations. Nancy Merolla, Executive Director Broward Housing Solutions

19. UNLOCK THE DOOR NOW AND GET THE HELP YOU NEED TO IMPROVE YOUR ORGANIZATION Call Or Email Edward T. Gray, Program Director To Get The Process Started Telephone: (954) 484-7117 Ext. 115 Email: egray@seniorvolunteerservices.org

20. Accomplishments FY 01-present 20 Consultants available 20 Consultants available 25 Projects in Process 25 Projects in Process 51 Completed Projects 51 Completed Projects 109 Projects received total 109 Projects received total 100% Satisfaction 100% Satisfaction

21. Site/Project Perspective Nancy Merolla, President/CEO Broward Housing Solutions

23. Summation Resources: Resources: >Retired Executives and Professionals… >ESCANTom Young >ESCANTom Young Baby Boomers are key to your success Baby Boomers are key to your success Potential challenges: keeping it fun for these high level volunteers and recruitment of same Potential challenges: keeping it fun for these high level volunteers and recruitment of same Keep accurate records of outcomes/results Keep accurate records of outcomes/results This is a long term investment and commitment that can effect the nonprofit sector positively on a large scale, it will take time This is a long term investment and commitment that can effect the nonprofit sector positively on a large scale, it will take time