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                                                e State of Health
                                          Corporate Volunteering
            e Executive Summary Report of the Global Corporate Volunteering Research Project
                                               Global Corporate Volunteering Council
                                       IAVE - International Association for Volunteering E ort
                                                            January 2011

Corporate volunteering is a dynamic, global force, driven by companies that want
to make a significant di erence to serious global and local problems.

E   very day, all over the world, tens of thousands of corporate
    employees volunteer their time, talent and energy to make
a demonstrable di erence in the lives of communities and
                                                                       Based on interviews with global, regional and national companies,
                                                                       NGOs that promote and support corporate volunteering and
                                                                       independent observers – this is the global state of health of
people in need.                                                        corporate volunteering.

Even the global recession seems to have strengthened corporate              Globalization and Localization
volunteering. Global companies report new employee energy for
volunteering; more creative initiatives to respond to emerging            ere is a broad diversity of global companies that have
community problems, particularly basic human needs of people           sustained volunteer e orts that reach throughout their
who are unemployed or otherwise vulnerable; more strategic use         corporate systems. ese include both consumer-focused and
of volunteering to complement and leverage the giving of money;        business-to-business companies from all industries – banking,
sustaining pride and morale through di cult times.                     insurance, technology, hotels, manufacturing, mining, retail,
                                                                       pharmaceuticals, logistics, consulting, law and more – and
In the 30+ years since corporate volunteering was first defined as a     operating in every region
discreet set of activities, it has grown from “nice to do” community   in the world.
relations, primarily in the United Kingdom and United States,
into a globally-recognized strategic asset that benefits society, the   At the same time regional, national and local businesses are
employees who volunteer and the companies that encourage               mobilizing their employees as volunteers. Working on their
and support their work, one that has become an integral part of        own and collaboratively, they are responding to the needs
corporate social responsibility and sustainability strategies.         of the communities where they do business.
Focused Impact                                                          Optimistic Dynamism
Increasingly, companies are seeking to focus their volunteer e orts     Corporate volunteering is not static. It is a growing, evolving
on specific priorities, leveraging all of their resource – human,        force, changing to meet new community needs and new
financial, in-kind and relational – to maximize their impact across      company expectations.
a broad range of human, social and environmental problems.
                                                                        Global companies interviewed in the study generally reported
Corporate volunteers are addressing basic human needs – hunger,         ongoing positive change – from planned expansion through their
shelter, a ordable housing, safety and security; access to and          systems and new program initiatives to full-scale re-engineering
e ectiveness of health care.                                            and re-launching of their programs.

  ey are working on issues of social justice – prevention of            Just as companies are learning to globalize their business, so too
child labor, women’s empowerment, access to legal services,             are they learning how to globalize their community engagement
improving opportunities for people with disabilities,                   and volunteering.
overcoming the digital divide.
                                                                        As companies are at di erent points in that process,
    ey are helping children, young people and adults to gain greater    corporate volunteering is far from mature and is still in
literacy and numeracy, to build job skills and to increase their        active development globally.
readiness for work, working as mentors, coaches and tutors.
                                                                        Younger workers also have brought new energy and new
  ey are planting trees, cleaning shorelines, building playgrounds,     expectations both to their companies and to their volunteering.
educating communities about energy conservation, rehabilitating         In many countries, they come with the experience of having
homes and public buildings.                                             been expected to do community service in high school and
                                                                        at university. While the presence of a strong commitment to
Corporate volunteers bring to this work their professional and          corporate social responsibility and an active volunteer
personal skills, their ability to organize and manage projects, their   e ort is not necessarily a reason to join a company,
understanding of how to set and meet work goals, their personal         the absence of those can be a deterrent.
passions and commitment.
Corporate volunteering is a “big tent” that encompasses a broad range of activities,
philosophies, approaches and management structures.
Corporate volunteering ranges from companies that encourage             Companies depend heavily on global and local NGOs as partners
individual employees to volunteer on their own to sophisticated         to help them learn about community needs and to focus their
interventions by highly skilled volunteers on company time; from        volunteers where they can add the greatest value – in return they
neighborhood activities to sending volunteers throughout the world.     help to build their partners’ capacity and, together, they invent new
                                                                        initiatives that can transform both partners and the community.
It is individual volunteers applying their specialized skills in one-
to-one relationships with people in need; small teams working              ere is no “best way” to do corporate volunteering.
in partnership with NGOs to help them achieve their mission;            Decisions about the nature and scope of a company’s volunteer
worldwide mobilizations during days/weeks/months of service that        e orts are highly situational, based on its culture, priorities,
feature one-time projects.                                              resources, the nature of its business and workforce and the
                                                                        on-the-ground realities of the communities in which it does
Corporate volunteers raise money and in-kind resources;                 business. Companies are learning that while it is better to do
contribute through micro-volunteering to large scale projects;          something than to do nothing, it is not necessarily better
organize races, “-thons” and community education events. Families       to try to do everything.
often are welcome, as are company retirees, vendors, customers
and strategic partners.
ere are regional and cultural variations in how volunteering is understood and
practiced that shape and adapt corporate volunteering to local realities.
   e desire and willingness to help is universal. Volunteering, in            In some countries, a strong voluntary sector, working in
some form, exists in every society, among people at all economic              partnership with and sometimes in opposition to government,
levels, of all political persuasions, of every religious or ethical belief.   is seen as an essential element of their society. In others, there is a
                                                                              strong expectation that government should provide for the public
But, even in a globalized world, there are regional and cultural              welfare and that there is little room for volunteers in the human
di erences in what people value, how they behave, what they                   services and education.
consider appropriate and inappropriate. ose di erences
extend to the practice of volunteering and thus to corporate                    ere is general acceptance in some countries that it is
volunteering.                                                                 appropriate and desirable for employers to encourage and
                                                                              support employee volunteering. In others, volunteering is seen as
Companies must understand those di erences. How volunteering                  personal and private, with no role for employers.
is done at the headquarters may not be appropriate in other
regions of the world. ere are sensitivities about graphic images,             Global companies must navigate these di erences in the same
implications in the use of various colors, di ering realities of how          way that they have learned to succeed in vastly di erent business
people speak, interact and help one another.                                  environments, adapting to local values, customs and expectations.
Regional Snapshots
Africa
 For the region as a whole, corporate volunteering is very much in
 its early days. e most notable exception is South Africa where a
 significant number of country-based companies have organized
 volunteer programs and have begun collaborative activities.
 In most countries, companies focus their “corporate social
 investment” on financial support for NGOs and government-
 driven initiatives and on sponsorships for community events.
 Global companies operating in the region report mixed success
 in e ectively involving local workers.

                                                                                                           Arab Nations
                                                                     Corporate volunteering is slowly emerging in the region,
                                                                     primarily in the United Arab Emirates, Jordan, Lebanon and
                                                                     Egypt with limited examples of third-party promotion of and
                                                                     support for the work. In most countries, companies focus their
                                                                     “corporate social investment” on financial support for NGOs
                                                                     and government-driven initiatives and on sponsorships for
                                                                     community events. Global companies operating in the region
                                                                     report mixed success in e ectively involving local workers.

Asia-Pacific
 Regularly cited by global companies for the enthusiastic
 volunteering of their employees there, the region also has strong
 volunteering by its own global and regional companies.. ere
 often is emphasis on visible projects, high participation rates
 and high levels of activity with emerging concern with impact.
 Young employees bring great passion and an expectation for
 company support of volunteering. ere is a history of pro-
 active volunteer response to natural disasters and attention to
 people who are poor and vulnerable.
Europe
                                                                     Perhaps more than other regions, corporate volunteering is
                                                                     shaped by di erences from country to country – in the role of
                                                                     government in social welfare; perceptions of the appropriate role
                                                                     of business in promoting what many consider a private, personal
                                                                     activity; history, religion and tradition. But it is becoming central
                                                                     to companies’ CSR posture and as employee engagement tool.
                                                                     Strong models have emerged of collaboration among companies
                                                                     and with NGO partners – e.g., ENGAGE and national corporate
                                                                     volunteer councils in Portugal and Turkey.


Latin America
 A distinctive model of corporate volunteering is emerging –
 focused on transformation rather than “help”, on exercising the
 right of citizen participation rather than “doing good”. Personal
 growth of workers is key – expanding their worldview, building
 understanding of social problems, incorporating the spirit of
 service in their value system. Trends include workers from
 di erent companies acting together; programs led by idealistic
 young people; volunteers and community together choosing
 the projects for company support .


                                                                                                            North America
                                                                      In the region of its birth, corporate volunteering is a maturing
                                                                      activity, one present in most major companies and now
                                                                      extending into small and medium size enterprises. Trends
                                                                      include greater alignment with overall CSR and sustainability;
                                                                      attention to skills-based, cross-border programs, and on-site
                                                                      volunteering. ere is concern that maturation may lead to
                                                                      loss of innovation. An industry, nonprofit and for-profit, has
                                                                      grown up to support corporate volunteering with technology,
                                                                      evaluation, consulting and program management.
Global companies
                        volunteering globally
    Interviews were conducted with 47 global companies. Resulting data contributed to the conclusions in the
        global State of Health assessment.         ese additional conclusions grow directly from those interviews.



Strategic Asset
Volunteering is being put to work, in varying degrees, as a strategic asset to help achieve business goals.

Corporate volunteering always has been done for some kind of strategic reason. It has evolved from its original value in community relations
to use as a tool in management of corporate culture, employee engagement, brand management, external relations and entry into
new markets.

“Volunteering is in our DNA” actually is demonstrably true in some companies, particularly in ones with strong individual founders who were
committed to community involvement. Others are using volunteering as a way to shape company culture, adapting it to new realities and to
changing expectations of their workers.

Employing a satisfied, loyal and productive workforce is a business imperative. Strategically designed volunteer programs are building strong,
e ective work teams, o ering employees the opportunity for personal development and helping develop leadership and professional skills.
Building morale, pride in and loyalty to the company now are desired outcomes of volunteering, not coincidental by-products.

Although in its early stages of development, collaborative volunteering with other companies already is being seen as a way to strengthen
relationships with a company’s supply chain, customers and strategic corporate partners, albeit one
that requires investment and careful management.

Implications (1) Conscious planning for and demonstrated contribution to business goals strengthens the internal case for volunteering.
(2) Internal partnerships, particularly with those in human resources, are key to success.
Inspiring Practices
“Inspiring practices” are better than “best practices” – “best” is in the eye of the
beholder and all practices are highly situational.

   e concept of “best practices” is built around the idea that “conventional wisdom” will identify them.
But what if people di er on what constitutes a “best practice”? Is something a “best practice” if it is
divorced from a clear understanding of the desired outcome?

Some of what generally are called best practices actually are “most popular practices”. Examples of this
include “Days/weeks/months of Service” which often seemed to be undertaken because they are “the
thing to do” rather than because they are grounded in clear desired outcomes that they are best suited
to deliver.

Instead of best practices, the research revealed what we have termed “inspiring practices” – things that
companies can learn from one another, that they may adopt and/or adapt to their own situation and
put to work to achieve their desired outcomes.

Implications (1) e decision on what to do begins with a clear understanding of the desired outcomes
and then can be followed by a scan of possibilities and learning from the experiences of others. It is
a business decision, not a popularity contest. (2) Dissemination of inspiring practices is as important
within companies to promote learning and adaptation as it is among companies.
Partnerships with NGOs
Global and local partnerships with NGOs are an essential element of corporate volunteering.

   e value of NGOs as partners has grown exponentially as companies have focused both on the impact of their volunteer
activities and on volunteering as an integral part of employee engagement.

Companies are now recognizing NGOs as having expertise that can guide corporate involvement, including opportunities for
volunteers to put their personal and professional skills to work and existing metrics that can demonstrate impact.

Increasingly, companies and NGOs are moving toward “transformational partnerships” in which they work together intimately and
comprehensively to achieve shared objectives through a mutual sharing of people, expertise, learning and resources.
As the value of the partnerships grows, companies are willing to invest in capacity building for their partner NGOs.

Many companies are seeking global partners that align with their company-wide focus areas and that can both guide and
support their volunteer engagement on a relatively larger scale. At the country and community levels, they seek to partner
with NGOs that bring expertise about needs, culture, acceptable roles for volunteers and opportunities for involvement. NGOs
also may take on volunteer program management responsibilities that companies want to outsource.

Implications (1) NGOs must understand and be comfortable responding to what companies are seeking in their
partnerships. (2) Mutual commitment to open communication, joint planning and mutual assessment, learning and
feedback strengthen corporate-NGO partnerships.
Di erent Philosophies and Operations
           ere are very real di erences in the philosophies and operations of corporate
        volunteering from company to company.

       Programs are based variously on business models (“there is value added to the company”); social
       service models (“helping those in need”); social development models (“changing systems”); and,
      human development models (“empowering those we help; building engaged, committed citizen
      volunteers”).

      Some are more externally-facing, focused on activities and external impact. Some are more
     internally-facing, focused on scale of involvement and quality of volunteers’ experience and
     benefit to the company.

   Views di er greatly on the “place” of volunteering in the company, both strategically and
   operationally, and in the degree of explicit expectation for participation by executives, middle
   managers and workers. What best fits a company is what is best to do.

  Global companies tend to articulate a limited number of global priorities, with the expectation
  that focus brings greater impact. But there is a recognized reality that local management needs
 to be able to respond to local expectations and needs. A similar tension is whether what
 volunteers do is driven by the company or by the employees themselves.

  Implications (1) “To your own self be true” is a useful guideline in designing a corporate
 volunteer program. (2) Headquarters can create a global framework of expectations, company
 priorities and policies but implementation is best driven from throughout the company,
responsive to local realities.
Skills-Based and International Volunteering
Skills-based volunteering and international (cross-border) volunteering are significant new trends with
great potential impact – but there are major hurdles to bringing them to scale.

Skills-based volunteering (SBV) – the conscious use of professional and personal skills – is as old as corporate volunteering
itself But in recent years it has become increasingly important as a perceived way for companies to increase their impact, both
on specific problems and on the capacity of communities and NGOs.

While often thought of as focused primarily on professional skills, SBV actually extends to any relevant skills that can be applied
to problem-solving and capacity-building. Skills based volunteers include truck drivers, gardeners and retail clerks as well as IT
managers, accountants, lawyers and marketers.

   ere are two primary challenges to bringing SBV to scale. High impact SBV must have dedicated case management to
define needs, shape opportunities, select and prepare volunteers and ensure satisfactory completion of the needed work – all
requiring significant company investment. Also, employees may not wish to use their professional skills in their volunteering,
preferring instead to participate in activities that either develop new skills or provide them with personal satisfaction and social
connection.

International volunteering is in its early days with only a relative handful of companies with significant programs. ese
tend to fit a company’s business interests, their corporate culture and specific skill sets of their employees. ere is a clear tie
between these programs and companies’ leadership and talent development strategies. Because of the high cost of travel, living
costs and project management, these opportunities are available to only a small number of employees.

Implications (1) Both SBV and international volunteering have a high return on investment with great potential for impact. (2)
For many companies, both will be niche programs because they do not allow for mass engagement of employees and require
high investment. (3) Both provide opportunities for NGOs to assume outsourced program management responsibilities.
Measurement and Evaluation
While there is recognition of the importance of assessing
performance, outputs and impact, there is little ongoing investment
in sustained and consistent measurement and evaluation.

Despite a clear desire for excellence in their operations, magnitude of volunteer
involvement and impact on global and local problems, as a rule companies are not
making the investment required to determine that those goals are being met.

Most companies count their outputs – number of volunteers, number of hours
served, number of projects, etc. But some deliberately do not count, for practical or
philosophical reasons. Many acknowledge weakness in their reporting systems and the
lack of firm expectations for reporting, particularly the further from headquarters.

   ere is a strong perception that the time, expertise and money required for impact
evaluation is prohibitive. But there are exceptions. Some companies trust the
existing metrics of their partner NGOs to measure their impact. A few have begun
to invest in more rigorous, independent models – case studies, pre and post testing,
documentation of changes in communities, tracking of attitudes of employee
volunteers toward the company and community.

Implications (1) ere are no globally accepted standardized models for data
collection about corporate volunteering, thus no way to easily aggregate data across
companies. (2) At the moment, companies tend to rely on anecdotal or common
sense assessment of impact, potentially undermining the case for their programs.
Technology
  ere are emerging examples of innovative use of technology to
support both the practice and process of corporate volunteering
but most use is rather routine and limited.

While not yet widespread, new uses of technology are finding their way into the
“big tent” – through online volunteering that builds sustained mentoring and
tutoring relationships; micro-volunteering that enables individual contributions to
larger e orts; long-distance skills-based projects.

  ere are emerging examples of companies developing new online tools to support
their employees’ volunteering – primarily through portals, some multi-lingual,
that include resource materials and some degree of social media, for employees to
exchange experiences and ideas

Accessibility remains a significant problem – both because many line employees have
limited or no access to computers in the workplace and because the online tools
have been designed to be company-friendly rather than user-friendly. ere also are
real barriers to using social media within the company as employees are blocked from
using social media tools during work time. Many companies indicate frustration with
limitations and responsiveness of their software vendors.

Implications (1) Strong partnerships can be built with internal IT resources to
provide user-friendly tools for employees and program managers. (2) ere is an
open market for innovative products that meet companies’ needs.
Sponsors
                       Platinum Sponsor                     Gold Sponsors




Silver Plus Sponsors                      Silver Sponsors                   Bronze Sponsor




Special thanks to our airline partner American Airlines
About the Project
       is project was designed to create new knowledge about corporate volunteering that will help businesses expand and strengthen their
     volunteer e orts, whether globally, nationally or locally.
     It is a major contribution of the International Association for Volunteer E ort (IAVE) and its Global Corporate Volunteer Council (GCVC) to the
     celebration of the 10th anniversary of the United Nations International Year of Volunteers (IYV+10).
       e project has two components: the State of Health Study, a regional and global assessment of the nature and scope of corporate volunteering
     worldwide and the trends, challenges and opportunities that are shaping it, and the Global Companies Study, focused on how global companies
     organize and manage their volunteer e orts.
        ese are qualitative studies, based on experiences and observations of companies, NGOs that work to promote and support corporate
     volunteering and independent observers. e State of Health Study was based on interviews with expert observers; document scan and analysis;
     interviews with global, regional and national companies; and review of other research studies. e Global Companies Study consisted of in-person
     and telephone interviews as well as review of company documents and resource materials.




   is Report…and Beyond
   is report is an executive summary, the top line findings of the project. It is intentionally brief, designed to highlight the major learnings
and to disseminate them quickly and e ciently to a broad audience. Additional products will be released throughout 2011 – a full research
report, online resources and a book.


Acknowledgements
   ank you to those in global companies who gave generously of their time for in-depth interviews; those who were interviewed, participated in focus
groups or contributed other reports and analysis for the State of Health study; the Cooperating Organizations that have helped give the project visibility
and credibility.
Special thanks to our financial sponsors who have worked with us throughout the project – facilitating contacts, reflecting on the data and providing
critical feedback.
   e board of directors of the International Association for Volunteer E ort (IAVE) and the members of its Global Corporate Volunteer Council (GCVC)
provided a supportive home for this project. e organizers of IAVE’s World Volunteer Conference, the National Volunteer and Philanthropy Centre in
Singapore, very graciously allowed us to launch the reporting of the research in our own plenary session.
  anks to Walkyria Garotti in São Paulo for design and Xpress Print (Pte) Ltd in Singapore for printing of this report.
e Research Team
Kenn Allen, Ed.D, Project Director; President of the Civil Society Consulting Group LLC
Monica Galiano, Senior Researcher; President of Iniciativa Brazil
Sarah Hayes, Senior Researcher; Consultant Director of the Global Corporate Volunteer Council


For More Information
About the project – www.gcvcresearch.org; kenn@civilsocietyconsulting.com
In Latin America – monicabg1951@gmail.com
About IAVE – www.iave.org; info@iave.org
About GCVC – sarah@civilsocietyconsulting.com


© Copyright 2011 IAVE – e International Association for Volunteer E ort. Please do not reproduce without including
credit line “From Global Corporate Volunteering Research Project – e Global Corporate Volunteer Council, a program
of IAVE – e International Association for Volunteer E ort, January 2011”.
Global Corporate Volunteering Research Project


                            Global Companies Interviewed

Alcoa                         GE                        Rolls-Royce
American Airlines             GSK                       Salesforce.com
AXA                           HSBC                      Samsung
BD                            Hyundai Motor             SAP
BHP Billiton                  IBM                       SK Telecom
C&A                           KPMG                      SOMPO Insurance
Camargo Correa                Kraft Foods Inc.          Standard Chartered Bank
CEMEX                         Linklaters                Starbucks
Citi                          Manulife Financial        State Street Corporation
    e Coca-Cola Company       Marriott Hotels Intl      Tata Group
    e Walt Disney Company     Microsoft                 Telefonica
Dow Chemical Company          Monsanto                  UBS
Eli Lilly and Company         Motorola                  United Business Media LLC
FedEx                         National Australia Bank   UPS
Ford Motor Company            Nike                      Vale
Fujitsu                       Pfizer Inc.
Other Companies Interviewed in Latin America
              as part of the in-depth regional study


Autoridad del Canal de Panamá       Los Grobo (Argentina)
Banco Patagonia (Argentina)         Manpower (Argentina)
Banesco (Venezuela)                 Navistar (Mexico)
Bradesco (Brazil)                   P&G (Chile)
British American Tobacco (Mexico)   Polar (Venezuela)
CCN-Heineken (Mexico)               Prologis (Mexico)
CEMEX (Mexico)                      Sigma alimentos (Mexico)
Credomatic (El Salvador)            So tek (Mexico)
FIEMG (Brazil)                      Souza Cruz (Brazil)
Gamesa Quaker (Mexico)              Telefônica (Brazil)
Gruma (Mexico)                      Telefónica (Colombia)
Grupo Bimbo (Mexico)                Telefónica (Mexico)
HSBC (Brazil)                       Walmart (Mexico)
Itaú - Unibanco (Brazil)            YPF (Argentina)
KPMG (Brazil)
Cooperating Organizations



CEMEFI (Mexico)                       ICD (Uruguay)
Community Business (Hong Kong)        International Business Leaders Forum (UK)
ComunicaRSE.web (Argentina)           International Volunteering Project at
Cooperación Internacional (Spain)     Brookings (USA)
CSR Asia (Hong Kong)                  Özel Sektör Gönüllüler Derneði (Turkey)
DERES (Uruguay)                       Points of Light Institute (USA)
ENGAGE (UK)                           Stakeholders (Peru)
European Volunteer Centre (Belgium)   Stratego Consultores (Panama)
EZER (Mexico)                         United Way Worldwide (USA)
Fundación Compromiso (Argentina)      V2V.net / Portal do Voluntario (Brazil)
Fundar (Spain)                        Volunteer Australia (Australia)
GDFE (Argentina)                      Volunteer Canada (Canada)
Glasswings (El Salvador)              Volunteering England (UK)
IARSE (Argentina)

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Corporate Volunteering: A Dynamic Global Force

  • 1. of e State of Health Corporate Volunteering e Executive Summary Report of the Global Corporate Volunteering Research Project Global Corporate Volunteering Council IAVE - International Association for Volunteering E ort January 2011 Corporate volunteering is a dynamic, global force, driven by companies that want to make a significant di erence to serious global and local problems. E very day, all over the world, tens of thousands of corporate employees volunteer their time, talent and energy to make a demonstrable di erence in the lives of communities and Based on interviews with global, regional and national companies, NGOs that promote and support corporate volunteering and independent observers – this is the global state of health of people in need. corporate volunteering. Even the global recession seems to have strengthened corporate Globalization and Localization volunteering. Global companies report new employee energy for volunteering; more creative initiatives to respond to emerging ere is a broad diversity of global companies that have community problems, particularly basic human needs of people sustained volunteer e orts that reach throughout their who are unemployed or otherwise vulnerable; more strategic use corporate systems. ese include both consumer-focused and of volunteering to complement and leverage the giving of money; business-to-business companies from all industries – banking, sustaining pride and morale through di cult times. insurance, technology, hotels, manufacturing, mining, retail, pharmaceuticals, logistics, consulting, law and more – and In the 30+ years since corporate volunteering was first defined as a operating in every region discreet set of activities, it has grown from “nice to do” community in the world. relations, primarily in the United Kingdom and United States, into a globally-recognized strategic asset that benefits society, the At the same time regional, national and local businesses are employees who volunteer and the companies that encourage mobilizing their employees as volunteers. Working on their and support their work, one that has become an integral part of own and collaboratively, they are responding to the needs corporate social responsibility and sustainability strategies. of the communities where they do business.
  • 2. Focused Impact Optimistic Dynamism Increasingly, companies are seeking to focus their volunteer e orts Corporate volunteering is not static. It is a growing, evolving on specific priorities, leveraging all of their resource – human, force, changing to meet new community needs and new financial, in-kind and relational – to maximize their impact across company expectations. a broad range of human, social and environmental problems. Global companies interviewed in the study generally reported Corporate volunteers are addressing basic human needs – hunger, ongoing positive change – from planned expansion through their shelter, a ordable housing, safety and security; access to and systems and new program initiatives to full-scale re-engineering e ectiveness of health care. and re-launching of their programs. ey are working on issues of social justice – prevention of Just as companies are learning to globalize their business, so too child labor, women’s empowerment, access to legal services, are they learning how to globalize their community engagement improving opportunities for people with disabilities, and volunteering. overcoming the digital divide. As companies are at di erent points in that process, ey are helping children, young people and adults to gain greater corporate volunteering is far from mature and is still in literacy and numeracy, to build job skills and to increase their active development globally. readiness for work, working as mentors, coaches and tutors. Younger workers also have brought new energy and new ey are planting trees, cleaning shorelines, building playgrounds, expectations both to their companies and to their volunteering. educating communities about energy conservation, rehabilitating In many countries, they come with the experience of having homes and public buildings. been expected to do community service in high school and at university. While the presence of a strong commitment to Corporate volunteers bring to this work their professional and corporate social responsibility and an active volunteer personal skills, their ability to organize and manage projects, their e ort is not necessarily a reason to join a company, understanding of how to set and meet work goals, their personal the absence of those can be a deterrent. passions and commitment.
  • 3. Corporate volunteering is a “big tent” that encompasses a broad range of activities, philosophies, approaches and management structures. Corporate volunteering ranges from companies that encourage Companies depend heavily on global and local NGOs as partners individual employees to volunteer on their own to sophisticated to help them learn about community needs and to focus their interventions by highly skilled volunteers on company time; from volunteers where they can add the greatest value – in return they neighborhood activities to sending volunteers throughout the world. help to build their partners’ capacity and, together, they invent new initiatives that can transform both partners and the community. It is individual volunteers applying their specialized skills in one- to-one relationships with people in need; small teams working ere is no “best way” to do corporate volunteering. in partnership with NGOs to help them achieve their mission; Decisions about the nature and scope of a company’s volunteer worldwide mobilizations during days/weeks/months of service that e orts are highly situational, based on its culture, priorities, feature one-time projects. resources, the nature of its business and workforce and the on-the-ground realities of the communities in which it does Corporate volunteers raise money and in-kind resources; business. Companies are learning that while it is better to do contribute through micro-volunteering to large scale projects; something than to do nothing, it is not necessarily better organize races, “-thons” and community education events. Families to try to do everything. often are welcome, as are company retirees, vendors, customers and strategic partners.
  • 4. ere are regional and cultural variations in how volunteering is understood and practiced that shape and adapt corporate volunteering to local realities. e desire and willingness to help is universal. Volunteering, in In some countries, a strong voluntary sector, working in some form, exists in every society, among people at all economic partnership with and sometimes in opposition to government, levels, of all political persuasions, of every religious or ethical belief. is seen as an essential element of their society. In others, there is a strong expectation that government should provide for the public But, even in a globalized world, there are regional and cultural welfare and that there is little room for volunteers in the human di erences in what people value, how they behave, what they services and education. consider appropriate and inappropriate. ose di erences extend to the practice of volunteering and thus to corporate ere is general acceptance in some countries that it is volunteering. appropriate and desirable for employers to encourage and support employee volunteering. In others, volunteering is seen as Companies must understand those di erences. How volunteering personal and private, with no role for employers. is done at the headquarters may not be appropriate in other regions of the world. ere are sensitivities about graphic images, Global companies must navigate these di erences in the same implications in the use of various colors, di ering realities of how way that they have learned to succeed in vastly di erent business people speak, interact and help one another. environments, adapting to local values, customs and expectations.
  • 5. Regional Snapshots Africa For the region as a whole, corporate volunteering is very much in its early days. e most notable exception is South Africa where a significant number of country-based companies have organized volunteer programs and have begun collaborative activities. In most countries, companies focus their “corporate social investment” on financial support for NGOs and government- driven initiatives and on sponsorships for community events. Global companies operating in the region report mixed success in e ectively involving local workers. Arab Nations Corporate volunteering is slowly emerging in the region, primarily in the United Arab Emirates, Jordan, Lebanon and Egypt with limited examples of third-party promotion of and support for the work. In most countries, companies focus their “corporate social investment” on financial support for NGOs and government-driven initiatives and on sponsorships for community events. Global companies operating in the region report mixed success in e ectively involving local workers. Asia-Pacific Regularly cited by global companies for the enthusiastic volunteering of their employees there, the region also has strong volunteering by its own global and regional companies.. ere often is emphasis on visible projects, high participation rates and high levels of activity with emerging concern with impact. Young employees bring great passion and an expectation for company support of volunteering. ere is a history of pro- active volunteer response to natural disasters and attention to people who are poor and vulnerable.
  • 6. Europe Perhaps more than other regions, corporate volunteering is shaped by di erences from country to country – in the role of government in social welfare; perceptions of the appropriate role of business in promoting what many consider a private, personal activity; history, religion and tradition. But it is becoming central to companies’ CSR posture and as employee engagement tool. Strong models have emerged of collaboration among companies and with NGO partners – e.g., ENGAGE and national corporate volunteer councils in Portugal and Turkey. Latin America A distinctive model of corporate volunteering is emerging – focused on transformation rather than “help”, on exercising the right of citizen participation rather than “doing good”. Personal growth of workers is key – expanding their worldview, building understanding of social problems, incorporating the spirit of service in their value system. Trends include workers from di erent companies acting together; programs led by idealistic young people; volunteers and community together choosing the projects for company support . North America In the region of its birth, corporate volunteering is a maturing activity, one present in most major companies and now extending into small and medium size enterprises. Trends include greater alignment with overall CSR and sustainability; attention to skills-based, cross-border programs, and on-site volunteering. ere is concern that maturation may lead to loss of innovation. An industry, nonprofit and for-profit, has grown up to support corporate volunteering with technology, evaluation, consulting and program management.
  • 7. Global companies volunteering globally Interviews were conducted with 47 global companies. Resulting data contributed to the conclusions in the global State of Health assessment. ese additional conclusions grow directly from those interviews. Strategic Asset Volunteering is being put to work, in varying degrees, as a strategic asset to help achieve business goals. Corporate volunteering always has been done for some kind of strategic reason. It has evolved from its original value in community relations to use as a tool in management of corporate culture, employee engagement, brand management, external relations and entry into new markets. “Volunteering is in our DNA” actually is demonstrably true in some companies, particularly in ones with strong individual founders who were committed to community involvement. Others are using volunteering as a way to shape company culture, adapting it to new realities and to changing expectations of their workers. Employing a satisfied, loyal and productive workforce is a business imperative. Strategically designed volunteer programs are building strong, e ective work teams, o ering employees the opportunity for personal development and helping develop leadership and professional skills. Building morale, pride in and loyalty to the company now are desired outcomes of volunteering, not coincidental by-products. Although in its early stages of development, collaborative volunteering with other companies already is being seen as a way to strengthen relationships with a company’s supply chain, customers and strategic corporate partners, albeit one that requires investment and careful management. Implications (1) Conscious planning for and demonstrated contribution to business goals strengthens the internal case for volunteering. (2) Internal partnerships, particularly with those in human resources, are key to success.
  • 8. Inspiring Practices “Inspiring practices” are better than “best practices” – “best” is in the eye of the beholder and all practices are highly situational. e concept of “best practices” is built around the idea that “conventional wisdom” will identify them. But what if people di er on what constitutes a “best practice”? Is something a “best practice” if it is divorced from a clear understanding of the desired outcome? Some of what generally are called best practices actually are “most popular practices”. Examples of this include “Days/weeks/months of Service” which often seemed to be undertaken because they are “the thing to do” rather than because they are grounded in clear desired outcomes that they are best suited to deliver. Instead of best practices, the research revealed what we have termed “inspiring practices” – things that companies can learn from one another, that they may adopt and/or adapt to their own situation and put to work to achieve their desired outcomes. Implications (1) e decision on what to do begins with a clear understanding of the desired outcomes and then can be followed by a scan of possibilities and learning from the experiences of others. It is a business decision, not a popularity contest. (2) Dissemination of inspiring practices is as important within companies to promote learning and adaptation as it is among companies.
  • 9. Partnerships with NGOs Global and local partnerships with NGOs are an essential element of corporate volunteering. e value of NGOs as partners has grown exponentially as companies have focused both on the impact of their volunteer activities and on volunteering as an integral part of employee engagement. Companies are now recognizing NGOs as having expertise that can guide corporate involvement, including opportunities for volunteers to put their personal and professional skills to work and existing metrics that can demonstrate impact. Increasingly, companies and NGOs are moving toward “transformational partnerships” in which they work together intimately and comprehensively to achieve shared objectives through a mutual sharing of people, expertise, learning and resources. As the value of the partnerships grows, companies are willing to invest in capacity building for their partner NGOs. Many companies are seeking global partners that align with their company-wide focus areas and that can both guide and support their volunteer engagement on a relatively larger scale. At the country and community levels, they seek to partner with NGOs that bring expertise about needs, culture, acceptable roles for volunteers and opportunities for involvement. NGOs also may take on volunteer program management responsibilities that companies want to outsource. Implications (1) NGOs must understand and be comfortable responding to what companies are seeking in their partnerships. (2) Mutual commitment to open communication, joint planning and mutual assessment, learning and feedback strengthen corporate-NGO partnerships.
  • 10. Di erent Philosophies and Operations ere are very real di erences in the philosophies and operations of corporate volunteering from company to company. Programs are based variously on business models (“there is value added to the company”); social service models (“helping those in need”); social development models (“changing systems”); and, human development models (“empowering those we help; building engaged, committed citizen volunteers”). Some are more externally-facing, focused on activities and external impact. Some are more internally-facing, focused on scale of involvement and quality of volunteers’ experience and benefit to the company. Views di er greatly on the “place” of volunteering in the company, both strategically and operationally, and in the degree of explicit expectation for participation by executives, middle managers and workers. What best fits a company is what is best to do. Global companies tend to articulate a limited number of global priorities, with the expectation that focus brings greater impact. But there is a recognized reality that local management needs to be able to respond to local expectations and needs. A similar tension is whether what volunteers do is driven by the company or by the employees themselves. Implications (1) “To your own self be true” is a useful guideline in designing a corporate volunteer program. (2) Headquarters can create a global framework of expectations, company priorities and policies but implementation is best driven from throughout the company, responsive to local realities.
  • 11. Skills-Based and International Volunteering Skills-based volunteering and international (cross-border) volunteering are significant new trends with great potential impact – but there are major hurdles to bringing them to scale. Skills-based volunteering (SBV) – the conscious use of professional and personal skills – is as old as corporate volunteering itself But in recent years it has become increasingly important as a perceived way for companies to increase their impact, both on specific problems and on the capacity of communities and NGOs. While often thought of as focused primarily on professional skills, SBV actually extends to any relevant skills that can be applied to problem-solving and capacity-building. Skills based volunteers include truck drivers, gardeners and retail clerks as well as IT managers, accountants, lawyers and marketers. ere are two primary challenges to bringing SBV to scale. High impact SBV must have dedicated case management to define needs, shape opportunities, select and prepare volunteers and ensure satisfactory completion of the needed work – all requiring significant company investment. Also, employees may not wish to use their professional skills in their volunteering, preferring instead to participate in activities that either develop new skills or provide them with personal satisfaction and social connection. International volunteering is in its early days with only a relative handful of companies with significant programs. ese tend to fit a company’s business interests, their corporate culture and specific skill sets of their employees. ere is a clear tie between these programs and companies’ leadership and talent development strategies. Because of the high cost of travel, living costs and project management, these opportunities are available to only a small number of employees. Implications (1) Both SBV and international volunteering have a high return on investment with great potential for impact. (2) For many companies, both will be niche programs because they do not allow for mass engagement of employees and require high investment. (3) Both provide opportunities for NGOs to assume outsourced program management responsibilities.
  • 12. Measurement and Evaluation While there is recognition of the importance of assessing performance, outputs and impact, there is little ongoing investment in sustained and consistent measurement and evaluation. Despite a clear desire for excellence in their operations, magnitude of volunteer involvement and impact on global and local problems, as a rule companies are not making the investment required to determine that those goals are being met. Most companies count their outputs – number of volunteers, number of hours served, number of projects, etc. But some deliberately do not count, for practical or philosophical reasons. Many acknowledge weakness in their reporting systems and the lack of firm expectations for reporting, particularly the further from headquarters. ere is a strong perception that the time, expertise and money required for impact evaluation is prohibitive. But there are exceptions. Some companies trust the existing metrics of their partner NGOs to measure their impact. A few have begun to invest in more rigorous, independent models – case studies, pre and post testing, documentation of changes in communities, tracking of attitudes of employee volunteers toward the company and community. Implications (1) ere are no globally accepted standardized models for data collection about corporate volunteering, thus no way to easily aggregate data across companies. (2) At the moment, companies tend to rely on anecdotal or common sense assessment of impact, potentially undermining the case for their programs.
  • 13. Technology ere are emerging examples of innovative use of technology to support both the practice and process of corporate volunteering but most use is rather routine and limited. While not yet widespread, new uses of technology are finding their way into the “big tent” – through online volunteering that builds sustained mentoring and tutoring relationships; micro-volunteering that enables individual contributions to larger e orts; long-distance skills-based projects. ere are emerging examples of companies developing new online tools to support their employees’ volunteering – primarily through portals, some multi-lingual, that include resource materials and some degree of social media, for employees to exchange experiences and ideas Accessibility remains a significant problem – both because many line employees have limited or no access to computers in the workplace and because the online tools have been designed to be company-friendly rather than user-friendly. ere also are real barriers to using social media within the company as employees are blocked from using social media tools during work time. Many companies indicate frustration with limitations and responsiveness of their software vendors. Implications (1) Strong partnerships can be built with internal IT resources to provide user-friendly tools for employees and program managers. (2) ere is an open market for innovative products that meet companies’ needs.
  • 14. Sponsors Platinum Sponsor Gold Sponsors Silver Plus Sponsors Silver Sponsors Bronze Sponsor Special thanks to our airline partner American Airlines
  • 15. About the Project is project was designed to create new knowledge about corporate volunteering that will help businesses expand and strengthen their volunteer e orts, whether globally, nationally or locally. It is a major contribution of the International Association for Volunteer E ort (IAVE) and its Global Corporate Volunteer Council (GCVC) to the celebration of the 10th anniversary of the United Nations International Year of Volunteers (IYV+10). e project has two components: the State of Health Study, a regional and global assessment of the nature and scope of corporate volunteering worldwide and the trends, challenges and opportunities that are shaping it, and the Global Companies Study, focused on how global companies organize and manage their volunteer e orts. ese are qualitative studies, based on experiences and observations of companies, NGOs that work to promote and support corporate volunteering and independent observers. e State of Health Study was based on interviews with expert observers; document scan and analysis; interviews with global, regional and national companies; and review of other research studies. e Global Companies Study consisted of in-person and telephone interviews as well as review of company documents and resource materials. is Report…and Beyond is report is an executive summary, the top line findings of the project. It is intentionally brief, designed to highlight the major learnings and to disseminate them quickly and e ciently to a broad audience. Additional products will be released throughout 2011 – a full research report, online resources and a book. Acknowledgements ank you to those in global companies who gave generously of their time for in-depth interviews; those who were interviewed, participated in focus groups or contributed other reports and analysis for the State of Health study; the Cooperating Organizations that have helped give the project visibility and credibility. Special thanks to our financial sponsors who have worked with us throughout the project – facilitating contacts, reflecting on the data and providing critical feedback. e board of directors of the International Association for Volunteer E ort (IAVE) and the members of its Global Corporate Volunteer Council (GCVC) provided a supportive home for this project. e organizers of IAVE’s World Volunteer Conference, the National Volunteer and Philanthropy Centre in Singapore, very graciously allowed us to launch the reporting of the research in our own plenary session. anks to Walkyria Garotti in São Paulo for design and Xpress Print (Pte) Ltd in Singapore for printing of this report.
  • 16. e Research Team Kenn Allen, Ed.D, Project Director; President of the Civil Society Consulting Group LLC Monica Galiano, Senior Researcher; President of Iniciativa Brazil Sarah Hayes, Senior Researcher; Consultant Director of the Global Corporate Volunteer Council For More Information About the project – www.gcvcresearch.org; kenn@civilsocietyconsulting.com In Latin America – monicabg1951@gmail.com About IAVE – www.iave.org; info@iave.org About GCVC – sarah@civilsocietyconsulting.com © Copyright 2011 IAVE – e International Association for Volunteer E ort. Please do not reproduce without including credit line “From Global Corporate Volunteering Research Project – e Global Corporate Volunteer Council, a program of IAVE – e International Association for Volunteer E ort, January 2011”.
  • 17. Global Corporate Volunteering Research Project Global Companies Interviewed Alcoa GE Rolls-Royce American Airlines GSK Salesforce.com AXA HSBC Samsung BD Hyundai Motor SAP BHP Billiton IBM SK Telecom C&A KPMG SOMPO Insurance Camargo Correa Kraft Foods Inc. Standard Chartered Bank CEMEX Linklaters Starbucks Citi Manulife Financial State Street Corporation e Coca-Cola Company Marriott Hotels Intl Tata Group e Walt Disney Company Microsoft Telefonica Dow Chemical Company Monsanto UBS Eli Lilly and Company Motorola United Business Media LLC FedEx National Australia Bank UPS Ford Motor Company Nike Vale Fujitsu Pfizer Inc.
  • 18. Other Companies Interviewed in Latin America as part of the in-depth regional study Autoridad del Canal de Panamá Los Grobo (Argentina) Banco Patagonia (Argentina) Manpower (Argentina) Banesco (Venezuela) Navistar (Mexico) Bradesco (Brazil) P&G (Chile) British American Tobacco (Mexico) Polar (Venezuela) CCN-Heineken (Mexico) Prologis (Mexico) CEMEX (Mexico) Sigma alimentos (Mexico) Credomatic (El Salvador) So tek (Mexico) FIEMG (Brazil) Souza Cruz (Brazil) Gamesa Quaker (Mexico) Telefônica (Brazil) Gruma (Mexico) Telefónica (Colombia) Grupo Bimbo (Mexico) Telefónica (Mexico) HSBC (Brazil) Walmart (Mexico) Itaú - Unibanco (Brazil) YPF (Argentina) KPMG (Brazil)
  • 19. Cooperating Organizations CEMEFI (Mexico) ICD (Uruguay) Community Business (Hong Kong) International Business Leaders Forum (UK) ComunicaRSE.web (Argentina) International Volunteering Project at Cooperación Internacional (Spain) Brookings (USA) CSR Asia (Hong Kong) Özel Sektör Gönüllüler Derneði (Turkey) DERES (Uruguay) Points of Light Institute (USA) ENGAGE (UK) Stakeholders (Peru) European Volunteer Centre (Belgium) Stratego Consultores (Panama) EZER (Mexico) United Way Worldwide (USA) Fundación Compromiso (Argentina) V2V.net / Portal do Voluntario (Brazil) Fundar (Spain) Volunteer Australia (Australia) GDFE (Argentina) Volunteer Canada (Canada) Glasswings (El Salvador) Volunteering England (UK) IARSE (Argentina)