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Benchmarking, Brokering, and Branding
Resources for Success Across Sectors
2016 Emerging Leaders Program Team Project Presentations
Wednesday, June 22, 2016
8:00 – 10:30 am
Snowden Auditorium, Wheatley Hall
University of Massachusetts Boston
CENTER FOR COLLABORATIVE LEADERSHIP
2016 Project Sponsors
Massachusetts Business Roundtable &
Retailers Association of Massachusetts
Boston Municipal Research Bureau
Center for Social Policy
The Boston Athletic Association
Tech Networks of Boston
Italian Home for Children
Generation Citizen
Emerging Leaders Program Class of 2016
Presenter Employer
Project
Sponsor
Project
Liz Higgins
Blue Cross Blue Shield of
Massachusetts
Mass Business
Roundtable & Retailers
Association of
Massachusetts
Benchmarking Costs & Challenges
for Businesses Seeking to Hire
Talented Workers in
Massachusetts
Maryanne Basler
Blue Cross Blue Shield of
Massachusetts
Boston Municipal
Research Bureau
Proposing a Professional
Compensation System for Public
School Teachers
Kristen Koch
Brigham & Women’s
Hospital
Center for Social Policy
Addressing Poverty Through
Employment
Nicholas Lombardi Greater Media Boston
Boston Athletic
Association
Funding Diversification for
Scale-Up
Leah Leahy TD Garden/Boston Bruins Tech Networks of Boston
Meeting the Technology Needs of
the Non-Profit Sector
Stephanie Maneikis The Boston Red Sox Italian Home for Children
Developing a Platform for Positive
Organizational Story-Telling
Halley Smith MassBio Generation Citizen Expanding Civic Education
For each project, you will
learn about:
▸ The project sponsor
▸ The goals and scope
▸ The activities and methods
▸ The findings and recommendations
What insights about
Collaborative Leadership
have you gained from
these experiences?
In the closing segment
we will address:
Benchmarking Costs & Other Challenges for
Businesses Seeking to Hire Talented Workers in
Massachusetts
Project Team Members
Alison Doherty State Street Bank
Liz Higgins Blue Cross and Blue Shield of Massachusetts
Brooke Hynes Tufts Medical Center
Shannon Mahoney Blue Hills Bank
Andrew Veroneau Rand Whitney Container
Helen Ye HSBC
Project Sponsor: Mass Business Roundtable & Retailers Association of Massachusetts
Project Presenter: Liz Higgins, Blue Cross and Blue Shield of Massachusetts
Project Goal
Benchmarking Costs & Other Challenges for Businesses Seeking
to Hire Talented Workers in Massachusetts
▸Identify key competitor states
▸Identify costs to include in state comparisons
▸Conduct research
▸Benchmark MA’s competitiveness
▸Deliverables to highlight costs of hiring workers in MA
▸ Areas where MA is an outlier and where a leader
▸Develop data dashboards and infographics
▸Develop recommendations for policy interventions that could
improve business climate
Methodology
 Sought feedback from sponsors on most important
objective they were looking to achieve
 Presented different options to sponsors to determine
appropriate scope and deliverables
 Broke up work into sections & took assignments
• General Research
• Online
• Interviews
• Data Analysis & Trend
• Creation of collateral
• Editing
• Presenting
 Accountability & responsibility from all team members
 Communication was key to success
Project Outcome & Recap
▸ It is expensive to do
business in
Massachusetts
▸ Massachusetts sits in the
top expense tier in many
key areas
▸ The business climate is
always changing: Each
year there are new
challenges for business
owners
▸ Developed collateral for
MBR & MRA to bring to
different types of forums
▸ Developed content for
MBR & MRA to use on
social media outlets
▸ Created easy-to-use
templates for MBR &
MRA to apply to different
topics in the future
Findings Results
University of Massachusetts Boston Emerging Leaders Program 2016
Comparison
Proposing a Professional Compensation System
for Public School Teachers
Project Sponsor: Boston Municipal Research Bureau
Project Presenter: Maryanne Basler, Blue Cross Blue Shield of Massachusetts
Project Team Members
Maryanne Basler Blue Cross Blue Shield of Massachusetts
Steve Bickerton City of Boston
Erin Duggan Massachusetts Eye & Ear
Sherine Ford Harvard Pilgrim Health Care
Peter Milczarek Santander
BMRB’s Mission
“The Research Bureau is an independent, member-supported, non-
partisan research organization, established in 1932 to provide
objective and impartial research and policy analysis in order to
promote more efficient, effective and responsible government for the
City of Boston. The Research Bureau is concerned with significant
issues of public policy and management affecting the City of
Boston.”
Project Goal - Develop recommendations for a performance
based compensation system for teachers in the Boston Public
School System (BPS)
• Allocate significant resources to benefit students
• Reward effective, high-performing teachers in Boston and
provide incentives to improve teaching skills throughout
career
• Highlight potential positive impact to budgets
Project Collaboration & Methodologies
• Overview from Research Bureau’s perspective of current state of
BPS
• Reviewed research publications (newsletters, reports, etc.)
• Meetings with key stakeholders
• Self-conducted research
School Districts Researched
• All teachers received an average of $3K for start of new system
• 92% of teachers received a larger increase under new system
• Starting salary raised by 10% and maximum salary increased by 6%
1 National Council on Teacher Quality 12/10
• Teacher reaction is varied and not everyone is pleased
• Very little hard evidence to show that Baltimore has improved
academics with this revamped pay structure
• No completed studies on whether the best teachers were retained
• Not many lead teachers are selected to hold these jobs primarily
because principals have to budget for them and give them 3/4th
release time
Results of new compensation model implementations:
10 districts reviewed for success measures:
• Compensation based on roles, responsibilities and effectiveness
• Align starting salaries with market
• Use compensation to attract teachers to hard-to-fill positions/schools
• Accelerate the timeline for teachers to earn maximum salary
• Offer teachers an opportunity to opt-into new system
Key Findings
Challenges Unique to Boston
• Current compensation structure values tenure/seniority vs performance/students
• Collective bargaining prolongs implementation of alternative compensation models
• Contentious contract negotiations
• Capacity vs. Demand
• Need to “right size” the district
• Staffing of empty seats cost $21.5MM in 2015
• Mutually agreeable system – collaborative process
• Integrate teachers, union officials and parents into build of new
system
• Utilize best-in-class performance models from other industries to
develop prototype for BPS
• Reallocate budget dollars
• Transportation
• Under-utilized schools
• Grandfathering clauses / Opt-in solutions
• Proactive implementation of compensation system at
underperforming schools
Recommendations
The Project
Project Team Members
Julie Battisti Bay Cove Human Services
Julie Gehring Mother Caroline Academy
Kristen Koch Brigham and Women's Hospital
Heather Lacey Legal Sea Foods
Zakiya Ming Massport
Andy Ravens Eastern Bank
Tchad Rogers New Node
Addressing Poverty Through Employment
Project Sponsor: The Center for Social Policy at UMass Boston
Project Presenter: Kristen Koch, Brigham and Women’s Hospital
Project Goal
Our goal was to explore the possibility of creating an academic
program that would educate managing professionals with
regard to recruiting, retaining and developing individuals who
are/have experienced poverty.
Project Journey – Methodology
▸ Our team focused on:
▸ Researching existing, similar poverty centric programs at
other US universities and local community based
organizations (CBO’s) who offer similar training curriculum.
▸ Conducted in person interviews and facilitated group
discussions to identify the socio-economic barriers to
employment when living in poverty.
Project Deliverables
▸ A reference tool highlighting existing seminar series as
sponsored by Universities across the US and local community
based organizations. Tool includes potential curriculum and
funding sources.
▸ Raw data compiled from interviews and KJ Exercise with
individuals who are/have experienced poverty.
▸ A detailed PowerPoint deck that incorporates all of our
research, findings and final recommendation.
KJ Exercise – Outcomes
▸ Stereotyping & Bias
▸ Culture & Racial Bias
▸ Skill Building
▸ Work Schedule Challenges
▸ Life Barriers
▸ Value of Lived Experience and Access to Opportunity
Team Recommendation
Offer a free seminar series as a pilot program that addresses the
socio-economic barriers around employment with eye toward
creation of a privately paid executive training program that targets
managing professionals within the retail, hospitality and medical
care industries.
Funding Diversification for Scale-Up
Project Sponsor: The Boston Athletic Association
Project Presenter: Nicholas Lombardi, Greater Media Boston
Project Team Members
Nicholas Lombardi Greater Media Boston
Katelyn Mazuera Eversource Energy
Antonio Martinez Santander
Denison Penney Tufts Medical Center
Amanda Potter Mass General Hospital
Chris Renfro State Street Corporation
Funding Diversification for Scale-Up
BOSTON ATHLETIC ASSOCIATION
Project Sponsor & Objective
Sponsor: Boston Athletic Association (B.A.A.)
Mission Statement: Established in 1887, the Boston Athletic
Association (B.A.A.) is a 501(c)(3) non-profit organization with
a mission of promoting a healthy lifestyle through sports,
especially running.
Sponsor’s Objective: Advance the mission by expanding
Community Service Programs
Project Task: Determine whether philanthropic fundraising is
a viable option for the B.A.A., and if so, provide
recommendations on how the fundraising could be structured
Boston
Marathon
Dimock
Center
Walk/Run
5K & Half
Marathon
Cross
Country
Meets
Youth Relay
Challenge
Funding need
for community
events
Project Journey: Methodology
Sponsor Interview
& Information
Gathering Session
Scope
Development
Research &
Recommendations
Client Presentation
Project Deliverables
Project activities include the following:
▸ Research on funding mechanisms of similar organizations
▸ Development of strategies to support the vision with
funding mechanisms
▸ Presentation to sponsor on research and identified
strategies
▸ Final presentation of deliverables
Project Outcomes & Recommendations
B.A.A. Marathon
Charity Team
Designate 20
marathon bibs for a
B.A.A. charity team
Benefits: Leverages
existing charity
program and close
marathon connection
Challenges: Potential
need to reduce
allocation to other
charities, staff
resources required to
manage
“Runch Club”
Establish lunchtime
running clubs across
local businesses
Benefits: Expand
B.A.A. brand and
community presence
in a way that is aligned
with core mission of
health and wellness
Challenges: Staff
resources and
volunteers required to
establish and maintain
program
B.A.A.
Ambassador
Training Program
Establish training
program in Boston for
novice runners with
B.A.A. course app
Benefits: Engages
runners in Boston
while demonstrating
the B.A.A.’s runner
expertise
Challenges: Staff
resources required to
establish and maintain
program, course
training would require
set up and partnership
Meeting the Technology Needs
of the Non-Profit Sector
Sponsor: Tech Networks of Boston (“TNB”)
Presenter: Leah Leahy, Boston Bruins & TD Garden
Project Team Members:
Carlo Dela Cruz Federal Reserve Bank of Boston
Blessing Dube Institute for Community Health
Leah Leahy Boston Bruins & TD Garden
Raphael Lewis The Boston Company Asset Management
Angela Rabanal Santander
Situation/Task
Situation:
Tech Networks believes Boston-area non-profits are struggling to
provide value-added data for grant- and fund-making organizations
▸TNB provides Information Technology services to Greater Boston non-profits
▸TNB wants to branch into Data Analytics and B.I. for non-profits to help them
▸Initial ask: Determine feasibility for a Massachusetts Institute of Non-Profit
Technology to fill the perceived skills gap
▸Through collaborative discussion, the focus was refined
Task:
Determine market demand for a shared-services data
analytics and business intelligence vendor to service Greater
Boston’s non-profit organizations.
▸ Interview a select group of TNB clients
▸ Interview a select group of grant- and fund-making
organizations
▸ Develop & disseminate a non-profit survey informed by the
interview results
▸ Analyze & triangulate results and make recommendations
Key Project Actions
Results
80.6%
30.6%
32.4%
19.4%
69.4%
67.7%
From Survey….. No Yes
Data staff is adequately sized to meet
technology needs? (n=36)
Does non profit engages in outcomes
measurement ? (n=36)
Is there need for a person formally trained in
technology and outcomes measurement ? (n=34)
• NFPs have inadequate staff to
meet technology needs
• Majority NFPs engage in
outcomes measurement
• They see need for a person
formally trained
Recommendations
#1: Filling the gap!
#2: Start Close To Home
87% of the NFPs see the need for a
formally trained data professional
TNB opportunity to increase client base
More than 70% of the NFPs in
the greater Boston Area would
consider engaging a Tech expert
on a part-time or shared basis.
TNB opportunity to increase client base
Project Team Members
Thomas Desrosiers Eversource Energy
Tom Lane Mass Eye & Ear
Stephanie Maneikis Boston Red Sox
Scott Melton Santander
Elise Porter Beth Israel Deaconess & Medical Center
Marissa Varney Zipcar
Developing a Platform for Positive
Organizational Story-Telling
Project Sponsor: Italian Home for Children
Project Presenter: Stephanie Maneikis, Boston Red Sox
Italian Home for Children (IHC)
▸ History of IHC
▸ North End roots
▸ Influenza Epidemic
▸ Clinical and Educational Services
▸ Programs and Services
▸ Campus-based programs
▸ Outreach programs
▸ Outpatient mental health
The Ask versus The Result
VP of Engagement
Preservation of artifacts
Dedicated “museum” space
“Memory lane” for former members
IHC Chief Executive Officer
Focus on mental health issues
Nationwide effort for mental health
awareness
Archival of Information
Utilize software application support
Written healthcare policies
Individual IHC project support
Project Deliverables and Outcomes
Goal 1: Identify potential partner(s) to support ongoing work
Boston Public Library/Digital Commonwealth: As a member, can
have up to 5,000 pieces a year digitized
Goal 2: Provide recommendations
on cataloging material
Off-the-shelf Digital Asset Management (DAM)
software that digitally stores and archives media
information for IHC to consider
Project Deliverables and Outcomes
Goal 3: Assist IHC in drafting policy for recording and storing
images of current and future clients
Developed framework of issues for IHC to consider as well a few
sample polices and release forms
Goal 4: Identify grants or potential sources of funding to offset
the cost of this work
Red Sox Foundation targeted grant secured
Project Sponsor: Generation Citizen
Project Presenter: Halley Smith, MassBio
Project Team Members:
Adanta Ahanonu Year Up
Meredith Barron Boathouse Group
Matthew Campion Federal Reserve Bank
Eric Moakley Brightcove
Halley Smith MassBio
Expanding Civic Education
Situation: Who is Generation Citizen?
Task: Expand from GC Boston  GC Massachusetts
Team Objectives to Achieve GC Goals:
1. Conduct community need analysis
2. Assess models of scale
3. Research MA civics education policy
4. Gain a deeper understanding of GC by engaging with students
Mission:
Generation Citizen (GC) works to ensure that every student in
the United States receives an effective action civics
education, which provides them with the knowledge and skills
necessary to participate in our democracy as active citizens
Original Plan: Expand into Worcester
Worcester
Boston
• Became clear it was too large of an undertaking for
the length of our program
• Opted to bring forward a more tangible, attainable
growth strategy
New Plan: Help Generation Citizen Expand into
Boston Catholic Schools Network
 Establish a partnership with other mission-focused community based networks
 Create new relationships whose reach extends beyond Boston
 Leverage the passion of others to provide sustaining demand generation
 Break the high-touch tactical model to open scaling opportunities
Conducted Key Stakeholder Interviews to Uncover
Opportunities
• Ensure clear understanding of Generation Citizens
program deliverables on their websiteMESSAGING
• CCS has already expanded to towns like Lawrence and
Brockton
• Successful partnership would allow for additional
expansion from GC Boston to GC Massachusetts,
aligning with GC’s business goals
GEOGRAPHIC
OPPORTUNITY
• Not currently connecting the value civics empowerment
to the volume of immigrant students in schools
• Should be a part of the GC pitch
• Up to 26 different language spoken at home
“THE NEW
AMERICAN”
• For CCS:
• Combination of college-student and teacher-led classes
• Need more tangible success metric/assessment
CUSTOMIZED PILOT
Efforts Underway:
Audit of Current Generation Citizen Website Messaging
& Future Recommendations
• Overall target audience focus/clarity
• Refinement of mission
• Communication around success metrics/measurement
Facilitate Future Partnership with Campaign for Catholic Schools
• Pilot program in 1-3 middles schools in 2017 (2016 budgets already determined)
• Boston/Lawrence/Brockton
Customized Pilot
• Propose GC create hybrid model that combines a teacher-led course, bringing in
college students to lead some segments throughout semester
• Put assessment tests in place
• Create basic pre and post test to measure students knowledge before and
after completion of program
• Use results to pitch expansion of partnership and program to more schools
What insights about
Collaborative Leadership
have you gained from
these experiences?

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UMass Boston Emerging Leaders Program Team Project Presentation

  • 1. Benchmarking, Brokering, and Branding Resources for Success Across Sectors 2016 Emerging Leaders Program Team Project Presentations Wednesday, June 22, 2016 8:00 – 10:30 am Snowden Auditorium, Wheatley Hall University of Massachusetts Boston CENTER FOR COLLABORATIVE LEADERSHIP
  • 2.
  • 3. 2016 Project Sponsors Massachusetts Business Roundtable & Retailers Association of Massachusetts Boston Municipal Research Bureau Center for Social Policy The Boston Athletic Association Tech Networks of Boston Italian Home for Children Generation Citizen
  • 4. Emerging Leaders Program Class of 2016
  • 5. Presenter Employer Project Sponsor Project Liz Higgins Blue Cross Blue Shield of Massachusetts Mass Business Roundtable & Retailers Association of Massachusetts Benchmarking Costs & Challenges for Businesses Seeking to Hire Talented Workers in Massachusetts Maryanne Basler Blue Cross Blue Shield of Massachusetts Boston Municipal Research Bureau Proposing a Professional Compensation System for Public School Teachers Kristen Koch Brigham & Women’s Hospital Center for Social Policy Addressing Poverty Through Employment Nicholas Lombardi Greater Media Boston Boston Athletic Association Funding Diversification for Scale-Up Leah Leahy TD Garden/Boston Bruins Tech Networks of Boston Meeting the Technology Needs of the Non-Profit Sector Stephanie Maneikis The Boston Red Sox Italian Home for Children Developing a Platform for Positive Organizational Story-Telling Halley Smith MassBio Generation Citizen Expanding Civic Education
  • 6. For each project, you will learn about: ▸ The project sponsor ▸ The goals and scope ▸ The activities and methods ▸ The findings and recommendations
  • 7. What insights about Collaborative Leadership have you gained from these experiences? In the closing segment we will address:
  • 8. Benchmarking Costs & Other Challenges for Businesses Seeking to Hire Talented Workers in Massachusetts Project Team Members Alison Doherty State Street Bank Liz Higgins Blue Cross and Blue Shield of Massachusetts Brooke Hynes Tufts Medical Center Shannon Mahoney Blue Hills Bank Andrew Veroneau Rand Whitney Container Helen Ye HSBC Project Sponsor: Mass Business Roundtable & Retailers Association of Massachusetts Project Presenter: Liz Higgins, Blue Cross and Blue Shield of Massachusetts
  • 9. Project Goal Benchmarking Costs & Other Challenges for Businesses Seeking to Hire Talented Workers in Massachusetts ▸Identify key competitor states ▸Identify costs to include in state comparisons ▸Conduct research ▸Benchmark MA’s competitiveness ▸Deliverables to highlight costs of hiring workers in MA ▸ Areas where MA is an outlier and where a leader ▸Develop data dashboards and infographics ▸Develop recommendations for policy interventions that could improve business climate
  • 10. Methodology  Sought feedback from sponsors on most important objective they were looking to achieve  Presented different options to sponsors to determine appropriate scope and deliverables  Broke up work into sections & took assignments • General Research • Online • Interviews • Data Analysis & Trend • Creation of collateral • Editing • Presenting  Accountability & responsibility from all team members  Communication was key to success
  • 11. Project Outcome & Recap ▸ It is expensive to do business in Massachusetts ▸ Massachusetts sits in the top expense tier in many key areas ▸ The business climate is always changing: Each year there are new challenges for business owners ▸ Developed collateral for MBR & MRA to bring to different types of forums ▸ Developed content for MBR & MRA to use on social media outlets ▸ Created easy-to-use templates for MBR & MRA to apply to different topics in the future Findings Results
  • 12. University of Massachusetts Boston Emerging Leaders Program 2016 Comparison
  • 13. Proposing a Professional Compensation System for Public School Teachers Project Sponsor: Boston Municipal Research Bureau Project Presenter: Maryanne Basler, Blue Cross Blue Shield of Massachusetts Project Team Members Maryanne Basler Blue Cross Blue Shield of Massachusetts Steve Bickerton City of Boston Erin Duggan Massachusetts Eye & Ear Sherine Ford Harvard Pilgrim Health Care Peter Milczarek Santander
  • 14. BMRB’s Mission “The Research Bureau is an independent, member-supported, non- partisan research organization, established in 1932 to provide objective and impartial research and policy analysis in order to promote more efficient, effective and responsible government for the City of Boston. The Research Bureau is concerned with significant issues of public policy and management affecting the City of Boston.”
  • 15. Project Goal - Develop recommendations for a performance based compensation system for teachers in the Boston Public School System (BPS) • Allocate significant resources to benefit students • Reward effective, high-performing teachers in Boston and provide incentives to improve teaching skills throughout career • Highlight potential positive impact to budgets Project Collaboration & Methodologies • Overview from Research Bureau’s perspective of current state of BPS • Reviewed research publications (newsletters, reports, etc.) • Meetings with key stakeholders • Self-conducted research
  • 16. School Districts Researched • All teachers received an average of $3K for start of new system • 92% of teachers received a larger increase under new system • Starting salary raised by 10% and maximum salary increased by 6% 1 National Council on Teacher Quality 12/10 • Teacher reaction is varied and not everyone is pleased • Very little hard evidence to show that Baltimore has improved academics with this revamped pay structure • No completed studies on whether the best teachers were retained • Not many lead teachers are selected to hold these jobs primarily because principals have to budget for them and give them 3/4th release time Results of new compensation model implementations: 10 districts reviewed for success measures: • Compensation based on roles, responsibilities and effectiveness • Align starting salaries with market • Use compensation to attract teachers to hard-to-fill positions/schools • Accelerate the timeline for teachers to earn maximum salary • Offer teachers an opportunity to opt-into new system
  • 17. Key Findings Challenges Unique to Boston • Current compensation structure values tenure/seniority vs performance/students • Collective bargaining prolongs implementation of alternative compensation models • Contentious contract negotiations • Capacity vs. Demand • Need to “right size” the district • Staffing of empty seats cost $21.5MM in 2015
  • 18. • Mutually agreeable system – collaborative process • Integrate teachers, union officials and parents into build of new system • Utilize best-in-class performance models from other industries to develop prototype for BPS • Reallocate budget dollars • Transportation • Under-utilized schools • Grandfathering clauses / Opt-in solutions • Proactive implementation of compensation system at underperforming schools Recommendations The Project
  • 19. Project Team Members Julie Battisti Bay Cove Human Services Julie Gehring Mother Caroline Academy Kristen Koch Brigham and Women's Hospital Heather Lacey Legal Sea Foods Zakiya Ming Massport Andy Ravens Eastern Bank Tchad Rogers New Node Addressing Poverty Through Employment Project Sponsor: The Center for Social Policy at UMass Boston Project Presenter: Kristen Koch, Brigham and Women’s Hospital
  • 20. Project Goal Our goal was to explore the possibility of creating an academic program that would educate managing professionals with regard to recruiting, retaining and developing individuals who are/have experienced poverty.
  • 21. Project Journey – Methodology ▸ Our team focused on: ▸ Researching existing, similar poverty centric programs at other US universities and local community based organizations (CBO’s) who offer similar training curriculum. ▸ Conducted in person interviews and facilitated group discussions to identify the socio-economic barriers to employment when living in poverty.
  • 22. Project Deliverables ▸ A reference tool highlighting existing seminar series as sponsored by Universities across the US and local community based organizations. Tool includes potential curriculum and funding sources. ▸ Raw data compiled from interviews and KJ Exercise with individuals who are/have experienced poverty. ▸ A detailed PowerPoint deck that incorporates all of our research, findings and final recommendation.
  • 23. KJ Exercise – Outcomes ▸ Stereotyping & Bias ▸ Culture & Racial Bias ▸ Skill Building ▸ Work Schedule Challenges ▸ Life Barriers ▸ Value of Lived Experience and Access to Opportunity
  • 24. Team Recommendation Offer a free seminar series as a pilot program that addresses the socio-economic barriers around employment with eye toward creation of a privately paid executive training program that targets managing professionals within the retail, hospitality and medical care industries.
  • 25. Funding Diversification for Scale-Up Project Sponsor: The Boston Athletic Association Project Presenter: Nicholas Lombardi, Greater Media Boston Project Team Members Nicholas Lombardi Greater Media Boston Katelyn Mazuera Eversource Energy Antonio Martinez Santander Denison Penney Tufts Medical Center Amanda Potter Mass General Hospital Chris Renfro State Street Corporation
  • 26. Funding Diversification for Scale-Up BOSTON ATHLETIC ASSOCIATION
  • 27. Project Sponsor & Objective Sponsor: Boston Athletic Association (B.A.A.) Mission Statement: Established in 1887, the Boston Athletic Association (B.A.A.) is a 501(c)(3) non-profit organization with a mission of promoting a healthy lifestyle through sports, especially running. Sponsor’s Objective: Advance the mission by expanding Community Service Programs Project Task: Determine whether philanthropic fundraising is a viable option for the B.A.A., and if so, provide recommendations on how the fundraising could be structured
  • 29. Project Journey: Methodology Sponsor Interview & Information Gathering Session Scope Development Research & Recommendations Client Presentation
  • 30. Project Deliverables Project activities include the following: ▸ Research on funding mechanisms of similar organizations ▸ Development of strategies to support the vision with funding mechanisms ▸ Presentation to sponsor on research and identified strategies ▸ Final presentation of deliverables
  • 31. Project Outcomes & Recommendations B.A.A. Marathon Charity Team Designate 20 marathon bibs for a B.A.A. charity team Benefits: Leverages existing charity program and close marathon connection Challenges: Potential need to reduce allocation to other charities, staff resources required to manage “Runch Club” Establish lunchtime running clubs across local businesses Benefits: Expand B.A.A. brand and community presence in a way that is aligned with core mission of health and wellness Challenges: Staff resources and volunteers required to establish and maintain program B.A.A. Ambassador Training Program Establish training program in Boston for novice runners with B.A.A. course app Benefits: Engages runners in Boston while demonstrating the B.A.A.’s runner expertise Challenges: Staff resources required to establish and maintain program, course training would require set up and partnership
  • 32. Meeting the Technology Needs of the Non-Profit Sector Sponsor: Tech Networks of Boston (“TNB”) Presenter: Leah Leahy, Boston Bruins & TD Garden Project Team Members: Carlo Dela Cruz Federal Reserve Bank of Boston Blessing Dube Institute for Community Health Leah Leahy Boston Bruins & TD Garden Raphael Lewis The Boston Company Asset Management Angela Rabanal Santander
  • 33. Situation/Task Situation: Tech Networks believes Boston-area non-profits are struggling to provide value-added data for grant- and fund-making organizations ▸TNB provides Information Technology services to Greater Boston non-profits ▸TNB wants to branch into Data Analytics and B.I. for non-profits to help them ▸Initial ask: Determine feasibility for a Massachusetts Institute of Non-Profit Technology to fill the perceived skills gap ▸Through collaborative discussion, the focus was refined Task: Determine market demand for a shared-services data analytics and business intelligence vendor to service Greater Boston’s non-profit organizations.
  • 34. ▸ Interview a select group of TNB clients ▸ Interview a select group of grant- and fund-making organizations ▸ Develop & disseminate a non-profit survey informed by the interview results ▸ Analyze & triangulate results and make recommendations Key Project Actions
  • 35. Results 80.6% 30.6% 32.4% 19.4% 69.4% 67.7% From Survey….. No Yes Data staff is adequately sized to meet technology needs? (n=36) Does non profit engages in outcomes measurement ? (n=36) Is there need for a person formally trained in technology and outcomes measurement ? (n=34) • NFPs have inadequate staff to meet technology needs • Majority NFPs engage in outcomes measurement • They see need for a person formally trained
  • 36. Recommendations #1: Filling the gap! #2: Start Close To Home 87% of the NFPs see the need for a formally trained data professional TNB opportunity to increase client base More than 70% of the NFPs in the greater Boston Area would consider engaging a Tech expert on a part-time or shared basis. TNB opportunity to increase client base
  • 37. Project Team Members Thomas Desrosiers Eversource Energy Tom Lane Mass Eye & Ear Stephanie Maneikis Boston Red Sox Scott Melton Santander Elise Porter Beth Israel Deaconess & Medical Center Marissa Varney Zipcar Developing a Platform for Positive Organizational Story-Telling Project Sponsor: Italian Home for Children Project Presenter: Stephanie Maneikis, Boston Red Sox
  • 38. Italian Home for Children (IHC) ▸ History of IHC ▸ North End roots ▸ Influenza Epidemic ▸ Clinical and Educational Services ▸ Programs and Services ▸ Campus-based programs ▸ Outreach programs ▸ Outpatient mental health
  • 39. The Ask versus The Result VP of Engagement Preservation of artifacts Dedicated “museum” space “Memory lane” for former members IHC Chief Executive Officer Focus on mental health issues Nationwide effort for mental health awareness Archival of Information Utilize software application support Written healthcare policies Individual IHC project support
  • 40. Project Deliverables and Outcomes Goal 1: Identify potential partner(s) to support ongoing work Boston Public Library/Digital Commonwealth: As a member, can have up to 5,000 pieces a year digitized Goal 2: Provide recommendations on cataloging material Off-the-shelf Digital Asset Management (DAM) software that digitally stores and archives media information for IHC to consider
  • 41. Project Deliverables and Outcomes Goal 3: Assist IHC in drafting policy for recording and storing images of current and future clients Developed framework of issues for IHC to consider as well a few sample polices and release forms Goal 4: Identify grants or potential sources of funding to offset the cost of this work Red Sox Foundation targeted grant secured
  • 42. Project Sponsor: Generation Citizen Project Presenter: Halley Smith, MassBio Project Team Members: Adanta Ahanonu Year Up Meredith Barron Boathouse Group Matthew Campion Federal Reserve Bank Eric Moakley Brightcove Halley Smith MassBio Expanding Civic Education
  • 43. Situation: Who is Generation Citizen? Task: Expand from GC Boston  GC Massachusetts Team Objectives to Achieve GC Goals: 1. Conduct community need analysis 2. Assess models of scale 3. Research MA civics education policy 4. Gain a deeper understanding of GC by engaging with students Mission: Generation Citizen (GC) works to ensure that every student in the United States receives an effective action civics education, which provides them with the knowledge and skills necessary to participate in our democracy as active citizens
  • 44. Original Plan: Expand into Worcester Worcester Boston • Became clear it was too large of an undertaking for the length of our program • Opted to bring forward a more tangible, attainable growth strategy
  • 45. New Plan: Help Generation Citizen Expand into Boston Catholic Schools Network  Establish a partnership with other mission-focused community based networks  Create new relationships whose reach extends beyond Boston  Leverage the passion of others to provide sustaining demand generation  Break the high-touch tactical model to open scaling opportunities
  • 46. Conducted Key Stakeholder Interviews to Uncover Opportunities • Ensure clear understanding of Generation Citizens program deliverables on their websiteMESSAGING • CCS has already expanded to towns like Lawrence and Brockton • Successful partnership would allow for additional expansion from GC Boston to GC Massachusetts, aligning with GC’s business goals GEOGRAPHIC OPPORTUNITY • Not currently connecting the value civics empowerment to the volume of immigrant students in schools • Should be a part of the GC pitch • Up to 26 different language spoken at home “THE NEW AMERICAN” • For CCS: • Combination of college-student and teacher-led classes • Need more tangible success metric/assessment CUSTOMIZED PILOT
  • 47. Efforts Underway: Audit of Current Generation Citizen Website Messaging & Future Recommendations • Overall target audience focus/clarity • Refinement of mission • Communication around success metrics/measurement Facilitate Future Partnership with Campaign for Catholic Schools • Pilot program in 1-3 middles schools in 2017 (2016 budgets already determined) • Boston/Lawrence/Brockton Customized Pilot • Propose GC create hybrid model that combines a teacher-led course, bringing in college students to lead some segments throughout semester • Put assessment tests in place • Create basic pre and post test to measure students knowledge before and after completion of program • Use results to pitch expansion of partnership and program to more schools
  • 48. What insights about Collaborative Leadership have you gained from these experiences?