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The Volunteer Asset in an
Uncertain Economy

Denver DOVIA – Advanced
Practitioners Symposium
May 27, 2009




                          & ASSOCIATES © 2009
Challenging
     Times




Flickr: Hopkinsii   & ASSOCIATES © 2009
Trends
                           and
                         Issues

            The     Impact on
          Economy   Nonprofits

Flickr: Hopkinsii          & ASSOCIATES © 2009
Trends
                                 and
                    The Good   Issues

                    The Bad


                    The Ugly

Flickr: Hopkinsii                & ASSOCIATES © 2009
Headlines Tell the Story

Bay Area Nonprofits Brace for 2010 Armageddon

Minnesota Nonprofits Slash Staff and Budgets

Charities Scramble as Donations Fall

New Poor Overwhelm Nonprofits

                                        & ASSOCIATES © 2009
& ASSOCIATES © 2009
The Bad – But Not Worse – News



            Foundation Giving

            Corporate Philanthropy

            Individual Gifts
Flickr: Hopkinsii                  & ASSOCIATES © 2009
There is Good News




Flicker: RR and Camera                        & ASSOCIATES © 2009
Giving
                 Back
Flickr: Strevo      & ASSOCIATES © 2009
& ASSOCIATES © 2009
Retirement Postponed




Flickr: eren erdo gan                          & ASSOCIATES © 2009
Disconnect
            in the
            Staff-Driven
            Model


Flickr: bondidwhat         & ASSOCIATES © 2009
The
                     Obama
                     Factor




Flicker: jurvetson       & ASSOCIATES © 2009
Serve America Act



                                        The Serve America
                                        Act is about
                                        “connecting deeds
                                        to needs.”
                                        President Barack Obama


M. T. Harmon Office of Public Affairs                  & ASSOCIATES © 2009
Expand Corporation for National and
Community Service

Engage Retiring Americans in Service on a
Large Scale

Expand the Peace Corps

Expand Service Learning in High Schools and
Colleges
                                       & ASSOCIATES © 2009
―A social revolution –
                      possibly as important
                        as the one led by
                    Boomers in the 1960s –
                     will occur if nonprofits
                     strategically engage
                        Boomers in high-
                      impact collaborations
                     that build a nonprofit’s
                       capacity to fulfill its
                      vision and mission…
                    Boomers will lead the
                       way to a new era.‖
                    — Page 18 Chapter 1 Understanding the World
                                   of Boomers

Flickr: aussiegal                          & ASSOCIATES © 2009
Trends
                                              and
                                            Issues
                    Time   Collaboration   Technology



      Generational           Results
                                           Culture Shift
         Shift               Focused


Flickr: Hopkinsii                                & ASSOCIATES © 2009
Everyone
                   is bowling
                   alone



Flickr: Theorris         & ASSOCIATES © 2009
Flickr: scooterroo2002




  Boomers
   and the
generations
 that follow   Source: Business’s Social Contract: Capturing the Corporate
               Philanthropy Opportunity, Committee Encouraging Corporate
                                                   & ASSOCIATES © 2009
               Philanthropy, based on research by McKinsey & Company
―It takes more than a few
              new strategies and
            examples to engage
        Boomers as volunteers. It
       takes reimagining the role
             of volunteers in an
            organization and the
       possible results of involving
       volunteers in every aspect
               of operations.‖
           — Page 22 Chapter 1 Understanding the World of
                             Boomers



Flickr: sean dreilinger                                     & ASSOCIATES © 2009
Imagine a world in which your
     nonprofit organization has all the
          resources it needs to:
                                          Deliver
     Serve more                                                Strengthen
                                           more
       clients                                                   its staff
                                         programs

                     Spread your                        Increase
                      message                           financial
                     more widely                         stability

— Page 9 Chapter 1 Understanding the World of Boomers
                                                                     & ASSOCIATES © 2009
Foundation

                            Community
                                                 Capacity
                            building and
                                                 building
                            abundance




                       Skills based                   Strategic and
                      and impactful                      critical




                                      Collaborative



Flickr: pshutterbug                                                   & ASSOCIATES © 2009
Boomer Savvy
  Organizations
      Mandate from the top;
       cultivate from within

  Authentic volunteer leadership

 Career paths for volunteer talent

Culture of innovation and flexibility

Embrace collaboration as a way of
        doing business
                          & ASSOCIATES © 2009
                              Flickr: lindsey_lissau
Don’t do it.




Get it done.   & ASSOCIATES © 2009
Changing the
 Volunteer
Management
 Paradigm


 Volunteer      Volunteer
Management     Engagement
                     & ASSOCIATES © lumaxart
                                Flickr: 2009
A New Pardigm


Management          Engagement

 Recruitment   Cultivation and Networking


 Placement     Negotiation and Agreement


 Supervision            Support



                                  & ASSOCIATES © lumaxart
                                             Flickr: 2009
A New Pardigm


Management       Engagement

   Review         Measurement


 Recognition     Acknowledgment


  Retention       Sustainability



                             & ASSOCIATES © lumaxart
                                        Flickr: 2009
Transitions
                                                   • Recognize, honor, and be done with the past
              Letting Go                           • Sadness, grieving, feeling overwhelmed, and fear




                                                   • Experiment and innovate
                  Neutral                          • Chaotic, exciting, uncomfortable, nerve-wracking




                                                   • Group recognizes what worked and what didn’t
           Assessment                              • Group commits to implementation plans




                                                   • Change happens!
                 Change

Managing Transitions: Making the Most of Change, by William Bridges                               & ASSOCIATES © 2009
The Tipping Point

                Mavens                       Connectors            Salespeople


                                       Stickiness         Context
                                         Factor           Matters



                                                    The Tipping Point by Malcolm Gladwell
Flickr: your mistakes are your style                                             & ASSOCIATES © 2009
21st Century
                                     Strategies


                                     Community
               Capacity Building
                                      Building



                 Asset-based
                  Community             Social
                 Development       Entrepreneurship
                   (ABCD)
Flicker: voj                                     & ASSOCIATES © 2009
Leadership

                    • Motivating teams
                    • Executing the right
                      things
                    • Focusing on
                      organizational vision
Flickr: Hopkinsii                             & ASSOCIATES © 2009
Entrepreneurship

                    •Envisioning
                     possibilities
                    •Founding initiatives
                    •Changing norms
Flickr: Hopkinsii                           & ASSOCIATES © 2009
Capacity Builders

                    Mission    Programs     Management



                                Financial   Administrative
               Governance
                               Resources     Resources



                              Volunteers
Flickr: petersetevens                                & ASSOCIATES © 2009
Hallmarks of Performance


                        Organizational     Financial
                        Effectiveness      Stability


                                   Program
                                  Quality and
                                   Growth

Flickr: petersetevens                                  & ASSOCIATES © 2009
Steps to Volunteer
                        Engagement

            Capacity Building      Using Critical
                                Intervention Points
        • Understanding         • Mapping the
          Boomers                 initiative
        • Assessment            • Creating
        • Building the case       opportunities



Flickr: Chewy Chua                            & ASSOCIATES © 2009
Steps to Volunteer
                          Engagement
                      Designing
                                    Agreement and
                      Powerful
                                       Support
                     Engagement
        • Cultivation and         • Creating the
          networking                collaboration
        • Interviewing and        • Nurturing the
          vetting                   relationship



Flickr: Chewy Chua                              & ASSOCIATES © 2009
New Staff Roles




Flickr: thinkpanama

                                        & ASSOCIATES © 2009
Communication
             •Articulate engagement
             •Facilitate agreements
             •Negotiate outcomes

Flickr: thinkpanama

                                      & ASSOCIATES © 2009
Actions
            • Create inviting work
              environments
            • Prioritize volunteer efforts
            • Vet for skills and interests
            • Convene and launch teams
            • Collaborate for results
Flickr: thinkpanama

                                         & ASSOCIATES © 2009
Results
             • Cultivate volunteer
               leaders
             • Build individual capacity
             • Increase human and
               financial resources
Flickr: thinkpanama

                                       & ASSOCIATES © 2009
Circles
    of
Influence




Flickr: Pranav Singh   & ASSOCIATES © 2009
Community of Action




Flickr:matt mcgee         & ASSOCIATES © 2009
Community of Action
          Definition: A collaborative group whose members
          align around a shared purpose, and who take action
          toward specific goals through broad participation
          and mutual accountability.

                      The opportunity in a Community of Action is
                        to enlist volunteers and stakeholders
                          as co-producers and co-creators.
                              Adapted from Terms of Engagement by Richard Axelrod




                    A Community of Action is a vehicle to help volunteers move
                               toward achieving strategic goals.

Flickr:matt mcgee                                                                   & ASSOCIATES © 2009
Self Directed Teams


Identify scope

Develop and lead the team

Generate solutions

Build capacity

Evaluate results


                             & ASSOCIATES © 2009
                                  Flickr: llawliet
Characteristics of Self-Directed Teams



                Shared    Collaborative   Community
               Workload   Governance       Identity



                     Alignment     Evaluation




Flickr: BAIA                                    & ASSOCIATES © 2009
Sustaining Self-Directed Teams




    Communication               Training        Resources



                                         Quality
                   Evaluation
                                       Improvement




Flickr: BAIA                                         & ASSOCIATES © 2009
The future is not some place we are going to, but
   one we are creating. The paths are not to be
 found, but made, and the activity of making them
   changes both the maker and the destination.
Flickr: gigi62       John Schaar          & ASSOCIATES © 2009
Thank You!

Volunteerism is the voice of the people
put into action. These actions shape and
mold the present into a future of which we
can all be proud. --Helen Dyer




                                  & ASSOCIATES © 2009

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Volunteer Asset In The Uncertain Economy

  • 1. The Volunteer Asset in an Uncertain Economy Denver DOVIA – Advanced Practitioners Symposium May 27, 2009 & ASSOCIATES © 2009
  • 2. Challenging Times Flickr: Hopkinsii & ASSOCIATES © 2009
  • 3. Trends and Issues The Impact on Economy Nonprofits Flickr: Hopkinsii & ASSOCIATES © 2009
  • 4. Trends and The Good Issues The Bad The Ugly Flickr: Hopkinsii & ASSOCIATES © 2009
  • 5. Headlines Tell the Story Bay Area Nonprofits Brace for 2010 Armageddon Minnesota Nonprofits Slash Staff and Budgets Charities Scramble as Donations Fall New Poor Overwhelm Nonprofits & ASSOCIATES © 2009
  • 7. The Bad – But Not Worse – News Foundation Giving Corporate Philanthropy Individual Gifts Flickr: Hopkinsii & ASSOCIATES © 2009
  • 8. There is Good News Flicker: RR and Camera & ASSOCIATES © 2009
  • 9. Giving Back Flickr: Strevo & ASSOCIATES © 2009
  • 11. Retirement Postponed Flickr: eren erdo gan & ASSOCIATES © 2009
  • 12. Disconnect in the Staff-Driven Model Flickr: bondidwhat & ASSOCIATES © 2009
  • 13. The Obama Factor Flicker: jurvetson & ASSOCIATES © 2009
  • 14. Serve America Act The Serve America Act is about “connecting deeds to needs.” President Barack Obama M. T. Harmon Office of Public Affairs & ASSOCIATES © 2009
  • 15. Expand Corporation for National and Community Service Engage Retiring Americans in Service on a Large Scale Expand the Peace Corps Expand Service Learning in High Schools and Colleges & ASSOCIATES © 2009
  • 16. ―A social revolution – possibly as important as the one led by Boomers in the 1960s – will occur if nonprofits strategically engage Boomers in high- impact collaborations that build a nonprofit’s capacity to fulfill its vision and mission… Boomers will lead the way to a new era.‖ — Page 18 Chapter 1 Understanding the World of Boomers Flickr: aussiegal & ASSOCIATES © 2009
  • 17. Trends and Issues Time Collaboration Technology Generational Results Culture Shift Shift Focused Flickr: Hopkinsii & ASSOCIATES © 2009
  • 18. Everyone is bowling alone Flickr: Theorris & ASSOCIATES © 2009
  • 19. Flickr: scooterroo2002 Boomers and the generations that follow Source: Business’s Social Contract: Capturing the Corporate Philanthropy Opportunity, Committee Encouraging Corporate & ASSOCIATES © 2009 Philanthropy, based on research by McKinsey & Company
  • 20. ―It takes more than a few new strategies and examples to engage Boomers as volunteers. It takes reimagining the role of volunteers in an organization and the possible results of involving volunteers in every aspect of operations.‖ — Page 22 Chapter 1 Understanding the World of Boomers Flickr: sean dreilinger & ASSOCIATES © 2009
  • 21. Imagine a world in which your nonprofit organization has all the resources it needs to: Deliver Serve more Strengthen more clients its staff programs Spread your Increase message financial more widely stability — Page 9 Chapter 1 Understanding the World of Boomers & ASSOCIATES © 2009
  • 22. Foundation Community Capacity building and building abundance Skills based Strategic and and impactful critical Collaborative Flickr: pshutterbug & ASSOCIATES © 2009
  • 23. Boomer Savvy Organizations Mandate from the top; cultivate from within Authentic volunteer leadership Career paths for volunteer talent Culture of innovation and flexibility Embrace collaboration as a way of doing business & ASSOCIATES © 2009 Flickr: lindsey_lissau
  • 24. Don’t do it. Get it done. & ASSOCIATES © 2009
  • 25. Changing the Volunteer Management Paradigm Volunteer Volunteer Management Engagement & ASSOCIATES © lumaxart Flickr: 2009
  • 26. A New Pardigm Management Engagement Recruitment Cultivation and Networking Placement Negotiation and Agreement Supervision Support & ASSOCIATES © lumaxart Flickr: 2009
  • 27. A New Pardigm Management Engagement Review Measurement Recognition Acknowledgment Retention Sustainability & ASSOCIATES © lumaxart Flickr: 2009
  • 28. Transitions • Recognize, honor, and be done with the past Letting Go • Sadness, grieving, feeling overwhelmed, and fear • Experiment and innovate Neutral • Chaotic, exciting, uncomfortable, nerve-wracking • Group recognizes what worked and what didn’t Assessment • Group commits to implementation plans • Change happens! Change Managing Transitions: Making the Most of Change, by William Bridges & ASSOCIATES © 2009
  • 29. The Tipping Point Mavens Connectors Salespeople Stickiness Context Factor Matters The Tipping Point by Malcolm Gladwell Flickr: your mistakes are your style & ASSOCIATES © 2009
  • 30. 21st Century Strategies Community Capacity Building Building Asset-based Community Social Development Entrepreneurship (ABCD) Flicker: voj & ASSOCIATES © 2009
  • 31. Leadership • Motivating teams • Executing the right things • Focusing on organizational vision Flickr: Hopkinsii & ASSOCIATES © 2009
  • 32. Entrepreneurship •Envisioning possibilities •Founding initiatives •Changing norms Flickr: Hopkinsii & ASSOCIATES © 2009
  • 33. Capacity Builders Mission Programs Management Financial Administrative Governance Resources Resources Volunteers Flickr: petersetevens & ASSOCIATES © 2009
  • 34. Hallmarks of Performance Organizational Financial Effectiveness Stability Program Quality and Growth Flickr: petersetevens & ASSOCIATES © 2009
  • 35. Steps to Volunteer Engagement Capacity Building Using Critical Intervention Points • Understanding • Mapping the Boomers initiative • Assessment • Creating • Building the case opportunities Flickr: Chewy Chua & ASSOCIATES © 2009
  • 36. Steps to Volunteer Engagement Designing Agreement and Powerful Support Engagement • Cultivation and • Creating the networking collaboration • Interviewing and • Nurturing the vetting relationship Flickr: Chewy Chua & ASSOCIATES © 2009
  • 37. New Staff Roles Flickr: thinkpanama & ASSOCIATES © 2009
  • 38. Communication •Articulate engagement •Facilitate agreements •Negotiate outcomes Flickr: thinkpanama & ASSOCIATES © 2009
  • 39. Actions • Create inviting work environments • Prioritize volunteer efforts • Vet for skills and interests • Convene and launch teams • Collaborate for results Flickr: thinkpanama & ASSOCIATES © 2009
  • 40. Results • Cultivate volunteer leaders • Build individual capacity • Increase human and financial resources Flickr: thinkpanama & ASSOCIATES © 2009
  • 41. Circles of Influence Flickr: Pranav Singh & ASSOCIATES © 2009
  • 42. Community of Action Flickr:matt mcgee & ASSOCIATES © 2009
  • 43. Community of Action Definition: A collaborative group whose members align around a shared purpose, and who take action toward specific goals through broad participation and mutual accountability. The opportunity in a Community of Action is to enlist volunteers and stakeholders as co-producers and co-creators. Adapted from Terms of Engagement by Richard Axelrod A Community of Action is a vehicle to help volunteers move toward achieving strategic goals. Flickr:matt mcgee & ASSOCIATES © 2009
  • 44. Self Directed Teams Identify scope Develop and lead the team Generate solutions Build capacity Evaluate results & ASSOCIATES © 2009 Flickr: llawliet
  • 45. Characteristics of Self-Directed Teams Shared Collaborative Community Workload Governance Identity Alignment Evaluation Flickr: BAIA & ASSOCIATES © 2009
  • 46. Sustaining Self-Directed Teams Communication Training Resources Quality Evaluation Improvement Flickr: BAIA & ASSOCIATES © 2009
  • 47. The future is not some place we are going to, but one we are creating. The paths are not to be found, but made, and the activity of making them changes both the maker and the destination. Flickr: gigi62 John Schaar & ASSOCIATES © 2009
  • 48. Thank You! Volunteerism is the voice of the people put into action. These actions shape and mold the present into a future of which we can all be proud. --Helen Dyer & ASSOCIATES © 2009