Skills-Based Volunteerism (SBV) is becoming a key strategy that companies across the nation are using to deepen their engagement with communities while building the skills and talents of their employees. Join Common Impact and Fidelity Investments to learn how companies create, grow and evaluate skills-based volunteer programs that fit their culture, core business, and community strategies. Common Impact will share the different models companies can use to approach SBV, the barriers they face, and the tools and resources available to help overcome them. Common Impact’s long-time partner, Fidelity Investments, will share how SBV helps the company to achieve its community engagement goals. This webinar will help both companies and individuals unlock the power of strategic cross-sector partnerships and skills-based service in the areas where you live and work. Danielle Holly Executive Director, Common Impact Danielle Holly serves as the Executive Director at Common Impact, an organization building stronger communities by facilitating collaborations between global companies and locally focused nonprofits. She works closely with Common Impact's corporate partners to develop strategic community partnerships, develop employees' talents, and help them to achieve both their business and community impact goals. Danielle is considered one of the leading experts on skills-based volunteerism and has helped numerous corporations and nonprofits navigate the new era in skills-based volunteering. Laura (Hudson) Hamre Senior Director, Community Relations, Fidelity Investments A 7-year veteran of Fidelity Investments, Laura Hudson Hamre serves as Senior Director, Community Relations supporting 11 regions across the United States. Ms. Hamre crafts strategy in support of national community outreach efforts engaging employee volunteers. Her role also includes managing the firm’s relationship with HandsOn Network and overseeing the signature School Transformation Days.

1. Skills-Based Volunteerism as a
Corporate Strategy:
How to Build an Effective and Impactful Skills-Based Program
Laura Hudson Hamre
Sr. Director, Community Relations
Fidelity Investments
Danielle Holly
Executive Director
Common Impact
Panelists: Facilitator:
Vicky Hush
Vice President
Client Services & Strategic Partnerships
VolunteerMatch
October 10, 2013
Marisa Costello
Director, Talent Management
Fidelity Investments

2. How To Ask Questions
• Type questions into the box on the
right side of the your screen
• Submit via Twitter to
@VM_Solutions using “#VMbpn”
• We will pose questions at the end of
the presentation
• A copy of the sides will be circulated
after the event
2

3. Panelists
3
Skills-Based Volunteerism as a
Corporate Strategy:
How to Build an Effective and Impactful Skills-Based Program
Laura Hudson Hamre
Sr. Director, Community Relations
Fidelity Investments
Danielle Holly
Executive Director
Common Impact
Marisa Costello
Director, Talent Management
Fidelity Investments

4. Common Impact http://www.commonimpact.org/
What will we cover today?
 Introduction to Skills-Based Volunteering (SBV)
 The Business Case for SBV
 SBV as Strategic Investment: Fidelity Investments
 Resources and Tools
 Question and Answer
4

5. Common Impact http://www.commonimpact.org/
The Corporate Mandate
Has Changed
5

6. Common Impact http://www.commonimpact.org/ 6
A Targeted Effort
Skills-Based Volunteering aligns the unique talents of an
individual to the nonprofit challenge they are best
positioned to address.
In 2011, 64.3 million Americans volunteered 7.9 billion hours
worth $171 billion.*
*Corporation for National and Community Service. “Research Brief: Volunteering in America Research Highlights” (2012).
The Result: The value of volunteer time is magnified up to 7 times

7. Common Impact http://www.commonimpact.org/
What’s in it for…
7
…Companies? …Volunteers? …Nonprofits?
 Create deeper relationships
with community partners
 Provide resources to
nonprofits despite
winnowing philanthropic
budgets
 Develop the functional,
professional and workplace
skills of its people
 Create strong, long term
relationships with nonprofit
partners
 Provide greater value in
less time
 Develop professional skills
critical to both sectors –
innovation, collaboration,
customer-focus, problem-
solving
 Build organizational
infrastructure
 Conduct strategic and
business planning
 Inject a fresh perspective
into strategy and
operations
 Cultivate deeper
partnerships with
individual and corporate
supporters

8. Common Impact http://www.commonimpact.org/ 8
*Deloitte Development LLC, Volunteer IMPACT Survey 2013
(Sample size 505, including 202 HR Executives, 202 College Seniors, 101 US Armed Forces within discharge in upcoming year)

9. Common Impact http://www.commonimpact.org/ 9
*Deloitte Development LLC, Volunteer IMPACT Survey 2013
(Sample size 505, including 202 HR Executives, 202 College Seniors, 101 US Armed Forces within discharge in upcoming year)

10. Common Impact http://www.commonimpact.org/ 10
*True Impact, 2010 (Sample size 30K+)

11. Common Impact http://www.commonimpact.org/
From the Skills-Based
Volunteers
11
95% had a relevant professional development
experience
94% had a greater appreciation for corporate resources
92% feel more inclined to recommend their company
as a great place to work
96% say participation positively influenced their interest
in volunteering
96% met new colleagues on their project
81% of employees saw improved interpersonal skills
Common Impact Skills-Based Volunteer Survey Results, 2000 - 2012

12. Common Impact http://www.commonimpact.org/
More companies than ever
are engaged
12
More than 500 national corporations are expanding their pro
bono program offerings to nonprofit organizations

13. Common Impact © 2008 Common Impact. All Rights Reserved. 13
Designing a
Skills-Based Volunteer Program

14. Common Impact http://www.commonimpact.org/
Common Impact
14
Building stronger communities by facilitating collaborations
between companies and nonprofits. The result: substantial,
quantifiable value to both sectors, translating into stronger,
healthier communities.
Completed 350+
engagements
$8MM in
community
investment
90,000+ pro
bono hours

15. Common Impact http://www.commonimpact.org/
Strategy Group
• Design & Develop
Corporate
Citizenship and
Skills-Based
Volunteer Programs
• Convene and
Facilitate Cross-
Sector Consortiums
Program
Management
• Assess Nonprofits
• Scope projects
• Orient teams
• Manage projects
• Evaluate success
Training Lab
• Skills-Based
Volunteering and
Nonprofit Capacity
Building Research
• Training and Tool
Development
Common Impact Services
15

16. Common Impact http://www.commonimpact.org/
Designing the Program
16
 Create an impact on the
community
 Pure gift to the community
 Employee engagement
strategy
 Talent development driver
 Team building experience
 Brand builder
 Tool for building cross
cultural awareness
 Team Size
 Team Composition
 Project Scope
 Scope Definition
 Nonprofit Mission
 Nonprofits served per team
 Number of nonprofits
impacted
 Engagement Format, Length
PROGRAM GOALS PROGRAM LEVERS

17. Common Impact http://www.commonimpact.org/
Core Business
Employee
Skill Sets
Building the Program
17
Markets
Customers
Competitive
advantage
Employee Engagement
Mandate
Tailored
SBV
Program
Goals for
Employee
Engagement;
Alignment with
overarching
community and
philanthropic
activities
Resident skill
sets
(functional, s
oft, industry
expertise)
that enable
successful
business

18. Common Impact http://www.commonimpact.org/
Program Models
 Consulting Projects
– Consulting-style projects that address a specific organizational
challenge
 Executive Mentoring
– A corporate executive paired with a senior nonprofit leader to provide
strategic guidance on an organizational challenge
 Loaned Executive / Sabbatical
– Long term (typically 6 months – 1 year) of a corporate executive
 Done-in-a-Day
– Clinics or trainings on a broad subject area (i.e. the basics of financial
management or IT cloud platforms)
– Scope-a-thons or Hack-a-thons with multiple individuals with a specific
background supporting multiple organizations
18

19. Common Impact http://www.commonimpact.org/ 19
Meet the People
Millennials
• New to workforce
• Eager for challenges that
showcase ability
Emerging Talent
• Up-and-coming leaders
• Need applied leadership
development opportunity
Senior Leaders
• Deep functional and
leadership expertise
• Interested in applying
skills in a new environment
An SBV Solution
Cross-hierarchy teams to
sharpen functional &
adaptive skills
An SBV Solution
Peer-based team projects
for soft-skill development
An SBV Solution
One on one mentoring for
a fresh experience

20. Common Impact © 2008 Common Impact. All Rights Reserved. 20
A Strategic Approach
to Community Engagement

21. Common Impact http://www.commonimpact.org/
The Challenge We Are
Addressing
Only 27% of young adults know basic financial
concepts such as interest rates, inflation and risk
diversification.
Low quality K-12 education =
Low financial literacy
Low financial literacy leads to…
…less financial security

22. Common Impact http://www.commonimpact.org/
A Two-Part Approach
The foundation begins with the
basics – a quality, core education
delivered in an environment that
helps students thrive.
It is enhanced by
creating
opportunities for
students and their
families to learn
financial basics.
1
2

23. Common Impact http://www.commonimpact.org/
3
21SUPPORT
A CAUSE
ONE AND
DONE
MENTOR/
TUTOR A
STUDENT
4BRING
YOUR
SKILLS
TO THE COMMUNITY
Getting Involved

24. Common Impact http://www.commonimpact.org/
In 2013…
More than employees have
An Active and Engaged
Workforce
4,400
20,000 hours.volunteered more than

25. Common Impact © 2008 Common Impact. All Rights Reserved.
 Fidelity Investments and Common Impact have partnered on building
skills-based volunteer programs since 2004.
 Nearly 275 Fidelity associates have completed 67 projects.
 Projects span many Fidelity business units and locations including Boston,
Merrimack, NYC, Raleigh, Covington, and Westlake.
 Fidelity engagements have spanned multiple business units, including
Community Relations, Technology, and Finance.
 Common Impact and Fidelity‟s Community Relations leaders work closely
together to align Common Impact projects with Fidelity‟s philanthropic
efforts in the community
 Dollars invested in the community through skills-based volunteerism is
valued at more than $3 million.
25
“I feel that Fidelity made a real difference by allowing employees to
use their talents through Common Impact for the better”
Fidelity’s Leadership in
Skills-Based Volunteerism

26. Common Impact © 2008 Common Impact. All Rights Reserved.
A National Approach
Regions include all Fidelity sites, remote offices and branches within the region.
Texas Region
4
Mid West Region
2
Southeastern Region
4
NY/NJ Region
2
New England
Region
55

27. Common Impact © 2008 Common Impact. All Rights Reserved. 27
Developing Talent through
Skills-Based Volunteering

28. Common Impact © 2008 Common Impact. All Rights Reserved. 28
Workplace Investing’s Approach
Emerging Talent
• Up-and-coming leaders
• Experiential leadership
development opportunity
Target Population
Cross-Functional Teams
• Mix of functional expertise to reinforce
holistic end-to-end approach to business
challenges
• Executive Champion and assigned coach
to provide access and exposure to
seasoned leadership expertise
• 4 months with associates each contributing
up to 10 hours / week
Strategic and Business
Planning
• Development of a key
strategy, program or business
case
• Matched with senior level
nonprofit executives and
Board of Directors
Structure Nonprofit Challenge

29. Common Impact © 2008 Common Impact. All Rights Reserved.
Workplace Investing
Objectives
 Effectively build relationships, further enhance collaboration and
influence skills by bringing a group of highly passionate people
together to quickly solve a challenging business problem
 Build and enhance business case development, customer focus
and program execution skills during real time application
 Strengthen complex problem solving skills and innovation
capabilities through accelerated resolution of a real business
challenge
 Enhance executive communication skills via presentation
opportunities throughout project duration and via end of project
presentation
 Expand network of internal and external colleagues and contacts and
increase visibility to Fidelity leaders
29

30. Common Impact © 2008 Common Impact. All Rights Reserved.
Workplace Investing
Results
 Unique experiential learning and leadership
development opportunity for 59 of Fidelity‟s
strongest talent and future company leaders
 Associates, managers and Fidelity all benefit from
associate participation and results achieved via the
key program objectives
 A community investment valued at $835,000, with
tangible, long term strategic impact
30

31. Common Impact © 2008 Common Impact. All Rights Reserved.
Quotes from the
Non-Profits
31
“ I knew we had a great team from working
with you on the calls and meetings and the
questions that you posed. Yesterday I realized
we had a dream team. Your work provides
the foundation we need to make our dream
for the future a reality. It was a pleasure and
honor to work with all of you on this project.”
“The group did a tremendous job. It was clear
they had devoted themselves to understanding
the product we provide, had done deep research
into internal processes and systems and had
completed a tremendous amount of extended
community research. Their recommendations
were thorough, tiered from easy to
difficult, and very frank. They were well
received by the Board and, more importantly, by
the staff”
“The Fidelity team brought not only validation
to our vision but also more strategic thinking
and recommendations which will allow us
to be more successful than planned. As
business oriented as this is, you should all lay
your heads on the pillow tonight knowing you
are helping little kids lives through your
recommendations”
“We are really impressed with the work, the
outcome and the level and depth you were
able to go and degree you understand our
industry, our competitive position and the
challenges we face…we have high level
praise for what you’ve done”
Executive Director, 2013
Arts Organization
Project Manager, 2012
Women‟s Leadership Organization
Board Member, 2013
Senior Services Organization
Executive Director, 2012
Early Childhood Education Organization

32. Common Impact http://www.commonimpact.org/
Case Study:
Educational First Steps
32
Team reported development in:
Collaboration, Customer
Focus, Problem Solving, Change
Management, Vision.
Associate Team Composition:
Cross-functional team of 8
emerging leaders
Market Value of Contribution:
$100,000+
Refining the operations model of Educational First Steps
core business for broader impact
Community Partner: Educational First Steps
helps children who are most at risk of not
receiving a sound educational and emotional
foundation in the early childhood years deemed
most critical by education and neurological
experts.
Project Challenge: Reduce lifecycle of the
accreditation process of EFS‟ core
program, Four Steps to Excellence, to allow its
small staff to reach a larger number of child
care centers and, thus, many more children.
Project Result: The skills-based volunteer
team reduced the accreditation process from
60+ months to 40 months, allowing staff to
reach 33% more centers.

33. Common Impact http://www.commonimpact.org/
Case Study:
Symphony New Hampshire
33
“With a nonprofit as my client, I had an
opportunity that I couldn’t have had
internally – to solve problems with limited
resources, think creatively, innovate, and
to manage a team of my peers.”
Individual Contribution: $19,375
The Project Challenge: Build a business
plan to expand the reach and impact of an
arts organization from its current local
community to state-wide
Project Team: Cross-functional emerging
leaders
(IT, Finance, Strategy, Operations, Product
Management)
Dave’s Responsibilities: Project
management, project plan
development, team role definition, client
communication
Professional Development:
• Collaboration and Influence
• Customer Focus
• Complex Problem Solving & Innovation
• Executive Communication
• Network and Visibility
David Conley

34. Common Impact http://www.commonimpact.org/
Resources
34
Readiness Roadmap
Step-by-step roadmap to SBV for nonprofits
www.readinessroadmap.org
Measuring the Results: The Business Case for SBV
A framework and case studies
http://www.commonimpact.org/pdf/Report_3.pdf
Skills-Based Volunteering 101 Handbook
A guide to project readiness
http://www.commonimpact.org/pdf/Skilled-Volunteering_101_Handbook.pdf
Volunteerism ROI Tracker
A guide to benchmarking the social and business value of volunteerism
http://www.trueimpact.com/volunteerism-roi-tracker/
Skills-Based Volunteering 101 E-Course
An interactive overview of SBV for companies and nonprofits
http://interactive.apollogrp.edu/sites/HandsOnNetwork/Skills-
basedVolunteering/Training/introduction_introduction_1.html

35. Common Impact © 2008 Common Impact. All Rights Reserved. 35
Thank You!

36. Q&A
36
• Type questions into the box on the
right side of the your screen
• Submit via Twitter to
@VM_Solutions using “#VMbpn”

37. Stay Informed
Blog:
www.VolunteeringIsCSR.org
Twitter:
@VM_Solutions
Newsletter:
Monthly „Good Companies‟
newsletter - Sign up on the
blog!
37

38. Save the Date – November 13th
38
From Productivity to Purpose – How Worker Well-Being Increases Your
Bottom Line
Wednesday
November 13th, 2013
11 a.m. – 12 p.m. PT (2-3 p.m. ET)
Register here:
https://www1.gotomeeting.com/register/334599920
Featuring:
John Havens
Founder
The H(app)athon Project
and…
Arthur Woods
Co-Founder
Imperative