Executive Service Corps Executive Service Corps Consulting Program Consulting Program

Presented byPresented byEdward T. Gray, MSW, MSEdward T. Gray, MSW, MSSenior Volunteer ServicesSenior Volunteer Services

RSVP of BrowardRSVP of BrowardAndAnd

Claire Jargiello, BEACON ConsultantClaire Jargiello, BEACON Consultant

The Project Director’s The Project Director’s Perspective: Getting StartedPerspective: Getting Started

• The history: in a capsuleThe history: in a capsule• First develop the mission for your First develop the mission for your

organizationorganization• Is there a need for consulting services Is there a need for consulting services

in your nonprofit market?in your nonprofit market?• Will this type of service be accepted by Will this type of service be accepted by

the community?the community?• Research and do the homework first…Research and do the homework first…

Additional Items To Additional Items To ConsiderConsider• Is there a pool of competent Is there a pool of competent

executive level consultants in your executive level consultants in your community?community?

• What type of support services will you What type of support services will you offer your clients?offer your clients?

• What type of nonprofit organizations What type of nonprofit organizations will you offer the services to?will you offer the services to?

• Do you have outside funding sources Do you have outside funding sources to tap into for capacity building?to tap into for capacity building?

InfrastructureInfrastructure

• Recruitment of Volunteers to assist in Recruitment of Volunteers to assist in the creation of processes and the creation of processes and procedures (don’t go it alone)procedures (don’t go it alone)

• Build a Business Plan/Strategic PlanBuild a Business Plan/Strategic Plan

• Develop a Consultant Manual Develop a Consultant Manual (contains all forms, documents, etc.)(contains all forms, documents, etc.)

• Create a Consultant orientation Create a Consultant orientation processprocess

The Volunteer’s PerspectiveThe Volunteer’s Perspective

• ABLE TO USE YEARS OF EXPERIENCE IN ABLE TO USE YEARS OF EXPERIENCE IN BUSINESS WORLD TO SERVE THE BUSINESS WORLD TO SERVE THE COMMUNITY.COMMUNITY.

• WORK DONE WITH NP’S GREATLY WORK DONE WITH NP’S GREATLY APPRECIATED; PROVIDES GREAT PERSONAL APPRECIATED; PROVIDES GREAT PERSONAL SATISFACTION.SATISFACTION.

• KEEPS ME INVOLVED IN BUSINESS PRACTICES, KEEPS ME INVOLVED IN BUSINESS PRACTICES, PROBLEM SOLVING, RESEARCH, AND TEAM PROBLEM SOLVING, RESEARCH, AND TEAM BUILDING. GREAT ‘BRAIN’ STIMULATION AND BUILDING. GREAT ‘BRAIN’ STIMULATION AND PERSONAL GROWTH.PERSONAL GROWTH.

• ABLE TO HELP NUMEROUS NONPROFITS IN ABLE TO HELP NUMEROUS NONPROFITS IN THE COMMUNITY. THE COMMUNITY.

Volunteer’s Perspective Volunteer’s Perspective ContinuedContinued• PROVIDES OPPORTUNITY TO LEARN ABOUT PROVIDES OPPORTUNITY TO LEARN ABOUT

THE NONPROFIT. WORLD, THE DIFFERENT THE NONPROFIT. WORLD, THE DIFFERENT AGENCIES AND SERVICES AVAILABLE, IN AGENCIES AND SERVICES AVAILABLE, IN ADDITION TO ‘ARTS & CULTURE’.ADDITION TO ‘ARTS & CULTURE’.

• AGENCIES BECOME MORE EFFECTIVE AND AGENCIES BECOME MORE EFFECTIVE AND EFFICIENT AS A RESULT OF MY WORK EFFICIENT AS A RESULT OF MY WORK WITH THEM. WITH THEM.

• ALLOWS ME TO LEARN MORE ABOUT THE ALLOWS ME TO LEARN MORE ABOUT THE COMMUNITY I WORK IN AND MEET COMMUNITY I WORK IN AND MEET AMAZING PEOPLE.AMAZING PEOPLE.

DO YOU WANT TO UNLOCK DO YOU WANT TO UNLOCK THE POTENTIAL IN YOUR THE POTENTIAL IN YOUR

ORGANIZATIONORGANIZATION

BEACONBEACONBroward Executive Alliance – Consultants to NonprofitsBroward Executive Alliance – Consultants to Nonprofits

Can Help You Do ItCan Help You Do ItA program ofA program of

INTRODUCTIONINTRODUCTION

• BEACON is the management consulting arm BEACON is the management consulting arm of Senior Volunteer Services, Inc.of Senior Volunteer Services, Inc.

• BEACON is a member of Executive Service BEACON is a member of Executive Service Corps Affiliate Network (ESCAN).Corps Affiliate Network (ESCAN).

• BEACON is an association of successful BEACON is an association of successful executives offering free consulting services executives offering free consulting services to the nonprofit community. to the nonprofit community.

• BEACON consultants have extensive real BEACON consultants have extensive real world experience and are qualified to help world experience and are qualified to help you and your organization meet the you and your organization meet the challenges of managing and growing a challenges of managing and growing a successful nonprofit business in today’s successful nonprofit business in today’s challenging environment. challenging environment.

OUR MISSIONOUR MISSION

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

QUALIFIED VOLUNTEER CONSULTANTSQUALIFIED VOLUNTEER CONSULTANTS

• BEACON carefully screens consultants BEACON carefully screens consultants to ensure that they have the talent to ensure that they have the talent and professionalism needed to make and professionalism needed to make meaningful contributions.meaningful contributions.

• Consultants participate in training to Consultants participate in training to fully understand the role of being a fully understand the role of being a consultant.consultant.

• Consultants work conforms to specific Consultants work conforms to specific professional standards established by professional standards established by BEACON.BEACON.

BEACON’S BEACON’S PRINCIPLES AND STANDARDSPRINCIPLES AND STANDARDS

• Will provide services that meet professional Will provide services that meet professional standards.standards.

• Will only take on assignments that it is Will only take on assignments that it is qualified to handle.qualified to handle.

• Will avoid conflict of interest situations.Will avoid conflict of interest situations.

• Will only make recommendations relevant to Will only make recommendations relevant to the assignment.the assignment.

• Will not accept fees/honoraria for services.Will not accept fees/honoraria for services.

• Will keep all client information confidential.Will keep all client information confidential.

THE CHALLENGETHE CHALLENGE

Nonprofit organizations face a challenge. Nonprofit organizations face a challenge. Now more than ever the community requires Now more than ever the community requires sound management of these agencies. The sound management of these agencies. The demands on their boards and management demands on their boards and management personnel have become intense, particularly personnel have become intense, particularly in the following areas:in the following areas:– Pressure to deliver more services to more Pressure to deliver more services to more

people.people.– Greater expectations for effectiveness and Greater expectations for effectiveness and

efficiency.efficiency.– Demonstration of measurable results.Demonstration of measurable results.– Increased competition for funding.Increased competition for funding.

HOW CAN BEACON HELP HOW CAN BEACON HELP YOU BE SUCCESSFUL YOU BE SUCCESSFUL

• Provide a fresh, independent point of Provide a fresh, independent point of view.view.

• Define the issues with your Define the issues with your assistance and be straightforward assistance and be straightforward with the solutions.with the solutions.

• Guide you in improving the Guide you in improving the performance of your organization.performance of your organization.

SERVICES BEACON OFFERSSERVICES BEACON OFFERS

The BEACON team provides The BEACON team provides freefree consultation services that address a consultation services that address a variety of management issues variety of management issues including:including:

Board DevelopmentBoard DevelopmentExecutive ManagementExecutive ManagementFinancial ManagementFinancial ManagementHuman ResourcesHuman ResourcesIT ManagementIT ManagementMarketingMarketingOrganizational AssessmentOrganizational AssessmentOperational Systems & ProceduresOperational Systems & ProceduresPublic Relations & CommunicationsPublic Relations & CommunicationsStrategic PlanningStrategic Planning

HOW THE CONSULTING PROCESS HOW THE CONSULTING PROCESS WORKSWORKS

• Client sends a request to BEACON that Client sends a request to BEACON that outlines areas to be reviewed.outlines areas to be reviewed.

• BEACON appoints lead and associate BEACON appoints lead and associate consultants with the appropriate skill level consultants with the appropriate skill level for the assignment.for the assignment.

• BEACON performs a client needs assessment.BEACON performs a client needs assessment.• BEACON develops a consulting agreement BEACON develops a consulting agreement

based on the results of the needs based on the results of the needs assessment.assessment.

• BEACON and the client work together to BEACON and the client work together to build a work plan.build a work plan.

• BEACON and client work together until BEACON and client work together until conclusion of the project.conclusion of the project.

ILLUSTRATIVE PROJECTSILLUSTRATIVE PROJECTS

• AN ORGANIZATION SERVING THE HARD OF AN ORGANIZATION SERVING THE HARD OF HEARINGHEARING

For a newly appointed Executive Director, For a newly appointed Executive Director, BEACON consultants facilitated development of BEACON consultants facilitated development of a 1-3 year Business Plan to provide a roadmap a 1-3 year Business Plan to provide a roadmap for action.for action.

• AN ORGANIZATION PROVIDING COMPREHENSIVE AN ORGANIZATION PROVIDING COMPREHENSIVE SERVICES TO FAMILES IN NEEDSERVICES TO FAMILES IN NEED

This agency sought our assistance to help This agency sought our assistance to help develop a marketing plan for a case develop a marketing plan for a case management service to elderly persons that was management service to elderly persons that was not meeting its goals.not meeting its goals.

TESTIMONIALSTESTIMONIALS

“ “Thanks to BEACON, our Board of Thanks to BEACON, our Board of Directors was able to more effectively Directors was able to more effectively walk through the strategic planning walk through the strategic planning process, plan and implement new ideas. process, plan and implement new ideas. BEACON consultants were very BEACON consultants were very knowledgeable and supportive during the knowledgeable and supportive during the process and helped us to be more clear process and helped us to be more clear about our future, goals and objectives.”about our future, goals and objectives.”

Georgia Modreck, Executive DirectorGeorgia Modreck, Executive DirectorHealth Mothers-Healthy Babies Coalition of Health Mothers-Healthy Babies Coalition of

Broward CountyBroward County

TESTIMONIALS…TESTIMONIALS…CONTINUEDCONTINUED

“ “The business experience and The business experience and facilitation expertise of the BEACON facilitation expertise of the BEACON representatives was a tremendous help representatives was a tremendous help in taking a true hard look at our agency in taking a true hard look at our agency and our strengths and weaknesses. and our strengths and weaknesses. Through the assistance of BEACON, Through the assistance of BEACON, Broward CDC has a clear strategic plan Broward CDC has a clear strategic plan with realistic outcomes and with realistic outcomes and expectations.” expectations.”

Nancy Merolla, Executive DirectorNancy Merolla, Executive DirectorBroward Housing SolutionsBroward Housing Solutions

UNLOCK THE DOOR NOW AND GET UNLOCK THE DOOR NOW AND GET THE HELP YOU NEED TO IMPROVE THE HELP YOU NEED TO IMPROVE

YOUR ORGANIZATIONYOUR ORGANIZATION

Call Or EmailCall Or EmailEdward T. Gray, Program DirectorEdward T. Gray, Program Director

To Get The Process StartedTo Get The Process Started

Telephone: (954) 484-7117 Ext. 115Telephone: (954) 484-7117 Ext. 115Email: egray@seniorvolunteerservices.orgEmail: egray@seniorvolunteerservices.org

Accomplishments FY 01-Accomplishments FY 01-presentpresent

• 20 Consultants available20 Consultants available

• 25 Projects in Process25 Projects in Process

• 51 Completed Projects51 Completed Projects

• 109 Projects received total109 Projects received total

• 100% Satisfaction100% Satisfaction

Site/Project PerspectiveSite/Project Perspective

Nancy Merolla, President/CEO Nancy Merolla, President/CEO

Broward Housing SolutionsBroward Housing Solutions

•

SummationSummation

• Resources: Resources: >Retired Executives and Professionals…>Retired Executives and Professionals…

>ESCAN—Tom Young>ESCAN—Tom Young• ““Baby Boomers” are key to your successBaby Boomers” are key to your success• Potential challenges: keeping it fun for these Potential challenges: keeping it fun for these

high level volunteers and recruitment of samehigh level volunteers and recruitment of same• Keep accurate records of outcomes/resultsKeep accurate records of outcomes/results• This is a long term investment and This is a long term investment and

commitment that can effect the nonprofit commitment that can effect the nonprofit sector positively on a large scale, it will take sector positively on a large scale, it will take timetime