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Executive Service Corps Consulting Program
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  1. Executive Service Corps Consulting Program Presented by Edward T. Gray, MSW, MS Senior Volunteer Services RSVP of Broward And Claire Jargiello, BEACON Consultant

  2. The Project Director’s Perspective: Getting Started • The history: in a capsule • First develop the mission for your organization • Is there a need for consulting services in your nonprofit market? • Will this type of service be accepted by the community? • Research and do the homework first…

  3. Additional Items To Consider • Is there a pool of competent executive level consultants in your community? • What type of support services will you offer your clients? • What type of nonprofit organizations will you offer the services to? • Do you have outside funding sources to tap into for capacity building?

  4. Infrastructure • Recruitment of Volunteers to assist in the creation of processes and procedures (don’t go it alone) • Build a Business Plan/Strategic Plan • Develop a Consultant Manual (contains all forms, documents, etc.) • Create a Consultant orientation process

  5. The Volunteer’s Perspective • ABLE TO USE YEARS OF EXPERIENCE IN BUSINESS WORLD TO SERVE THE COMMUNITY. • WORK DONE WITH NP’S GREATLY APPRECIATED; PROVIDES GREAT PERSONAL SATISFACTION. • KEEPS ME INVOLVED IN BUSINESS PRACTICES, PROBLEM SOLVING, RESEARCH, AND TEAM BUILDING. GREAT ‘BRAIN’ STIMULATION AND PERSONAL GROWTH. • ABLE TO HELP NUMEROUS NONPROFITS IN THE COMMUNITY.

  6. Volunteer’s Perspective Continued • PROVIDES OPPORTUNITY TO LEARN ABOUT THE NONPROFIT. WORLD, THE DIFFERENT AGENCIES AND SERVICES AVAILABLE, IN ADDITION TO ‘ARTS & CULTURE’. • AGENCIES BECOME MORE EFFECTIVE AND EFFICIENT AS A RESULT OF MY WORK WITH THEM. • ALLOWS ME TO LEARN MORE ABOUT THE COMMUNITY I WORK IN AND MEET AMAZING PEOPLE.

  7. DO YOU WANT TO UNLOCK THE POTENTIAL IN YOUR ORGANIZATION BEACON Broward Executive Alliance – Consultants to Nonprofits Can Help You Do It A program of

  8. INTRODUCTION • BEACON is the management consulting arm of Senior Volunteer Services, Inc. • BEACON is a member of Executive Service Corps Affiliate Network (ESCAN). • BEACON is an association of successful executives offering free consulting services to the nonprofit community. • BEACON consultants have extensive real world experience and are qualified to help you and your organization meet the challenges of managing and growing a successful nonprofit business in today’s challenging environment.

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

  10. QUALIFIED VOLUNTEER CONSULTANTS • BEACON carefully screens consultants to ensure that they have the talent and professionalism needed to make meaningful contributions. • Consultants participate in training to fully understand the role of being a consultant. • Consultants work conforms to specific professional standards established by BEACON.

  11. BEACON’S PRINCIPLES AND STANDARDS • Will provide services that meet professional standards. • Will only take on assignments that it is qualified to handle. • Will avoid conflict of interest situations. • Will only make recommendations relevant to the assignment. • Will not accept fees/honoraria for services. • Will keep all client information confidential.

  12. THE CHALLENGE Nonprofit organizations face a challenge. Now more than ever the community requires sound management of these agencies. The demands on their boards and management personnel have become intense, particularly in the following areas: • Pressure to deliver more services to more people. • Greater expectations for effectiveness and efficiency. • Demonstration of measurable results. • Increased competition for funding.

  13. HOW CAN BEACON HELP YOU BE SUCCESSFUL • Provide a fresh, independent point of view. • Define the issues with your assistance and be straightforward with the solutions. • Guide you in improving the performance of your organization.

  14. SERVICES BEACON OFFERS The BEACON team provides free consultation services that address a variety of management issues including: • Board Development • Executive Management • Financial Management • Human Resources • IT Management • Marketing • Organizational Assessment • Operational Systems & Procedures • Public Relations & Communications • Strategic Planning

  15. HOW THE CONSULTING PROCESS WORKS • Client sends a request to BEACON that outlines areas to be reviewed. • BEACON appoints lead and associate consultants with the appropriate skill level for the assignment. • BEACON performs a client needs assessment. • BEACON develops a consulting agreement based on the results of the needs assessment. • BEACON and the client work together to build a work plan. • BEACON and client work together until conclusion of the project.

  16. ILLUSTRATIVE PROJECTS • AN ORGANIZATION SERVING THE HARD OF HEARING For a newly appointed Executive Director, BEACON consultants facilitated development of a 1-3 year Business Plan to provide a roadmap for action. • AN ORGANIZATION PROVIDING COMPREHENSIVE SERVICES TO FAMILES IN NEED This agency sought our assistance to help develop a marketing plan for a case management service to elderly persons that was not meeting its goals.

  17. TESTIMONIALS “Thanks to BEACON, our Board of Directors was able to more effectively walk through the strategic planning process, plan and implement new ideas. BEACON consultants were very knowledgeable and supportive during the process and helped us to be more clear about our future, goals and objectives.” Georgia Modreck, Executive Director Health Mothers-Healthy Babies Coalition of Broward County

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

  19. UNLOCK THE DOOR NOW AND GET THE HELP YOU NEED TO IMPROVE YOUR ORGANIZATION Call Or Email Edward T. Gray, Program Director To Get The Process Started Telephone: (954) 484-7117 Ext. 115 Email: egray@seniorvolunteerservices.org

  20. Accomplishments FY 01-present • 20 Consultants available • 25 Projects in Process • 51 Completed Projects • 109 Projects received total • 100% Satisfaction

  21. Site/Project Perspective Nancy Merolla, President/CEO Broward Housing Solutions

  22. Summation • Resources: >Retired Executives and Professionals… >ESCAN—Tom Young • “Baby Boomers” are key to your success • Potential challenges: keeping it fun for these high level volunteers and recruitment of same • Keep accurate records of outcomes/results • This is a long term investment and commitment that can effect the nonprofit sector positively on a large scale, it will take time