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1
Building Resilience & Capacity
through Skilled Volunteering
Land Acknowledgement
We acknowledge that MeaningfulWork is located on unceded
Tsleil-Waututh (səl̓ilwətaɁɬ), Lummi, W̱SÁNEĆ, Katzie, Stó:lō Treaty
Association, and Semiahmoo territory.
2
Housekeeping & Accessibility
● Please say ‘Hi’ in the chat, feel free to introduce yourself/organization
● When we say ‘nonprofit’ we are referring to registered charities, registered
nonprofits, and not-for-profit initiatives
● Feel free to drop questions in the chat.
3
Agenda
I. Our Story & What we Do
II. What is Digital Transformation?
III. How to Engage with Skill-based Volunteering
IV. Next Steps
4
Our Story: MeaningfulWork
● Started February 2020
● Ran a volunteer matching pilot in July
2020
● Built a smart web platform for volunteer
matching & employee engagement
● Launched our service in April 2021
● 150+ Nonprofits, 150+ volunteers,
5+ companies and growing
5
Why MeaningfulWork?
1. It’s Free to join
2. Skilled Volunteer-focused
3. Join a Community
4. End-to-end support &
1:1 workshops
5. Our Mission & Values
6
Supporting Nonprofits from A-Z
Define high-priority
areas of need
Set scope, timelines,
and deliverables
Get the support that
you need
Manage volunteers,
Determine value
Celebrate and
Measure Impact
Worksheet &
Checklist
Templates
Interview
Volunteers
Track
Progress
Impact Stories &
Workshops
MW Advisor
support
7
What are the avenues of engaging with volunteers?
1-2 hours with an expert 2-8 hours weekly over
weeks-months
One time event with a
specific date
Long-term commitment
Strategic Advising Projects
Events Board & Committee Members
Can be taken by teams or individuals
8
What is Digital Transformation?
Marketing
Digital Advertising,
Segmentation,
Websites & Landing
Pages
Human Resources
Virtual offices, engaging
employees, online
Equity, Diversity, and
Inclusion
Operations
New business models,
measure client
experience, online
program delivery
Technical
Infrastructure
Accessing employee,
client, donor data and
insights, cybersecurity
Finance &
Fundraising
New donor channels,
gamification,
cryptocurrency
Impact
measurement &
Communication
Digital storytelling,
measuring progress
and setting KPIs
9
Why Digital Transformation?
● Leads to resilience and flexibility
● Can expand or increase value to your audiences
● Lead to scaling impact at national & global level
But,
● Expensive
● Steep learning curve, hard-to-find talent
● Requires constant building, updating, and
optimizing
10
Achieve transformation through skilled volunteers
What is Skill-based Volunteers?
● Aligning volunteers’ skills & experience
with the task at hand, increasing the value
of volunteers’ time and impact.
● Resource: www.capacitycommons.org
● Can be centered around Knowledge or
Implementation
11
Engaging Skilled Volunteers: 6 Steps for Success
Scope the
opportunity
Prepare your
organization
Source the
volunteer/team
Implement the
project/advising
1 2
3 4
5 6
Evaluate the result Celebrate and Repeat!
Adapted from www.capacitycommons.org
12
Step 1: Prepare your organization
Readiness and high-priority areas
How can we help:
● Call with our team, Worksheet & Checklist
● Complete a Quick Needs Assessment and
receive recommendations
Questions:
● Is there a need for more capacity in my org?
● Do I have the bandwidth to engage with volunteers?
● Is there buy-in from my colleagues?
13
Brainstorming: Operational Perspective
People
Money & Fundraising
Change & Communications
Projects & Programs
Cross-Functional
Collaboration
Strategy & Planning
Growth
Operations & Execution
Data management
Metrics & Reporting
14
Finance Operations Marketing
Fundraising strategy
Budgeting
Accounting
Project Management
Logistical Planning
Social media strategy
Building Content
Communications Guide
Impact Human Resources Technical
Digital storytelling
Setting KPIs
Measuring progress
Hiring Strategy
Engaging People
Website
Data
Technical Projects
Brainstorming: Role Perspective
15
Step 2: Scope the Opportunity
Questions to consider
● What is your organization’s core need?
● What is the project goal?
● What are the phases - interim milestones and
deliverables. How do you define success?
● What is the range of acceptable timelines?
● What roles do you need? How many volunteers,
with what skill-sets, and with how much capacity?
16
Step 2: Scope the Opportunity
How we can help
● Speaking with a member of our team to value,
assess, and map out the project
● Breaking a large project into smaller chunks
suitable for skill-based volunteers
● Posting templates on our site come with
pre-filled phases and milestones for the most
common opportunities
17
Step 3: Sourcing
Options to Find Skilled Volunteers
● Make a posting on your website and
share through social media
● Reach out to companies
● GoVolunteer.ca & Volunteer Centres
● VolunteerMatch, DoSomeGood,
Purposely
● CatchAFire (US)
● MeaningfulWork
18
Step 3: Sourcing
Our Process
1. Create a scoped opportunity through our
templates
2. We’ll work hard to match a volunteer/team
to you
3. Review applications from volunteers
4. Quick 15 minute feasibility call
5. Start the opportunity!
19
● What information does the
volunteer need to start? Who do
they need to talk to?
● Does the volunteer have any
obstacles?
● Is the volunteer comfortable with
the commitment and work
environment? Do they have
access needs to consider?
Step 4: Implement Opportunity
Before Starting
20
● Do you have a process to document
learnings?
● Track the volunteer’s progress: set out
milestones and deliverables being
met. Are adjustments needed?
● How can you hand-off the project
after completion?
● Volunteer Notes & Hours can be
tracked in MeaningfulWork
Step 4: Implement Opportunity
Managing Progress
21
Steps 5 & 6: Measure and Celebrate Impact
Questions to consider
● Was the project goal and metrics of success
reached?
● What was the impact? Can I measure it in
hours? More people served? Money saved?
● How can I tell the story of the completed
project? How does it relate to my audience?
● Where can I recognize the work of the
volunteer or team?
22
Steps 5 & 6: Measure and Celebrate Impact
Our process
Once an opportunity is completed, you have
the opportunity to give feedback to the
volunteer to create a shareable impact story.
Volunteers can also give you feedback.
Need help with measuring impact?
We have a workshop for that!
23
Stills from Habitat for Humanity GV Video footage
Steps 5 & 6: Measure and Celebrate Impact
A Story to Share
24
After the Opportunity
Reflect
● How did the process go? What needs to change for next time?
● Can I include skill-based volunteering into my strategic planning?
Maintaining a relationship with past volunteers
● Re-engaging if they are open
● Sending them an impact update 6-months to 1-year down the road
Working with companies
● Working with Skill-based volunteers from companies can lead
you to working more closely with corporate social responsibility
(CSR) departments, and building partnerships
● Understanding the key decision-makers, and what your wins and
their wins would be 25
Reflection Questions
● Where are your the biggest gaps in capacity?
● Where do you see potential projects?
● How might working with companies look like for your organization
moving forwards?
26
Next Steps
● Get started with MeaningfulWork:
○ app.meaningfulwork.xyz OR app.meaningfultech.ca
● Review the skill-based volunteering toolkit: www.capacitycommons.org
● Stay tuned for a recording, this presentation, worksheet and checklist
● Invitation to book custom workshops (sliding scale) in Equity Diversity &
Inclusion, Impact Mapping, and Navigating Grants and Online tools
27
Thank you!
Questions?
Contact us
app.meaningfulwork.xyz
www.meaningfulwork.xyz
info@meaningfulwork.xyz
Credits
Icons by Flaticon | Illustrations by Storyset
28
Optional Activity: Stay and Chat!
● Raise your hand to speak
● Please introduce yourself and the work you do
● Any questions for us or other participants?
29
Backup
30
MeaningfulWork
How do we find skilled professionals?
31
A growing set of companies and professional network partners.
Brainstorming Activity
● Finding gaps and problems in your organization
○ HR, Finance, Accounting, Sales, Marketing, List of questions
● You found the gap? Post opportunities you can post on MeaningfulWork
32
Digital Marketing Strategy
● Market Segmentation, Positioning, and Communications Guide
○ Who is your target audience, and how do they perceive value in your work?
● Building an Social Media & Advertising Strategy
○ Building content, marketing funnels, leveraging ad credits
● Setting SMART goals and Key Performance Indicators
○ Align digital strategy with your impact goals
33
Digital Marketing Projects
● Social media campaigns
○
● Website & landing page development
○
● Email Newsletter Development
○ Do you highlight current events
34
Digital Operations Strategy
● Database organization & security
○
● Engagement, culture, values, and EDI
○
● Setting SMART goals and Key Performance Indicators
○
35
Digital Operations Projects
● Setting up Digital Administration
○ Time tracking, communications (slack), virtual offices (discord)
● Digital Program Delivery
○ Videoconferencing, online feedback, application development
36
What is Digital Transformation?
● Marketing
○ Digital Advertising, Segmentation, Websites & Landing Pages
● Human Resources
○ Virtual offices, engaging employees, online Equity, Diversity, and Inclusion
● Operations
○ New business models, measure client experience, online program delivery
● Technical Infrastructure
○ Accessing employee, client, donor data, cybersecurity
● Finance & Fundraising
○ New donor channels, gamification, cryptocurrency
● Impact Measurement and Communication
○ Digital storytelling, measuring progress and setting KPIs 37
Engaging Skilled Volunteers
6 Steps for Success
1. Prepare your organization
2. Scope the opportunity
3. Source the volunteer/team
4. Implement the project/advising
5. Evaluate the result
6. Celebrate and Repeat!
Adapted from www.capacitycommons.org
38
What kind of opportunities can you post?
● Strategic Advising
○ 2 hours with an expert
● Projects
○ 2-8 hours weekly over 5-10 weeks
● Events
○ One time event with a specific date
● Board & Committee Members
○ Long-term commitment
39

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Meaningful Work: Building Resilience and Capacity through Skilled Volunteering

  • 1. 1 Building Resilience & Capacity through Skilled Volunteering
  • 2. Land Acknowledgement We acknowledge that MeaningfulWork is located on unceded Tsleil-Waututh (səl̓ilwətaɁɬ), Lummi, W̱SÁNEĆ, Katzie, Stó:lō Treaty Association, and Semiahmoo territory. 2
  • 3. Housekeeping & Accessibility ● Please say ‘Hi’ in the chat, feel free to introduce yourself/organization ● When we say ‘nonprofit’ we are referring to registered charities, registered nonprofits, and not-for-profit initiatives ● Feel free to drop questions in the chat. 3
  • 4. Agenda I. Our Story & What we Do II. What is Digital Transformation? III. How to Engage with Skill-based Volunteering IV. Next Steps 4
  • 5. Our Story: MeaningfulWork ● Started February 2020 ● Ran a volunteer matching pilot in July 2020 ● Built a smart web platform for volunteer matching & employee engagement ● Launched our service in April 2021 ● 150+ Nonprofits, 150+ volunteers, 5+ companies and growing 5
  • 6. Why MeaningfulWork? 1. It’s Free to join 2. Skilled Volunteer-focused 3. Join a Community 4. End-to-end support & 1:1 workshops 5. Our Mission & Values 6
  • 7. Supporting Nonprofits from A-Z Define high-priority areas of need Set scope, timelines, and deliverables Get the support that you need Manage volunteers, Determine value Celebrate and Measure Impact Worksheet & Checklist Templates Interview Volunteers Track Progress Impact Stories & Workshops MW Advisor support 7
  • 8. What are the avenues of engaging with volunteers? 1-2 hours with an expert 2-8 hours weekly over weeks-months One time event with a specific date Long-term commitment Strategic Advising Projects Events Board & Committee Members Can be taken by teams or individuals 8
  • 9. What is Digital Transformation? Marketing Digital Advertising, Segmentation, Websites & Landing Pages Human Resources Virtual offices, engaging employees, online Equity, Diversity, and Inclusion Operations New business models, measure client experience, online program delivery Technical Infrastructure Accessing employee, client, donor data and insights, cybersecurity Finance & Fundraising New donor channels, gamification, cryptocurrency Impact measurement & Communication Digital storytelling, measuring progress and setting KPIs 9
  • 10. Why Digital Transformation? ● Leads to resilience and flexibility ● Can expand or increase value to your audiences ● Lead to scaling impact at national & global level But, ● Expensive ● Steep learning curve, hard-to-find talent ● Requires constant building, updating, and optimizing 10
  • 11. Achieve transformation through skilled volunteers What is Skill-based Volunteers? ● Aligning volunteers’ skills & experience with the task at hand, increasing the value of volunteers’ time and impact. ● Resource: www.capacitycommons.org ● Can be centered around Knowledge or Implementation 11
  • 12. Engaging Skilled Volunteers: 6 Steps for Success Scope the opportunity Prepare your organization Source the volunteer/team Implement the project/advising 1 2 3 4 5 6 Evaluate the result Celebrate and Repeat! Adapted from www.capacitycommons.org 12
  • 13. Step 1: Prepare your organization Readiness and high-priority areas How can we help: ● Call with our team, Worksheet & Checklist ● Complete a Quick Needs Assessment and receive recommendations Questions: ● Is there a need for more capacity in my org? ● Do I have the bandwidth to engage with volunteers? ● Is there buy-in from my colleagues? 13
  • 14. Brainstorming: Operational Perspective People Money & Fundraising Change & Communications Projects & Programs Cross-Functional Collaboration Strategy & Planning Growth Operations & Execution Data management Metrics & Reporting 14
  • 15. Finance Operations Marketing Fundraising strategy Budgeting Accounting Project Management Logistical Planning Social media strategy Building Content Communications Guide Impact Human Resources Technical Digital storytelling Setting KPIs Measuring progress Hiring Strategy Engaging People Website Data Technical Projects Brainstorming: Role Perspective 15
  • 16. Step 2: Scope the Opportunity Questions to consider ● What is your organization’s core need? ● What is the project goal? ● What are the phases - interim milestones and deliverables. How do you define success? ● What is the range of acceptable timelines? ● What roles do you need? How many volunteers, with what skill-sets, and with how much capacity? 16
  • 17. Step 2: Scope the Opportunity How we can help ● Speaking with a member of our team to value, assess, and map out the project ● Breaking a large project into smaller chunks suitable for skill-based volunteers ● Posting templates on our site come with pre-filled phases and milestones for the most common opportunities 17
  • 18. Step 3: Sourcing Options to Find Skilled Volunteers ● Make a posting on your website and share through social media ● Reach out to companies ● GoVolunteer.ca & Volunteer Centres ● VolunteerMatch, DoSomeGood, Purposely ● CatchAFire (US) ● MeaningfulWork 18
  • 19. Step 3: Sourcing Our Process 1. Create a scoped opportunity through our templates 2. We’ll work hard to match a volunteer/team to you 3. Review applications from volunteers 4. Quick 15 minute feasibility call 5. Start the opportunity! 19
  • 20. ● What information does the volunteer need to start? Who do they need to talk to? ● Does the volunteer have any obstacles? ● Is the volunteer comfortable with the commitment and work environment? Do they have access needs to consider? Step 4: Implement Opportunity Before Starting 20
  • 21. ● Do you have a process to document learnings? ● Track the volunteer’s progress: set out milestones and deliverables being met. Are adjustments needed? ● How can you hand-off the project after completion? ● Volunteer Notes & Hours can be tracked in MeaningfulWork Step 4: Implement Opportunity Managing Progress 21
  • 22. Steps 5 & 6: Measure and Celebrate Impact Questions to consider ● Was the project goal and metrics of success reached? ● What was the impact? Can I measure it in hours? More people served? Money saved? ● How can I tell the story of the completed project? How does it relate to my audience? ● Where can I recognize the work of the volunteer or team? 22
  • 23. Steps 5 & 6: Measure and Celebrate Impact Our process Once an opportunity is completed, you have the opportunity to give feedback to the volunteer to create a shareable impact story. Volunteers can also give you feedback. Need help with measuring impact? We have a workshop for that! 23
  • 24. Stills from Habitat for Humanity GV Video footage Steps 5 & 6: Measure and Celebrate Impact A Story to Share 24
  • 25. After the Opportunity Reflect ● How did the process go? What needs to change for next time? ● Can I include skill-based volunteering into my strategic planning? Maintaining a relationship with past volunteers ● Re-engaging if they are open ● Sending them an impact update 6-months to 1-year down the road Working with companies ● Working with Skill-based volunteers from companies can lead you to working more closely with corporate social responsibility (CSR) departments, and building partnerships ● Understanding the key decision-makers, and what your wins and their wins would be 25
  • 26. Reflection Questions ● Where are your the biggest gaps in capacity? ● Where do you see potential projects? ● How might working with companies look like for your organization moving forwards? 26
  • 27. Next Steps ● Get started with MeaningfulWork: ○ app.meaningfulwork.xyz OR app.meaningfultech.ca ● Review the skill-based volunteering toolkit: www.capacitycommons.org ● Stay tuned for a recording, this presentation, worksheet and checklist ● Invitation to book custom workshops (sliding scale) in Equity Diversity & Inclusion, Impact Mapping, and Navigating Grants and Online tools 27
  • 29. Optional Activity: Stay and Chat! ● Raise your hand to speak ● Please introduce yourself and the work you do ● Any questions for us or other participants? 29
  • 31. MeaningfulWork How do we find skilled professionals? 31 A growing set of companies and professional network partners.
  • 32. Brainstorming Activity ● Finding gaps and problems in your organization ○ HR, Finance, Accounting, Sales, Marketing, List of questions ● You found the gap? Post opportunities you can post on MeaningfulWork 32
  • 33. Digital Marketing Strategy ● Market Segmentation, Positioning, and Communications Guide ○ Who is your target audience, and how do they perceive value in your work? ● Building an Social Media & Advertising Strategy ○ Building content, marketing funnels, leveraging ad credits ● Setting SMART goals and Key Performance Indicators ○ Align digital strategy with your impact goals 33
  • 34. Digital Marketing Projects ● Social media campaigns ○ ● Website & landing page development ○ ● Email Newsletter Development ○ Do you highlight current events 34
  • 35. Digital Operations Strategy ● Database organization & security ○ ● Engagement, culture, values, and EDI ○ ● Setting SMART goals and Key Performance Indicators ○ 35
  • 36. Digital Operations Projects ● Setting up Digital Administration ○ Time tracking, communications (slack), virtual offices (discord) ● Digital Program Delivery ○ Videoconferencing, online feedback, application development 36
  • 37. What is Digital Transformation? ● Marketing ○ Digital Advertising, Segmentation, Websites & Landing Pages ● Human Resources ○ Virtual offices, engaging employees, online Equity, Diversity, and Inclusion ● Operations ○ New business models, measure client experience, online program delivery ● Technical Infrastructure ○ Accessing employee, client, donor data, cybersecurity ● Finance & Fundraising ○ New donor channels, gamification, cryptocurrency ● Impact Measurement and Communication ○ Digital storytelling, measuring progress and setting KPIs 37
  • 38. Engaging Skilled Volunteers 6 Steps for Success 1. Prepare your organization 2. Scope the opportunity 3. Source the volunteer/team 4. Implement the project/advising 5. Evaluate the result 6. Celebrate and Repeat! Adapted from www.capacitycommons.org 38
  • 39. What kind of opportunities can you post? ● Strategic Advising ○ 2 hours with an expert ● Projects ○ 2-8 hours weekly over 5-10 weeks ● Events ○ One time event with a specific date ● Board & Committee Members ○ Long-term commitment 39