Jennifer Connolly Junior Achievement of Western Massachusetts

GOALS:  Identify minimum of 3 key strategies to create meaningful corporate/non-profit partnerships.  Apply key strategies to develop new corporate/nonprofit partnerships or enhance existing partnerships.  Demonstrate the ability to research potential corporate/non-profit partners and outline key shared values.

Agenda  Introduction (10 minutes) Personal Corporate or Nonprofit  Goals for the workshop(10 minutes) Presenter’s Intended Goals Attendees’ goals-Why did you select this workshop session?  What is Creating Shared Value? (5 minutes)  Understanding the different ways that corporations and nonprofits can work together- Discussion and sharing materials(10 minutes)  Group Breakout Discussions- What does your organization/business bring to a partnership? (divided by Corporate attendees and non-profit attendees) (15 minutes)  Finding the right partner… (interactive web searching) (10 Minutes)  How to Create Meaningful assessments/ Measureable Outcomes (10 Minutes)  Group Breakout Discussions–Creating meaning assessments for your organization’s partnership (15 minutes)  Conclusion- Q&A (5 minutes)

Corporate Social Responsibility  Value: Doing Good  Recipients: Citizenship, Philanthropy, Sustainability  Discretionary practice or in response to external pressure  Agenda is driven by external reporting and personal preferences  Limited impact of corporate footprint and CSR budget

Creating Shared Value  Value: Economic and societal benefits relative to cost.  Joint value creation for business and society  Joint planning & strategy  Agenda is business centric and internally generated  Realigns the entire company budget  Example: =1vK3cxnP6I4https:// =1vK3cxnP6I4

Creating Shared Value  Creating Shared Value (CSV) offers exciting new opportunities for nonprofits to collaborate with companies for mutual benefit, to build truly meaningful and impactful partnerships and advance positive social change.  Combining the non-profit’s local knowledge with a company’s ability to scale up, can really create value on both sides of the equation

Why?  According to Mark Kramer’s article, “Catalytic Philanthropy” in the Stanford Social Innovation Review (Fall 2009), it’s not only beneficial but absolutely necessary for the two sectors to collaborate, leveraging all available resources, in order to achieve the next generation of long- term social impact. Catalytic Philanthropy

Benefits for Corporations  Reputation and brand enhancement.  Positive media coverage and low- cost advertising.  Personal and corporate sense of well- being.  Product and service improvements.  Valuable professional development.

 Find a good fit.  Play by the rules.  Confirm the non-profit’s tax-exempt status by contacting the IRS by phone at or atIRS.gov/charities.IRS.gov/charities Cause marketing: How to partner with a non-profit

 Make it official.  Have a formal written agreement with the non-profit, signed by both parties, that spells out your involvement, how your donation will be handled, and how long the program will last. Cause marketing: How to partner with a non-profit

 Focus your efforts.  Get the word out Cause marketing: How to partner with a non-profit

Unlimited Opportunities  Cause marketing -

Unlimited Opportunities  Matching gifts  Non-cash gifts

Unlimited Opportunities  Customer giving-

Unlimited Opportunities  Volunteerism-

Next Steps  Map Roles & Responsibilities at the Start  Be Transparent About Your Personal Goals  Identify Common Goals  Measure Outcomes and Adjust

Relationships Relationships are at the core of successful corporate partnerships and this means that the charity must invest in understanding the reasons companies give and what their needs are.

Understanding Why Companies Give…  Companies want strategic partnerships that do good in the community while also helping the company to do well.  Companies give to build strong and healthy communities. This is good for business.  Companies also (and importantly) give to reinforce their brand and reputation;

Non-profits: Telling Your Story  Tell the company what your nonprofit can do for them. Tell them what marketing opportunities you bring to the table: How you'll advertise their gift, How many consumers you touch How aligning with your organization positions them as a good corporate citizen.

Tips For Non-Profits  Serve the Business  Spare the Cash  Lead the Way  Manage Impeccably Well

Communicating Effectively  Charities need to be: organized and strategic, efficient in their communications.  Communications and public relations expertise must be on hand, and of high quality

Partnership Analysis Rubric  Funding/Duration  Shared Value  Co-Branding  Engagement

Developing Effective Measurement Tools- Terms  Output is the direct result of a business objective or program goal.  Outcome is a change that has occurred over a longer term.  Impact is the result of the program when you take away what would have happen in any case, without the program being in place.

Outcome Measurement  Outcome measurement is “a systematic way to assess the extent to which a program has achieved its intended results.”  The main questions addressed in outcome measurement are: ƒ What has changed in the lives of individuals, families, organizations, or the community as a result of this program? ƒ Has this program made a difference? ƒ How are the lives of program participants better as a result of the program?

The Logic Model Inputs/ResourcesActivitiesOutputsOutcomes

The Logic Model Inputs/Resources What inputs or ingredients do you need to operate your program? How large a budget? How many staff?

The Logic Model Activities What will you do? What methods will you use to deliver your technical assistance? What content areas will you cover? What level of assistance will you provide?

The Logic Model Outputs What will be the tangible products of your assistance? How many hours of training will you provide? How many people will you train?

TIPS FOR CREATING A LOGIC MODEL Take large pieces of newsprint and hang them on the wall. Write down one component of the logic model on each sheet.

The Logic Model Outcomes What impact will your product/service have on your clients? What is reasonable to expect in the way of change?

Conclusion  Questions & Answer?