1. District Captain – Role and Responsibilities
Identify and drive Team Depot partnerships for stores
Serve as initial point of contact for disaster relief strategies
Train and provide support for store Captains
Understand the role of a sponsor

2. Store Captain – Role and Responsibilities
Drive Homer Fund awareness
Encourage Homer Fund contributions
Understand the role of a sponsor (for ASDS or manager ONLY)
Find, plan, apply for quality Team Depot projects
Knowledgeable of THDF and Homer Fund programs

3. Everyone – Role and Responsibilities
Play a part - attend projects and fundraising events
Drive excitement and awareness
Update leadership, recognition
Be creative, establish themes, make supporting The Homer Fund engaging

4. The Homer Fund Values in Action

6. $145M 117K The Homer Fund AWARDED awarded to associates GRANTS
in crisis
AWARDED
117K
GRANTS
TO ASSOCIATES

7. Natural Disasters

8. Dollars Awarded in 2016

9. Homer Fund Growth Since Inception

10. Matching Grant vs Direct Grant (2010 – 2015)

11. Matching Grant Restructure
Restructure implemented to help guide sponsors when determining which grant is appropriate for the associate’s situation, if any
Pre-approval is now required PRIOR to collecting funds for matching purposes
The Fund declines requests that qualify for Direct Grants
Matching Grant collections may be done with CASH ONLY
Make checks payable to creditor where possible
Cap matching amount based on actual need
$2-for-$1 match still applies, up to actual need

12. Direct Grant Enhancements
Expanded qualifying criteria to address more unforeseen hardships
Transportation expenses to funerals of immediate family members
Parents, children and siblings ONLY
Transportation expenses must be documented
Plane/train/bus ticket for associate and spouse
Mileage stipend for automobile travel over 200 miles from home
Basic Direct Grant rules still apply
Must prove inability to pay through The Homer Fund’s Financial Worksheet

13. Trend Reversal

14. Deeper Look (Aug-Feb 2015 vs 2016)
99% INCREASE
Direct Grants
Matching Grants
36% DECREASE

15. How to Apply for Assistance
Associates must ALWAYS apply through an authorized sponsor (manager, ASDS or HR personnel ONLY)
Sponsors MUST have the link to the Grants Application Page

16. Associate’s Role in Application Process
Associates in need SHOULD take the eligibility quick-test on the home page of The Homer Fund’s website
Associates in need SHOULD let their manager, ASDS or HR personnel know of their hardship
Associates SHOULD complete and compile the supporting documentation packet prior to partnering with a sponsor
Associates SHOULD return completed documentation and copies of bills to their manager, ASDS or HR personnel

17. Sponsor’s Role in Application Process
Sponsors act as liaison between the associate in need and The Homer Fund team
Sponsors should only complete the electronic application AFTER going through the eligibility quick-test and getting the supporting documentation packet from the associate
Sponsors SHOULD provide guidance and support to the associate in need throughout the application process

18. Grant Applications Page
THDHomerFund.org/grants/applyhere.html

19. Successful Direct & Matching Grants
Fair assessment of associate’s situation
Comprehensive documentation
Thorough description of associate’s hardship
Prompt response to s from The Homer Fund

20. Direct Grant Life Cycle
Assess Need
& Collect Info
Submit
Request
Decision Issued
Request Assigned to Homer Fund Staff
Homer Fund Review

21. Direct Grant Life Cycle
Assess Need
& Collect Info
Submit
Request
Decision Issued
Request Assigned to Homer Fund Staff
Homer Fund Review

22. Direct and Matching Grant Examples
Vague Description
Best Description
Direct Grant
Associate is ill
Dave was on a medical LOA from June through December. He fell behind on his rent while on leave.
Unforeseen hardship
Although Dave has paid his rent on time, his landlord has not paid the mortgage, resulting in a foreclosure. Dave needs help moving into a new residence.
Fire in home
Dave’s home was damaged in a fire. He has insurance to cover the repairs, but needs help paying the deductible.
Matching Grant
Associate’s spouse died
Dave’s wife passed away and there was no life insurance. The Direct Grant will help with funeral expenses. Store wants to help pay for the grave marker.
Associate lost his job
Due to schedule conflicts, Dave had to resign from his job. He needs help with his rent.
Illness
Dave was hospitalized and needs funds to pay medical expenses.

23. Disaster Response

24. Types of Disasters Tornado Hurricane Severe Flooding Wildfires
Extreme Heat
Winter Storms

25. Disaster Donations WHEN WHAT WHO Immediate
Relief supplies (tarps, gloves, water, trash
bags, etc.)
Nonprofits and government agencies

26. Disaster Donation Funds
Contact Field Manager ASAP
Field Manager can activate on average $1,000 for product donation (to nonprofits and government agencies) per district per disaster
Documents needed
Store quote, disaster relief donation form, 501c or W-9
Reimbursement
Home Depot gift cards to SM
American Red Cross already has disaster donation funding

27. Team Depot in Disasters
Safety is critical; be aware of the insurance process
Notify Field Manager
Partner up: National partners, like Team Rubicon and Operation Blessing, exist to mobilize volunteers in times of disaster
Partners know disaster zones, can prevent unsafe environments and help with logistics (food, water, bathrooms, etc.)
Share your story

28. The Home Depot Foundation Programs

29. Coupons

30. Community Impact Grant
For nonprofits and government entities
Community volunteers only, no Team Depot
Grants range from $800 - $5K
Veteran and community focused; nonprofit must be in existence for one year
Resource for non-Team Depot projects

31. Team Depot Program

32. Team Depot and the ACI
On average, associates who participate in at least one Team Depot project score five percentage points higher on ACI and customer service
More than two-thirds of associates say Team Depot enhances their commitment to The Home Depot
72% of associates say they are interested in giving back to their community through The Home Depot
60% of associates report they have NOT participated in a Team Depot project in the last three years
87% of associates say our commitment to giving back to veterans and their families through Team Depot is important to them

33. Team Depot
Strategy: Create a long lasting, physical change in the community by engaging associates in meaningful projects
Keys to Success:
Community Partner
Volunteer-Friendly Projects
Team Depot Grant

34. Community Partner: How & Where To Find Them
501c nonprofits and tax-exempt government agencies
Community partner resource guide on thd.co/TeamDepot

35. Projects: Planning Process
Site-visit checklist
Pre-project checklist
1-day project (4-6 hours); prep days may be required
thd.co/TeamDepot

36. Projects: Unfriendly Volunteer Tasks
Tasks completed on any structure not permanently affixed to the ground is prohibited
(e.g. manufactured homes, mobile homes, trailers)
Roofing, HVAC, major electrical or plumbing, removal or disposal of mold, asbestos or other hazardous materials should not use volunteers
If project tests positive for lead paint (pre ‘78), asbestos (pre ’81) or mold, a certified professional must remove prior to project

37. Projects: Unfriendly Volunteer Tasks
Restricted funding for unfriendly associate volunteer tasks …
Must contact Home Depot Renovation Services to complete complex tasks
Team Depot grant can provide up to 30% of the total cost of the project for Services
Ex: $10,000 Grant, max of $3,000 can be used for Services if $7,000 is for volunteer friendly projects Team Depot will do

38. Team Depot Grant: Giving Guidelines
Average Team Depot Project is $7,000 and engages 23 associates
Team Depot Veteran Focus Project Budget Guideline
Grant Request
$1,000 - $10,000
$15,000
$20,000
$25,000
Store Engagement
Single Store
Multi-Store
or District
District
# of Team Depot Volunteers
5-20 35 50 75
Include a screen shot of the application page
Projects > $10,000: Your Regional Captain buy-in
Projects > $20,000: Your Divisional Captain buy-in
Non-Veteran Team Depot Project Budget Limit is $2,000

39. Team Depot Grant: Funding Process Overview
Store partners with nonprofit or government agency
Store completes Team Depot project funding request form, produces store quote and gives all to community partner
Partner visits link on first page of the project funding request form
Partner completes online grant application, uploads project funding request form and store quote
Field Team reviews grant application
Field Team notifies community partner and store of a grant decision
If approved, partner signs grant agreement and returns to Field Team
Field Team sends gift cards to community partner

40. Team Depot Grant: Captain’s Responsibilities
Build store quote
Complete the Team Depot Project Funding Request Form completely
the request form and store quote as a PDF to the nonprofit

41. Team Depot Grant: Community Partner Responsibilities
Review the Team Depot Project Funding Request Form and store quote
Gather electronic versions of required documents listed on the request form (Liability Insurance + IRS Letter)
Apply for a Team Depot Grant ONLY at homedepotfoundation.org/page/teamdepotapplication
Include details on the veteran(s) and the impact of the project in the application

42. Team Depot Grant: What the Community Partner Sees & Does
Follows link on your Team Depot Project Funding Request Form
Complete the Eligibility Quiz
Complete the application
Hit submit—nonprofit receives an confirmation
Include a screen shot of the application page
Applications take 4-6 weeks to process

43. Team Depot Grant: Delays & Declinations
Missing Info on Paperwork (5 Business Days)
Expired Liability Insurance (7 Business Days)
Declined
Missing Paperwork
Team Depot Project Request Form, store quote, liability insurance, 501(c)3 letter or W9
Include a screen shot of the application page

44. Seasons of Service
Team Depot does a great job all year serving local communities however; we have dedicated two times a year to really highlight and excite associates motivating them to participate in the Team Depot program. Let’s briefly discuss our Seasons of Service and two annual campaigns designed to get everyone out across the country making a hug impact in their community.

45. Spring Into Service 2017 [ March 20 - June 20 ]
Increase first-time associate volunteer participation -
Districts with the highest percentage of first- time volunteers at a single project will receive special recognition
Project Requirements:
Online applications submitted 3+ weeks prior to project with a minimum of 20 associates
completed project sign-in sheets to
Spring is a busy season for us all yet there is a natural yearning to get outdoors release the cabin fever and put our loving hands to work in communities. This is also a great time to introduce new associates to The Home Depot culture and value of giving back.

46. Celebration of Service 2017 [ Sept. 7 - Nov. 11 ]
Focus on quality veteran projects and get creative
Ask organizations how they plan to thank associate volunteers
Will there be a follow up with associates regarding the veterans they helped; Take before, during after pictures and videos to share
Split your project day into shifts, engage volunteers on prep days
Celebration of Service 2017 is about Celebrating our Associates who passionately live our values everyday. All year long they pour their hearts into communities across this county, Mexica and Canada. Team Depot is unique to the volunteer world because of our Associates leadership, passion, skill set and power in numbers. We take September 1st through November 11th to come together as a company and volunteer in communities focusing our efforts on improving the homes and spaces or veterans spend considerable time in. Great projects take time to reveal themselves and plan so we want to think about it early, go outside the box to give associates opportunities to participate even if its not on the main project day. We can create moments of engagement throughout the process for volunteers to take measurements, draw up plans and layouts, take photographs, interview the veteran(s) and create a story board for associates back at the store, a registration (raffle) and lunch committee, a clean-up crew that comes in an hour before the project ends, prep day volunteers etc. We can give the most associates an opportunity to be a part of the project.

47. Why the Team Depot Story Matters to Your Business

48. 60% by their perceptions of the company or its reputation
Doing Good & Doing Well
A person’s willingness to buy, recommend, work for, and invest in a company is driven
60% by their perceptions of
the company or its reputation
and only 40% by their perceptions of the products or services it sells
*Reputation Institute, 2015

49. Three Ways Team Depot Makes Sense for Your Business
Hiring and retention
A reason to shop with us
Customer and community connection

50. Customer & Community Connection
9-in-10 consumers
expect companies to do more than make a profit, but also address social or environmental issues
*2015 Cone Communications Global CSR Study

51. 70% of millennials Hiring & Retention
(18-26) say a company’s commitment to the community influences their decision about where to work
*2016 Deloitte

52. 90% of consumers A Reason to Shop with Us
would switch brands to one associated with a good cause, given similar price or quality
*2015 Cone Communications Global CSR Study

53. Public Relations is the Game Changer
In order to achieve our three business outcomes we must tell the story of what we’re doing in communities
Customers want to know what businesses stand for and make decisions with that information. What people say about our business matters – and we have the opportunity to shape the narrative

54. Social Media Ambassadors
Designate a social media ambassador on each project site
Gather photos and videos
Share on social media and share back with Team Depot PR
Social media ambassador toolkit is located in the resource guide
Outlines the type of content to capture

55. What We Need From You 1 2 3 4
Think of public relations as an extension of your team
Fill out grant paperwork completely to fully tell the story
Let’s chat!
on social media

56. Captain’s Calendar

57. Captain’s Calendar: One Step Ahead!
This document is designed to help you stay organized, informed, and set you up for success as a leader of Community Captains
Communicates critical dates and timelines for campaigns, training, Q calls, etc. that is inclusive of both Homer Fund and Team Depot
Customizable for your Regional/District/Store/Associate needs to help plan out your year and keep things on pace

58. Q4 Q1 Q3 Q2 HF January February March April May June July August
September
October
November
December
Team Depot Projects: Engage Associates and Supporting Our Veterans
Team Depot Storytelling: 4 Pictures & 2 Descriptive Sentences of Every Project  Go To: Thd.co/TeamDepot
Homer Fund Awareness and Education Efforts: Taking Care of Our People and Living Our Values TD HF PR
Spring Into Service
March 20 – June 20
Celebration of Service
Sept. 1 – Nov. 11
Homer Fund Campaign
Feb. 15 – April 15
Orange Scholars
Nov. – Jan. 2017
Q1 Call: Homer Fund Kick-Off
Q2 Call
COS Kick-Off Call
Q3 Call
Q4 Call
Legal & Team Depot
How to apply for a Team Depot Grant
March 24
Recruiting First-Time Volunteers/ Spring Hire
April 21
Finding a Good NP Partner
June 23
Making A Great District COS Project!
Aug. 25
COS Check In
Sept. 22
Reporting for your District
Oct. 12
Community Captain Training
Dec. 1
Today