1. VOLUNTEER MANAGEMENT ACTION PLAN PRESENTATION DATE The Leadership Development and Strategic HR Practice Area is presented by American Express. This Service Grant design is brought to you by American Express.

2. PURPOSE OF THIS TEMPLATE When do I use this template? ►At this stage, the nonprofit approved the two priority areas and the pro bono consultants developed and are ready to present the action plan. How should I use this template? ►Remove and customize slides as needed for your particular project. ►Anything in red font is a note to the team and should not be included in the presentation. ►Send the final agenda to the rest of your team at least 48 hours before the meeting. ►Please note, though immediate, near and long-term action projects are recommended, you may chose to only include short and long- term action projects. REMOVE THIS SLIDE BEFORE PRESENTING

3. MEETING ATTENDEES REMOVE THIS SLIDE BEFORE PRESENTING The Kickoff Meeting sets the tone for the entire Service Grant Project and thus it is critical for all members of both the pro bono consultant and the nonprofit teams to be present. Note: It is critical that all members of both the teams are present for all key milestone meetings / presentations throughout the course of the Service Grant. Pro Bono Consultant TeamNonprofit Team ►Account Director ►Project Manager ►HR Strategist (2) ►HR Generalist ►Executive Sponsor ►Day-to-Day Contact ►HR or Volunteer Manager ►Board representative ►Translator (if needed)

4. AGENDA ►Meeting Goals ►Background Revisited ►Where We Are Now ►Priority Areas Recap ►Action Plan Recommendations ►Discussion ►Next Steps

5. MEETING GOALS ►Review Action Plans for two priority areas ►Obtain feedback ►Discuss revisions to be made to Action Plans before moving into the Immediate Action stage MEETING MATERIALS Action Plan PREPARATION Nonprofit Team approves priority areas Pro bono consultants develop Action Plans ATTENDEES Entire consultant team Entire nonprofit team

6. BACKGROUND REVISITED SITUATION ►Fill in the situation here KEY ISSUES ►Fill in the key issues here SOLUTION ►Explain how an Volunteer Management Service Grant is the solution

7. WHERE WE ARE NOW

8. PROCESS Kickoff Discovery & Assessment Action Plan Development Immediate Action Celebration Evaluation & Closing Establish rapport, conduct back- ground research and create project plan to serve as road map for rest of project Conduct interviews, complete volunteer management assessments, and analyze data Present assessment findings along with high-level recommendations for each volunteer management area Create Action Plans for two priority areas based on agreed upon Assessment Carry out agreed upon Immediate Action projects Prepare and present summary of Immediate Action projects and plan for next steps Celebrate successful project Complete evaluations Send deliverables to Taproot Close project

9. PROCESS: A CLOSER LOOK Develop & Present Action Plans for Priority Areas Celebrate Work Accomplished Implement Immediate Action Projects STAGE 3 END OF STAGE 3 STAGE 4

10. PRIORITY AREAS RECAP

11. RECOMMENDATIONS Priority: High Capacity Level: Basic System Why is this area a priority?: ► Sample text AREA #1: Priority: High Capacity Level: Basic System Why is this area a priority?: ►Sample text AREA #2:

12. ACTION PLAN #1

13. 13 SUMMARY: IMMEDIATE ACTION Area #1 ► IMMEDIATE ACTION PROJECTS (8-10 weeks)

14. 14 SUMMARY: NEAR-TERM NEAR-TERM ACTION PROJECTS (6-12 months) Area #1 ►

15. 15 SUMMARY: LONG-TERM LONG TERM ACTION PROJECTS (1-2 years) Area #1 ►

16. ACTION PLAN #2

17. 17 SUMMARY: IMMEDIATE ACTION Area #2 ► IMMEDIATE ACTION PROJECTS (8-10 weeks)

18. 18 SUMMARY: NEAR-TERM NEAR TERM ACTION PROJECTS (6-12 months) Area #2 ►

19. 19 SUMMARY: LONG-TERM LONG TERM ACTION PROJECTS (1-2 years) Area #2 ►

20. DISCUSSION

21. ►Allow time for the nonprofit to provide their feedback, questions, and concerns regarding the Action Plans and post-project implementation ►Determine who will do what on the Pro Bono Consultant Team ►Decide on how to communicate with one another ►Assign a point person for Stage 4 REMOVE THIS SLIDE BEFORE PRESENTING

22. NEXT STEPS

23. ►Pro bono consultant team prepares and nonprofit approves Immediate Action project plan ►Implement Immediate Action projects ►Create momentum in the volunteer program and prepare nonprofit for implementing remainder of Action Plans A Look Ahead at Stage 4: Immediate Action The goal of this stage is to implement some or all of the Immediate Action projects listed in the two Action Plans previously mentioned.

24. NEXT MILESTONE MEETINGS MID-IMMEDIATE ACTION PLAN IMPLEMENTATION CHECK-IN ►Should occur 4-5 weeks from now via e-mail / virtually ►Pro bono consultant team will provide a status report regarding the implementation of immediate action projects IMMEDIATE ACTION SUMMARY & NEXT STEPS MEETING ►Should occur 9-10 weeks from now ►Board member attendance required