Community Consulting Teams Project Launch Meeting

1
Community Consulting Teams Project Launch Meeting

• January 21, 2007

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Todays Agenda

• 1200 - 1245 CCT Overview
• CCT Consulting Process
• 1245 - 130 Team Introductions
• 130 300  Team Meetings

• Todays Goals
• Learn about CCT's project consulting process
• Begin team work with clients

3
CCT Overview

• Background on CCT
• The CCT Consulting Process
• Timelines
• Roles
• Tips

4
Who is CCT?
Mission To provide management advice and
consulting to socially-conscious, Boston-area
non-profits, to help them better serve their
constituents.

• Objectives
• Make a positive contribution to non-profit
  organizations
• Provide an opportunity for MBA graduates to
  volunteer their services for the improvement of
  their community

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CCT Values

• Respect
• Respect client confidentiality
• Value unique and diverse contributions of client
  and CCT team members

• Commitment
• Commit to providing clients with quality, timely
  product
• Value our volunteers time honor our commitment
  to them

• Teamwork
• Create strong client/CCT team
• Leverage skills and experience of each team
  member
• Provide energizing experience for client/CCT team

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CCT History

• Founded in Boston in 1990
• Drawn on the talents of more than 300 MBA
  volunteers
• Completed more than 70 projects for Boston-area
  non-profit organizations
• Managed and staffed by MBA volunteers
• Coordinates with Atlanta Chapter

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Reviews of CCT

• Time, money, and effort are not the only things
  volunteers can offer. There is evidence that
  investing a little intellect can also pay off.
• NBC Nightly News

Not yuppie do-gooders on a one-time stint, but
people with a social conscience who have made the
work a regular part of their lives.
Boston Globe
In addition to providing a valuable community
service, CCT offers its members an opportunity to
think more broadly about their skills, to learn
about non-profit organizations, to gain hands-on
experience in new areas of consulting, and to
meet new people in both the business and
non-profit worlds. Boston Business
Journal
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CCT Executive Committee

• Functions
• Client Development
• Volunteer Development
• Project Management Support
• Infrastructure
• Marketing
• Finance Fundraising

• Members
• Jill Tsakiris
• Andrea ONeill
• Carolyn McGuire
• Mark Bamford
• Ariel Acuna

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Client Selection Criteria

• CCT looks for the following qualities in an
  organization and in its ability to support a
  project
• CCT selects a group of projects that are diverse
  in organizational and project functional focus

• Organization
• Compelling mission
• Dynamic, yet stable organization
• Facing challenging strategic business issues
• Need for pro-bono consulting
• Based in and serving Boston/Greater-Boston area
• Serving youth, education, human services,
  environment, or the arts

• Project
• Highly committed project sponsor
• Full support from Board of Directors
• Resources to commit to project and implementation

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2007 Clients
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CCT Overview

• Background on CCT
• The CCT Consulting Process
• Timelines
• Roles
• Tips

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CCT Timeline
Dec
Jan
Feb
March
April
May
Jun
Nov
July - Oct
Activity
Client Recruitment Volunteer Recruitment
Project Selection Project Assignments Project
Kick-off Training Develop Workplan Data
Collection Analysis Interim Presentation
Tentative Findings Recommendation
Development Final Presentation Recognition
Event
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Project Sponsor Role

• Respond to resource or information requests
• Support project manager on any issues needing
  resolution
• Keep Executive Committee apprised of project
  status
• Show appreciation for teams efforts

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Project Manager Role

• Coach the team
• Facilitate the project process and monitor team
  progress
• Manage client relationship
• Communicate with key constituencies

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Team Members Role

• Support commitments to CCT, the team, and
  yourself
• 12 16 hours a month (equivalent to 1 ½ to 2
  work days)
• Different team members contribute in different
  ways
• Value other team members time meetings
  commitments
• Raise flags early if time or work conflicts
  develop
• Make your needs and expectations known
• Contribute
• Energy
• Expertise
• Ideas
• Have fun

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Clients Role

• Inform the organization of our project and
  encourage openness and support by different
  constituencies.
• Be an active participant in the consulting
  project ask questions, offer ideas and raise
  issues.
• Provide a contact person who will coordinate
  visits and meetings and be the primary interface.
• Work with the Project Manager and team to refine
  the scope, develop an effective work plan and
  support the project to its conclusion.
• Keep us honest if we are not providing value,
  let us know so we can refocus.

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Tips for Success

• Stay flexible yet focused
• Recognize limits
• Project is equivalent of a 2 to 3 week engagement
  with 2 full-time consultants
• Manage expectations of yourself and client
• Maintain good records
• Recognize differences of non-profits
• Focus on providing value

Respect Commitment Teamwork
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Cautions

• Recognize that much of what you hear may be
  sensitive and not for public disclosure. Do not
  discuss the project details outside CCT.
• Remember that CCT does not have liability or
  other insurance coverage for our volunteers.
• CCT has limited resources most of the
  reproduction, transportation, entertainment, and
  other admin costs are typically absorbed by the
  volunteers or their client organizations. If you
  need project funds discuss with the project
  sponsor.

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Value

• Keep CCTs overall value proposition in sight
• Clarity in defining problem
• Outside perspective and insight
• Proven management tools and techniques
• Concrete data and analysis
• New ways to frame clients thinking and
  decision-making
• The value we deliver may be different from
  clients and our initial expectations
• Focus on providing value not solely on delivering
  original promise.
• Ensure client expectations are calibrated with
  any revised focus

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Q A
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CCT Projects2007
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Boston Collegiate Charter School

• Cindy Greene and Mark Bamford
• Project Managers

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Childcare Resource Center

• Carolyn McGuire and Andrea ONeill
• Project Managers

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Crittenton Womens Union

• Janis Hersh
• Project Manager

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Design That Matters

• Beatriz Santin
• Project Manager

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Health Care For All

• Amy Casher
• Project Manager

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MIT IDEAS Competition

• Jill Tsakiris and Mark Bamford
• Project Contacts

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MYTOWN

• Cheryl Dale
• Project Manager

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Community Consulting Teams of Boston

• Sue Kahn
• Project Manager

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Project Team Meetings

• GOALS
• Meet your client
• Overview discussion project context and goals
• Next Steps