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Community Consulting Teams Project Launch Meeting

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12:00 - 12:45 CCT Overview. CCT Consulting Process. 12:45 - 1:30 Team ... Learn about CCT's project consulting process. Begin team work with clients. 3 ... NBC ... – PowerPoint PPT presentation

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Title: Community Consulting Teams Project Launch Meeting


1
Community Consulting Teams Project Launch Meeting
  • January 21, 2007

2
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

5
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

6
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

7
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
8
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

9
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

10
2007 Clients
11
CCT Overview
  • Background on CCT
  • The CCT Consulting Process
  • Timelines
  • Roles
  • Tips

12
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
13
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

14
Project Manager Role
  • Coach the team
  • Facilitate the project process and monitor team
    progress
  • Manage client relationship
  • Communicate with key constituencies

15
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

16
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.

17
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
18
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.

19
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

20
Q A
21
CCT Projects 2007
22
Boston Collegiate Charter School
  • Cindy Greene and Mark Bamford
  • Project Managers

23
Childcare Resource Center
  • Carolyn McGuire and Andrea ONeill
  • Project Managers

24
Crittenton Womens Union
  • Janis Hersh
  • Project Manager

25
Design That Matters
  • Beatriz Santin
  • Project Manager

26
Health Care For All
  • Amy Casher
  • Project Manager

27
MIT IDEAS Competition
  • Jill Tsakiris and Mark Bamford
  • Project Contacts

28
MYTOWN
  • Cheryl Dale
  • Project Manager

29
Community Consulting Teams of Boston
  • Sue Kahn
  • Project Manager

30
Project Team Meetings
  • GOALS
  • Meet your client
  • Overview discussion project context and goals
  • Next Steps
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