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Lessons from the Field:
Employee Volunteer Program Managers’ Top Tips for Success
Erin Dieterich
Director
Corporate Citizenship
NetSuite
Alex Price
Manager
CSR & Community Relations
ADT
Panelists: Facilitator:
Jessica Johnson
Manager
Reputation & Social Impact
Prometheus Real Estate Group
Lauren Wagner
Sr. Manager, Engagement
VolunteerMatch
@Lauren_Lynn2
Kate Wetzel
Manager
CSR
JetBlue
How To Ask Questions
• Type questions into the box on the
right side of the your screen
• Submit via Twitter to
@VM_Solutions using “#VMbpn”
• We will pose questions at the end of
the presentation
• A copy of the slides will be circulated
after the event
22
Introductions
4
ADT's Community Service Programs
• Heritage & Stature Founded in 1874, ADT is the largest security company in North America with 7 million
customers and 17,000 team members. ADT became an independent public company 15 months ago.
• Program Launch In July 2013, ADT launched ADT Always Cares, our company-wide community service
program comprised of both employee volunteerism and employee-directed philanthropy.
• Phased Rollout Always Cares launched in our seven largest markets in year one (including our Boca HQ)
and will continue rolling out across North America in 2014 to all 200+ offices.
• Creating Community Leaders The program is led by Corporate Affairs, and locally managed by a
committee in each market, comprised of employees selected through a competitive application process.
5
NetSuite’s Corporate Citizenship Arm – leveraging our greatest
resources – our technology and our employees – on behalf of
nonprofits and social enterprises around the world.
SuiteImpact Teams
Hands-On
Volunteering
Technology Employees
Software Donations
& Discounts
Social Solutions
SuiteVolunteers
Pro Bono
Volunteering
www.NetSuite.org
Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN
7
OVERVIEW OF JETBLUE’S
CSR PROGRAM
JetBlue launches the
Social and
Environmental Report
JetBlue celebrates
7-year partnership with
Kaboom! 11 playgrounds
built, engaged 2,380
volunteers and served
5,680 children
JetBlue named
most eco-friendly airline
by Zagat
JetBlue Recognized
as CSR leader for
Soar With Reading
JetBlue supports the
environment through
One Thing That’s Green
JetBlue awarded
Cause Marketing HALO
Award for 2009 Best
Environmental Campaign –
Jetting to Green
JetBlue launches
Swing for Good Golf
Tournament
Partnership launch
with First Book over
200,000 books
distributed since then
JetBlue launches
Soar with Reading
with PBS Kids and
First Book
JetBlue launches
Community Connections
to reward and recognize
Crewmember engagement
2007 20102009 201220112006 2008
Tip #1:
Build a focused and strategic but
flexible program
Building a focused program from the ground up:
• One size won’t fit all
• Identify key goals
• Small bites
• Create a solid foundation
• Devise a mechanism to localize the global direction
Once you have your goals, strategy and plan…
• Global / Local Exec Road Show
• Formal launch campaign
• Recruit local program “Ambassadors”
• Provide the framework & training
• Create a toolkit You can’t “set-it and forget-it” a
flexible program is a work in
progress – a partnership
between corporate and local
leaders!
Global Direction – Localized by SuiteImpact Team Ambassador Leaders!
Globally Directed:
• Program Goals
• Cause Themes
• Branding
• Training
• Technology Platform
Locally Defined:
• Charity Partner
• Type of Event
• Event Timing
• Campaign
11
FOCUSED
On supporting our local heroes
• Support key focus areas aligned with your brand
and business offering
• Align on official guidelines and policies of your
program
• “Volunteerism 101”: Provide specific examples
of what success looks like
• Build meaningful relationships and gain
knowledge relevant to your industry
FLEXIBLE
To serve those in vulnerable situations
• Be flexible enough to effectively engage a large
and diverse workforce
• Stay nimble to address issues that matter most
to a particular market
• Allow some percentage of service to be for
broader areas
• Make sure employees feel that they have say
and influence
Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN
13
TBD
Focus
National
Partnerships
Local
Partnerships
Youth &
Education
Community Environment
Communications
General
Giving
Crewmembers
The JetBlue Foundation
(e.g., Fund aviation-specific initiatives)
Foundation
Role
JETBLUE CSR STRATEGY:
INSPIRING HUNMANITY
Tip #2:
Learn your audience and educate them
when scaling to new internal or external
audiences
15
LEARN
 Needs of the communities we served
were different across our BlueCities
 Crewmembers were passionate about
things near and dear to them
 Volunteering is very personal for our
Crewmembers
 JetBlue has a clear CSR mission that
doesn’t always align with Crewmember
passions
 Crewmembers would not participate in
programming unless it touched their
local community
 Crewmembers wanted corporate
support for things that were most
important to them
 Crewmembers expected support for
causes that were important to them
SCALING
PROGRAMS
16
TEACH
 We rolled out a communications
strategy that included rewards for
Crewmembers who signed on to
VolunteerMatch
 We listened to Crewmembers and
created the Community pillar to align
with their passions – with the only
caveat that it cannot be politically
affiliated or discriminatory
 JetBlue continues to promote the
program by sharing the results of ticket
donations and matching gifts
 CSR Liaisons were given barter tools to
partner with nonprofits in their BlueCities
who they could work with for campaigns
that tied to JetBlue’s CSR programming
 We use leadership to raise awareness
of how to get rewards for causes
important to them
SCALING
PROGRAMS
17
HQ vs. Field
Consider the different aspects of your company’s employee base
Scaling Up
A phased approach to a company-wide rollout
Corporate
• Salaried
employees
• Full technology
access
• Executive skill sets
• Schedule flexibility
Monitoring Centers
• Hourly workforce
• Lack internet and
full email
capability
• 24/7, with 3 shifts
• Rigid scheduling
Sales & Install
• Commission-based
• Out of the office and
rarely in front of a
computer
• Focused on leads
and appointments
7• 7,000 employees
• 12 person committee
• Fully funded
• Year-round programming
• Dedicated VM page
Largest
Centers 15• 2,500 employees
• 5 person committee
• Moderately funded
• Quarterly programming
• Dedicated VM page
Medium
Locations
180
• 7,500 employees
• 1 coordinator
• Apply for funds
• Programming scaled to size
• Shared VM page
Smaller Offices
Phase 1 Phase 2 Phase 3
Scaling a Program to a New Audience: Communications, Trainings & Tools!
Pre - 2012
Informal
Program
Formal Program
Launch Q4 2012
SuiteVolunteers 2013
How We Created Scale:
• Pro Bono Advisory Team
• Build off of previous success
• Clear, targeted communication campaigns
• Mandatory SuiteVolunteer Training
• Template and toolkit for volunteers
• Empower volunteers to lead!
• We triage, track and help course correct
• We measure success and failure!
 Ad Hoc
 20 Volunteers
 2-3 offices
 5-10 Projects
 Global Program
 200 Volunteers
 80 projects
 16 offices
Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN
Tip #3:
Use volunteer champions and
ambassadors
21
Senior Leader Involvement
Critical for program success
• Make the business case for
service
• Measure the impact
• Provide them with team
building experiences
Win Over
Key Leaders
• Have them serve regularly
with employees
• Showcase your executives
leading by example
• Help them connect with
nonprofit leadership
Make Them Visible
In Your Program
• Anoint senior executives as the
ceremonial captains of your
big initiatives
• Have them be ambassadors
(host lunch & learns, etc)
• Leaders should help with
promotion
Appoint Champions
To Key Initiatives
ADT Challenge!
d ay
22
Local Committees
The backbone of the Always Cares program
Always Cares Committees
• Competitive application process launched by senior leadership (serving 2-
year term)
• Teams of 10-15 at our major centers, 5-6 at smaller centers, each led by
a team captain that is HQ’s point of contact
• Each is funded, and submits a quarterly proposal
• Each receives full branded kit (tents, table cloths, banners, camera, shirts)
• Developing recognition/awards program
• Provide training for personal and professional development
23 Committees Across North America
SOUTH FLORIDA
900 Employees
3 Facilities
Jacqueline Luu Krissy Kennedy
Local Team Captains
Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN
Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN
25
 Be our voice locally
 Recruit a team to work with you
 Build local relationships with
non-profits
 Manage Community Connection
 Execute national campaigns at
your station(s)
 Promote events while getting
crewmembers engaged
 Help take JetBlue outside of the
airport and into your community
 Give back while having fun
CSR LIAISON
PROGRAM
The More Champions You Have – the Stronger the Program Will Be!
• SuiteImpact Teams (Hands-On):
• 2-3 Global Ambassadors/office each year
• Executive Sponsors for key events
• Department Champions who sponsor team building SuiteImpact events
• SuiteVolunteers (Pro Bono):
• Advisory Team – High Level Managers From Each Key Department
• Senior/ Junior Volunteer Pairs
• Volunteers tell their pro bono story in team meetings
• Thank you swag helps identify pro bono alumni in each office
Q&A
27
• Type questions into the box on the
right side of the your screen
• Submit via Twitter to
@VM_Solutions using “#VMbpn”
27
Stay Informed
Blog:
www.VolunteeringIsCSR.org
Twitter:
@VM_Solutions
Newsletter:
Monthly ‘Good Companies’
newsletter - Sign up on the
blog!
2828
Save the Date – April 16th
29
Transformative Value – Beyond Shared Value
Wednesday
April 16th, 2014
10 a.m. – 11 a.m. PT (1-2 p.m. ET)
Register here:
http://bit.ly/1p53QS0
Featuring:
Chris Jarvis
RealizedWorth
29

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Lessons From the Field: Employee Volunteer Program Managers' Top Tips for Success - March 2014 VM BPN

  • 1. Lessons from the Field: Employee Volunteer Program Managers’ Top Tips for Success Erin Dieterich Director Corporate Citizenship NetSuite Alex Price Manager CSR & Community Relations ADT Panelists: Facilitator: Jessica Johnson Manager Reputation & Social Impact Prometheus Real Estate Group Lauren Wagner Sr. Manager, Engagement VolunteerMatch @Lauren_Lynn2 Kate Wetzel Manager CSR JetBlue
  • 2. How To Ask Questions • Type questions into the box on the right side of the your screen • Submit via Twitter to @VM_Solutions using “#VMbpn” • We will pose questions at the end of the presentation • A copy of the slides will be circulated after the event 22
  • 4. 4 ADT's Community Service Programs • Heritage & Stature Founded in 1874, ADT is the largest security company in North America with 7 million customers and 17,000 team members. ADT became an independent public company 15 months ago. • Program Launch In July 2013, ADT launched ADT Always Cares, our company-wide community service program comprised of both employee volunteerism and employee-directed philanthropy. • Phased Rollout Always Cares launched in our seven largest markets in year one (including our Boca HQ) and will continue rolling out across North America in 2014 to all 200+ offices. • Creating Community Leaders The program is led by Corporate Affairs, and locally managed by a committee in each market, comprised of employees selected through a competitive application process.
  • 5. 5 NetSuite’s Corporate Citizenship Arm – leveraging our greatest resources – our technology and our employees – on behalf of nonprofits and social enterprises around the world. SuiteImpact Teams Hands-On Volunteering Technology Employees Software Donations & Discounts Social Solutions SuiteVolunteers Pro Bono Volunteering www.NetSuite.org
  • 7. 7 OVERVIEW OF JETBLUE’S CSR PROGRAM JetBlue launches the Social and Environmental Report JetBlue celebrates 7-year partnership with Kaboom! 11 playgrounds built, engaged 2,380 volunteers and served 5,680 children JetBlue named most eco-friendly airline by Zagat JetBlue Recognized as CSR leader for Soar With Reading JetBlue supports the environment through One Thing That’s Green JetBlue awarded Cause Marketing HALO Award for 2009 Best Environmental Campaign – Jetting to Green JetBlue launches Swing for Good Golf Tournament Partnership launch with First Book over 200,000 books distributed since then JetBlue launches Soar with Reading with PBS Kids and First Book JetBlue launches Community Connections to reward and recognize Crewmember engagement 2007 20102009 201220112006 2008
  • 8. Tip #1: Build a focused and strategic but flexible program
  • 9. Building a focused program from the ground up: • One size won’t fit all • Identify key goals • Small bites • Create a solid foundation • Devise a mechanism to localize the global direction Once you have your goals, strategy and plan… • Global / Local Exec Road Show • Formal launch campaign • Recruit local program “Ambassadors” • Provide the framework & training • Create a toolkit You can’t “set-it and forget-it” a flexible program is a work in progress – a partnership between corporate and local leaders!
  • 10. Global Direction – Localized by SuiteImpact Team Ambassador Leaders! Globally Directed: • Program Goals • Cause Themes • Branding • Training • Technology Platform Locally Defined: • Charity Partner • Type of Event • Event Timing • Campaign
  • 11. 11 FOCUSED On supporting our local heroes • Support key focus areas aligned with your brand and business offering • Align on official guidelines and policies of your program • “Volunteerism 101”: Provide specific examples of what success looks like • Build meaningful relationships and gain knowledge relevant to your industry FLEXIBLE To serve those in vulnerable situations • Be flexible enough to effectively engage a large and diverse workforce • Stay nimble to address issues that matter most to a particular market • Allow some percentage of service to be for broader areas • Make sure employees feel that they have say and influence
  • 13. 13 TBD Focus National Partnerships Local Partnerships Youth & Education Community Environment Communications General Giving Crewmembers The JetBlue Foundation (e.g., Fund aviation-specific initiatives) Foundation Role JETBLUE CSR STRATEGY: INSPIRING HUNMANITY
  • 14. Tip #2: Learn your audience and educate them when scaling to new internal or external audiences
  • 15. 15 LEARN  Needs of the communities we served were different across our BlueCities  Crewmembers were passionate about things near and dear to them  Volunteering is very personal for our Crewmembers  JetBlue has a clear CSR mission that doesn’t always align with Crewmember passions  Crewmembers would not participate in programming unless it touched their local community  Crewmembers wanted corporate support for things that were most important to them  Crewmembers expected support for causes that were important to them SCALING PROGRAMS
  • 16. 16 TEACH  We rolled out a communications strategy that included rewards for Crewmembers who signed on to VolunteerMatch  We listened to Crewmembers and created the Community pillar to align with their passions – with the only caveat that it cannot be politically affiliated or discriminatory  JetBlue continues to promote the program by sharing the results of ticket donations and matching gifts  CSR Liaisons were given barter tools to partner with nonprofits in their BlueCities who they could work with for campaigns that tied to JetBlue’s CSR programming  We use leadership to raise awareness of how to get rewards for causes important to them SCALING PROGRAMS
  • 17. 17 HQ vs. Field Consider the different aspects of your company’s employee base Scaling Up A phased approach to a company-wide rollout Corporate • Salaried employees • Full technology access • Executive skill sets • Schedule flexibility Monitoring Centers • Hourly workforce • Lack internet and full email capability • 24/7, with 3 shifts • Rigid scheduling Sales & Install • Commission-based • Out of the office and rarely in front of a computer • Focused on leads and appointments 7• 7,000 employees • 12 person committee • Fully funded • Year-round programming • Dedicated VM page Largest Centers 15• 2,500 employees • 5 person committee • Moderately funded • Quarterly programming • Dedicated VM page Medium Locations 180 • 7,500 employees • 1 coordinator • Apply for funds • Programming scaled to size • Shared VM page Smaller Offices Phase 1 Phase 2 Phase 3
  • 18. Scaling a Program to a New Audience: Communications, Trainings & Tools! Pre - 2012 Informal Program Formal Program Launch Q4 2012 SuiteVolunteers 2013 How We Created Scale: • Pro Bono Advisory Team • Build off of previous success • Clear, targeted communication campaigns • Mandatory SuiteVolunteer Training • Template and toolkit for volunteers • Empower volunteers to lead! • We triage, track and help course correct • We measure success and failure!  Ad Hoc  20 Volunteers  2-3 offices  5-10 Projects  Global Program  200 Volunteers  80 projects  16 offices
  • 20. Tip #3: Use volunteer champions and ambassadors
  • 21. 21 Senior Leader Involvement Critical for program success • Make the business case for service • Measure the impact • Provide them with team building experiences Win Over Key Leaders • Have them serve regularly with employees • Showcase your executives leading by example • Help them connect with nonprofit leadership Make Them Visible In Your Program • Anoint senior executives as the ceremonial captains of your big initiatives • Have them be ambassadors (host lunch & learns, etc) • Leaders should help with promotion Appoint Champions To Key Initiatives ADT Challenge! d ay
  • 22. 22 Local Committees The backbone of the Always Cares program Always Cares Committees • Competitive application process launched by senior leadership (serving 2- year term) • Teams of 10-15 at our major centers, 5-6 at smaller centers, each led by a team captain that is HQ’s point of contact • Each is funded, and submits a quarterly proposal • Each receives full branded kit (tents, table cloths, banners, camera, shirts) • Developing recognition/awards program • Provide training for personal and professional development 23 Committees Across North America SOUTH FLORIDA 900 Employees 3 Facilities Jacqueline Luu Krissy Kennedy Local Team Captains
  • 25. 25  Be our voice locally  Recruit a team to work with you  Build local relationships with non-profits  Manage Community Connection  Execute national campaigns at your station(s)  Promote events while getting crewmembers engaged  Help take JetBlue outside of the airport and into your community  Give back while having fun CSR LIAISON PROGRAM
  • 26. The More Champions You Have – the Stronger the Program Will Be! • SuiteImpact Teams (Hands-On): • 2-3 Global Ambassadors/office each year • Executive Sponsors for key events • Department Champions who sponsor team building SuiteImpact events • SuiteVolunteers (Pro Bono): • Advisory Team – High Level Managers From Each Key Department • Senior/ Junior Volunteer Pairs • Volunteers tell their pro bono story in team meetings • Thank you swag helps identify pro bono alumni in each office
  • 27. Q&A 27 • Type questions into the box on the right side of the your screen • Submit via Twitter to @VM_Solutions using “#VMbpn” 27
  • 29. Save the Date – April 16th 29 Transformative Value – Beyond Shared Value Wednesday April 16th, 2014 10 a.m. – 11 a.m. PT (1-2 p.m. ET) Register here: http://bit.ly/1p53QS0 Featuring: Chris Jarvis RealizedWorth 29