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VOLUNTEER MANAGEMENT IMMEDIATE ACTION DATE

VOLUNTEER MANAGEMENT IMMEDIATE ACTION 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. PURPOSE OF THIS TEMPLATE. When do I use this template?

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VOLUNTEER MANAGEMENT IMMEDIATE ACTION DATE

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  1. VOLUNTEER MANAGEMENT IMMEDIATE ACTION 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 pro bono consultant team prepares a summary of the Immediate Action implementation and outlines the next steps. • 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.

  4. AGENDA • Meeting Goals • Where We Are Now • Immediate Action Summary & Results Recap • Action Plan Review • Other Recommendations Recap • Next Steps

  5. MEETING GOALS • MEETING MATERIALS • Summary of Immediate Action Implementation • PREPARATION • Pro Bono Consultant Team prepares summary of Immediate Action Implementation and Mid-Immediate Action Plan Implementation Status Report • ATTENDEES • Entire consultant team • Entire nonprofit team • Board Member • Recap Immediate Action implementation and discuss what worked • Check feasibility of implementing the near-term and long-term projects of the Action Plan • Conduct forward planning on recommendations for remaining areas of Volunteer Management

  6. Where we are now

  7. PROCESS

  8. IMMEDIATE ACTION SUMMARY & RESULTS RECAP

  9. SUMMARY & RESULTS PRIORITY AREA #1

  10. SUMMARY & RESULTS PRIORITY AREA #2

  11. ACTION PLAN REVIEW

  12. ACTION PLAN: PRIORITY AREA #1

  13. ACTION PLAN: PRIORITY AREA #2

  14. OTHER RECOMMENDATIONS RECAP

  15. ASSESSMENT SNAPSHOT OF PRIORITY & CAPACITY Role Definition Marketing & Recruitment Screening & Selection Training & Orientation Communication & Supervision Retention Recognition & Rewards Performance Measurement

  16. OTHER RECOMMENDATIONS AREA: • Strengths • Weaknesses • Priority: Medium Capacity Level: Basic System ASSESSMENT RECOMMENDATIONS • Immediate Action (8-10 weeks) • Near term (6-12 months) • Long term (1-2 years)

  17. NEXT STEPS

  18. NEXT STEPS • Close the Service Grant and completing online Taproot evaluations • Celebration!

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