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The Presidents Council on Service and


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									                                                                                                     2007-08 Annual Report

                                                            HBS Community PartnerS
                                A Program of the Harvard Business School Association of Northern California

           2007 – 08                                        HBS Community Partners was established in 1986 by the Harvard Business School Alumni
     Community Partners Clients                             Association of Northern California to provide alumni the opportunity to apply their manage-
                                                            ment and business skills as volunteer consultants working on challenging and worthwhile
                                                            projects in the nonprofit sector. Since that time, over 500 HBS alumni have worked on Com-
                                                            munity Partners projects for over 300 diverse nonprofit organizations throughout the Bay Area
                                                            including museums, performing arts, social services and community development agencies.
Spark Program • San Francisco
                                                            HBS Community Partners provides more than $1.5M in pro bono consulting services annually
                                     Chinese Historical     and continues to serve as the model for other HBS clubs’ community service programs.
                                     Society of America
                                       San Francisco        We sincerely appreciate the support of the HBSA/NC club given to the Community Partners
                                                            program and thank all of the volunteers who have worked on CP projects since the program
                                                            began. You all have “made a difference” in the Bay Area community.
 Bay Area Community Services
                                                            CP Receives National Award!

                                    First Place for Youth
                                                            T  he President’s Council on Service and
                                                               Civic Participation presented a Pro Bono
                                                            Award to Harvard Business School alumni
 YWCA of San Francisco & Marin                              clubs’ community consulting programs for
         San Francisco
                                                            their commitment to providing volunteer
                                                            business consulting services to nonprofit
                                                            organizations throughout the United States.
                                                            The Council, created by President Bush in
                                                            2003, recognizes the exceptional contribu-
 West Valley Community Services
                                                            tions volunteers are making to the nation.
                                     Golden Gate National   The award was presented in February at a
                                      Parks Conservancy                                                           Laura Moon HBS Social Enterprise,
                                         San Francisco      ceremony held at the Harvard Club in New              Kathy Salmanowitz, Kelly Perdew, member of
                                                            York City.                                            President’s Council.

                                                            HBS alumni nationwide contribute more
                                                            than $4 million in pro bono services
                                                            each year through a network of club-
Assistance Dog Institute
                                    Coral Reef Alliance     based programs. The longest-running
                                      San Francisco         effort is HBS Community Partners, a
       Santa Rosa
                                                            program of the Harvard Business School
                                                            Alumni Association of Northern Califor-
                                                            nia. “Community Partners is an outstanding      and entrepreneurial spirit alumni are able
                Marine Science Institute
                                                            model for leveraging corporate skills to make   to contribute as they personify the School’s
                     Redwood City                           a meaningful social investment in communi-      mission of educating leaders who make a
                                                            ties around the world,” said Jean Case, chair   difference in the world.”
                                                            of the President’s Council. “This HBS alumni
                                                                                                            The award ceremony was part of the Pro
                                                            program has set the gold standard for pro
             Peninsula Symphony • Los Altos                                                                 Bono Summit, a gathering of CEOs and
                                                            bono service in the corporate sector.”
                                                                                                            other senior executives with a vision for
                                                            “Active engagement with the social sec-         expanding corporate volunteerism in the
                                                            tor is an integral part of the personal and     community. Other award winners were the
                                                            professional lives of many HBS graduates,”      Advertising Council, General Electric,
                 Mercy Corps • Portland                     said Laura Moon, Director of the Harvard        McKinsey & Company, The Monitor Group,
                                                            Business School Social Enterprise Initiative.   Pentagram Design, and Time Warner, Inc.
                                                            “The community consulting programs are
                                                                                                                               “Award” continued on Pg. 2
                                                            a shining example of the innovation, rigor,
  Jeremiah O’Brien National Liberty Ship Memorial
                   San Francisco
“Award” continued from Pg.1
                                            HBS Centennial Global Outreach Event for HBSA/
 The Summit was convened by the             NC Scholarship Recipients
 President’s Council on Service and Civic
 Participation in collaboration with the
 Corporation for National and Community
 Service, Points of Light & Hands On
                                            I  n March, CP hosted a special gathering
                                               of recipients of the club’s scholarships
                                            to attend the HBS executive education
 Network, Taproot Foundation, UPS, and      program for nonprofit directors, Strategic
 USA Freedom Corps.                         Perspectives in Nonprofit Management
                                            (SPNM), as part of the HBS Centennial
 Administered by the Corporation for
                                            Global Outreach efforts. Twenty nonprofit
 National and Community Service, the
                                            CEOs and executive directors attended a
 President’s Council on Service and Civic
                                            dinner and presentation in San Francisco
 Participation brings together leaders
                                            by HBS Professor and Co-Chair of the Social
 from the worlds of business, entertain-
                                            Enterprise Initiative Dutch Leonard on his             Herman “Dutch” Leonard
 ment, sports, education, government,
                                            latest research at HBS and the Kennedy
 nonprofits, and the media to recognize
                                            School. Professor Leonard discussed some        work of nonprofit (or other social-mission-
 and inspire service and volunteering in
                                            work he is doing on whether impact              driven) organizations. The lively discussion
                                            assessment is “a bridge too far” — that         at dinner was used by Professor Leonard as
                                            is, whether we should be more modest in         the basis for a white paper on the subject
                                            our goals for measuring outcomes for the        of performance measurement.

The HBSA/NC Nonprofit Executive Scholarship Award
E  ight years ago, HBSA/NC instituted       The 2008 recipients of the HBSA/NC              experience that empowers youth from
   scholarship awards for Bay Area          scholarship awards to attend SPNM:              under-resourced communities to excel in
nonprofit executives to attend the HBS                                                      education, lead in their communities, and
                                                • Tom Wilson, Executive Director,           succeed professionally. By helping high
executive education program Strategic
                                                  Canal Alliance                            school students develop and run their
Perspectives in Nonprofit Management.
Since then, 27 nonprofit directors have         • Suzanne McKechnie Klahr,                  own small businesses, BUILD supplements
attended the SPNM program as recipients           CEO & Founder, BUILD                      traditional school with real world business
of the HBSA/NC Nonprofit Scholarship                                                        experiences and critical skill building for
                                                • Marc Spencer, Executive                   the future.
Awards. The Community Partners Steering
                                                  Director, Juma Ventures
Committee administers this program                                                          Juma Ventures is an innovative nonprofit
including announcing the opportunity to         • James Welsh, President & CEO,             organization that has developed a
the Bay Area nonprofit community and              Family & Children Services                unique and highly effective approach
selecting the candidates.                                                                   to youth development: Juma develops
                                            Canal Alliance’s mission is to develop
Strategic Perspectives in Nonprofit         self-sufficiency and leadership for a           and operates businesses - known as
Management (SPNM) is targeted to CEOs       healthier community in the east San Rafael      “social enterprises” - for the purpose of
and executive directors of nonprofit        neighborhood named “the Canal” after the        providing job opportunities to economically
organizations. First offered in 1995, the   San Rafael canal that forms its eastern         disadvantaged teens. In addition to the
program features a week of intensive,       border. The vast majority of people living in   employment opportunities provided in
interactive learning at the School’s on-    the area are immigrants and a large number      these social enterprises, Juma empowers
campus residential executive facilities.    are undocumented. The population consists       youth with financial education and savings
The program gives nonprofit leaders the     of mostly two-parent, low-wage earners,         programs, college and career exploration,
opportunity to step back from the day-to-   and there are 3,000 children and youth          and essential life skills.
day pressures of the workplace to examine   under the age of 18.                            Family & Children Services is a private,
their missions and rethink their goals.                                                     non-profit health and human services
                                            BUILD based in Menlo Park is a four-
Participants explore strategic concepts                                                     agency that has served children, teens,
                                            year entrepreneurship-focused college
in mission focus, market sensitivity,                                                       adults, and families in San Mateo and
                                            preparation program whose mission is
organizational structure, and performance                                                   Santa Clara counties for nearly 60 years.
                                            to provide real-world entrepreneurial
management and control.                                                                     The agency offers a wide variety of
                                                                        available in        comprehensive and affordable counseling,
                                      program and scholarships will be
  Information about the 2009 SPNM                                  nt must hold the         education, and prevention programs.
                                       larship awards, the applica
  mid-January. To qualify for the scho                                   which must
                                      or President of their organization                    This year the HBSA/NC Board also approved
  position of CEO, Executive Director                             ng budget of at
                                      tion should have an operati                           an additional scholarship for a second
  have 501(c) 3 status. The organiza                                                        Social Enterprise HBS executive education
  least $1 million.
H B S C o m m u n i t y Pa r t n e r S                                                              2007-08 Annual Report

 program, Performance Measurement
                                               Rebuilding Together Day — A Big Success Again!
 for Effective Management of
 Nonprofit Organizations (PMNO)
 aimed at senior level nonprofit
                                               C  ommunity Partners offers alumni a one-
                                                  day community service opportunity
                                               in addition to the consulting projects.
 executives and designed to enhance            We selected Rebuilding Together, a well
 nonprofit organizations’ ability to           known and recognized nonprofit in San
 implement their missions through              Francisco, and sponsored a team of alumni
 performance measurement.                      to participate in Rebuilding Together’s
    The 2008 recipient of the HBSA/NC          annual Rebuilding Weekend held in                           San Francisco
    scholarship to attend PMNO:                April. Rebuilding Together (RT), formerly
                                               Christmas in April, started in San Francisco    Francisco. Each year, over 4,000 volunteers
    Michael Jones, Director of Program         in 1989. RT is one of 270 affiliates across     turn out in San Francisco to preserve and
    Services, Boys & Girls Club of the         the country helping to preserve and             revitalize our community, and on a national
    Peninsula                                  revitalize communities by helping low-          level over 270,000 individuals donate their
                                               income elderly and disabled neighbors           time and skills.
 The Boys & Girls Club of the
                                               make much needed repairs to their homes         This April, the HBS team helped renovate
 Peninsula, founded in 1958, is now the
                                               and to improve neighborhood facilities that     the apartment of a disabled woman in San
 largest youth development organization
                                               serve children, families, and seniors.          Francisco’s Mission District. “Dear Team;
 on the San Francisco Peninsula,
 operating in the most challenged              Rebuilding Together Day is held one             Thank you for all your hard work. My new
 neighborhoods of East Palo Alto, Menlo        weekend per year across the United States.      apartment has made it possible for me to
 Park and Redwood City.                        Since RT began in San Francisco in 1989,        have friends over to eat and my office space
                                               volunteers have renovated more than 600         helps me learn more every day. Thank you so
                                               homes and 200 nonprofit facilities in San       much.” Linda G. Wilson.

CP Volunteer Excellence Award
O   n October 16th, Community Partners
    once again hosted a dinner party for
recent Community Partners volunteers
                                               worked on projects for American Red Cross
                                               Bay Area, Environmental Defense, ANZA
                                               Technology Network, where he was the
                                                                                               organizations in the Bay Area and perhaps
                                                                                               many people.
                                                                                               At the same time, working on projects
at Delancey Street Restaurant, which is        project leader, and most recently with Coral
                                                                                               that mean so much to the nonprofit
owned and operated by the Delancey Street      Reef Alliance (CORAL).
                                                                                               organizations we work for with other
Foundation, in San Francisco. The event
                                               For over 20 years, Bill has been                business school graduates is incredibly
provides an opportunity for volunteers to
                                               a management consultant at SRI                  fun and exhilarating. You often experience
meet each other and share insights and
                                               International (formerly known as Stanford       those moments when you can say, “We
learning from their projects over dinner.
                                               Research Institute) where he was a vice         just helped.” A CP project is the perfect
The dinner also served as the occasion to      president of consulting and director of         opportunity to do something good and have
announce Bill Ralston ’77 as the recipient     the scenario-planning practice, and with        an impact.”
of the 2007-08 Jim Stocker Volunteer           SRIC-BI, the consulting and business-
                                                                                               The Jim Stocker Award for Volunteer
Award for Excellence. The award is             research spin-off of SRI that Bill co-
                                                                                               Excellence was created in 1997 to
presented each year to an HBS alumnus          founded in 2001. In 2005, Bill formed PGO
                                                                                               acknowledge Jim’s role as co-founder of
who has made significant contributions to      Consulting to work as a strategy advisor
                                                                                               Community Partners in 1986 and Chair
HBS Community Partners and its clients.        and corporate futurist and authored a how-
                                                                                               of its Steering Committee during its
                                               to book for executives — The Scenario
Bill has worked on 7 projects for                                                              first ten years. The award is intended
                                               Planning Handbook: Developing Strategies in
Community Partners! His first project was                                                      to generate enthusiasm and excellence
                                               Uncertain Times.
back in 1992 for the California History                                                        among Community Partners volunteers
Center and Foundation in Cupertino. Like       “Community Partners is the vehicle for me       through formal recognition of their work.
many first-time project volunteers he ended    to be a volunteer — to go beyond what is        Previous awardees include Janet Strauss
up leading the project, and later joined the   expected of me as a business person and         ’82, Virginia Barker ‘85, Lee Cuthbert
CHCF board. His next projects were for the     fulfill my obligation to the wider community.   ’80, Keith Cerny ’91, Claudia Stern ’85,
California Council for Environmental and       By working on CP projects on a regular          Monica Pressley ’87, Ilene Steiner ’83,
Economic Balance (CCEEB) and Greenbelt         basis, I can have an impact on nonprofit        Melinda Thomas ’92, Steve Shane ’80,
Alliance. In the past five years, he’s                                                         Steve Downs ’79 and Riley Willcox ’65.
                                                Completed CP Projects
u In 2005, a group of Napa Valley vintners     u Sheryl Bolton ’80, Lee Lambert ’79,           u Sharon Stranahan ’80 and Jennifer Yang
 funded a two-year research project to           Maricor Fahlander ’93 and Steve Downs          worked with the YWCA of San Francisco
 teach dogs to scent detect mealy bugs,          ’79 helped The First Place for Youth,          & Marin to develop a new marketing and
 an expensive problem for the California         an Oakland-based nonprofit organiza-           communication strategy for this chapter
 wine industry. The research proved the          tion founded in 1998 to remedy the lack        which was founded in 1878.
 concept successful. The organization            of services available to youth who are
                                                                                               u Buck Gee ’80, Michael Cheng and Alan
 that trained the dogs, Assistance Dog           making the difficult transition from foster
                                                                                                Wong developed a sustainability model
 Institute (ADI) in                              care to independent living on an expan-
                                                                                                for growth and expansion for the Chinese
 Santa Rosa asked                                sion strategy to replicate its housing
                                                                                                Historical Society of America.
 the CP team — Carol                             program in other counties.
 Novello ’91, Kari                                                                             u A team of three HBS ‘86 alums and sec-
                                               u Pam Jacobs ’91, Curt Berrien ’70,
 Gertner ’02, Ned                                                                               tion mates, Jim Heerwagen, Larry Kaufman
                                                 Bill Ralston ’77 and Debbie Liao ’04
 Elliott ’69, Spencer                                                                           and Drew Lieberman helped an innovative
                                                 helped Coral Reef Alliance, the only
 Bader ’69, and Jarrott Miller ’57 to de-                                                       education nonprofit, Spark Program in
                                                 international organization working ex-
 velop a business plan to determine if ADI                                                      San Francisco, with setting performance
                                                 clusively to save the Earth’s coral reefs,
 could build this service into a sustain-                                                       metrics and board governance.
                                                 identify key donor market opportunities
 able venture. Unfortunately for ADI, the
                                                 that CORAL can use to support its 5-year      u Mary Shapero ’04 and Deborah Schueren
 numbers did not support expanding this
                                                 strategic plan.                                ’90 developed a strategic marketing plan
 effort at this time.
                                                                                                for the Marine Science Institute (MSI)
                                               u Paul Teplitz ’69, Terry Byers ’77 and
u Karen Alden ’88 and Patrice Flack PMD 74                                                      in Redwood
                                                 Lee Cuthbert ’80 worked on develop-
 assisted the Peninsula Symphony, which                                                         City that
                                                 ing a strategic planning process for the
 has been offering concerts by volunteer                                                        looked at
                                                 Jeremiah O’Brien National Liberty Ship
 community musicians since 1949, with a                                                         branding and
                                                 Memorial, a WWII cargo ship moored at
 marketing strategy to attract new audi-                                                        messaging
                                                 Pier 45 in San Francisco, that has been
 ences and increase ticket sales.                                                               strategies
                                                 operated over the years by a largely vol-
                                                                                                to reach new markets. Although MSI
u Juan Montermoso ’77 and Adi Gamon ’79          unteer staff and crew.
                                                                                                has been operating for 37 years with its
 advised West Valley Community Services
                                               u Ken Calhoon ’89, Bill Fellows ’85,             Discovery Voyage program, it is not well
 on how to develop stronger relationships
                                                 Rick Gostyla ’69, Mason Myers ’02,             known beyond the Bay Area education
 with and greater support from the city/
                                                 Robert Lightfoot ’95 and Berdine Yuan ’04      community.
 town governments, organizations and
                                                 worked with Golden Gate National Parks
 general public throughout the five city                                                       u Virginia Gray ’81 worked on a Stanford
                                                 Conservancy (GGNPC) to analyze several
 area it serves.                                                                                Alumni Consulting Teams (ACT) project
                                                 potential in-
                                                                                                for the Berkeley East Bay Humane
u Russell Kirschenbaum ’63, Arnie Lapining       come oppor-
                                                                                                Society to develop a strategic plan.
 ’82, Larry Kaufman and Emily Yee devel-         tunities that
 oped a marketing plan based on a com-           have been                                     u Kathy Koenig ’89, Dan Glessner ’88,
 prehensive feasibility study for Bay Area       suggested by                                   Andrea Bloom ’93 and Steve Koenig ’89
 Community Service’s (BACS) Meals on             the National                                   reviewed the annual planning processes
 Wheels kitchen facility in Oakland. BACS        Parks Service to GGNPC and recommended         for Mercy Corps, the global relief and
 aims to transform its kitchen into a social     those that warrant further investment          development agency, and provided recom-
 enterprise operation that prepares, sells,      from the GGNPC.                                mendations on how the process could
 and delivers food at positive margins to                                                       be streamlined and improved to achieve
 other non-profit agencies on a fee for                                                         maximum impact.
 service basis.
       Some Recent Comments from CP clients…                                                       Current CP Projects

“    I just wanted to express my thanks to the HBS Community Partners for their
     generous donation of time to reassess and redraft our marketing plan. It was
     an incredibly positive and successful experience for us and allowed us to
     progress as an organization.
                                                                                               Karen Baldeschwieler ’00, Bill Fellows ’85,
                   — Margrit Rinderknecht, Executive Director, Peninsula Symphony              Rahul Bhargava ’00, Vivian Wu ’00,
                                                                                               Jayne Lange ’83 and Minnie Ingersoll ’02

 “     We really appreciate the time and effort that the CP team put into our project!
                          — Marilou Seiff, Executive Director, Marine Science Institute   ’’   are working with Lucile Packard Children’s
                                                                                               Hospital to evaluate its Pediatric Weight
                                                                                               Control Program and identify ways for the

“    The work of the CP team was great and very helpful!
     — Sam Cobbs, Executive Director, First Place for Youth’’                                  program to achieve profitability without
                                                                                               philanthropic support.

        “   I’m delighted with the results of the project — the team produced a very
            clear, immediately usable and important metrics system. I’ve learned a lot
            during the process and am quite excited to implement the system and see
            the results.
                                     — Chris Balme, Executive Director, Spark Program

“    The project and team of Community Partners gave the YWCA a structure
     and focus for positioning the agency to launch a strategic plan. The team
     was professional, experienced and delightful in all interactions with our
                                                                               ’’              Eileen McCullough ’05, Adi Gamon ’79 and
                                                                                               Jennifer Dahmus ’00 are helping West Bay
     board and staff. Thank you for this support.                                              Opera in Palo Alto to develop an effective
               — Judy Case, Executive Director, YWCA of San Francisco & Marin                  audience expansion program for this second
                                                                                               oldest opera company in California.

         “   The work you did for CORAL was extremely helpful. It surfaced a number
             of areas that we need to both pay attention to and more fully develop.
                                        — Lyn Ciocca, Board Chair, Coral Reef Alliance
“    What a gift to have that report and perspective to work with. We could easily
     have gone in a direction that would have cost us with no hope of return.
                          — Dr. Bonnie Bergin, President, Assistance Dog Institute
      “    CP is such an excellent provider of services and we really benefited from a
           project we would not otherwise have been able to do.
                            — Anna Young, Director for Strategy & Learning, Mercy Corps
                                                                                         ’’    Timothy Swords ’86, Jim Warshell ‘76, Julie
                                                                                               Hammerman ’03, John Ricci ’81,
                                                                                               Anil Kapuria OMP 22 and Susan Knowles
Other CP programs and HBS                                                                      are developing a business plan for Juma
                                                                                               Ventures that outlines the expansion of its

A   s noted previously, other HBS clubs have Community Partners or similar programs and
    we are all working with HBS Social Enterprise and the Alumni office to have a central
site to share learning, project news and best practices. As a result of the national pro
                                                                                               youth development social enterprise model
                                                                                               into five new cities in the next five years.

bono award received in February, HBS convened representatives of the various CP programs
in May for a roundtable meeting. The chart below summarizes the largest programs; CP
programs also exist in Los Angeles and are being started in Portland and Chicago.

PROGRAM                       YEAR FOUNDED         # PROJECTS/YR        # OF VOLUNTEERS
Community Action              1993                 12-15                85-100
Partners (Boston)                                                                              Lee Lambert ‘79, David Mendel ‘82, Cathy
Community Partners (CT)       2003                 10-12                40-50                  Siciliano ‘04, Sandy Young ‘00, Tracy Boyd
                                                                                               ‘96, Rick Shrotri ‘03 and Sally Aldridge ‘96 are
Community Partners (NY)       1998                 12                   60                     helping Napa Valley Grapegrowers with a
                                                                                               membership recruitment strategy and
Community Partners            1986                 12-15                60-75
                                                                                               marketing plan.
(No. Cal.)
Compass (DC)                  2001                 15-17                120*
*Includes HBS, Stanford & Wharton alumni
                                                        HBS Community PartnerS
         HBS Community Partners                                                                                                       PRSRT STD
           Steering Committee                                                                                                        U.S. POSTAGE
                                                                                                                                        P A I D
                Steve Downs ’79                                                                                                   SAN FRANCISCO, CA
                     Chair                                                                                                         PERMIT NO. 11882

            Kathy Salmanowitz ’78
                                                                    369-B Third Street, #474
                   Director                                          San Rafael, CA 94901

                                                                 l REP
                Karen Alden ‘88

                 Kirk Bloede ‘87                           ANNuA
                  Milt Klein ‘50

                Kathy Koenig ’89

                 Wendy Lim ‘06

              Michael Marubio ‘95

                Steve Shane ’80

          Website: www.hbsanc.org
          Email: Kathy@hbscp.org
           Phone: 415-435-7623

Printed on stock certified by the Forest Stewardship
Council, using soy based inks.

                                                       Steering Committee update

                                                                                       Lim, Kirk Bloede
                                                                       lt Klein, Wendy
                                                       Steve Downs, Mi               d Karen Alden
                                                                     Steve Shane an
                                                       Kathy Koenig,

                         Steve Downs ’79 is the new chair of the CP                experience, primarily in the areas of sales
                         Steering Committee. Steve has worked on                   strategy and marketing planning. Kathy
                         many CP projects and was the recipient of                 recently led the project for Mercy Corps and
                         the Jim Stocker Award for Volunteer Excel-                is a former senior manager at Oracle. Wendy
                         lence in 2006. Steve is Director of Finance               worked on the Commonwealth Club project
                         & Administration for University Alumni                    and is Head of Customer Service at Yelp.
                         Relations at UCSF.
                                                                                   They replaced long serving Steering Com-
                         Three new HBS alums have joined the CP                    mittee members – Janet Strauss ’82, Vickie
                         Steering Committee! — Karen Alden ’88,                    Johnston ’78, Kimberly Wright Backus ’96
                         Kathy Koenig ’89 and Wendy Lim ‘01. Karen                 and Ilene Steiner ’83 who we thank for
                         has worked on many CP projects, most                      their dedication, insights and advice over
                         recently for the Peninsula Symphony and                   the years.
                         has over 20 years of business management

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