Leadership Development Through Board Service “Give while you get” Ontario Bar Association Assistance Program September 16, 2005
Agenda
The “what, so what and now what”
1. Altruvest Charitable Services 2. Canada‟s Voluntary Sector 3. Business Volunteers and Charity Board Service
nominal cost…big impact leadership development corporate social responsibility business building through networking
4. Altruvest‟s Governance Programs: BoardMatch Fundamentals BoardMatch Leaders 5. Next steps
Altruvest‟s Mission
To expand the talent pool, and enhance the governance skills of charitable sector boards and senior leaders, fostering more effective charities and stronger Canadian communities.
Altruvest‟s Guiding Principles
• Seek to be a bridge between corporate/business and charitable sectors
• Work collaboratively to build resources using existing tools available • Tools and programs delivered must be sustainable and leverageable
Altruvest Core Programs
• BoardMatch Fundamentals-a free program which introduces
registered charities to informed candidates willing to share their expertise through board service.
• BoardMatch Leaders-a fee for service experiential leadership
development program targeted at strategic corporate talent.
• E-Learning platform-4 modules relating to board governance. • BoardWorx ED- a program assisting senior staff in charities to
leverage their organization’s board of directors talents as a strategic asset to achieve mission. Plans call for 3 components: classroom, peer learning circles and mentoring. (Pilots Fall 2005)
Altruvest Board of Directors
Pat Bradshaw Associate Professor Schulich School of Business York University Robert C. Follows Chair of the Board Chairman Emeritus Maritz Canada Inc. Frances Lankin President United Way of Greater Toronto Josie Scioli Vice President, Client Sales and Service Bell Nexxia
Michael J. Boydell Vice President of International Strategy and Corporate Development Yahoo! HotJobs Canada
Pamela Griffith-Jones Vice President, Leisure Canadian Tire Corporation
Bob Macdonald President and CEO Maritz Canada Inc.
Georgina SteinskySchwartz President and CEO Canadian Centre for Philanthropy
John D. Ferguson Vice President, North America Association of Chartered Certified Accountants
Michael N. Kaplan Partner Fraser Milner Casgrain
Helen Mallovy Hicks Partner, Valuation & Strategy Advisory PricewaterhouseCoopers LLP
Nancy Wilson Host, Newsworld Today CBC Newsworld
Our Donors
Legacy Donors
• • • • • • • • Bell Canada Human Resources Development Canada Manulife Financial Maritz Canada Inc Ministry of Citizenship, Volunteer@ction.Online Ontario Trillium Foundation Scotiabank The Counselling Foundation of Canada
Canada‟s Voluntary Sector
• • 161,000 non-profit organizations 80,000 registered charities
•
• • • • • • • •
2 million employees-13% of labour force
$112 billion in annual revenues 19 million volunteers 2 billion volunteer hours or 1 million full-time jobs $14 billion added to sector‟s GDP in 1997 by valuing volunteer labour 42% have revenues of $30,000 or less; 63%-$100,000 or less 64% of organizations are local in scope versus 3% national 54% of all organizations have no paid staff Over 1 million charity board volunteers with approx 25% annual turnover
Cornerstones of Community: The 2003 National Survey of Nonprofit and Voluntary Organizations -released Sept 2004 Satellite Account of Nonprofit Institutions and Volunteering-Statistics Canada –released Sept 2004
Highlights of the Satellite Account of Nonprofit Institutions and VolunteeringStatistics Canada
Gross domestic product Canadian nonprofit sector, 1997
Billions of dollars
8.6% of the economy
Extended measure
Standard measure
6.9% of the economy
0
10
20
30
40
50
60
70
80
GDP
Value of volunteer work
Larger than many major industries
GDP: Canadian nonprofit sector and selected industries, 1997
80 70 60 Value of volunteer work
GDP
Billions of dollars
50 40 30 20 10 0
Agriculture M ining, oil and gas extraction Nonprofit sector Retail trade Accommodation and food services M otor vehicle manufacturing
What do Organizations Do?
Sports & Recreation Religion Social Services Grantmaking, Fundraising, Voluntarism Arts & Culture Development & Housing Business, Profess. Assoc, Unions Education& Research Health Environment Law, Advocacy & Politics International Hospitals, Universities & Colleges Other
Primary Activity Area .
21% 19% 12% 10% 9% 8% 5% 5% 3% 3% 2% 1% 1% 2%
0%
5%
10%
15%
20%
25%
30%
Percentage of Organizations
The Resource Divide
• A small percentage of large organizations account for most of the revenues, paid staff and volunteers
• The larger number of small-revenue organizations tend to have few employees and rely on volunteers to deliver services
• 54% of all organizations have no paid staff
Distribution of Revenues by Size of Organization
60% 42% 40% 21% 20% 1% 0%
<$30K $30K<$100K $100K<$250K $250K<$500K $500K<$1M $1M<$10M $10M+
59%
25% 16% 4% 8% 4% 5%5% 6% 1%
2%
Size of Organization (Total Annual Revenues) % Organizations % Total Revenues
Problems that Keep Organizations from Fulfilling their Missions
Difficulty planning for the future Difficulty recruiting type of volunteers org. needs Difficulty obtaining board members Difficulty retaining volunteers Difficulty obtaining funding from other orgs incl govt Difficulty obtaining funding from individual donors
19% 19% 17% 20% 9% 12% 19% 22% 24% 26% 25% 20% 15% 13% 13% 9%
20% 13%
0%
20%
40%
60%
Percentage of Organizations Indicating a Problem
Distribution of Volunteering Load
• 73% Canadians >15 yrs. did not volunteer
• 7% contributed 73% of all volunteer hours • Volunteers are aging
Source: National Survey of Giving, Volunteering and Participating 1997, 2000
What have we learned?
• Nonprofit and voluntary organizations
– Touch virtually every aspect of Canadians’ lives – Are significant vehicles for citizen engagement – Tend to operate locally and provide public benefits – Have a significant economic presence
Good Governance in the Sector
Sol Kasimer, Altruvest CEO
(formerly President of YMCA of Canada)
“Excellent organizations start with good governance”
Good governance requires: Board of Directors and staff – have a common vision – have clarity on roles and responsibilities – have requisite skill sets to carry out mission
The Solution
• Identify enthusiastic volunteers with business skills
• Offer training on board service and governance • Facilitate board introductions • Work with existing organizations
– United Way, Community Fdns. Volunteer Centres
Benefits for Corporate Employers
• Human resource leadership development opportunity…. free!
• CSR opportunity…. free!
• Networking….free!
• Community building….
– “Stronger Leaders, Stronger Charities, Stronger Communities”
Benefits for Board Members
• Contribution • Leadership skills • Personal satisfaction
• Networking
• Career enhancement
• Stronger communities
Benefits for Board Members
Thought Leadership •Creating innovative solutions •Shaping strategic vision •Thinking conceptually & analytically Results Leadership •Demonstrating initiative & accountability •Pursuing learning & development •Using management expertise
Relationship Leadership •Collaborating effectively by valuing diversity •Attracting & developing talent •Influencing & negotiating effectively •Leveraging networks
“Executive Leadership Development through Service on Nonprofit Boards“ by American Express and The Volunteer Consulting Group Inc. - Quoted in http://www.jacksonleadership.com/whats_new/reviews/oct_rvw.pdf
The Program • Web based governance learning for candidates • Provides an introduction to charities in need of directors • Primarily targeted at middle management • Available over the Internet at: www.boardmatch.org
The Results
• Over 1000 board positions filled in 65 months in GTA, 1250 nationally • Over 455 registered charities participating in GTA, 630 nationally
• Launched in Greater Vancouver Area, June 2003, 3 more cities in 2006
BoardMatch Fundamentals includes:
eLearning in Charitable Governance
– – – – Roles & responsibilities of board service Best practices in board governance Human resource planning for boards Financial development/fundraising
Includes offerings for both board members and senior charity staff
Candidate Board Orientation includes:
• • • • • • Mission and Strategic Planning Stewardship Resource Development Human Resources Community Relations Accountability
Orientation can be done live or online
Our Charitable Clients
• • • • • • • • Boys and Girls Clubs Canadian Cancer Society Canadian Red Cross Furniture Bank Humewood House Toronto Operetta Theatre United Ways of Halton Hills, Milton Volunteer Centre Of Peel
The Program • Charitable governance learning featuring academic and sector experts
– – – – Significance of voluntary sector Governance models and Strategic Planning Evaluation & fundraising techniques 1 1/2 days classroom plus eLearning
• • • • •
For strategic talent, senior staff, executives Expert mentoring Customized charity board placement Networking opportunity Fee for service
BoardMatch Leaders
225 participants over last 3 years
• • • • • • • • • • • • • • • Accutel Aird & Berlis Allstream BDO Dunwoody Bank of Montreal Bay Area Leadership Bell Canada Canadian Tire Celestica Colmar Deloitte Touche Direct Energy EDS Ernst & Young Fraser Milner Casgrain • • • • • • • • Hewlett Packard Manulife Financial Maple Leaf Foods Maritz Canada Mercer Mintz & Partners PricewaterhouseCoopers Scotiabank
•
• • •
Swiss Reinsurance
TD Bank Toronto Hydro Underwriters
How Business can get involved
3 Way Win!
– Leadership Development & Retention Strategy – Corporate Social Responsibility – Business building through networking
Next Steps: How you can get involved
• Register with BoardMatch Leaders
– Strategic talent, senior management & executives – Next program start dates Oct 19 & Nov 16, 2005 in GTA – Fee per participant
• Register free with BoardMatch Fundamentals
- visit www.boardmatch.org and „search positions‟ and „participating organizations‟ - complete registration steps - complete board orientation online or at monthly live session in T.O. (Oct / 05 )
• Corporate Partnership Opportunities
– Event Sponsorship, Program Sponsorship
www.boardmatch.org
Questions or comments? Call or e-mail Norm King 905-696-5149 nking@altruvest.org