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For Pro Bono
 Find The Right Talent For All Of Your Pro Bono Needs




LinkedIn ©2013 All Rights Reserved
© Taproot Foundation 2012
The number one reason cited by
nonprofits for not using more pro
bono is “not knowing how to find
                 Slide 2

quality pro bono resources.”
                                                                                          1




Slide 2
1 Taproot Foundation and Board Source, 2011 Nonprofit Leader Survey (unpublished data).       © Taproot Foundation 2012
Taproot has partnered with LinkedIn
for Good to make it easy for you to
find the pro bono resources you
                 Slide 3

need.



Slide 3                        © Taproot Foundation 2012
FIND PROFESSIONALS ON LINKEDIN
Looking for a particular skill set? Interested in building relationships with pro
bono volunteers from a particular company or industry?
 LinkedIn’s advanced search feature makes zeroing in on the exact talent
   you need easy.



                                     Slide 4




 A strategy consultant to     A part-time accountant     A graphic designer to
help build your 3-year plan   to maintain your books       create a new logo
 Slide 4                                                                  © Taproot Foundation 2012
LINKEDIN MEMBERS + SERVICE

 78% donated time or money in the last 12 months
 76% would be open to virtual volunteering
  opportunities if they used their specific skills and
  talents
 LinkedIn’s members have a desire to serve – they
  are just waiting to be asked!
                                    Slide 5




Slide 5                                                  © Taproot Foundation 2012
IN THIS PRESENTATION

 Learn to use LinkedIn to identify the right talent for
  your pro bono projects
    − Find individual pro bono volunteers
    − Discover connections to organizations and
      companies that provide pro bono services
    − Vet potential pro bono consultants
                                   Slide 6




Slide 6                                                    © Taproot Foundation 2012
THE PRO BONO PROCESS

    SCOPE            SECURE             MANAGE



 LinkedIn is designed to help you secure pro bono
  resources
 That is, LinkedIn helps you to find the7
                                    Slide talented
  professionals you need by allowing you to connect   Process from:
  with people already in your network.




Slide 7                                                      © Taproot Foundation 2012
BEFORE SECURING PRO BONO

 You need to have a clearly defined scope of work
    − It’s a good best practice to review your scope with a
      knowledgeable professional to confirm you are on track.
          −   Unclear on what it is you need to begin with? Plan for a longer
              meeting with a relevant professional – 90 minutes at a
              minimum. Start with the “pain” you’re feeling and narrow to a
              specific scope together.
          −
                                                  Slide 8
              Already have a scope? Ask someone to review – a good bet is
              a board member with relevant experience.
          −   You can also ask for 30 minutes of “speed pro bono” and get
              an outside professional’s opinion.
 You need to have a sense of the kind of skills you are
  looking for
    − Get specific! For example, a graphic designer and a
      market analyst have very different skills, but both might
      be considered part of the marketing profession.

Slide 8                                                                         © Taproot Foundation 2012
USE LINKEDIN TO…

1. Find connections to individuals
2. Find connections to other providers
                   Slide 9

3. Vet potential pro bono volunteers
4. Recognize pro bono volunteers


Slide 9                           © Taproot Foundation 2012
CONNECT WITH INDIVIDUALS

LinkedIn can help you connect to the talent you need –
including individuals that might otherwise be overlooked

 Search based on a specific profile
  − Keyword
  − Industry                       Slide 10
  − Geographic location
  − Current or past employer
 Quickly see how closely you are connected to them
 Request a specific introduction from your shared
  friend or colleague



Slide 10                                                   © Taproot Foundation 2012
CONNECT WITH OTHER PROVIDERS

 Looking to secure pro bono support from a specific
  provider of pro bono?
  − Corporations
  − Professional service firms
  − Intermediaries
  − Trade associations            Slide 11
  − Schools
 Use LinkedIn to find a connection to your pro bono
  provider of choice and turn your cold call into a warm
  introduction.




Slide 11                                                   © Taproot Foundation 2012
CONNECT WITH OTHER PROVIDERS

CONNECTING WITH A CORPORATION                   CONNECTING WITH AN INTERMEDIARY

► Approach a functional contact (that is,       ► Gain an understanding of the
  someone in the marketing, finance, or           application or intake process
  strategy department, etc.)                    ► Ask how they scope projects, meaning
► Approach the corporate responsibility or        do they have a set catalog or do they
  grantmaking team                     Slide   12 accept open-ended requests?
► See if your board members have a              ► Inquire about the screening process for
  connection – they might be able to              the consultants you’ll be working with
  provide an introduction                       ► Ask about the resources you are
► Formulate your “ask” like you would any         expected to contribute (both financial
  other request: start with a brief               and human capital)
  description of need, share your scope
  document, explain why you’ll be a great
  pro bono client, and clearly tie the
  project to your mission
Slide 12                                                                     © Taproot Foundation 2012
CONNECT WITH OTHER PROVIDERS

CONNECTING WITH A SCHOOL                       CONNECTING WITH TRADE
                                               ASSOCIATIONS
►   Ask about internships and group            ► Is there a formal intake process?
    projects – are they seasonal? Can          ► Do they offer access to their network of
    students apply for credit? What’s the         professionals if they don’t manage
    recruiting process?                           applications themselves?
►   What are examples of recent projects       ►
                                        Slide 13 What are some examples of past
    that were done by students?                   projects and which organizations
►   Can you host more than one intern at a        received support?
    time?
►   Do certain courses offer pro bono
    service as a part of class requirements?




Slide 13                                                                    © Taproot Foundation 2012
VALIDATE CONSULTANT SKILLS

Find the perfect volunteer among a page of search
results by screening for the best possible match:

► How closely are you connected to them?
► What’s their job history?
► Do they seem qualified for the work you need done?
                                     Slide 14
► Do they have a demonstrated commitment to
  volunteer work or causes?
► Any group associations that suggest they’ll be
  passionate about your organization or project area?
► Do they list relevant skills? Are they endorsed for
  those skills? (see next slide)


Slide 14                                                © Taproot Foundation 2012
VALIDATE CONSULTANT SKILLS




                                       Slide 15




 The Skills & Expertise section allows you to review a potential consultant’s
 relevant skills – and see if they’ve been “endorsed” by colleagues andTaproot Foundation 2012
Slide 15                                                              ©
                                                                        friends.
RECOGNIZE AND REWARD

 You already know the importance of saying “thank
  you” to your volunteers. Why not do it publicly?
  1. Encourage your pro bono consultants to list their
    work with your organization on their profile.
       − Have them list the work as they would any paid          3 WAYS TO SAY
         engagement in Experience section                        “THANK YOU”
       − In addition, suggest listing your organization in the   TO YOUR
                                          Slide 16
         Volunteer Causes & Experience section
    2. Endorse their work by writing a recommendation
                                                                 ALL-STAR
       that is visible on their profile                          CONSULTANTS
    3. Was the project something public like an annual
      report or website?
       − Suggest the volunteer list the final product on their
         LinkedIn profile in the Projects section.

    (See examples on the next slide)
Slide 16                                                              © Taproot Foundation 2012
RECOGNIZE AND REWARD
                                                         1. Volunteer Experience & Causes



                                                                     2. Experience



                                           Slide 17
                          Pro Bono MarketingConsultant
                                   Branding Consultant




Pro Bono Video Creation



                                                                   3. Projects


  Recognize volunteers after they’ve completed project work by encouraging them
 Slidetalk about the work on their LinkedIn profiles.
  to 17                                                             © Taproot Foundation 2012
SEARCH LIKE A PRO

1. Decide who you are looking for
                 Slide 18
2. Use advanced search
3. Screen for best match


Slide 18                        © Taproot Foundation 2012
WHO ARE YOU LOOKING FOR?

  You need…an online marketing          Find them by…using filters to guide
  pro to update your website            your search – all found on LinkedIn’s
  messaging and digital presence        (free) Advanced Search Tool


  Marketing/advertising                   Industry
                                   Slide 19
  From a specific company                 Company

  With SEO experience                    Keyword

  In New York City area                  Location




Slide 19                                                            © Taproot Foundation 2012
USE ADVANCED SEARCH




                                 Slide 20




 The Advanced Search Tool allows you to search for your exact target
Slide 20                                                           © Taproot Foundation 2012
REVIEW THE STRENGTH OF MATCHES

► The best volunteers will have the highest social
  capital – meaning the strongest ties to you or your
  organization
  − Look for the number of shared connections – the more the
    better
  − 1st and 2nd degree connections are the best bet – that
    means you know them directly (1st) or they are a “friend of
                                     Slide 21
    a friend” (2nd)
► Lots of volunteer work usually means a proud and
  committed volunteer
► Look at their groups and associations. Do you share
  an alumni connection? See a passion for certain
  causes? Shared interests are an added bonus.



Slide 21                                                          © Taproot Foundation 2012
REVIEW THE STRENGTH OF MATCHES




             Slide 22




Slide 22                  © Taproot Foundation 2012
WHY DOES SOCIAL CAPITAL MATTER?

It happens on nearly every project – at some point, the
work gets hard or other priorities come up. A consultant’s
commitment to the project is tested.
 Social capital is what keeps a pro bono volunteer on-
    board, even if the project gets hard
 Examples of social capital
                                     Slide 23
    − They’ve volunteered with your organization before
    − They work for your board member, who asked them to
      take on the project
    − You are personal friends with them or have mutual friends
    − They signed up through a matching service and
      completed an application to participate
 Choosing a consultant with high social capital at the
  start ensures you won’t lose them partway through

Slide 23                                                          © Taproot Foundation 2012
GET STARTED

 Check out LinkedIn’s Advanced Search Feature
    http://www.linkedin.com/search?trk=advsrch

 Learn more ways to use LinkedIn for your nonprofit
    −   Engage with supporters
    −   Create a company page         Slide 24
    −   Build your brand
    −   Join a LinkedIn group

    http://nonprofits.linkedin.com/




Slide 24                                               © Taproot Foundation 2012
This presentation was created in
partnership with LinkedIn for Good.
                                     Slide 25

The mission of LinkedIn for Good is to connect the talent and passion of
professionals with opportunities to use their skills to make a positive impact on
the world. We thank them for their support of the pro bono movement.




 Slide 25                                                               © Taproot Foundation 2012

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Using LinkedIn to Secure Pro Bono Talent

  • 1. For Pro Bono Find The Right Talent For All Of Your Pro Bono Needs LinkedIn ©2013 All Rights Reserved © Taproot Foundation 2012
  • 2. The number one reason cited by nonprofits for not using more pro bono is “not knowing how to find Slide 2 quality pro bono resources.” 1 Slide 2 1 Taproot Foundation and Board Source, 2011 Nonprofit Leader Survey (unpublished data). © Taproot Foundation 2012
  • 3. Taproot has partnered with LinkedIn for Good to make it easy for you to find the pro bono resources you Slide 3 need. Slide 3 © Taproot Foundation 2012
  • 4. FIND PROFESSIONALS ON LINKEDIN Looking for a particular skill set? Interested in building relationships with pro bono volunteers from a particular company or industry?  LinkedIn’s advanced search feature makes zeroing in on the exact talent you need easy. Slide 4 A strategy consultant to A part-time accountant A graphic designer to help build your 3-year plan to maintain your books create a new logo Slide 4 © Taproot Foundation 2012
  • 5. LINKEDIN MEMBERS + SERVICE  78% donated time or money in the last 12 months  76% would be open to virtual volunteering opportunities if they used their specific skills and talents  LinkedIn’s members have a desire to serve – they are just waiting to be asked! Slide 5 Slide 5 © Taproot Foundation 2012
  • 6. IN THIS PRESENTATION  Learn to use LinkedIn to identify the right talent for your pro bono projects − Find individual pro bono volunteers − Discover connections to organizations and companies that provide pro bono services − Vet potential pro bono consultants Slide 6 Slide 6 © Taproot Foundation 2012
  • 7. THE PRO BONO PROCESS SCOPE SECURE MANAGE  LinkedIn is designed to help you secure pro bono resources  That is, LinkedIn helps you to find the7 Slide talented professionals you need by allowing you to connect Process from: with people already in your network. Slide 7 © Taproot Foundation 2012
  • 8. BEFORE SECURING PRO BONO  You need to have a clearly defined scope of work − It’s a good best practice to review your scope with a knowledgeable professional to confirm you are on track. − Unclear on what it is you need to begin with? Plan for a longer meeting with a relevant professional – 90 minutes at a minimum. Start with the “pain” you’re feeling and narrow to a specific scope together. − Slide 8 Already have a scope? Ask someone to review – a good bet is a board member with relevant experience. − You can also ask for 30 minutes of “speed pro bono” and get an outside professional’s opinion.  You need to have a sense of the kind of skills you are looking for − Get specific! For example, a graphic designer and a market analyst have very different skills, but both might be considered part of the marketing profession. Slide 8 © Taproot Foundation 2012
  • 9. USE LINKEDIN TO… 1. Find connections to individuals 2. Find connections to other providers Slide 9 3. Vet potential pro bono volunteers 4. Recognize pro bono volunteers Slide 9 © Taproot Foundation 2012
  • 10. CONNECT WITH INDIVIDUALS LinkedIn can help you connect to the talent you need – including individuals that might otherwise be overlooked  Search based on a specific profile − Keyword − Industry Slide 10 − Geographic location − Current or past employer  Quickly see how closely you are connected to them  Request a specific introduction from your shared friend or colleague Slide 10 © Taproot Foundation 2012
  • 11. CONNECT WITH OTHER PROVIDERS  Looking to secure pro bono support from a specific provider of pro bono? − Corporations − Professional service firms − Intermediaries − Trade associations Slide 11 − Schools  Use LinkedIn to find a connection to your pro bono provider of choice and turn your cold call into a warm introduction. Slide 11 © Taproot Foundation 2012
  • 12. CONNECT WITH OTHER PROVIDERS CONNECTING WITH A CORPORATION CONNECTING WITH AN INTERMEDIARY ► Approach a functional contact (that is, ► Gain an understanding of the someone in the marketing, finance, or application or intake process strategy department, etc.) ► Ask how they scope projects, meaning ► Approach the corporate responsibility or do they have a set catalog or do they grantmaking team Slide 12 accept open-ended requests? ► See if your board members have a ► Inquire about the screening process for connection – they might be able to the consultants you’ll be working with provide an introduction ► Ask about the resources you are ► Formulate your “ask” like you would any expected to contribute (both financial other request: start with a brief and human capital) description of need, share your scope document, explain why you’ll be a great pro bono client, and clearly tie the project to your mission Slide 12 © Taproot Foundation 2012
  • 13. CONNECT WITH OTHER PROVIDERS CONNECTING WITH A SCHOOL CONNECTING WITH TRADE ASSOCIATIONS ► Ask about internships and group ► Is there a formal intake process? projects – are they seasonal? Can ► Do they offer access to their network of students apply for credit? What’s the professionals if they don’t manage recruiting process? applications themselves? ► What are examples of recent projects ► Slide 13 What are some examples of past that were done by students? projects and which organizations ► Can you host more than one intern at a received support? time? ► Do certain courses offer pro bono service as a part of class requirements? Slide 13 © Taproot Foundation 2012
  • 14. VALIDATE CONSULTANT SKILLS Find the perfect volunteer among a page of search results by screening for the best possible match: ► How closely are you connected to them? ► What’s their job history? ► Do they seem qualified for the work you need done? Slide 14 ► Do they have a demonstrated commitment to volunteer work or causes? ► Any group associations that suggest they’ll be passionate about your organization or project area? ► Do they list relevant skills? Are they endorsed for those skills? (see next slide) Slide 14 © Taproot Foundation 2012
  • 15. VALIDATE CONSULTANT SKILLS Slide 15 The Skills & Expertise section allows you to review a potential consultant’s relevant skills – and see if they’ve been “endorsed” by colleagues andTaproot Foundation 2012 Slide 15 © friends.
  • 16. RECOGNIZE AND REWARD  You already know the importance of saying “thank you” to your volunteers. Why not do it publicly? 1. Encourage your pro bono consultants to list their work with your organization on their profile. − Have them list the work as they would any paid 3 WAYS TO SAY engagement in Experience section “THANK YOU” − In addition, suggest listing your organization in the TO YOUR Slide 16 Volunteer Causes & Experience section 2. Endorse their work by writing a recommendation ALL-STAR that is visible on their profile CONSULTANTS 3. Was the project something public like an annual report or website? − Suggest the volunteer list the final product on their LinkedIn profile in the Projects section. (See examples on the next slide) Slide 16 © Taproot Foundation 2012
  • 17. RECOGNIZE AND REWARD 1. Volunteer Experience & Causes 2. Experience Slide 17 Pro Bono MarketingConsultant Branding Consultant Pro Bono Video Creation 3. Projects Recognize volunteers after they’ve completed project work by encouraging them Slidetalk about the work on their LinkedIn profiles. to 17 © Taproot Foundation 2012
  • 18. SEARCH LIKE A PRO 1. Decide who you are looking for Slide 18 2. Use advanced search 3. Screen for best match Slide 18 © Taproot Foundation 2012
  • 19. WHO ARE YOU LOOKING FOR? You need…an online marketing Find them by…using filters to guide pro to update your website your search – all found on LinkedIn’s messaging and digital presence (free) Advanced Search Tool Marketing/advertising  Industry Slide 19 From a specific company  Company With SEO experience  Keyword In New York City area  Location Slide 19 © Taproot Foundation 2012
  • 20. USE ADVANCED SEARCH Slide 20 The Advanced Search Tool allows you to search for your exact target Slide 20 © Taproot Foundation 2012
  • 21. REVIEW THE STRENGTH OF MATCHES ► The best volunteers will have the highest social capital – meaning the strongest ties to you or your organization − Look for the number of shared connections – the more the better − 1st and 2nd degree connections are the best bet – that means you know them directly (1st) or they are a “friend of Slide 21 a friend” (2nd) ► Lots of volunteer work usually means a proud and committed volunteer ► Look at their groups and associations. Do you share an alumni connection? See a passion for certain causes? Shared interests are an added bonus. Slide 21 © Taproot Foundation 2012
  • 22. REVIEW THE STRENGTH OF MATCHES Slide 22 Slide 22 © Taproot Foundation 2012
  • 23. WHY DOES SOCIAL CAPITAL MATTER? It happens on nearly every project – at some point, the work gets hard or other priorities come up. A consultant’s commitment to the project is tested.  Social capital is what keeps a pro bono volunteer on- board, even if the project gets hard  Examples of social capital Slide 23 − They’ve volunteered with your organization before − They work for your board member, who asked them to take on the project − You are personal friends with them or have mutual friends − They signed up through a matching service and completed an application to participate  Choosing a consultant with high social capital at the start ensures you won’t lose them partway through Slide 23 © Taproot Foundation 2012
  • 24. GET STARTED  Check out LinkedIn’s Advanced Search Feature http://www.linkedin.com/search?trk=advsrch  Learn more ways to use LinkedIn for your nonprofit − Engage with supporters − Create a company page Slide 24 − Build your brand − Join a LinkedIn group http://nonprofits.linkedin.com/ Slide 24 © Taproot Foundation 2012
  • 25. This presentation was created in partnership with LinkedIn for Good. Slide 25 The mission of LinkedIn for Good is to connect the talent and passion of professionals with opportunities to use their skills to make a positive impact on the world. We thank them for their support of the pro bono movement. Slide 25 © Taproot Foundation 2012