Social Sector Solutions Kickoff 1/20/2012

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2012 CLIENTS

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Agenda

Part 1 Projects and partners 3pm – 4pm– Welcome and introductions– Roles and responsibilities – Overview of all projects – Nonprofit clients present the goal of your

consultation –1 minute each– Calendar of key events – Q&A

Part 2 Team work sessions 4pm – 5pm – Introductions – team leads, clients, consultants, coaches– Review and confirmation of project scope– Team expectations and roles – Project logistics – schedule dates for mid-term progress review, final

report, status meetings, conference calls with coaches, key organizational events

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http://bit.ly/socialsolutions 3

THE PARTICIPANTS

ClientTeam•Lead

•Members

Instructors

McKinsey coaches



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Real projects. Real results.

Client Industry Problem

Angel Island Conservancy Environment Strategy and tasks for realizing the Master Plan, specific plans for visitor facilities throughout the Island, and plan for meeting infrastructure needs during America's Cup

Berkeley Science and Math Initiative

Education Scaling and sustainability plan for 2012-16 to fully participate in national effort to prepare 100,000 excellent STEM teachers in the U.S. over the coming 10 years

CVE, Inc. SE -workforce development

Business plan for CVE as a whole and one of its three social businesses

George Mark House Health Case for insurance reimbursement for services to terminally ill children and families

Global Heritage Fund Environment Refine existing framework for describing impact (heritage, new income and employment, social impacts, and capability building and develop cases studies to assess impact of 2-3 projects

Global Philanthropy Forum Philanthropy Platforms and services to support membership growth and financial sustainability

Jewish Family & Children's Services of the East Bay

Human Services Strategic plan to reexamine mission, prioritize opportunities, and plan financially for future

Principal Leadership Institute – UCB Sch of Ed

Education Growth plan for a less locally-bound set of leadership education services and a more sustainable financial structure

Rosie the Riveter Trust Environment Business plan to define position, audiences, value propositions and marketing/communications, and develop longer-term revenue strategy

Stern Grove Festival Arts /Music Design a membership program to engage the audience and sustain the festival financially.

Tech Soup Global Nonprofit sector effectiveness

- Develop a set of “batched” or operational menu options for future donors to grow country reach by 30% over 3 years.

Tech Soup Global Nonprofit sector effectiveness

- Develop growth strategy for using TSG’s unique global NGO database

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Happiness Cycle- Client View

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Happiness Cycle

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Advice from Former Clients

• Up front -- Appreciate the need to invest in the team

• Every week -- Speak with the team (1 hour call) to assess progress and speed problem solving

• Throughout -- Be a demanding client

• After the mid-term review -- Revisit scope to make sure you are getting what you need

• At the end of the project -- Spend time to capture the full value of the team’s insights

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Key Events

January February March April

1/20 Kick-off@ McKinsey3-5pm(all partners)

Week of 3/12Mid-term Progress Review (teams)

More Hard work

Week of 4/30 Final Presentation(teams

5/4 Finale—report-outs & evaluation@ McKinsey3-5pm

Hard work

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Today’s work with team

• Introductions

• Problem definition/constraints

• Workplaning and deliverables

• Arrangements for working together and timing of key meetings

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Work Session LocationsTeam Room

Angel Island Conservancy 4721

Berkeley Science and Math Initiative

4724

CVE, Inc. 4726

George Mark House 4728

Global Heritage Fund 4730

Global Philanthropy Forum 4732

Jewish Family & Children's Services of the East Bay

4734

Principal Leadership Institute – UCB Sch of Ed

4753

Rosie the Riveter Trust 4755

Stern Grove Festival 4759

Tech Soup Global Marvin’s

Tech Soup Global Marvin’s

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Contact Information

Nora SilverDirector, Center for Nonprofit and Public Leadership and Adjunct Professor, Haas School of Business [email protected] 510.642.1625

Paul JansenDirector Emeritus, McKinsey & [email protected]

Andrik CardenasDirector of Operations, Center for Nonprofit and Public Leadership, Haas School of [email protected] 510.642.4884

Evin GuyProject Coordinator, Center for Nonprofit and Public Leadership, Haas School of [email protected] 510.643.1869

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