This is the first of what I hope is a regular series of posts where I use real situations or articles and recast tham as hypothetical wiki scenarios.
David Warshaw helps companies and nonprofits develop strategic volunteer programs. His article in CharityChannel titled “Companies are from Mars; Nonprofits are from Venus” lays out the good intentions nonprofits and companies have in collaborating and the reasons those intentions go astray.
Companies -- from the Fortune 500 to small local firms -- are investing in programs that support their employees’ community activities, greatly increasing the pool of talented volunteers ready to serve community needs.
This should be terrific news for agency directors and volunteer resources managers. Yet many nonprofits find it very difficult to tap into this expanding resource. Could it be a communication and expectation gap? Are “companies from Mars and nonprofits from Venus” when it comes to figuring out how to best involve employee volunteers? …most nonprofits are challenged to integrate groups of employee volunteers into their programs.
Warshaw's article is very good and you should read it as I am only quoting from a small portion. He provides 12 steps for any nonprofit that wants to successfully engage corporate sponsored volunteers and manage a more successful collaboration. Warshaw’s Recommendations are In italics. I expand on each recommendation to suggest how a wiki might facilitate Warshaw’s advice with “The Wiki Difference”:
“… successful agencies know that engaging workplace volunteers needs to be a managed process based on open communication and a spirit of partnership. On the often-winding road to success, these steps are key:
1. Set your organizational goals. Know what you have to offer and what you want to get from a company relationship. Know, too, the limits of your capabilities so you don’t get into more than you can handle. “
The Wiki Difference - Start off with a private wiki space accessible only by a small team that can use the space to brainstorm, define, and refine the goal. Use the same space to anticipate issues and obstacles that must be overcome. Eventually, this same space can used for the service delivery phase and opened up to those corporate volunteers who will be assisting the nonprofit.
2. Make contact with an interested company, either directly or through an intermediary like a volunteer center or the Corporate Volunteer Council. Think early about building a long-term relationship, not just about the one-time transaction.
The Wiki Difference – after the preliminary face-to-face, phone calls, emails, and ‘getting to know you’ encounters, that initial corporate contact should be granted access to the private wiki space to get an immediate understanding of the nonprofit’s goals, culture, specific service delivery ideas, and any other information that will serve to foster a quick and effective relationship building. This corporate sponsor (and others as they become part of the group) should have free rein to add new comments, suggestions, status, and documents.
3. Know who on your staff is going to manage the relationship. And, just as important, who at the company will champion your needs within their organization.
The Wiki Difference – Roles are a key concept in any group undertaking and the wiki can be used to reinforce those responsibilities. You can literally define people and roles on the wiki with User Profile/contact pages. More importantly, role behaviors can actually be applied in the wiki. Instead of using email and cell phones exclusively, use the wiki to establish and delegate tasks, roles, and responsibilities.
4. Align your goals and the company’s. Be sure the expected ROI is attainable and fair to both sides.
The Wiki Difference - Of course, defining and aligning goals doesn’t need to be a collaborative effort, internally or with the corporate sponsor – powerpoints are the traditional medium for this ‘feel good’ exercise. But you’d be surprised to see how diverse the opinions are when you do this in a more collaborative manner. Using a wiki internally first to define those goals (while anticipating what the corporate sponsor’s goals are) and then inviting the sponsor to participate can be an effective approach at getting your internal team on the same page and then impressing the corporate sponsor with how well you are on their page as well.
5. Agree on scope, schedule, budget, etc. What is the time frame? What will the volunteers do? How many will be needed? Who pays for what?
The Wiki Difference – the logical next step to Goal Setting (Step 4, above) is Project Planning. Doing that on a wiki allows for instant input from those who will most directly affected by project plans. Issues, obstacles, requirements can be captured collaboratively without relying on endless emails, attachments, and presentations.
6. Reach agreement IN WRITING. This doesn’t mean a formal contract. No nonprofit should have to get caught up in the bureaucracy of a corporate legal structure. But an exchange of letters (emails) of understanding signed by both the agency and company lead representative will verify that the project outline discussed in meetings or on the phone is understood by both sides.
The Wiki Difference – OK, here’s the payoff. Does anyone NOT see how much more easy and effective it is to have the sponsor involved in the process as it is developing on the wiki and having the ability to state directly, on the wiki, “Yes, I agree” or” No, we need to change something”?
7. Plan, plan, plan... and plan some more. Do it jointly with the company. Don’t let them off the hook. Getting to the details is vital. Sophisticated company volunteer programs will assign a “project manager” to work with you. This may be different from the champion working on the general outline. If they don’t, ask them to. The bigger the project, the more important the project manager is. They will be the liaison with company volunteers, help acquire resources (e.g., extra tools, lunch for the volunteers) and secure agreed-upon financial support. They should also be on site to direct the company resources.
The Wiki Difference – A wiki is nirvana for a project manager. If the PM can master the art of avoiding email (and getting the team to use the wiki instead of email). ALL of the attributes mentioned are accomplished on the wiki. Developing plans on the wik WITH all the stakeholders increases the likelihood plans actually reflect reality; status reports can be a thing of the past; and team members are always aware of the mission, tasks, and accountabilities.
8. Include an introduction to your agency in the project. Provide information about your agency’s vision, mission and services. Provide a tour if appropriate. Each satisfied volunteer is a new PR person in the community.
OK, not everything should be done on a wiki – face time is important, too. And, although a static website can have the ‘vision, mission, services’ statements, so can the wiki.
9. Implement the project -- the proof of good planning is a plan that works!
The Wiki difference – Yes, use the same wiki you used for planning. As the process unfolds, use the wiki for updates, accomplishments, issues, needs, questions, etc, etc, etc.
10. The day after? Sorry, you are not done yet! Measure the results against the ROI goals and the specifics of the plan. Did the work get done to satisfaction? Did the volunteers enjoy the experience? Did the agency get value from the project? Did the company? This again should be done jointly between agency and company representatives. It is vital that assessments be honest and open about the bad as well as the good.
The Wiki Difference – ask anyone who has done large corporate projects – “Does anyone ever go back and validate the ROI (or any other benefits) that were planned in the beginning? Does anyone even remember what it was?” The beauty of using a wiki comprehensively from beginning to end, is that the ‘benefit claims’ are always there, front and center. It is something that should serve as a constant reminder to the team as to why the project is being undertaken in the first place.
11. Celebrate your success. This can be as simple as a pizza party at the end of the project or a thank you letter to the CEO. Creativity can bring dividends, and build the relationship for the future. .... gives the volunteers recognition in front of their peers, gets the message about your mission to a broader employee population, and helps the volunteer manager recruit more employees to participate next time. Did you or the company take video or photos? Can you make a display board for the company lobby?
The Wiki Difference – Plan the party on the wiki. Post pictures before, during, and after the party. Post pictures during the project. Post some funny stories along the way. Have the CEO post a comment once in a while. Have some fun.
12. Finally, don’t forget publicity. Some nonprofits are shy. Very few companies are. While there can be tension about a company putting out a press release that appears to exploit their volunteer efforts just for PR purposes (we call this the “gee what a great company we are” press release), there are many ways to give appropriate positive credit to all involved, and at the same time get your message across about mission and service......
The Wiki Difference – Or they might align very well. If they do, many wikis allow for turning a private, password-based wiki into a public wiki (but read-only capability). This can be an interesting way of publicizing certain types of volunteer programs – like Habitat for Humanity projects.