Volunteerism That Works. Lora Phillips, Symantec Randy Martinez, CVS Caremark Joseph Suarez, Booz Allen Hamilton

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1 Volunteerism That Works Lora Phillips, Symantec Randy Martinez, CVS Caremark Joseph Suarez, Booz Allen Hamilton

2 Guest Speakers Lora Phillips Randy Martinez Joseph Suarez Serves as the Senior Manager for Global Employee Engagement. She is responsible for defining and driving Symantec s employee outreach efforts. Areas of responsibility include directing grassroots outreach in communities where Symantec has a business presence, contributing to a high quality of life in those communities, and managing volunteerism at the company s over 200 sites. Ms. Phillips is also responsible for overseeing the company s efforts around its philanthropic focus of protecting children online, developing partnerships with nonprofits, the public sector, and civil society to ensure all families are free to work and play in a connected world. She also holds primary responsible for Symantec s corporate responsibility communications. Serves as a corporate relations executive for CVS Caremark, the parent company to the retail chain CVS/pharmacy. He oversees the companies Central Division and a $25M, five year philanthropic initiative. Randy has been responsible for building large intranet processes to communicate to the field executives their strategies for driving store traffic through community relations. Randy is responsible for building the company s first ever enterprise-wide networking group program. His success and reputation for helping nonprofit organizations from deepening in the red was in developing value propositions for Corporate America and creating a need exchange. An 18 year public affairs/community relations executive, he has spent his career building and managing social networks. Serves as director of Community Relations for Booz Allen Hamilton, a position he s held for over four years. In this capacity, Joe manages all aspects of the firm's Community Relations activities, including the development of nonprofit partnerships, creation of high-impact community programs, and administration of all philanthropic gifts, pro bono, and volunteer support to nonprofit organizations. Joe works with a dynamic team of 10 professionals who support and engage staff across the nation and work with more than 650 charitable/community based organizations on an annual basis.

3 Lora Phillips Senior Manager, Global Employee Engagement Symantec

4 Symantec s 25th Anniversary Volunteer Challenge Framework Objectives Acknowledge and celebrate Symantec's 25th Anniversary Promote team-building and foster a volunteer culture at the company Drive familiarity with and usage of the GivingStation Strategy Provide employees with a tangible, hands-on way to celebrate the company's milestone anniversary Make an impact on our office communities and preserve budgetary resources Tactics Monetary incentive Internal communications vehicles Executive communications

5 Framework Execution 25 hours of time = $1,000 for charity of choice Top 3 volunteers = additional $5,000 for charity of choice Success factors Peer-to-peer sharing Local leadership championship Middle management support

6 Key Statistics Recorded volunteer hours increased over 230% from FY07 (6,000 hours) to FY08 (over 20,000 hours) In FY08, this equates to nearly hour work weeks, or 9.75 years of full-time nonprofit staff work! 286 employees met the 25-hour benchmark, resulting in challenge grant payouts of $286,000 This is in addition to any Dollars for Doers grants for which employees may have been eligible Participating employees represent 8 countries: Australia, Canada, India, Ireland, Mexico, Spain, United Kingdom, United States

7 Employee Quotes Thank you so much for the opportunity to help me give back to the community. It is great to help support the people who have encouraged and helped support me. Thank you so much for this recognition. I am proud to work for a company that acknowledges and encourages employees regarding community service. This will put a smile on my face for a long while! We are very proud of our efforts and appreciate the recognition! I have to say the work we did in this area last year was the highlight of my year s accomplishments! Many, many thanks for the good news. That money is going to make a big difference in our next trip to Africa where we intend to bring PCs and teach computer skills in five different countries in central Africa. Please pass my gratitude to whoever had the fantastic idea of celebrating our 25 th Anniversary by helping charities.

8 Manager Quotes Sent to employee from manager: This is fantastic to see and a great example of looking past our daily activities to give back to the community. Thank you for your ongoing commitment in representing Symantec, truly a great demonstration of character! Our team is focused on the triple bottom line, and I am excited to share Matt s accomplishment with the rest of the group. I feel that our community participation and donations are yet another example of how Symantec leads in our industry. Sent to employee from manager: I just received this information regarding your volunteer hours and wanted to extend a huge thank you on behalf of myself and the renewals organization. What an outstanding effort and a commitment that is not easy to make when balancing the busy schedules we all maintain! We are proud of your accomplishment and the example you have set for the rest of us!! Great job!

9 Questions

10 Randy Martinez Manager, Community Relations CVS Caremark

11 Our Volunteer Initiative Today Involves... Browser-based volunteer platform (Truist) All Kids Can Focus with partners Easter Seals Boundless Playgrounds VSA arts Strategic Grant Making Challenge Grants Formalized CVS Caremark Community Crew

12 Our growth over the years ,000 associates & 1,200 stores 1997 Acquisition of 2,400 Revco stores, company went public 1999 Acquisition of Arbor Drugs in Michigan Enter Atlanta market 2004 Acquisition of Eckerd stores Florida & Texas (5,500 total stores) 2006 Acquisition of Savon/Osco stand alone stores in West Coast (California) from Albertson s (6,200 total stores) 2007 Merger with Caremark (15,000 new Colleagues) 2008 Acquisition of Longs Drugs in Northern CA and Hawaii (6,900 total stores) 215,000 colleagues with 6,900 stores in 44 states in addition to our PBM Business

13 Philanthropic Learnings Our Former Structure Too many causes Limited impact Our New Focus Stand for Something Greater impact on one issue Greater Opportunity to Engage Associates Enables us to address needs in each community Need to make CVS Caremark philanthropic Assets work harder

14 A Focused Approach to Philanthropy Demonstrates Corporate Social Responsibility Builds volunteer-centric organization Focus a volunteer effort company-wide Grow from there Builds pride amongst colleagues Supports employee engagement initiatives Supports our corporate value system Makes a greater philanthropic impact Creates a network of Grantees focused on a single or similar cause

15 Choosing a Signature Cause Surveyed more than: 1,100 customers and colleagues Non-profit partners Childcare experts, physicians and educators Key Findings: Support children and go beyond health Local community impact is key Involve our team at CVS Caremark Our decision

16 Supporting Children with Disabilities

17 Why Children with Disabilities? Current Assets Easter Seals and Meeting Street Partnerships Competitor Analysis No one owns it Objectives Inclusion and Diversity support CVS value system Audience Supports children Criteria Community engagement opportunities and collaborative efforts for colleagues

18 Mission Making life easier for children with disabilities. Vision Creating opportunities for kids with all abilities to learn, play & succeed.

19 Case Studies in Volunteerism & Engagement

20 Case Study #1 - Nonprofit AKC Partners National Sponsorship of Easter Seals Walk with Me ,000 Walkers Raise $350K ,200 Walkers Raise $725K ,500 Walkers Raise $1.2M Consistent message year to year Story telling and sharing successful fundraising among teams Good healthy competition among teams Uniting effort regardless of where you live or what your role is at CVS Caremark

21 Case Study #2 - Strategic Grant Making A key element of our Charitable Trust grants is employee engagement; THE key element of community grants is employee engagement We provide grants in 2 areas: Serving the needs of children with disabilities Healthcare for the uninsured Advise nonprofit of the purpose for community grants. Inform field executives about the community grant and have them do a site visit/meet and greet. Volunteerism is key to our organization so all grantees must have volunteer opportunities as part of the application process. All grantees must register on our Truist site upon receiving their check and acknowledgement letter it s how we build our database.

22 Case Study #3 Challenge Grants GOAL: To support our colleagues efforts in the following areas: Pre-K-12 Education Health Care or Health-Related Efforts Community Improvement (e.g., community clean-up, park renovations, or building playgrounds) Disaster Relief or Housing Construction for the Underserved General Community Support (e.g., food banks, soup kitchens, homeless shelters or agencies that provide social services to the underserved) Programs that benefit Children with Disabilities RESULT: Applications have increased Restructured to a four month process Versus annually Gives more opportunity for a wide variety of applications Future integration into the Truist platform

23 Volunteerism in 2008 Number of volunteer hours donated enterprise-wide where we have been able to measure is: 76,883 Hours Volunteered $1,556,880 in Value

24 Questions

25 Joseph T. N. Suarez Director, Community Relations Booz Allen Hamilton

26 Booz Allen Employee-Centric Approach Slogan: Spirit of Service Phrase first expressed by founding partner James Allen, remains a bedrock value for the firm. Booz Allen Approach: Booz Allen s spirit of service is driven by the firm s employees passion for having a positive impact on communities that goes beyond providing dollars. Dedication, skills, and intellectual capital of employees enable Booz Allen s community partners to achieve missions today with results that endure tomorrow.

27 Community Relations at Booz Allen Community Relations (CR): CR Team provides 42 budgets, outside of Washington metro region to geographies across the U.S. to support local, individualized outreach efforts (all employee-centric) Focus on identifying qualified nonprofits who are registered 501c(3) organizations with low administrative expense ratios. Investment decisions based on philanthropic goals, not marketing objectives.

28 Types of Volunteer Programs 1) Firm-wide efforts Firm-wide volunteer programs and activities combine a broad base of employee interest and support the firm s long-range strategic goals Corporate level Signature Partnerships supported by multiple Booz Allen offices (some examples include): American Cancer Society (ACS) Leukemia & Lymphoma Society Rebuilding Together Toys for Tots Ocean s Conservancy FIRST Robotics Disaster Relief Campaign

29 Types of Volunteer Programs 2) Local and regional efforts The locally-maintained partnerships exist because of the firm s entrepreneurial employee-centric model Local CR Liaisons (volunteers not full-time staff) serve as ambassadors in the community by: Working with leadership in offices to ensure Community Relations programs and initiatives are impactful and sustainable Relationships with nonprofit organizations at the local / community level that support employee interest and involvement

30 Types of Volunteer Programs 3) Individual level: Volunteer Service Grants The Volunteer Service Grant (VSG) program is administered by CR Department and serves as a resource to help staff who are personally and actively involved in personal volunteerism VSG grants are not linked to corporate programs or to local office partnerships General Criteria: Personal involvement to registered non-profit 40 hours minimum Must be employee with the firm - one year Fully vetted (no religious, political organizations) Applications and other criteria available through the GivingStation (managed by Truist)

31 Evolution of Volunteer Programs Looking Forward to Skills Based Volunteerism Evolution of volunteer efforts over the years-- including increased support to diverse range of nonprofits and ways of giving back Like most Booz Allen initiatives, Skills Based Volunteer Program evolved from the grassroots entrepreneurial employee spirit of service Initially occurring on an ad hoc basis, individual volunteers banded together to help the nonprofit organizations that their colleagues and team members personally supported

32 Evolution of Volunteer Programs Looking Forward to Skills Based Volunteerism (continued) Booz Allen expanded and formalized a Skills Based Volunteer Program, which will launch in the fall of 2009 The innovative approach to skills based volunteering engages our employees in a way that enables them to build their professional skills and share best practices on creative solutions to challenges in the nonprofit sector Skills Based Volunteering offers alternative capital to the nonprofit organization and provides them with the assistance they need to increase their capacity to meet long-term needs

33 How Skills Based Volunteerism Will Work at Booz Allen An employee intranet site has been established to host the database of volunteers and skills they have to offer Nonprofit templates have been created for submission of project descriptions to ensure that consistent data regarding areas of need is captured and recorded As requests are received from the nonprofits, s are then sent to qualified volunteers in the database, a volunteer project lead is identified, and the volunteers begin their work directly with the nonprofit organization

34 How Skills Based Volunteerism Will Work at Booz Allen Upon completion of the project, volunteers are invited to record their hours, and (if eligible) apply for a volunteer service grant in support of their work All volunteers are then eligible to receive an electronic card of recognition for their efforts, which is sent to both the individual volunteer and the volunteer's manager

35 In our Communities at a Glance In a 2008 Spirit of Service survey conducted by the firm found: 92% of employees contribute financially to a nonprofit, and 75% volunteer totaling 131,000 to over 600 nonprofits in the U.S. and abroad

36 Questions Thank You Today s presentation will be made available in recorded and pdf versions Send requests for presentation to

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