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On Demand Client Application - Greater Philadelphia
Introduction
ON DEMAND PROGRAM:
Compass offers short-term (eight weeks) pro bono services focused on nonprofits’ immediate needs and connects business professionals to support them. The On Demand Program has two options, Consulting Projects or Thought Partners.
On Demand Consulting Projects
- Projects address a single issue. Compass connects nonprofits to a business professional with the expertise to quickly understand and address an immediate challenge with tailored recommendations. Volunteer consultants are not expected to support implementation, although many do continue to work with their client in a personal capacity after an engagement concludes.
On Demand Thought Partners
- Compass connects seasoned business professionals with nonprofit leaders. In a confidential setting, Thought Partners provide a trusted ear for scenario planning, courses of action, and may also facilitate conversations among board, staff, and leadership. Depending on a client’s needs, a Thought Partner may offer several informal calls or schedule formal check-ins with an agenda.
Please Note: Compass also offers longer term consulting projects each Fall and Winter
(learn more).
PROCESS:
After the application is submitted, we will reach out to discuss your project priorities. Based on this discussion, we will begin to search for a volunteer with relevant experience and expertise that matches your request. If an appropriate volunteer is available, we will notify you and initiate the match.
NONPROFIT ELIGIBILITY:
Registered IRS 501(c)(3) Nonprofit
Does not promote religious beliefs or political parties/movements
Local Mission - Serves the Greater Philadelphia community (includes PA counties: Bucks, Chester, Delaware, Montgomery and Philadelphia, and Camden County, NJ)
If you have questions, please contact us:
Megan Tomey
Program Manager
mtomey@compassphilly.org
*
1.
Organization Name
(Required.)
*
2.
Organization Information
(Required.)
Street Address
City
State
Zip
Website
3.
Person completing application (if Executive Director, leave blank)
Full Name
Job Title
Phone (XXX-XXX-XXXX)
Email
*
4.
Executive Director Information
(Required.)
Full Name
Job Title
Phone (XXX-XXX-XXXX)
Email
*
5.
How does the Executive Director publicly self-identify? Check all that apply
(Required.)
American Indian or Alaska Native
Asian or Asian American
Black or African American
Hispanic or Latinx
Middle Eastern or North African
Native Hawaiian or Other Pacific Islander
White
Don't know/Prefer not to say
*
6.
Has your organization been a Compass client in the past?
(Required.)
Yes
No
If yes, please include year and project type (Classic project, Micro Project, On Demand Project)
*
7.
What is your organization's mission statement?
(Required.)
*
8.
What is the primary issue area in which your organization works?
(Required.)
Animal Welfare
Anti-Violence/Violence Interruption
Arts and Culture
Capacity Building/Nonprofit Services
Children and Youth
Disability Services
Economic Development
Education
Entrepreneurship/Economic Empowerment
Environment
Financial Literacy
Food Security
Gender Equity
Health Care
Housing and Homelessness
Human Services
Immigration and Refugees
LGBTQ+
Racial Equity
Senior Services
Social Justice
Veterans Services
Workforce Development
Other (Please specify)
*
9.
Approximately what percentage of your beneficiaries are:
(Required.)
Percentage
Asian or Asian American
0%
5%
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Black or African American
0%
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40%
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55%
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70%
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100%
Hispanic or Latinx
0%
5%
10%
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25%
30%
35%
40%
45%
50%
55%
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Middle Eastern or North African
0%
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Native Hawaiian or Pacific Islander
0%
5%
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15%
20%
25%
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
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White
0%
5%
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30%
35%
40%
45%
50%
55%
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65%
70%
75%
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100%
Not Available/Don't Know
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
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100%
*
10.
Approximately what percentage of your beneficiaries are low-moderate income?
(Required.)
Not Available
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
55%
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65%
70%
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100%
PROJECT PRIORITIES
Please select your
three most important priorities.
11.
FINANCE
Cash Flow Analysis:
Evaluation of cash inflows and outflows over a fixed period
Financial Model Creation:
Forecast for revenues and expenses for a fixed period, based on a revised assessment of finances
12.
FUNDRAISING
Donor Analysis:
Support for identifying most valuable categories of donors for outreach, using historical data and trends
Digital Strategy Review:
Receive recommendations related to donation engagement online and related processes
Map the Donor/Member/Patron Experience:
An audit of donor, member, or patron journey, and provide recommendations to improve interaction across platforms
Research:
An annotated list of relevant grant and funding opportunities
13.
GOVERNANCE
Board Development:
A review of governance challenges (e.g., the articulation of the roles/responsibilities or appropriate activities of a nonprofit board)
Bylaws and Policies:
A review, with proposed recommendations for bylaws or policies regarding board operations, may include liabilities
14.
HUMAN RESOURCES
Benefits and Compensation:
A review with recommendations for new or existing policies
Organizational Management:
Evaluation of staffing needs, organizational structure, or employee engagement
Transition/Succession:
Development of a plan for future continuity of operations and leadership
15.
MARKETING/COMMUNICATIONS
Communications Audit/Strategy Review:
A review and/or refinement messages for existing communications platforms
Marketing Strategy Review:
A review and recommendations for a plan, program or event; may include comparative analysis, market research, stakeholder analysis, etc.
16.
PROGRAMS
Programs Assessment:
Assessment of feasibility of existing programs, may include review of cash flow required to support programs, virtual options, suspension, and partnerships
Partner Identification/Merger Assessment:
A review of the risks and benefits of a merger or partnerships, may include development of selection criteria, a feasibility review of existing programs, cash flow required to support programs, virtual options, suspension, etc.
17.
TECHNOLOGY
Data Management:
Assessment of data collection processes, tools, and analysis to better support decision-making
Scouting:
Support to identify requirements for new technology or tools; develop an acquisition and adoption strategy
Technology Optimization:
Assessment of existing technology capabilities and recommendations for more effective use of existing technology.
18.
For your selections, please specify if you are interested in a Project or Thought Partner.
(EX: Finance - Thought Partner, Technology - Project)
First Priority
Second Priority
Third Priority
*
19.
Please acknowledge the following Client requirements.
(Required.)
Yes
No
Review the orientation materials?
Yes
No
Complete Compass' End-of-Project Survey?
Yes
No
If you answered "No" to any of the above, please explain.
*
20.
How did you hear about Compass?
(Required.)
We are a previous Compass Client
We are a previous Compass Applicant
Online Search
Social Media
Referral from Foundation, Community Partner or Other. Please specify:
*
21.
Please read and acknowledge the following statement:
Compass is pleased to provide your nonprofit organization with an On Demand consulting project or a Thought Partner consultant. Compass does not charge for its services and relies on volunteers dedicating their spare time.
Our advisory services may be provided remotely (or as agreed between you and your Compass consultant) and require that you and/or certain members of your staff have sufficient time to engage with your Compass consultant and that you will provide information and other resources as may be required. Please be advised that all Compass volunteers sign a notice of confidentiality regarding the information that you share with them.
In submitting this client application, you agree to indemnify and hold harmless Compass and its volunteers from all causes and actions relating to this project. Such indemnification shall include the cost of defense, if any, as incurred by Compass. We also request your consent to identify your organization as a Compass client along with a short project description.
Your application is your acceptance and acknowledgment of this Engagement Letter for when a consultant is matched to you. Compass is dedicated to supporting our local nonprofits, and we look forward to working with you.
(Required.)
I confirm that I
agree
with the statement above.
I
do not agree
the statement above.
