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 TomeyProgram Managermtomey@compassphilly.org Question Title * 1. Organization Name Question Title * 2. Organization Information Street Address City State Zip Website Question Title * 3. Person completing application (if Executive Director, leave blank) Full Name Job Title Phone (XXX-XXX-XXXX) Email Question Title * 4. Executive Director Information Full Name Job Title Phone (XXX-XXX-XXXX) Email Question Title * 5. How does the Executive Director publicly self-identify? Check all that apply 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 Question Title * 6. Has your organization been a Compass client in the past? Yes No If yes, please include year and project type (Classic project, Micro Project, On Demand Project) Question Title * 7. What is your organization's mission statement? Question Title * 8. What is the primary issue area in which your organization works? 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) Question Title * 9. Approximately what percentage of your beneficiaries are: Percentage Asian or Asian American 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Asian or Asian American Percentage menu Black or African American 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Black or African American Percentage menu Hispanic or Latinx 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Hispanic or Latinx Percentage menu Middle Eastern or North African 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Middle Eastern or North African Percentage menu Native Hawaiian or Pacific Islander 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Native Hawaiian or Pacific Islander Percentage menu White 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% White Percentage menu Not Available/Don't Know 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% Not Available/Don't Know Percentage menu Question Title * 10. Approximately what percentage of your beneficiaries are low-moderate income? Not Available 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100% PROJECT PRIORITIESPlease select your three most important priorities. Question Title * 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 Question Title * 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 Question Title * 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 Question Title * 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 Question Title * 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. Question Title * 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. Question Title * 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. Question Title * 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 Question Title * 19. Please acknowledge the following Client requirements. Yes No Review the orientation materials? Review the orientation materials? Yes Review the orientation materials? No Complete Compass' End-of-Project Survey? Complete Compass' End-of-Project Survey? Yes Complete Compass' End-of-Project Survey? No If you answered "No" to any of the above, please explain. Question Title * 20. How did you hear about Compass? 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: Question Title * 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. I confirm that I agree with the statement above. I do not agree the statement above. Next