July Chapter MeetingClaim It Fair 2007

PRO BONO COMMITTEE - 2011

Director:
Melanie Hardie

Vice Director:
Steve Gilbertson

Committee Members:
Steve Gilbertson, Louis Hext, Tobin Johnson, Dan Katan, Jason Plank, Lauri Salverda, and Dave Thesing

PASSION STATEMENT
Providing financial guidance to those in need or crisis

Fostering Trust - We will foster trust by:

  • Attending Committee Meetings
  • Following through on our commitments
  • Having open communication
  • Listening to others

Vision - Our vision is to:

  • Develop programs that meet the goals of our pro bono partners and document them so they can be transferred to other organizations
  • Be a liaison between people in need and/or crisis and the Pro Bono volunteers of the FPA of MN
  • Provide opportunities to give and receive financial planning assistance
  • Demonstrate to the non-profit community that FPA is the Heart of Financial Planning

Developing Ongoing Strategies:

  • Perspectives Supportive Housing - continue Financial Education Program (Laurie Salverda)
  • MN Law Enforcement Memorial Association - continue working with the families of officers who have fallen in the line of duty (Lauri Salverda)
  • AccountabilityMinnesota - to include business saving, credit report reviews, and financial planning seminars (Jason Plank)
  • Financial Planning Day Event - advance planning for 2011 city and coordinating event planning (Becky Krieger)
  • Acquire Volunteers - through communication (Melanie Hardie)
  • Raise awareness of membership - through communication (Melanie Hardie)
  • Individual requests and referrals from FPA web site - direct to volunteers (Melanie Hardie)
  • Develop 1-2 new partnerships - identify opportunities throughout 2011 (Melanie Hardie)
  • Resource List - review and update links for the FPA MN Resource List (Melanie Hardie)
  • Work with other Committees - publicize accomplishments; manage volunteer database list with Financial Literacy (Melanie Hardie)

Energizing Alliances:

  • Non-Profit Partners
    • What do we want: Sharing of vision and program development
    • What do they want: Help for their clients
  • PR Committee/Government Relations
    • What do we want: PR for Pro Bono committee
    • What do they want: Assistance with PR efforts
  • Financial Literacy Committee
    • What do we want: People to help with projects
    • What do they want: Reciprocation
  • Career Development Committee
    • What do we want: People to volunteer
    • What do they want: Career experiences

Activating Transformations:

  • Encourage all committee members to take an active role in leading a Pro Bono initiative
  • Take an active role in the development of and participation in the projects
  • Assist in soliciting volunteers to support the pro bono partnership projects and activities
  • Acknowledge committee members and express gratitude for their work


View the Team Leadership Manual for detailed strategies, tactics, and measuring guidelines.


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