2010 SHRM Pinnacle Award Winner Successful Practice Showcase Webinar Series 1 HR-PRO: HR – Providing Resources to Organizations Meeting Community and HR Professionals’ Needs Human Resources Association of New York – HR/NY Presented by Barbara Adolf, SPHR, CEBS and Suzanne K. Wakamoto, SPHR 2 About HR/NY • Est. in 1948 as SHRM’s 1st affiliated local chapter • Chapter represents nearly 2000 members within the 5 boroughs of NYC and the surrounding suburbs • 32 Committees, Special Interest Groups and Forums 3 Three Critical Facts In 2008 - 09, unemployment in NY hit double digits. – Many HR/NY members were out of work. – Social service agencies that provide vital services were losing grant money and downsizing staff. – Many agencies had little or no HR presence. 4 The Right Place – The Right Time • HR/NY Board Member Barbara Adolf worked with the Federation of Protestant Welfare Agencies (FPWA), an umbrella nonprofit for NYC non-profit social services agencies. She saw: • A growing need for among member agencies for HR help and • An opportunity for HR professionals in transition to perhaps meet this need. 5 Our Partner • Federation of Protestant Welfare Agency (FPWA) provides services to about 200 members -- social service agencies based in New York City. • Agencies provide support to people in poverty, people with HIV/AIDS, children/adults with disabilities, the homeless, senior care, child welfare, soup kitchens etc. FPWA Membership Services include: • Advocacy program to NYC and NYS governments • Group Purchasing Program that helps keep their costs down • Meetings, newsletters, alerts to help member agencies stay on top of key issues and needs • HR-PRO is now considered a member service 6 Finding Like-Minded Leaders • Chapter Support • From the beginning HR/NY leadership provided critical support for the program as a pilot. • Leadership Committee (LC) Formation • Committee has grown from 3 to 6 members • First meeting 12/08 • Brainstormed, conducted research, began designing a program. 7 The Brainstorm • What we knew: Goal - to match specific needs for HR support among social service agencies with HR/NY colleagues in transition. • What type of volunteer program would best serve both populations? • One-on-one projects to address individual agency needs • Workshops for general training • What else should we consider? 8 • How do other volunteer programs work? • Legal implications of this type of program? • How long should consultancies be? • How to assess volunteers’ knowledge and Agency needs? • How to match volunteers with agencies? • Types of workshops to conduct? • How to track projects? • How to determine success of each consultancy/workshop? • How to market the project to members and to agencies? Creating a Name & Defining the Mission HR-PRO: HR – Providing Resources to Organizations Mission: Est. January 2009, Program began March 2009 • To provide New York City’s nonprofit social service organizations that have limited HR expertise with volunteer assistance from HR/NY members to help these organizations meet their HR needs. • To provide HR/NY colleagues with: • means to reach out and assist our local community, • opportunity to stay active in the field while in transition, and • chance to work with and assist other HR/NY professionals in rewarding projects. 9 Creating Materials • Organization Profile: Detailed information about the agency including its most pressing HR needs • Project Agreement Form: Created with assistance from an attorney member of HR/NY • Tracking System: Follow up notes/progress reports for each “active” agency – interview the client and the consultant • Feedback Forms 10 Testing the Waters • At HR/NY Special Interest Group (SIG) meetings we shared the idea with members. • FPWA shared information about HR-PRO with member agencies at FPWA events and in written materials, e.g., the newsletter • Got very positive reactions. • May 19, 2009 initiated first Orientation • 22 volunteers went through Orientation • Participants expressed strong desire to participate –“to help the agencies in need.” 11 HOW HR-PRO WORKS Roles Responsibilities The Program Typical Assignments Workshop Topics and Design 12 Leadership Roles & Responsibilities • Leadership Committee (LC) oversees HR-PRO • Committee meets twice monthly • Conducts orientation with “consultants” (HR/NY volunteers) • Maintains and manages data from consultants and organization recipients, e.g., matches consultants with agencies • Serve as Project Managers, monitoring and troubleshooting projects • Designs workshops, identifies presenters • Solicits ongoing feedback/evaluation of the services. 13 Volunteer Consultants: Roles & Responsibilities • Register with HR-PRO • Complete the HR-PRO Volunteers Survey -- identifies skills, knowledge and interests. • Email resume to LC -- provides background information and practical experience. • Data kept on the HR-PRO website, available only to the LC Committee. • One-on-One Consultancies • Work with Agency on a project. • Provide regular progress/feedback to Project Manager on that project. • Workshops • Work with LC to create content and presentation • Track and submit hours spent on projects. 14 The Program • FPWA agencies contact FPWA Director of Member and Faith Based Services. • FPWA Director or HR-PRO LC member interviews the agency -- creates the Agency Profile. • Agency Profile includes basic information, HR needs and the presenting issue. • LC identifies volunteer consultants that match the need, contacts them and connects them with the appropriate agencies. 15 The Program • Volunteer Consultant meets with the Agency and determines the scope of work. • Throughout the project, a member of the LC acts as Project Manager, checking in regularly with consultant and client and tracking project activities. • Upon completion, Project Manager follows-up with both the consultant and the Agency. 16 Typical Assignments • • • • • • • Review of employee handbook HR Audit Setting up the HR department Ongoing coaching of HR manager Training on group process Assistance with compliance of HIPPA Help implementing and communicating new policy requiring employee contributions to health care plan • Compensation analysis • Assistance in closing an agency 17 Workshop Topics and Design • Based on needs of the agencies • Initial workshop: Downsizing: Human Resources Challenges, Issues and Answers • Series: Lifecycle of the Employee • I: Getting Them There (Recruitment) • II: Critical Benefit Issues • III: Performance Management • Presenters – HR/NY members with special expertise • Scheduled 3 per year 18 DID THE PILOT WORK? Outcomes Testimonials Success Factors Challenges Surprises The Future 19 Outcomes • Since March 2009 HR-PRO worked with 21 agencies individually. • Including those attending workshops, we have worked with 45 agencies. 20 21 22 Workshop Feedback What, if anything, will you be doing differently as a result of this workshop? • Develop better job descriptions, make a set of required documents for each new staff and improve recordkeeping for the organization. • Share information with upper management. Do a safety/violence assessment at my workplace. • Almost everything! I intend to go back, share with the executive staff, review and hopefully use the sample forms, and get help from my HR-PRO consultant in developing an effective structure for a Performance Evaluation system. 23 Average Workshop rating – – – – Very Helpful: 73.8% Helpful: 26.2% Not Very Helpful: 0% Unhelpful: 0% Success Factors • Identifying good matches • Expertise and enthusiasm of volunteer consultants • Responsiveness and appreciation of client agencies = Bonding with HR-PRO Consultants • Monitoring the projects – troubleshooting when necessary • Enthusiasm and commitment of the Leadership Committee 24 Recognition In addition to the Pinnacle Award: • Awarded FPWA’s Keystone Award for service to the New York City social service community. • HR/NY Breiger Award for most valuable contribution to HR/NY. • Received recognition from Community Training and Employment Resources (CTER). • Due to 2009-2010 pilot year’s success, program elevation to full HR/NY committee status with Board reporting responsibility. 25 What We Learned Along the Way • There are a multitude of ways to work with the agencies. • We can also provide volunteers with development opportunities. • It is better to have fewer forms to complete. • The program not only suits those in transition; many of our volunteers hold down a full-time job. 26 Responses to the Challenges: Plans for the Future • Agencies overloaded with other demands Continue following up with the agencies – don’t give up! • Consultants having to drop out Keep the pipeline full • Inability to find appropriate projects for some consultants Provide opportunities to partner with other consultants to gain new skills. Be prepared to step in/back each other up as needed. • LC team members having to pull away at times if too busy with own work • Time demands on the LC 27 Increase use of systems and technology. Knowledge is one of the few things in life that we can give away and still keep. The HR-PRO program is a bridge between our colleagues and our community that provides opportunities for knowledge exchange and contribution. 28 Thank You! 29 Pinnacle Awards Program http://www.shrm.org/Communities/VolunteerResources/ResourcesforChap ters/Pages/award_info.aspx 30