CAP Consulting Client Application

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Application deadline -  June 11, 2021 @ 11:59 pm 


Harvard Business School Association of Boston 
Community Action Partners (CAP) 
PROJECT APPLICATION 2021-22
CAP OVERVIEW

Community Action Partners (CAP) is a volunteer organization of Harvard Business School (HBS) and Harvard Kennedy School (HKS) alumni helping Boston-area nonprofits and social enterprises apply management skills to their business challenges. Founded in 1993, CAP operates under the aegis of the HBS Association of Boston. More than 100 alumni volunteers serve 14-18 nonprofits each year. Since inception, more than 1,000 CAP volunteers have served over 300 nonprofit clients in areas such as: strategic planning, market research and marketing strategy, financial planning and analysis, board development and governance, and organizational development. 

CAP has made some key changes to the 2021-22 Consulting cycle , so please review these instructions carefully.  Any questions should be addressed to CAP Executive Director, Kathy Le at kathyle@cap-hbsab.org.

For the 2021-22 Consulting cycle, CAP offers two types of project engagements:

1) CLASSIC projects with 6-8 volunteers working over approximately 6 months
2) FOCUSED projects with 4-5 volunteers working over 3-4 months

Clients can expect that all volunteers will spend about 2-4 hours per week on project work.  Nonprofit applicants must indicate the type of engagement/application in the appropriate field below. During the vetting process project types may change as CAP works with an applicant to jointly determine the best approach to meet client needs. 


APPLICANT CRITERIA

CLASSIC project applicants must meet the following criteria:
  • Charitable nonprofit organization with IRS 501(c)(3) status; or other social enterprise organization with a clearly defined social benefit 
  • Headquartered in Greater Boston 
  • A mission which provides the Greater Boston/New England community with a social benefit 
  • A minimum of five paid full-time staff, as well as a board of directors 
  • Stable leadership in the organization (ED tenure exceeds one year) 
  • Administrative capacity and commitment to oversee and support the consulting work 
  • Not currently in a crisis situation which would require more urgent assistance

FOCUSED project applicants must meet the following criteria: 
  • Charitable nonprofit organization with IRS 501(c)(3) status; or other social enterprise organization with a clearly defined social benefit 
  • Headquartered in Greater Boston 
  • A mission which provides the Greater Boston/New England community with a social benefit 
  • A minimum of three paid full-time staff, as well as an active board of directors 
  • Stable leadership in the organization (ED tenure exceeds one year) 
  • Administrative capacity and commitment to oversee and support the consulting work 
  • Sufficient financial stability - clients may be considered for financial analysis/scenario planning projects if currently facing financial difficulties due to the pandemic but should not be in danger of financial collapse. 

PROJECT CRITERIA - CLASSIC and FOCUSED projects

All potential projects must meet the following criteria: 
  • Deal with business or management-related issues in the organization, such as strategic planning, organizational development, finance, or marketing 
  • Not focused on development/fundraising strategy or implementation 
  • Have goals which are well-defined and achievable by a volunteer team staffed according to project overview above. 
  • Have the sponsorship of the organization's leadership, including both staff and the board

Examples of CLASSIC project focus:
  • Development of strategic plans
  • Development of business plans
  • Development of marketing/communications strategy and plans
  • Development of replication or scaling plans
  • Outcomes measurement
  • Human resources
  • Board development

Examples of FOCUSED project focus:

  • Market opportunity assessment
  • Operational review of a key functional area
  • Impact measurement studies (KPIs/dashboards)
  • Strategic or business planning retreat design & facilitation 
  • Mission or vision work
  • Financial scenario analysis and planning
  • Growth plan for a specific program or product
  • Succession planning

TIMELINE

June 11, 2021:                       Client application due date (at 11:59 pm)
June and July 2021:              
Phone interviews and Zoom meetings with staff and board leadership 
August - September 2021:   Volunteers select from semi-finalist projects
October 1, 2021:                    Volunteers and clients matched, project selection finalized
October 2021:                         Teams begin project work
June 2021:                              Teams complete work 


Applicants will be notified of their status by email or phone at each stage of the process. Your application will not be considered until you SUBMIT your application using the Submit Button below. 

Please save your work after each section. You will be emailed a link which will allow you to continue editing this application until you hit the submit button. The application is considered final once it is submitted.
Organization Contact Information


























Organization Demographics





Project Details








Financial Fitness and Forecast
To better understand your organization’s current financial position and whether you might benefit from CAP’s assistance with near-term financial planning and management, please respond to the following questions and provide any available supporting data/documents:



Supplemental Files (highly encouraged)







Terms and Conditions
Client agrees, for itself, its officers, directors, affiliates, successors and assigns (each, a “Client Party”) that all services provided by CAP volunteers pursuant to this application are volunteer in nature, and that none of CAP, HBSAB, its officers, directors, affiliates, volunteers, successors or assigns shall have any liability of any kind or nature to any Client Party relating to, or arising out of, any services rendered hereunder, and each Client Party agrees not to make any claim to that effect.