Pro Bono Design & Management Accelerator 1 January 9, 2019
Session 4 Volunteer Placement, Supervision, & Technical Assistance 2
3
Coach introductions Renée J. Schomp Senior Staff Attorney, Pro Bono Consulting Joel Kim Staff Attorney, Pro Bono Consulting 4
Logistics - Nuts and bolts • Thank you to DREDF & Ed Roberts Campus! • Restrooms • Water • Lunch • Snacks 5
Mindfulness moment 6
Icebreaker: “Yes, and…” • Theme: Dream dinner party • Person 1 suggests an idea within the theme • Person 2 builds on the idea, saying “Yes, and…” 7
Pro bono accelerator objectives 1. Shared pro bono language 2. Inspiration from peers 3. Role of pro bono in larger civil justice movement 4. Lens of equity & inclusion 5. Support on concrete action steps towards organizational change & pro bono design 8
Pro bono accelerator roadmap 1. October 10: Volunteerism Overview 2. November 14: Recruitment, Cultivation, & Training 3. December 12: Impact Evaluation & Data Tracking 4. January 9: Placement, Supervision, & Technical Assistance 5. February 13: Capstone Project Presentations & Organizational Change Planning 9
Ground rules • Beach ball conversations • One diva, one mic • Make space, take space • Be here now • Confidentiality 10
Today’s agenda ... 1. Capstone: Internal context assignment 2. Overview of volunteer placement 3. Overview of supervision 4. Capstone project prototyping 11
Pedagogical note: • Two overarching themes: Placement, and Supervision & technical assistance. • At end of each theme, we’ll have individual time to reflect on key take-aways each of you want to consider applying to your own programs. 12
Feedback from midpoint evaluation 13
Feedback from midpoint evaluation • One participant commented that they would prefer time to immediately work through implementation of each new concept taught • One participant commented that tech tools would be more useful if taught more in-depth how to use them 14
Coaching calls • 45 minute coaching calls for advice and creative problem-solving • Follow-up coaching calls after the Accelerator 15
Grounding pro bono programs in a larger civil justice movement • San Diego migrant crisis response 16
Capstone activity: Internal context 17 assignment
Internal context analysis • Write a 1-3 page description of the internal context of your pro bono program 18
Internal context analysis • (1) Historical context & goals of the program • (2) Relevant stakeholders & their feedback (including your pro bono clients, program staff, development team & pro bono volunteers, among others) • (3) Foreseeable barriers to change • (4) Budget and revenue model • (5) Data on existing client & volunteer impact & satisfaction levels. 19
Volunteer Placement 20
Objectives of this section • Participants will be able to articulate effective volunteer placement tools/concepts • Participants will be able to identify what new tools they can use to make their pro bono placement more effective 21
Take notes: List *tools/concepts* that stand out during the next segment on volunteer placement 22
Importance of volunteer placement • Clear expectations between volunteers and legal services staff on • Logistics • Case timeline 23
Pre-placement details • Provide a clear and concise view of what the pro bono opportunity entails: • Before representation begins • With all relevant information • While maintaining client confidentiality 24
Pre-placement details • Date of pro bono opportunity (if limited scope clinic) or entire time commitment (if it is a full scope case) • Info on required trainings • The intended outcome of the case • Particularly compelling facts about the client and the situation • Grounding in larger civil justice movement 25
Pre-placement details • What support the legal services organization will offer • Training and skill-development opportunities that a firm and its lawyers can learn from the particular pro bono matter • Conflict information or next steps • Clear next steps to sign up 26
Case studies • Marin Pro Bono Network • Limited Scope Opportunities Events Calendar • Full Scope Opportunities Page • Get Involved Volunteer Interest Page 27
Case studies • Catchafire • Non-legal pro bono opportunities 28
Case studies • Justice Bus placement process • Survey to potential partners • Internal calendar of clinics 29
Pre-placement details • Verify that volunteer attorney is in good standing, with no disciplinary matters or pending complaints 30
Pre-placement details • When recruiting potential volunteers, have them shadow or observe a more experienced volunteer before they commit. This gives the potential volunteer a chance to see what the experience is like and whether it's a fit for them 31
Post-placement details • Provide a holistic view of the case • No surprises (where feasible) • Reminder of duty as an attorney & need for ownership/creative problem-solving 32
Post-placement details • Client name • Client case file/Intake form • Language needs, if any, and corresponding interpreter information • Reminder of estimated number of hours for case work 33
Post-placement details • Actual case timeline template • Internal deadlines for case • External deadlines for the case • Supervision structure reminder 34
Post-placement details • Trainings resources (link to the Training webpage, password, and any additional training material the Lead LSO may have requested) • Link or attachment to all client pro bono manuals, worksheets, etc. (Attached co-counsel agreement or engagement agreement) • Next Step Instructions on setting up first meeting with client within 2 weeks of receiving case assignment 35
Client details • Client background • Case context in relation to situational circumstances • Language needs • Disabilities and Possible Accommodations • Potential client challenges 36
Clinic details • Date and time of pro bono opportunity • Location address & logistics (such as parking) • Trainings resources (link to the Training website or resource) • Contact information • Language capabilities 37
Define deadlines and timeline • Case timeline with all deadlines helps volunteers keep on track • Timeline also helps set expectations and explain to pro bono volunteers where challenges and bumps may occur 38
Example: Tahirih Justice Center • Case assignment letter 39
Set and Confirm Expectations • Ensures all parties are on the same page • Expectations set and confirmed between the legal services organizations and the pro bono volunteer should include ... 40
Set and Confirm Expectations • Standard of care • Cost obligations • Continuity of Representation • Mentoring, Supervision, and the legal services provider’s ability to provide ongoing support 41
Set and Confirm Expectations • Method of sharing status updates and the form of communication preferred by both partners • The scope of representation and time estimates for completing the work • How to handle subsequent substantive issues that may come up for the same client during the representation 42
Set and Confirm Expectations • Written agreements (like co-counsel agreements) should be used to outline all expectations for the pro bono opportunity • For limited scope volunteer opportunities, like clinics, there should be a limited scope agreement between clients and pro bono volunteers to ensure there is a mutual agreement regarding the scope of representation 43
Example: Tahirih Justice Center • Co-counsel agreement 44
Outline all training and resources available • Give pro bono volunteers all training materials in advance in order to give them sufficient time to prepare and train • Provide a case guide at the onset of placement so volunteers can see what to expect • Volunteers can skim the guide and refer to specific sections as needed 45
Outline all training and resources available • Explore creative ways to deliver training materials • Online volunteer portals • Training videos 46
Example • Marin Pro Bono Network Training Portal 47
Finding pro bono inspiration from peers Pro bono case studies 48
49
50
Tech tools & tricks! Signup & Calendly 51
Calendly • Scheduling tool 52
Recommend
More recommend
